China’s playbook to make the yuan the world’s reserve currency:

- Force big banks to settle more cross-border trade in yuan
- Promote cheap, subsidized yuan-denominated loans and bonds offshore
- Make yuan easily accessible through offshore hubs like Hong Kong
- Expand the CIPS payment system as an alternative to SWIFT
- Offer yuan-to-gold convertibility

History shows that when China targets an industry, it scales, subsidizes, and dominates. The currency market is simply the next frontier. If the yuan gains meaningful reserve status, it directly threatens the foundation of US power: the dollar.

The reserve currency privilege allows the US to run persistent deficits without immediate consequences.

Remove that privilege, and the math changes.... No reserve status means no unlimited deficits.

That is not just economic pressure, it is an existential threat.

Expect significant volatility and desperate measures from the US.

#Silver is approaching triple digits.

- +3% today
- +18% in just 5 days

Momentum is building fast.

Now let’s see whether US paper shorts attempt another price smash.

🚨 Senior Israeli officials: An attack on Iran is a foregone conclusion and will happen very soon.

#XPT/USD H2 #Platinum
#Indicator #Signal #Trading #GlobalOneAI

Trade key industrial and precious metals with up to 250x leverage, as commodities continue to see renewed momentum.

➡️ gains.trade/trading#XPT-USD

Wednesday, Feb 25 2026, 12:00 UTC time

😊 📋 Latest Important Headlines — Market Snapshot

🟢 ✅ US / Trump & Markets
🔖 Trump's State of the Union pushes tariff talk to the forefront — markets digest prospects of new tariffs as speech fuels volatility: Dollar slipped after the address while safe-haven flows lift gold. Treasury yields remain firm on a hawkish Fed outlook; 10‑yr yields stabilizing as investors price policy path.

🔵 🔖 Australia — Hot CPI, AUD Strength
📌 Australia Jan CPI +0.4% MoM, RBA core measures (trimmed mean & weighted median) +0.3% — core inflation at 16‑month high. Markets ramp up May rate‑hike bets, Aussie rises and 10‑yr yields climb; equities hit record highs but CPI clips bank gains.

🟡 📌 Japan / Yen
✅ Yen under pressure amid BoJ policy uncertainty and political signals; yen weakness supports exporters and keeps FX volatility elevated.

🟠 📋 China / Commodities & Yuan
🔖 Offshore yuan strongest since 2023 as activity resumes; iron ore rallies on revived Chinese demand — positive for EM commodity flows and Asian risk assets.

🔴 🔖 Europe — Growth & Inflation Divergence
📌 Germany Q4 GDP +0.3% and signs of momentum, but consumer confidence darkens amid geopolitics. Euro area inflation confirmed at a 16‑month low — ECB pricing remains nuanced as equities trend higher.

🟣 📋 UK & Switzerland
✅ UK housing listings surge as mortgage costs ease and prices stabilize — housing sector showing resilience. Swiss investor confidence rebounds on steady rate expectations.

🟤 🔖 Canada — Macro Outlook
📌 Bank of Montreal sees US rates easing in 2026, expects Bank of Canada to hold policy steady in 2026; modest Canada GDP and ~2.5% CPI for 2026 priced into markets.

🟩 📋 Global Risk Sentiment
✅ Gold + safe havens on tariff uncertainty; EM stocks and FX at highs in places as risk-on flows persist. Bitcoin steadies near $65k amid equity rebounds and whale accumulation.

🟦 🔖 Other notable briefs
📌 Australian construction unexpectedly down in Q4; Thai central bank surprises with a rate cut (regional divergence). EU firms (e.g., BMW talks on China tariff exemptions) navigating trade/tariff shifts.

Bottom line: Tariff rhetoric from the US is the main cross‑market volatility driver — boosting gold and weighing on the dollar at times — while Australia’s hotter inflation reignites RBA rate‑hike bets and global risk flows favour commodities and EM FX.

Wednesday, Feb 25 2026, 12:05 UTC time

Latest Important Headlines — Forex & Macro Brief

📋 ✅ US Mortgage Rates Move Lower
Key market signal for housing, consumers, and rate-sensitive FX pairs.
30‑yr fixed: 6.09% (week to Feb 20) — down 8 bps vs. last week, 15 bps lower vs prior reading. 

🔖 US 5‑Year ARM Drops Sharply
5‑yr ARM: 5.23% — down 6 bps wk/wk and 33 bps vs earlier period. Implication: shorter‑term borrowing eases, supporting mortgage activity and household cashflows.

📌 Mortgage Purchase Activity Weakens
MBA Purchase Index: -4.7% (week); -22.6% vs 4 weeks ago but +13.1% vs 1 year. Interpretation: near‑term demand softening, yet still above year‑ago—mixed signal for consumption and housing‑sensitive FX (AUD, CAD, NZD).

📋 Refinance Demand Surges YoY
MBA Refinance Index: +4.1% (week); +7.6% vs 4 weeks, +150.3% vs 1 year. Big YoY rebound likely from lower short‑term rates and ARM movements — supports US consumer liquidity and risk‑on flows.

