The best-performing index in America this year isn't full of chatbots.
The Russell 2000 is up 18 percent, its strongest year since 2003.
Dig into the gains and it's semiconductor supply firms and cloud server providers, not proprietary model vendors.
The market isn't betting on who owns the smartest closed model.
It's betting on who supplies the picks and shovels every model, open or closed, has to run on.
That's a quiet vote for infrastructure over lock-in.
Bet on the layer nobody can wall off, not the layer somebody's trying to.
The Russell 2000 is up 18 percent, its strongest year since 2003.
Dig into the gains and it's semiconductor supply firms and cloud server providers, not proprietary model vendors.
The market isn't betting on who owns the smartest closed model.
It's betting on who supplies the picks and shovels every model, open or closed, has to run on.
That's a quiet vote for infrastructure over lock-in.
Bet on the layer nobody can wall off, not the layer somebody's trying to.
🇨🇭 Global One SI - Prompt
They distilled our models that we didn't invented yet 😂😂😂
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When American CEOs find out Chinese labs distilled their models and dropped better open-source versions for 1/8th the price 😂😂😂
Dario & Sam : Follow that Chinese man on the bicycle
Dario & Sam : Follow that Chinese man on the bicycle
For the first time, China has taken the lead over the US in Frontend Code Arena with the launch of Kimi-K3 by #Kimi_Moonshot.
The last time a Chinese model came close was in early 2025, with DeepSeek-R1.
The last time a Chinese model came close was in early 2025, with DeepSeek-R1.
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Bro build First air-to-air moth kill by autonomous micro-drone 💀
Next target: real mosquitoes.
tiny 40g autonomous drone just achieved its first successful mid-air interception of a flying insect using smart sonar and control algorithms.
Using ultrasonic phased-array sonar, it detects wingbeat signatures and precisely intercepts targets mid-flight chemical-free and safe for beneficial insects like bees.
Next target: real mosquitoes.
tiny 40g autonomous drone just achieved its first successful mid-air interception of a flying insect using smart sonar and control algorithms.
Using ultrasonic phased-array sonar, it detects wingbeat signatures and precisely intercepts targets mid-flight chemical-free and safe for beneficial insects like bees.
⚡1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚢Implied Hormuz flow was 0 yesterday.
Flows out of the Gulf of Oman were so low that my methodology implies nothing moved out of Fujairah either, producing a negative reading of 1.65 million barrels.
That is a methodology artifact, not a literal negative flow, but it tells you how close to true zero this actually is.
The 7 day average has now fallen to 6.4 million barrels a day.
Flows out of the Gulf of Oman were so low that my methodology implies nothing moved out of Fujairah either, producing a negative reading of 1.65 million barrels.
That is a methodology artifact, not a literal negative flow, but it tells you how close to true zero this actually is.
The 7 day average has now fallen to 6.4 million barrels a day.
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🚨🇮🇷Iran just struck Muwaffaq Salti Air Base in Jordan directly.
🇺🇸The base hosts US troops and jets.
Footage shows large areas on fire, including the soldiers' barracks and the fuel bladder area.
🇺🇸The base hosts US troops and jets.
Footage shows large areas on fire, including the soldiers' barracks and the fuel bladder area.
🔥1
🇨🇭 Global One SI - Prompt
🇺🇸🇨🇳 CIA Director John Ratcliffe on America's AI arms race with China: "If China gets a technological advantage over us, that's a real problem. We can't let that happen. When we talk about frontier AI models and the fact that Western technology is ahead…
If china gets technological advantage over US, that's US problem, but if the US gets technological advantage, it's the world problem....
🗿1
🇨🇭 Global One SI - Prompt
Me and bros crafting up the perfect strategy to beat the market and escape the matrix
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Me and the boys at the bar while a Chinese AI we can't even pronounce prints $961,666 on #Bitcoin overnight for exactly zero dollars a month
⚡1💯1
🇨🇭 Global One SI - Prompt
To get to the next level, your next opponent is.., you.
This changes everything
🔥1
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‼️‼️🇩🇪🇮🇱 BIG | Germany’s economic and political heartland has just been forced onto a wartime footing—as Berlin detonates a national security alarm over an imminent, highly credible threat of sabotage and terror.
