$MP $UUUU $UAMY $USAR $LAC $CRML | India and the U.S. conclude a major critical minerals and rare earths supply framework.

Signed by Foreign Minister Jaishankar and U.S. Secretary Rubio, the pact aims to secure mining pipelines alongside an expanded bilateral AI partnership.

What a sad decade of horrible cars we got here!

Jaguar went to "go woke" went broke, AMG made it's GT 4 doors, which looks like an absolute design failure and comes with fake V8 sound, and now we got the Ferrari Luce, the first Ev from Ferrari that has lost the Ferrari magic..

Why spend millions on designers when AI can do it better for free?

$MU $SNDK $INTC $ARM $ASML | Huawei unveiled the 'Tau Scaling Law' and 'LogicFolding' 3D architecture to bypass U.S. sanctions.

Shifting focus from shrinking nodes to minimizing signal delay via 3D layers boosts density 53.5% toward 1.4nm equivalence by 2031.

$RKLB $LUNR $ASTS $RDW $VOYG | China launched Shenzhou23 to the Tiangong station, setting up a historic one year orbital stay.

The long duration flight aims to map human endurance parameters ahead of Beijing's targeted 2030 moon landing.

It takes most people 6+ months to master Claude Code.

With this cheatsheet, you'll master it in 60 seconds.

EVERYTHING you need to become a Claude Code wizard:

$MP $UUUU $UAMY $USAR $LAC $CRML | China sets to control 39% of global Lithium extraction by 2030, up from a third in 2020, per Wood Mackenzie.

Backing major new mining projects across Africa allows Beijing to lock down raw material power over Western EV supply chains.

You can now open a 5x long by literally typing "open a 5x long."

No app. No clicking through menus. Coinbase just shipped it and it's already live.

Same goes for almost anything you'd normally open a DeFi app for. "Swap my ETH to USDC."

"Put 1,000 USDC in the highest lending rate on Base."

"Find the best liquidity pool and add a position." You type it, it does it.

It's called Base MCP. Base is Coinbase's chain (their Ethereum L2), and MCP is the open standard Anthropic built back in 2024 that lets AI plug into outside tools safely. Coinbase just pointed it straight at your wallet.

It works in ChatGPT, Claude, Cursor, and Codex.

I know the first reaction: "so I'm handing an AI my wallet, that's how you wake up with nothing."

That's not how it works, and this part is worth slowing down for.

Your keys never leave you. The server never even sees them. When the AI wants to trade, it can't just fire it off.

It builds the transaction, drops it in a queue, and then you open the Base App, see exactly what's about to happen, and approve. Nothing moves until you sign.

The wild part is this might actually be safer than how you use DeFi today. Most people get drained because they signed something on a fake or hijacked site.

Here your agent builds the transaction itself, so there's no spoofed website in the loop to trick you.

And it already plugs into the apps you use:
→ Uniswap + Aerodrome for swaps and liquidity
→ Moonwell + Morpho for lending and borrowing
→ Avantis for perps (that's your 5x long)
→ Bankr for new token launches
→ Virtuals to find AI agent tokens

It goes past trading too. There's a payment standard called x402 built in that lets your agent pay other agents and APIs on its own, in tiny amounts.

So your AI can buy data or hire another AI to finish a task for you. The agent economy everyone keeps tweeting about starts right here.

Setup takes about 2 minutes and zero code: add the Base connector in your AI app, sign in with your Base Account, install the skill, then start typing. Just don't trust random links for this one, go straight to base.org/agents.

This is only day one. Coinbase is betting the front door to crypto stops being an app and turns into a chat box.

BOOKMARK this one

🇭🇰🇨🇭 For the first time ever, Hong Kong has overtaken Switzerland as the world's top wealth hub.

$2.95 trillion in offshore wealth versus Switzerland's $2.94 trillion, driven by Chinese money and a 2025 IPO boom.

Asian hubs are growing at 9% a year compared to Switzerland's 6%, and the gap is only going to widen.