✅ World Trade Rose in 2025 Despite Tariffs
Broad global demand backdrop — relevant for export‑dependent economies and commodity currencies.
Global trade rebound suggests resilience in goods flows, cushioning growth outlook for Europe, Asia, and commodity exporters (Australia, Canada, Brazil). Positive for cyclical FX and global risk appetite.

Market Implications (concise)
- Lower mortgage rates and stronger refinancing boost US household liquidity → potential mild USD weakness if risk‑on sentiment rises. 
- Softening purchase index warns of uneven housing activity → domestically mixed growth signals. 
- Strength in world trade supports global growth outlook → favors cyclical/emerging FX and risk assets. 

Watchlist
- US housing data and Fed commentary for policy reaction. 
- FX: USD vs AUD/CAD/NZD/JPY on risk sentiment and commodity prices. 
- Trade flows and tariff developments for EUR/GBP/JPY exposure.

Hut 8 $HUT Q4 revenue reaches $88.5M, up 179% YoY. Highlights include a $7B Google $GOOGL backed lease with Fluidstack and an 8.5GW pipeline.

With $1.4B in reserves and 70% institutional ownership, the "power first" strategy is driving massive scale for 2026.

$HUT/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$GOOGL/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$IBRX Short Squeeze Alarm 🚨

Short interest 135M shares

Utilization near 100% – almost ZERO shares left to borrow

Borrow availability down to scraps, days to cover climbing.

Stock already +17% yesterday to $11.55

ANKTIVA revenue exploding +700% YoY, global launches rolling, shorts bleeding hard.

Classic squeeze setup: limited supply, rising price, trapped shorts 📈

Dedicated to the Iranian regime. Coming soon.

$MU $SNDK $ASML $LRCX $AMAT $KLAC | SK Hynix to invest $15.1B in its Yongin cluster, bringing the first fab’s total to $21.5B.

Accelerating to a Feb 2027 opening, the move secures HBM production capacity to meet explosive AI and data center demand.

Needham maintains Buy for Cipher Mining $CIFR but cuts price target to $22 after a Q4 mining revenue miss.

Analysts remain bullish on the HPC pivot, citing advanced hyperscaler talks at the Stingray and Ulysses sites to drive long term contracted income.

Circle $CRCL Q4 revenue reaches $770M, up 77% YoY with $11.9T in onchain volume.

Key wins include a $75.3B USDC circulation, OCC conditional trust charter, and major integrations with $V Visa and $INTU Intuit. The mission for an open financial system scales in 2026.

🌍 Africa Is Powering The Energy Transition

Copper is the backbone of electrification.

And Africa holds critical leverage.

Top exporters:

🇨🇩 DRC 30,000 tonnes
🇿🇲 Zambia 20,000 tonnes
🇿🇦 South Africa 13,000 tonnes
🇳🇦 Namibia 11,000 tonnes

Main buyers?

#China dominates.
#India , Europe, UAE also active.

As EVs, grids, and renewables scale, #Copper intensity rises.

#Africa is not just a supplier.

It is a strategic node in the global #Energy chain.

Control of flows will matter as much as reserves.

Top 100 24h Gainers 🚀

FIL          $1.09        +24.90%
DOT          $1.54        +23.03%
APT          $0.9996    +20.01%
UNI          $4.02        +18.76%
MORPHO    $1.87        +18.10%

Top 100 24h Losers 🔻

M              $1.36        -3.52% 
PIPPIN    $0.7681    -0.77% 
CC            $0.1617    +0.95% 
DCR          $28.03      +1.02% 
TRX          $0.2851    +1.09%

💻 Data Centers Run on Minerals... Not Just Code.

AI infrastructure is a metals story.

Server boards use:
• #GOLD , palladium, tin, #copper
• Tantalum (Often 100% import reliant)
• Platinum (Heavy import exposure)

Semiconductors depend on:
• Gallium, germanium, indium (Near total import reliance)
• Arsenic, fluorspar (100% import exposure)
• Rare earths (80% import reliance)

Storage: #Silver + rare materials.

This is the hidden layer of #AI.

The bottleneck is not chips alone.

It is critical minerals, supply chains, and geopolitical control.

#HG/USD H2 #Copper
#Indicator #Signal #Trading #GlobalOneAI

Trade key industrial and precious metals with up to 250x leverage, as commodities continue to see renewed momentum.

➡️ gains.trade/trading#HG-USD

#URANIUM #URMN/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Sprott Uranium Miners ETF
$URNM volatility can move fast. Leverage magnifies it.

Trade $URNM with up to 100x leverage: gains.trade/trading#URNM-USD

3 Under-the-Radar Stocks 🔥

• Aduro Clean Technologies turns plastic waste into high-value oils and fuels through innovative chemical recycling technology. $ADUR

• HydroGraph Clean Power produces ultra-pure, high-quality graphene using a patented detonation synthesis process for batteries, composites, and advanced materials. $HGRAF

• IQE supplies critical epitaxial wafers that power high-speed photonics and optical transceivers for AI data centers and next-gen telecom networks. $IQE