According to urgent reports from Reuters, the German government has officially upgraded its national threat level from "abstract" to "high." In a stark public address, the Federal Minister of the Interior revealed that intelligence agencies have intercepted rock-solid, actionable data indicating active attack planning within Western Europe. This drastic escalation places security agencies on high alert for a potential strike at any given second. The emergency warning specifically blankets Germany’s critical infrastructure—including power grids, transport networks, and data centers—as well as government institutions and high-profile individuals.
This dramatic shift shatters Germany’s long-standing illusion of domestic invulnerability, exposing the chilling reality that the shadow war has breached the borders of NATO’s strongest European power. By upgrading the threat level to "high," Berlin is subtly signaling that a devastating attack is likely already in motion and no longer just a distant possibility. As Germany scrambles to fortify its wide-open infrastructure, this panic alert underscores a massive vulnerability: in modern asymmetric warfare, the home front is just as exposed as the battle lines, and Europe’s industrial engine is now directly in the crosshairs.
According to urgent reports from Reuters, the German government has officially upgraded its national threat level from "abstract" to "high." In a stark public address, the Federal Minister of the Interior revealed that intelligence agencies have intercepted rock-solid, actionable data indicating active attack planning within Western Europe. This drastic escalation places security agencies on high alert for a potential strike at any given second. The emergency warning specifically blankets Germany’s critical infrastructure—including power grids, transport networks, and data centers—as well as government institutions and high-profile individuals.
This dramatic shift shatters Germany’s long-standing illusion of domestic invulnerability, exposing the chilling reality that the shadow war has breached the borders of NATO’s strongest European power. By upgrading the threat level to "high," Berlin is subtly signaling that a devastating attack is likely already in motion and no longer just a distant possibility. As Germany scrambles to fortify its wide-open infrastructure, this panic alert underscores a massive vulnerability: in modern asymmetric warfare, the home front is just as exposed as the battle lines, and Europe’s industrial engine is now directly in the crosshairs.
👀1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🇷🇺In Russia the oil depot in Noginsk, hit overnight, is still burning.
This is a key logistics hub for fuel traders and fuel companies across the Moscow region.
A depot burning for this long is not contained damage.
It is capacity offline for the region's fuel distribution network.
This is a key logistics hub for fuel traders and fuel companies across the Moscow region.
A depot burning for this long is not contained damage.
It is capacity offline for the region's fuel distribution network.
🔥1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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‼️‼️🇺🇦🇷🇺 BIG | The facade of Russia’s energy abundance has officially shattered on the home front—with the Kremlin deploying armed police and National Guard units to control civil unrest at gas stations as a crippling nationwide fuel crisis takes hold.
In Chelyabinsk, the regional administration has mobilized security forces to patrol local filling stations following a violent shooting where a driver opened fire over a spot in a massive gas line. The region is one of 13 territories across Russia forced to enforce strict fuel sales limits and put pumps under round-the-clock armed guard to prevent hoarding and maintain basic order. To keep the country from sliding into total gridlock, authorities have instituted a strict priority rationing system for emergency vehicles—such as fire trucks and ambulances—while desperately diverting remaining supplies to protect the elite hubs of Moscow and St. Petersburg from visual disruption.
This unprecedented mobilization exposes the devastating efficacy of Ukraine’s deep-strike campaign against Russia’s domestic energy infrastructure. With nearly half of the country's oil refining capacity currently sitting idle or completely knocked offline, Russia is suffering a catastrophic collapse in seasonal fuel production. By forcing local authorities to ration gas and treat fuel pumps like heavily fortified military outposts, Ukraine has successfully pierced the Kremlin’s propaganda—bringing the severe, logistical friction of the war directly into the daily lives of ordinary Russian citizens.
In Chelyabinsk, the regional administration has mobilized security forces to patrol local filling stations following a violent shooting where a driver opened fire over a spot in a massive gas line. The region is one of 13 territories across Russia forced to enforce strict fuel sales limits and put pumps under round-the-clock armed guard to prevent hoarding and maintain basic order. To keep the country from sliding into total gridlock, authorities have instituted a strict priority rationing system for emergency vehicles—such as fire trucks and ambulances—while desperately diverting remaining supplies to protect the elite hubs of Moscow and St. Petersburg from visual disruption.