Source: Reuters

Trying a few nature inspired car prompts for GPT Image 2. The model is just so good at these posters and infographics

Prompt:

You are an AI automotive designer that deconstructs any object's aerodynamic philosophy, material science, and functional poetry to birth a drivable sculpture. SEMANTIC INFERENCE FRAMEWORK Kinetic DNA Analysis:  Motion Signature: Is it about cutting through or flowing with? Power Source Metaphor: Does it suggest electric silence or combustion rage? Stance Philosophy: Does it crouch predatory or float serene?  Transmutation Logic: When the object embodies:  Sharp edges, aggressive angles, predatory stance, weapon-like intent → Manifest as: Track-Focused Hypercar (exposed carbon, active aero, GT3 energy)  When the object embodies:  Smooth curves, organic flow, biomimicry, effortless grace → Manifest as: Electric Grand Tourer (seamless body, hidden intakes, silent luxury)  When the object embodies:  Brutalist geometry, industrial strength, utilitarian honesty → Manifest as: Safari Rally Weapon (lifted suspension, protective armor, adventure-ready)  OUTPUT: Full car render (3/4 front view), interior detail shot, spec sheet (0-60, top speed, powertrain), brand collaboration ("Pagani x Cactus Edition").

Globalone.ch - #Prompt

Today in the halls of
Lamborghini, Porsche and Aston Martin.

🇪🇺 The EU will enforce new anti-money laundering rules from 2027:

• Cash payments above €10,000 will be banned for business transactions across the EU
• Crypto service providers will be required to verify identities for certain Bitcoin & crypto transfers
• Anonymous crypto accounts and privacy-focused services face tighter restrictions

Officials say the goal is to fight money laundering and terrorism financing. Critics argue it’s another major step toward financial surveillance.

Notably, the rules target regulated exchanges and businesses — not private peer-to-peer wallets.

SpaceX could become the largest public Bitcoin holder.

The company holds 18,712 $BTC ahead of its IPO, per Grayscale.

5 Different Methodologies That Currently Generate Sustainable Edge on Polymarket Weather Markets

I analyzed more than 30 weather bots through Parity Terminal and identified 5 fundamentally different approaches

From deterministic NWP-based systems to ML-driven bias correction and multi-agent reinforcement learning - here’s a full comparison by probability calibration, adaptability, and infrastructure requirements

1. Forecast-Driven / Model-Based (The Most Popular)

Several independent models (GFS ensemble, ECMWF, HRRR, etc.) converge in the same direction. Strong consensus gives confidence → EV is calculated → entry only with good positive expected value and additional filters

Pros and Cons:

• Complexity: medium
• Profitability: high with good filters
• Competition: high and continues to grow
• Stability: medium to high with strong consensus
• Risks: simultaneous model errors, settlement noise, commissions

Verdict: The main and most workable approach at the moment

2. Arbitrage / Latency Bots

Catch short-term inefficiencies: new model runs, divergences between Polymarket and Kalshi, latency. Work in seconds and minutes

Pros and Cons:

• Complexity: high (requires low-latency infrastructure)
• Profitability: very high at the start, but windows close quickly
• Competition: very high
• Stability: low to medium
• Risks: downtime, slippage, execution errors, regulations

Verdict: For those with serious technical setup. Often combined with forecast

3. Base-Rate / Statistical Divergence

Use long-term historical statistics by cities and seasons + adjustment for current conditions. Trade against market overreaction to fresh narratives

Pros and Cons:

• Complexity: medium to high (requires serious data science)
• Profitability: stable and good in the long run
• Competition: medium
• Stability: high
• Risks: fat tails, large data volume, fewer signals

Verdict: Excellent second layer or replacement for forecast after drawdowns

4. Copy-Trading / Smart-Money

Monitor and copy top on-chain wallets (often ex-meteorologists) with multi-wallet convergence requirement

Pros and Cons:

• Complexity: low to medium
• Profitability: good with proper selection
• Competition: growing rapidly
• Stability: medium
• Risks: lag, slippage, wash trading, smart-money style changes

