🇨🇭 Global One SI - Prompt
🇺🇦22:45 | 18/07 Approximate flight routes of our UAVs: 🔴 Red arrows — directions of strike UAV movement; According to Russian sources, around 300 drones were reported, though these estimates and the displayed routes remain highly approximate.
Fly fly flamingos and drones! 🦩🚀
🇨🇭 Global One SI - Prompt
Fly fly flamingos and drones! 🦩🚀
Ukrainian company "Fire Point" is already producing three FP-5 "Flamingo" cruise missiles per day, according to Denis Shtilerman, chief designer at Fire Point. He further mentions that the missile is launched from a truck and has a range of 3,000 km (1,900 miles).
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🇨🇭 Global One SI - Prompt
⚡️ +12 energy nodes. Operation "Crimean Switch: OFF," against the backdrop of fleet decline, has not been canceled. 83 "Ilyich Candles" from July 1st to 18th. As part of the ongoing Unmanned Systems Forces (SBS) operation in Crimea and the temporarily occupied…
Expert: The loss of Crimea would mean the end for Putin
“Crimea is a sacred symbol and Putin’s phylactery. The loss of Crimea would automatically mean the dictator’s political death and the end of the Russian imperial project. He will never be forgiven or forgotten for this in Russia,” said Taras Berezovets, a representative of the Ukrainian Territorial Defense Forces Command.
Putin has repeatedly presented the occupation of the peninsula as the greatest achievement of his political career. During the announcement of Crimea’s annexation, he spoke with a trembling voice and tears in his eyes — an unusually emotional reaction for a leader who usually avoids showing feelings.
According to Berezovets, this was tied not only to Soviet nostalgia but also to a long-standing Russian myth portraying Crimea as “Russian territory” that Moscow was destined to “return.”
The annexation of Donbas did not trigger the same level of public enthusiasm in Russia as the takeover of Crimea. Many Russians viewed the peninsula as a valuable trophy, so its return to Ukraine would strike at one of the central symbols of Putin’s rule.
“For them, this loss would not just be painful — it would be fatal,” Berezovets added.
“Crimea is a sacred symbol and Putin’s phylactery. The loss of Crimea would automatically mean the dictator’s political death and the end of the Russian imperial project. He will never be forgiven or forgotten for this in Russia,” said Taras Berezovets, a representative of the Ukrainian Territorial Defense Forces Command.
Putin has repeatedly presented the occupation of the peninsula as the greatest achievement of his political career. During the announcement of Crimea’s annexation, he spoke with a trembling voice and tears in his eyes — an unusually emotional reaction for a leader who usually avoids showing feelings.
According to Berezovets, this was tied not only to Soviet nostalgia but also to a long-standing Russian myth portraying Crimea as “Russian territory” that Moscow was destined to “return.”
The annexation of Donbas did not trigger the same level of public enthusiasm in Russia as the takeover of Crimea. Many Russians viewed the peninsula as a valuable trophy, so its return to Ukraine would strike at one of the central symbols of Putin’s rule.
“For them, this loss would not just be painful — it would be fatal,” Berezovets added.
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🇨🇭 Global One SI - Prompt
Japanese 🇯🇵 retail investors just bet $17B against the US dollar in anticipation of massive Bank of Japan (BoJ) intervention in the Yen in the coming weeks. Japan’s army of retail forex traders just made the largest collective bet against the Dollar - Yen…
Federal Reserve purchases of US Treasuries 1-year or less just surpassed $500 billion.
Back in December 2025 Jerome Powell claimed this intervention was necessary because of a potential liquidity shortage in April 2026 tax season.
We are now 3 months after tax season and the Fed is still purchasing roughly $40 billion worth of T-Bills per month.
The only other time we've seen interventions like this was in the lead up to the 2020 "virus" that they used to cover up the REPO banking crisis.
We still have no idea what's going on here or why the Federal Reserve continues to massively intervene.
Back in December 2025 Jerome Powell claimed this intervention was necessary because of a potential liquidity shortage in April 2026 tax season.
We are now 3 months after tax season and the Fed is still purchasing roughly $40 billion worth of T-Bills per month.
The only other time we've seen interventions like this was in the lead up to the 2020 "virus" that they used to cover up the REPO banking crisis.
We still have no idea what's going on here or why the Federal Reserve continues to massively intervene.
🇨🇭 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.
The US has been moving tons of military equipment to Jordan as a staging ground.