This unprecedented mobilization exposes the devastating efficacy of Ukraine’s deep-strike campaign against Russia’s domestic energy infrastructure. With nearly half of the country's oil refining capacity currently sitting idle or completely knocked offline, Russia is suffering a catastrophic collapse in seasonal fuel production. By forcing local authorities to ration gas and treat fuel pumps like heavily fortified military outposts, Ukraine has successfully pierced the Kremlin’s propaganda—bringing the severe, logistical friction of the war directly into the daily lives of ordinary Russian citizens.
👀1
🇨🇭 Global One SI - Prompt
🚨🇮🇷Iran just struck Muwaffaq Salti Air Base in Jordan directly. 🇺🇸The base hosts US troops and jets. Footage shows large areas on fire, including the soldiers' barracks and the fuel bladder area.
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‼️‼️🇮🇷🇺🇲 BIG | The Middle East has just crossed a perilous point of no return—Iran has launched a direct, high-stakes military assault on American forces, threatening to ignite a full-scale regional conflagration.
In a dramatic and dangerous escalation, Iranian forces have fired a barrage of ballistic missiles directly targeting a U.S. airbase located inside Jordan. The precision strike represents a massive gamble by Tehran, bypassing proxy forces to launch a state-on-state kinetic attack against a critical American military installation in a sovereign Arab nation. This overt assault shatters previous red lines, instantly putting U.S. air defenses on high alert and forcing an immediate, emergency reassessment of American posture in the region.
This brazen attack is a profound strategic miscalculation that virtually guarantees a devastating American kinetic response. By striking a U.S. base directly from Iranian territory or through its most advanced missile arsenals, Tehran has signaled that it is ready to risk total war, effectively ending the era of shadow warfare. This moves the region out of a proxy conflict and into a direct, catastrophic confrontation, where the next 24 hours will likely dictate the future geopolitical map of the Middle East.
In a dramatic and dangerous escalation, Iranian forces have fired a barrage of ballistic missiles directly targeting a U.S. airbase located inside Jordan. The precision strike represents a massive gamble by Tehran, bypassing proxy forces to launch a state-on-state kinetic attack against a critical American military installation in a sovereign Arab nation. This overt assault shatters previous red lines, instantly putting U.S. air defenses on high alert and forcing an immediate, emergency reassessment of American posture in the region.
This brazen attack is a profound strategic miscalculation that virtually guarantees a devastating American kinetic response. By striking a U.S. base directly from Iranian territory or through its most advanced missile arsenals, Tehran has signaled that it is ready to risk total war, effectively ending the era of shadow warfare. This moves the region out of a proxy conflict and into a direct, catastrophic confrontation, where the next 24 hours will likely dictate the future geopolitical map of the Middle East.
🔥1
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Mark Zuckerberg just told the world his own company shouldn’t exist.
Zuckerberg: “I just think in the future almost everyone is gonna have the power of a 10,000-person organization.”
He runs Meta. 70,000 employees.
He just described a future where one person replaces all of them. And he’s the one building it.
That is not a prediction about technology. That is a CEO engineering the obsolescence of his own workforce. While they watch him do it.
Every company, every government, every university, every hospital on Earth was built on a single premise.
No one person could do it alone.
That is not a feature of civilization. It is the foundation. Every hierarchy, every org chart, every payroll ever written exists because of that one limitation.
Zuckerberg just announced the limitation is ending.
So follow the logic where it leads.
If one person can produce the output of ten thousand, what is one person worth?
Now look at the word “everyone” in his sentence.
Because this does not land on everyone. It never has.
The printing press was sold as liberation. It built media empires.
The internet was sold as liberation. It built trillion-dollar platforms.
The tool always arrives as freedom. It always settles as leverage. And leverage always consolidates upward.
Zuckerberg does not gain the power of 10,000 people. He already has that.
He gains the power of 10,000 organizations.
Zuckerberg: “If the intelligence of a 10,000-person company is not greater than the intelligence of a single person, then what are we doing here?”
He was making a case for building AI.
Read that again as an employee.
A man who commands 70,000 people just questioned whether their collective intelligence exceeds one person’s.
That is not a vision for the future.
That is the most honest thing a CEO has ever said out loud about the people who built his empire.
Zuckerberg: “I just think in the future almost everyone is gonna have the power of a 10,000-person organization.”