Verdict: The easiest entry for beginners, good as a supplement

5. Self-Learning / AI-Agent Bots

Autonomous agents based on Claude, Hermes, GPT, etc. They calculate EV + Kelly themselves, run backtesting, calibrate and can combine multiple strategies

Pros and Cons:

• Complexity: high
• Profitability: potentially the highest (adapt to the market)
• Competition: medium to high
• Stability: medium, but grows over time
• Risks: black box, overfitting, API costs, hallucinations

Verdict: The future of weather trading. Ideal for “set and forget” with continuous evolution

$IREN $DELL $NVDA | IREN secures a $1.6B purchase agreement with Dell for next generation Blackwell servers to expand data center capacity.

Operating out of the Childress, Texas campus lifts projected annualized run rate revenue (ARR) to $4.4B upon a 2027 launch.

$GRML starting to look like one of those “nobody cares… until everybody does” setups.

The chart is now sitting directly on a major support zone after a long multi-month compression phase.

This is usually where risk/reward becomes VERY interesting.

What catches my attention:

→ tightening wedge structure
→ sellers losing momentum near support
→ RSI reaching washed-out territory
→ volatility compression getting extreme
→ potential breakout structure building quietly

And fundamentally?

This is not just another random microcap.

$GRML has exposure to:
⚡ palladium
⚡ gold
⚡ platinum
⚡ vanadium
⚡ gallium

inside Greenland — one of the hottest geopolitical critical minerals regions on the planet right now.

Meanwhile the market narrative around:
→ Western mineral independence
→ Arctic resources
→ strategic metals supply chains

keeps accelerating globally.

Interesting part?

These “left for dead” tiny caps can become explosive once momentum returns and traders rediscover the narrative.

Good spot here imho

Jensen Huang just said Nvidia's market cap will be "very much higher" over the next three to five years (Save this).

And he is standing in Taiwan, announcing that Nvidia will spend $150 billion a year there, building a $5 trillion headquarters in the epicenter of the AI revolution.

And yet Nvidia is still one of the most undervalued companies in the Mag7.

Here is the paradox that most people are missing.

Nvidia is the most valuable company on earth already past $5.5 trillion in market cap and it is still lagging.

While AMD hit all-time highs, while Micron crossed $1 trillion in a single day, while the entire semiconductor sector has been on fire, Nvidia has spent most of 2026 drifting sideways falling after blockbuster earnings, declining 4% in a week where it beat expectations, hovering below its record even as its underlying business has never been stronger.

The reason the stock lags is not the business but rather because of the multiple.

Nvidia trades at a premium that makes investors nervous, and every macro wobble, an energy shock, a rate scare, a geopolitical headline sends high multiple tech names down regardless of the underlying earnings trajectory.

Year-to-date, Nvidia's stock was down approximately 6.5% at one point even while the business was growing revenues at 65.5% and EPS at a pace that would have been considered fantasy two years ago.

The market is pricing in mean reversion that the data does not support and the business itself is doing the opposite of slowing down.

In fiscal year 2026, Nvidia's data center segment generated $194 billion in revenue up 68% year over year, Q4 revenue was $68.13 billion, up 73.2% year over year, beating estimates by $1.9 billion.

Fiscal year 2027 revenue growth is now projected at over 71% and at GTC in March, Huang doubled his demand forecast raising his AI chip demand outlook to $1 trillion through 2027, up from $500 billion projected just a few months earlier.

When a reporter asked if he was certain computing demand would be that high, he responded: "I am certain computing demand will be much higher than that."

The Taiwan trip this week reveals where Huang's thinking is pointing.

Nvidia is spending $150 billion a year in Taiwan up from just $10-15 billion four or five years ago because the company has bet its entire future on being a transparent platform company, one that the whole world can build on.

As Jensen puts it: "We are now a platform for the whole planet, a platform for the world to build all the different industries."

"Without the transparency, the clarity, and realizing the vision in actuality, it would have been impossible."