🇨🇭 Global One SI - Prompt
For the first time since WW2 the world is about to face a fuel shortage while there's a glut of oil. The US disruption of the Strait of Hormuz has broken the OPEC alliance of price control. The recent destruction Russia's refineries by Ukraine + Middle Eastern…
Looks like #rcwhalen is predicting a fuel shortage and an oil glut too.
So much refining capacity has been Destroyed in Russia, the Middle East and US refiners go offline in August for maintenance.👇
If the Red Sear route is closed then basically India's fuel shipments get taken offline too. Expect gas station lineups throughout Europe.
Lockdowns 2.0
Very interesting.
So much refining capacity has been Destroyed in Russia, the Middle East and US refiners go offline in August for maintenance.👇
If the Red Sear route is closed then basically India's fuel shipments get taken offline too. Expect gas station lineups throughout Europe.
Lockdowns 2.0
Very interesting.
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🇨🇭 Global One SI - Prompt
For those playing at home.. Russia's largest logistics hubs, owned by the following companies. Wildberries (WB) Ozon Russian Post (Почта России / Russian Post) CDEK (СДЭК) Yandex Market (Яндекс Маркет) X5 Group Magnit Lemana PRO (formerly Leroy Merlin Russia)…
Russian e-commerce market is a monopoly of just two companies:
Wildberries - $12.3 billion revenue
Ozon - $7.9 billion revenue
Together they represent 77% of all e-commerce in Russia.
Wildberries - $12.3 billion revenue
Ozon - $7.9 billion revenue
Together they represent 77% of all e-commerce in Russia.
🇨🇭 Global One SI - Prompt
I run Hermes agents 24/7 to monitor financial markets while I sleep. It's the best thing I've done for my portfolio all year. My agents conduct in-depth research, send me personalised reports, monitor my portfolio in real time, and more. Here's the exact…
We're entering a new era of memory engineering (owning your AI data locally).
Being able to seamlessly swap between models is one of the most valuable things in AI right now.
Here's how to build a memory system that lets you do exactly that:
Beginner: Supermemory
The easiest entry point with one install and zero config.
Supermemory builds a persistent memory graph across every conversation, remembers your preferences, projects, and past discussions, and comes with native plugins for Claude Code, Hermes, OpenCode, and more.
TERMINAL COMMAND:
npx supermemory install
Done. Works across every tool instantly.
Intermediate: Local folder system
No cloud dependency or monthly cost.
Create a /memory folder locally.
Within it, add an instruction file that says: "whenever I make important updates about my preferences or workflows, add it to my /memory folder and read this file every day.
Once set up, start prompting through Claude Code, Cowork, or Hermes, and you have a self-updating memory file that travels with you across any model.
Advanced: Supabase + pgvector
A Supabase project gives you a full managed Postgres database, edge functions, and a REST API in one place.
Add the pgvector extension for vector embeddings and OpenRouter as your AI gateway so you can swap models without touching code.
If a new model drops, you plug it in, and it has all your context immediately. MindStudio
Build your memory once, and take it anywhere.
Being able to seamlessly swap between models is one of the most valuable things in AI right now.
Here's how to build a memory system that lets you do exactly that:
Beginner: Supermemory
The easiest entry point with one install and zero config.
Supermemory builds a persistent memory graph across every conversation, remembers your preferences, projects, and past discussions, and comes with native plugins for Claude Code, Hermes, OpenCode, and more.
TERMINAL COMMAND:
npx supermemory install
Done. Works across every tool instantly.
Intermediate: Local folder system
No cloud dependency or monthly cost.
Create a /memory folder locally.
Within it, add an instruction file that says: "whenever I make important updates about my preferences or workflows, add it to my /memory folder and read this file every day.
Once set up, start prompting through Claude Code, Cowork, or Hermes, and you have a self-updating memory file that travels with you across any model.
Advanced: Supabase + pgvector
A Supabase project gives you a full managed Postgres database, edge functions, and a REST API in one place.
Add the pgvector extension for vector embeddings and OpenRouter as your AI gateway so you can swap models without touching code.
If a new model drops, you plug it in, and it has all your context immediately. MindStudio
Build your memory once, and take it anywhere.
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Kimi is worth 48x less than Anthropic, yet its AI model rivals the frontier labs (Save this).
Anthropic sits at the top at $965 billion after its May 2026 Series H round, having just overtaken OpenAI, which is valued at $852 billion following its own March 2026 raise.
xAI comes in at $230 billion from its January 2026 Series E, a figure that predates its subsequent merger into SpaceX at a combined roughly $1.63 trillion valuation.
Kimi, from Beijing based Moonshot AI, trails far behind at just $20 billion and that $20 billion figure understates how fast Kimi's valuation has been moving.