He runs Meta. 70,000 employees.
He just described a future where one person replaces all of them. And he’s the one building it.
That is not a prediction about technology. That is a CEO engineering the obsolescence of his own workforce. While they watch him do it.
Every company, every government, every university, every hospital on Earth was built on a single premise.
No one person could do it alone.
That is not a feature of civilization. It is the foundation. Every hierarchy, every org chart, every payroll ever written exists because of that one limitation.
Zuckerberg just announced the limitation is ending.
So follow the logic where it leads.
If one person can produce the output of ten thousand, what is one person worth?
Now look at the word “everyone” in his sentence.
Because this does not land on everyone. It never has.
The printing press was sold as liberation. It built media empires.
The internet was sold as liberation. It built trillion-dollar platforms.
The tool always arrives as freedom. It always settles as leverage. And leverage always consolidates upward.
Zuckerberg does not gain the power of 10,000 people. He already has that.
He gains the power of 10,000 organizations.
Zuckerberg: “If the intelligence of a 10,000-person company is not greater than the intelligence of a single person, then what are we doing here?”
He was making a case for building AI.
Read that again as an employee.
A man who commands 70,000 people just questioned whether their collective intelligence exceeds one person’s.
That is not a vision for the future.
That is the most honest thing a CEO has ever said out loud about the people who built his empire.
✍1
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Elon Musk just laid out the extinction event for every company on Earth.
Musk: “One laptop with a spreadsheet can outperform a skyscraper of several hundred human computers.”
One machine. An entire building of people. No contest.
Musk: “If even a few cells in that spreadsheet were done manually, you would not be able to compete with a spreadsheet that was entirely a computer.”
One human touchpoint in a digital system doesn’t cost you a percentage. It collapses the entire advantage.
The system doesn’t degrade gracefully. It fails categorically.
That’s not an efficiency problem. That’s a law of nature.
Musk: “Companies that are entirely AI will demolish companies that are not.”
Not outperform. Not edge out. Demolish.
Every company “integrating AI” right now thinks it’s evolving. Every human still in the loop is a cell being done manually in a system that demands machine speed.
You’re not transforming. You’re building the case for your own replacement.
We spent a century measuring corporate power by headcount. Skyscrapers full of people were monuments to dominance.
That entire framework is inverting. Headcount won’t measure strength. It’ll measure how exposed you are.
The skyscraper was never the advantage. It was a workaround for not having the laptop.
Now the laptop exists.
Musk: “One laptop with a spreadsheet can outperform a skyscraper of several hundred human computers.”
One machine. An entire building of people. No contest.
Musk: “If even a few cells in that spreadsheet were done manually, you would not be able to compete with a spreadsheet that was entirely a computer.”
One human touchpoint in a digital system doesn’t cost you a percentage. It collapses the entire advantage.
The system doesn’t degrade gracefully. It fails categorically.
That’s not an efficiency problem. That’s a law of nature.
Musk: “Companies that are entirely AI will demolish companies that are not.”
Not outperform. Not edge out. Demolish.
Every company “integrating AI” right now thinks it’s evolving. Every human still in the loop is a cell being done manually in a system that demands machine speed.
You’re not transforming. You’re building the case for your own replacement.
We spent a century measuring corporate power by headcount. Skyscrapers full of people were monuments to dominance.
That entire framework is inverting. Headcount won’t measure strength. It’ll measure how exposed you are.
The skyscraper was never the advantage. It was a workaround for not having the laptop.
Now the laptop exists.
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🇨🇭 Global One SI - Prompt
If china gets technological advantage over US, that's US problem, but if the US gets technological advantage, it's the world problem....
China has made a move that could render the US's chip superiority useless.
Yesterday, Xi Jinping attended an AI conference for the first time.
He opened up China's AI technology to the world for free, bringing together 29 countries under one roof.
Everyone saw this as an act of generosity, a call for cooperation.
However, this move directly touches on the US's weakest point:
Its debt.
So why would a country give away its most valuable technology to the whole world for free?
To understand the answer, we first need to look at what drives the development of artificial intelligence.
AI grows on three things:
The chip, the data, and the method.
-The chip is the engine that runs the whole thing.
-The data is the fuel that feeds that engine.
-The method is how intelligently you use these two.
Now read this part carefully.