He has been telling the world what Nvidia was going to build at every GTC for 15 years and every single time, the result arrived on schedule.

That track record is what gives his $25 trillion target credibility rather than the sound of a CEO talking his own book.

The GPU waitlist is still months long, rental prices for Nvidia compute are going up, not down.

Every hyperscaler capex dollar from Microsoft's $80 billion, to Meta's $145 billion, to Google's $75 billion ultimately flows through Nvidia.

The Rubin architecture is shipping, next-generation Blackwell Ultra is in customers' hands, and shipment visibility now extends into calendar year 2027 with $1 trillion in committed demand.

Buying more Nvidia here.

We said Meta was extremely undervalued and this news is exactly the proof (Save this).

On May 26, when every headline was calling Meta's $125 billion AI spend the biggest capital expenditure mistake of the decade, we said the market was missing the full picture.

The bears were focused entirely on the cost side of the ledger but were ignoring what the spending was about to unlock.

Now they are starting to see it, Meta is rolling out paid subscription tiers across all three of its core apps for the first time in history.

• Instagram Plus: $3.99 per month.
• Facebook Plus: $3.99 per month.
• WhatsApp Plus: $2.99 per month.

These are not niche creator products, but mainstream consumer subscriptions built for everyday users and being rolled out across a combined distribution network of more than 9 billion monthly active users.

Facebook alone has 3.07 billion monthly active users, Instagram has 3 billion, WhatsApp has 3 billion.

Now run the math because this is where it gets genuinely staggering.

If just 1% of users across all three apps subscribe, Meta generates $332 million per month nearly $4 billion annualized from a product that did not exist six months ago.

If 5% subscribe, that is $1.66 billion per month and nearly $20 billion annualized in pure subscription revenue on top of the $165 billion advertising business they already run.

Snapchat+, a subscription for a platform with a fraction of Meta's user base topped 16 million subscribers and more than doubled in a year.

Meta has 100 times more potential subscribers than Snap does but the real reason this is so powerful goes beyond the subscription fees themselves.

The subscriptions are the monetization layer for the AI buildout that the bears have been complaining about.

Meta AI crossed 1 billion monthly active users more than ChatGPT, more than any other AI assistant in the world.

The new subscription tiers integrate the Manus AI agents Meta acquired for $2 billion, AI-powered video creation through Vibes, expanded AI features, and premium capabilities that are only possible because of the $125–145 billion infrastructure investment the market is terrified of.

The capex is not a cost without a return but rather the infrastructure that makes the product differentiated enough to charge for across a distribution network that no other company on earth can match.

Meta's generative AI products alone are projected to generate between $460 billion and $1.4 trillion in revenue by 2035.

The company has $58 billion in cash, the highest-margin social media business in history funding the buildout, and a CEO who just proved again that the skeptics were underestimating the monetization vision.

The bears saw a $125 billion cost.

What they missed was a $20 billion subscription business being seeded across 9 billion users before the AI premium tier even fully launches.

#WTI/USD H2 #Indicator #Signal #Trading #GlobalOneAI

#WTI/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$IREN continues acting like one of the market’s clearest examples of the AI infrastructure trade evolving beyond pure Bitcoin mining.

The narrative keeps strengthening around:
- GPU compute
- AI cloud infrastructure
- scalable power ecosystems
- renewable-powered data centers
- future compute capacity demand

And institutions clearly continue paying attention.

Meanwhile the chart is becoming extremely constructive here:

→ major downtrend line reclaimed
→ heavy volume participation
→ strong relative strength vs market
→ higher lows continuing to build
→ momentum recovery accelerating
→ squeeze pressure increasing again

Interesting part?

The market increasingly realizes AI isn’t only about semiconductors anymore.

The REAL bottleneck is:
→ compute
→ electricity
→ infrastructure
→ scalable data center capacity

And $IREN sits directly inside that ecosystem.

If bulls fully reclaim this breakout zone, the next expansion phase could become VERY aggressive.