Moonshot was worth just $4.3 billion at the end of 2025, then doubled to $10 billion in early 2026, and jumped again to $20 billion after a $2 billion round.
Reports from June 2026 show Moonshot was already in talks for a new round that could value it as high as $30 billion, roughly a sevenfold jump in under six months.
The math gets stark when you compare valuation to actual product performance.
Kimi's K2.5 model made headlines for nearly matching benchmark scores from OpenAI and Anthropic on coding tasks and its successor K2.6 is now the second most used LLM on the OpenRouter platform.
Despite that competitive standing, Kimi trades at a fraction of what US labs command, largely because it's an open weight model with a much leaner monetization strategy, rather than the enterprise API and cloud partnership businesses driving Anthropic and OpenAI's multiples.
Contrast that with xAI, which sits at $230 billion on an estimated $500 million in annual recurring revenue, a roughly 460 times revenue multiple with no real analog anywhere in public markets.
Anthropic, by comparison, trades at roughly 20 times revenue with about 94 times the ARR xAI has, showing how differently investors price platform positionin " versus actual recurring revenue.
Given how close Kimi's benchmarks are to the U.S. frontier labs, either Anthropic and OpenAI are commanding valuations that far outrun their actual model edge, or Kimi's $20 billion price tag is dramatically underselling a lab that's already competitive on capability.
The valuation gap isn't necessarily a verdict on model quality, it largely reflects geography, monetization strategy and access to Western institutional capital.
US labs are raising from sovereign wealth funds, hyperscalers and top-tier VCs at valuations detached from current revenue, essentially pricing in future AGI scale outcomes and infrastructure lock-in.
Chinese labs like Moonshot are raising primarily from domestic strategics like Alibaba, Tencent and Meituan, optimizing for open-weight adoption over premium enterprise contracts, which caps their valuation ceiling even as usage scales quickly.
This chart understates how quickly Chinese open-weight labs are closing the capability gap on a fraction of the capital, exactly the dynamic Jensen Huang and others have flagged as the real long-term threat to U.S. AI labs pricing power.
Whose valuation is wrong here? Kimi cannot be worth 48x less while competing near the same frontier, they both cannot be priced correctly.
Anthropic sits at the top at $965 billion after its May 2026 Series H round, having just overtaken OpenAI, which is valued at $852 billion following its own March 2026 raise.
xAI comes in at $230 billion from its January 2026 Series E, a figure that predates its subsequent merger into SpaceX at a combined roughly $1.63 trillion valuation.
Kimi, from Beijing based Moonshot AI, trails far behind at just $20 billion and that $20 billion figure understates how fast Kimi's valuation has been moving.
Moonshot was worth just $4.3 billion at the end of 2025, then doubled to $10 billion in early 2026, and jumped again to $20 billion after a $2 billion round.
Reports from June 2026 show Moonshot was already in talks for a new round that could value it as high as $30 billion, roughly a sevenfold jump in under six months.
The math gets stark when you compare valuation to actual product performance.
Kimi's K2.5 model made headlines for nearly matching benchmark scores from OpenAI and Anthropic on coding tasks and its successor K2.6 is now the second most used LLM on the OpenRouter platform.
Despite that competitive standing, Kimi trades at a fraction of what US labs command, largely because it's an open weight model with a much leaner monetization strategy, rather than the enterprise API and cloud partnership businesses driving Anthropic and OpenAI's multiples.
Contrast that with xAI, which sits at $230 billion on an estimated $500 million in annual recurring revenue, a roughly 460 times revenue multiple with no real analog anywhere in public markets.
Anthropic, by comparison, trades at roughly 20 times revenue with about 94 times the ARR xAI has, showing how differently investors price platform positionin " versus actual recurring revenue.
Given how close Kimi's benchmarks are to the U.S. frontier labs, either Anthropic and OpenAI are commanding valuations that far outrun their actual model edge, or Kimi's $20 billion price tag is dramatically underselling a lab that's already competitive on capability.
The valuation gap isn't necessarily a verdict on model quality, it largely reflects geography, monetization strategy and access to Western institutional capital.
US labs are raising from sovereign wealth funds, hyperscalers and top-tier VCs at valuations detached from current revenue, essentially pricing in future AGI scale outcomes and infrastructure lock-in.
Chinese labs like Moonshot are raising primarily from domestic strategics like Alibaba, Tencent and Meituan, optimizing for open-weight adoption over premium enterprise contracts, which caps their valuation ceiling even as usage scales quickly.