The US banned the sale of advanced chips to China. Its aim was to slow China down in this race.
In other words, China fell behind in the chip segment.
China did this. Since it was behind in the chip, it decided to surpass everyone else in the other two areas: methodology and data.
First, methodology.
In January 2025, a Chinese company called DeepSeek did what US giants were doing for billions of dollars, with far fewer chips and at a much lower cost.
So, with the right method, it works with fewer chips. This means that the US chip superiority isn't as insurmountable as it's thought to be.
The real issue lies in the second aspect: data.
Data is the most enduring of the three. You can buy a chip, you can copy the methodology. But collecting data from the actual usage of billions of people takes years.
This is the real reason why Xi brought together 29 countries under his umbrella and opened up his AI for free.
Access.
The more countries, the more users. The more users, the more data.
As people use China's free service, their data flows to China.
This isn't an empty claim. Many countries have banned DeepSeek from official devices because it stores user data in China.
There's a self-reinforcing cycle here.
More users mean more data. More data means seeing errors others miss and improving the model. A better model attracts more users.
Once the world's data starts flowing into your model, it's almost impossible for anyone else to catch up.
The real hurdle in AI isn't the chip, it's this.
That's why the chip superiority that the US relies on today isn't as solid as it seems.
Because China is taking the fight to a place where the chip isn't the deciding factor.
So why is this so dangerous for the US?
Because the US has tied its entire future to artificial intelligence.
Two of the country's top figures are saying this.
Elon Musk, the world's richest man, said: "Without AI and robots, the US would be 1000% bankrupt, it would collapse as a nation. There's nothing else that can solve this debt."
Kevin Warsh, the new chairman of the Fed, stated in an article he wrote in 2025:
"Artificial intelligence will be a significant force in reducing inflation, increasing productivity without creating inflation."
So, AI is not just an ordinary sector for the US. It's the backbone of its $39 trillion debt.
And we've seen how fragile that backbone is.
The day DeepSeek emerged, it shook the US stock market. Nvidia lost nearly $600 billion in value in a single day. The reason wasn't a war or a crisis; it was a cheap model from China.
If a Chinese company could do this in a single day, what will happen when China, with its entire government and billions of users behind it, collects data?
Let's be honest here.
This isn't a secret plan by China to detonate the US debt. It's not a collapse that will happen in a single day, but a slow and silent erosion.
The reality is simpler.
The US has tied its debt to artificial intelligence with its own hands. And China has begun to win that race silently, and by giving it away for free.
Yesterday, Xi Jinping attended an AI conference for the first time.
He opened up China's AI technology to the world for free, bringing together 29 countries under one roof.
Everyone saw this as an act of generosity, a call for cooperation.
However, this move directly touches on the US's weakest point:
Its debt.
So why would a country give away its most valuable technology to the whole world for free?
To understand the answer, we first need to look at what drives the development of artificial intelligence.
AI grows on three things:
The chip, the data, and the method.
-The chip is the engine that runs the whole thing.
-The data is the fuel that feeds that engine.
-The method is how intelligently you use these two.
Now read this part carefully.
The US banned the sale of advanced chips to China. Its aim was to slow China down in this race.
In other words, China fell behind in the chip segment.
China did this. Since it was behind in the chip, it decided to surpass everyone else in the other two areas: methodology and data.
First, methodology.
In January 2025, a Chinese company called DeepSeek did what US giants were doing for billions of dollars, with far fewer chips and at a much lower cost.
So, with the right method, it works with fewer chips. This means that the US chip superiority isn't as insurmountable as it's thought to be.
The real issue lies in the second aspect: data.
Data is the most enduring of the three. You can buy a chip, you can copy the methodology. But collecting data from the actual usage of billions of people takes years.
This is the real reason why Xi brought together 29 countries under his umbrella and opened up his AI for free.
Access.
The more countries, the more users. The more users, the more data.
As people use China's free service, their data flows to China.
This isn't an empty claim. Many countries have banned DeepSeek from official devices because it stores user data in China.
There's a self-reinforcing cycle here.
More users mean more data. More data means seeing errors others miss and improving the model. A better model attracts more users.
Once the world's data starts flowing into your model, it's almost impossible for anyone else to catch up.
The real hurdle in AI isn't the chip, it's this.
That's why the chip superiority that the US relies on today isn't as solid as it seems.
Because China is taking the fight to a place where the chip isn't the deciding factor.
So why is this so dangerous for the US?
Because the US has tied its entire future to artificial intelligence.
Two of the country's top figures are saying this.
Elon Musk, the world's richest man, said: "Without AI and robots, the US would be 1000% bankrupt, it would collapse as a nation. There's nothing else that can solve this debt."
Kevin Warsh, the new chairman of the Fed, stated in an article he wrote in 2025:
"Artificial intelligence will be a significant force in reducing inflation, increasing productivity without creating inflation."
So, AI is not just an ordinary sector for the US. It's the backbone of its $39 trillion debt.
And we've seen how fragile that backbone is.
The day DeepSeek emerged, it shook the US stock market. Nvidia lost nearly $600 billion in value in a single day. The reason wasn't a war or a crisis; it was a cheap model from China.
If a Chinese company could do this in a single day, what will happen when China, with its entire government and billions of users behind it, collects data?
Let's be honest here.
This isn't a secret plan by China to detonate the US debt. It's not a collapse that will happen in a single day, but a slow and silent erosion.
The reality is simpler.
The US has tied its debt to artificial intelligence with its own hands. And China has begun to win that race silently, and by giving it away for free.
✍1
🇨🇭 Global One SI - Prompt
Photo
So, this weakness wasn't created by China. The US created it itself.
Previously, power belonged to whoever had the strongest army or the most advanced machinery.
Now, power is shifting to whoever owns what the world uses, nourishes, and builds upon.
China isn't trying to create the smartest model, but rather to attract the most people to its side.
Because in this era, it's not the chip that determines things, but the population.
The US built a wall to stop China. They cut off the chip, closed the door.
But China is coming from a place that the wall can't reach.
As Victor Hugo said, you can resist the invasion of armies, but you can't resist the invasion of ideas.
Because China isn't sending an army, it's sending an idea open to everyone. And no embargo can stop that idea.
This is my personal analysis.
I'm following developments and will keep you informed.
Previously, power belonged to whoever had the strongest army or the most advanced machinery.
Now, power is shifting to whoever owns what the world uses, nourishes, and builds upon.
China isn't trying to create the smartest model, but rather to attract the most people to its side.
Because in this era, it's not the chip that determines things, but the population.
The US built a wall to stop China. They cut off the chip, closed the door.
But China is coming from a place that the wall can't reach.
As Victor Hugo said, you can resist the invasion of armies, but you can't resist the invasion of ideas.
Because China isn't sending an army, it's sending an idea open to everyone. And no embargo can stop that idea.
This is my personal analysis.
I'm following developments and will keep you informed.
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Have you noticed anything lately? Everyone in the world who produces energy is being targeted. Except for one.
Russia's refineries are burning one after another.
The Gulf's oil facilities were hit in the war with Iran.
Qatar's giant gas facility, Ras Laffan, which transports gas to the world, was damaged.
The major energy producers are falling one after another.
But one country hasn't had a single facility burned. Moreover, it's increasing its production every day.
The USA.
Everyone thinks these are separate wars. But they all lead to the same conclusion.
What made the USA the master of the world was the dollar.
But in recent years, that weapon has become dulled.
Saudi Arabia, UAE, Qatar, Iran.
They all quietly moved away from the dollar and towards China's yuan, and started selling their oil in other currencies.
The chain that tied the world to the dollar was breaking.
That's exactly where the USA changed its weapon.
Since I can no longer control the world with money, I will control it directly with energy itself, it said.
So what's happening now?
Each of those initial news stories is part of this.
Russia is one of the world's largest energy exporters. Today, almost half of its refineries have been hit, and fuel production is at its lowest level since 2009. Even within its own country, there are gasoline shortages.
The Gulf is the world's oil tap. Its facilities were hit during the war with Iran. Qatar's massive gas pipeline, which supplies the world, was damaged, and repairs will take years.
So, two major rivals of the US, Russia and the Gulf, are experiencing a decline in energy production at the same time.
And there's something else nobody is considering.
While all this is happening, the US has seized the world's largest oil reserve: Venezuela.
Venezuela's oil reserves are the largest in the world, almost four times the size of the US's.
In January 2026, the US invaded Venezuela, captured and removed its leader, Maduro. Immediately afterward, they lifted sanctions and opened up the oil fields to their own companies.
The sequence is as follows:
First, they took control of the world's largest oil storage facility. Then, one by one, the taps of their rivals were closed.
Could this be a coincidence?
While suppliers are falling in the field, the only power remaining is the US.
Because the US is the world's largest gas exporter. Moreover, it's growing its capacity every quarter. It extracts its own energy, it's not dependent on anyone.
There's a sign that this is working.
China hadn't been buying gas from the US for a year due to the tariff war. It had turned to Qatar and Russia.
But when those sources also tightened, last week China bought US gas again for the first time in a year.
The US is actually doing the same thing China is doing.
China has turned rare earth elements into a weapon; factories shut down on days it doesn't supply them. The US is doing the same with energy.
Rare earth elements might shut down a few industries.
But energy is what heats your home, runs your factory, lights your lamp. There's no escaping it.
That's the rule of this era.
The winner isn't the one with the biggest army.
It's the one who holds the resource everyone needs.
Russia's refineries are burning one after another.
The Gulf's oil facilities were hit in the war with Iran.
Qatar's giant gas facility, Ras Laffan, which transports gas to the world, was damaged.
The major energy producers are falling one after another.
But one country hasn't had a single facility burned. Moreover, it's increasing its production every day.
The USA.
Everyone thinks these are separate wars. But they all lead to the same conclusion.
What made the USA the master of the world was the dollar.
But in recent years, that weapon has become dulled.
Saudi Arabia, UAE, Qatar, Iran.
They all quietly moved away from the dollar and towards China's yuan, and started selling their oil in other currencies.
The chain that tied the world to the dollar was breaking.
That's exactly where the USA changed its weapon.
Since I can no longer control the world with money, I will control it directly with energy itself, it said.
So what's happening now?
Each of those initial news stories is part of this.
Russia is one of the world's largest energy exporters. Today, almost half of its refineries have been hit, and fuel production is at its lowest level since 2009. Even within its own country, there are gasoline shortages.
The Gulf is the world's oil tap. Its facilities were hit during the war with Iran. Qatar's massive gas pipeline, which supplies the world, was damaged, and repairs will take years.
So, two major rivals of the US, Russia and the Gulf, are experiencing a decline in energy production at the same time.
And there's something else nobody is considering.
While all this is happening, the US has seized the world's largest oil reserve: Venezuela.
Venezuela's oil reserves are the largest in the world, almost four times the size of the US's.
In January 2026, the US invaded Venezuela, captured and removed its leader, Maduro. Immediately afterward, they lifted sanctions and opened up the oil fields to their own companies.
The sequence is as follows:
First, they took control of the world's largest oil storage facility. Then, one by one, the taps of their rivals were closed.
Could this be a coincidence?
While suppliers are falling in the field, the only power remaining is the US.
Because the US is the world's largest gas exporter. Moreover, it's growing its capacity every quarter. It extracts its own energy, it's not dependent on anyone.
There's a sign that this is working.
China hadn't been buying gas from the US for a year due to the tariff war. It had turned to Qatar and Russia.
But when those sources also tightened, last week China bought US gas again for the first time in a year.
The US is actually doing the same thing China is doing.
China has turned rare earth elements into a weapon; factories shut down on days it doesn't supply them. The US is doing the same with energy.
Rare earth elements might shut down a few industries.
But energy is what heats your home, runs your factory, lights your lamp. There's no escaping it.
That's the rule of this era.
The winner isn't the one with the biggest army.
It's the one who holds the resource everyone needs.
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🛢WTI, Brent Crude Oil, NGAS Trading 📊
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There are two ways to turn a resource into a weapon.
Either you sell it the most, or you don't leave anyone else selling it.
The US is currently doing the latter. Russia's refineries, the Gulf's facilities, Venezuela's oil.
They are all part of the same picture.
The analysis clearly illustrates this picture.
There are few accounts left that can see things this way. Worth following.
Either you sell it the most, or you don't leave anyone else selling it.
The US is currently doing the latter. Russia's refineries, the Gulf's facilities, Venezuela's oil.
They are all part of the same picture.
The analysis clearly illustrates this picture.
There are few accounts left that can see things this way. Worth following.
🗿1