This chart understates how quickly Chinese open-weight labs are closing the capability gap on a fraction of the capital, exactly the dynamic Jensen Huang and others have flagged as the real long-term threat to U.S. AI labs pricing power.
Whose valuation is wrong here? Kimi cannot be worth 48x less while competing near the same frontier, they both cannot be priced correctly.
🇺🇸 Fed balance sheet looks exactly like Q4 2019.
Back then, the Fed ended QT and slowly started injecting liquidity.
After that, Covid happened, and Trillions of dollars were printed.
This time, the Fed ended QT in December 2019 and has injected $210 Billion in liquidity so far.
Now, there are 2 major crises that could turn on the money printer.
Japan's bond market or the AI bubble.
Whichever breaks first, the markets will crash and the Fed will go full-on QE mode like 2020.
Back then, the Fed ended QT and slowly started injecting liquidity.
After that, Covid happened, and Trillions of dollars were printed.
This time, the Fed ended QT in December 2019 and has injected $210 Billion in liquidity so far.
Now, there are 2 major crises that could turn on the money printer.
Japan's bond market or the AI bubble.
Whichever breaks first, the markets will crash and the Fed will go full-on QE mode like 2020.
CHINA JUST BOUGHT GOLD AT THE FASTEST PACE IN 3 YEARS
China added 14.93 tonnes of gold in June, its largest monthly purchase since October 2023, a 50% jump from May.
This came as gold fell to roughly $4,000-4,165, its worst quarterly level since 2013.
The pattern across the last four months is the real story:
March: 4.98 tonnes bought, gold near $5,400
April: 8.09 tonnes bought, gold near $4,600
May: 9.95 tonnes bought, gold near $4,400
June: 14.93 tonnes bought, gold near $4,000-4,165
As the price fell, China's buying accelerated every single month.
This extends the PBoC's buying streak to 20 consecutive months, the longest since records began in 2015, taking China's total holdings to 2,346 tonnes.
Gold itself crashed nearly 27% from January's record high near $5,590, its worst quarter since the 2013 taper tantrum.
The drop came from Fed Chair Kevin Warsh turning hawkish, a US-Iran peace deal removing war-risk premium, and markets pricing a 65% chance of a September rate hike.
Gold ETFs saw $3 billion in outflows, and the metal even triggered a bearish "death cross."
But this isn't just China.
Central banks bought a net 244 tonnes globally in Q1 2026 alone, and a World Gold Council survey of 76 central banks found 89% expect global reserves to keep rising, with 45% planning to add themselves, up from just 29% two years ago.
Gold still makes up less than 10% of China's total reserves, versus roughly 70% for the US and Germany.
This looks less like defending a price level and more like a multi-decade push to hold less of its reserves in dollars, with cheaper prices simply making that shift less expensive to execute.
China added 14.93 tonnes of gold in June, its largest monthly purchase since October 2023, a 50% jump from May.
This came as gold fell to roughly $4,000-4,165, its worst quarterly level since 2013.
The pattern across the last four months is the real story:
March: 4.98 tonnes bought, gold near $5,400
April: 8.09 tonnes bought, gold near $4,600
May: 9.95 tonnes bought, gold near $4,400
June: 14.93 tonnes bought, gold near $4,000-4,165
As the price fell, China's buying accelerated every single month.
This extends the PBoC's buying streak to 20 consecutive months, the longest since records began in 2015, taking China's total holdings to 2,346 tonnes.
Gold itself crashed nearly 27% from January's record high near $5,590, its worst quarter since the 2013 taper tantrum.
The drop came from Fed Chair Kevin Warsh turning hawkish, a US-Iran peace deal removing war-risk premium, and markets pricing a 65% chance of a September rate hike.
Gold ETFs saw $3 billion in outflows, and the metal even triggered a bearish "death cross."
But this isn't just China.
Central banks bought a net 244 tonnes globally in Q1 2026 alone, and a World Gold Council survey of 76 central banks found 89% expect global reserves to keep rising, with 45% planning to add themselves, up from just 29% two years ago.
Gold still makes up less than 10% of China's total reserves, versus roughly 70% for the US and Germany.
This looks less like defending a price level and more like a multi-decade push to hold less of its reserves in dollars, with cheaper prices simply making that shift less expensive to execute.
🇨🇭 Global One SI - Prompt
Japanese 🇯🇵 retail investors just bet $17B against the US dollar in anticipation of massive Bank of Japan (BoJ) intervention in the Yen in the coming weeks. Japan’s army of retail forex traders just made the largest collective bet against the Dollar - Yen…
3 months ago Japan 🇯🇵 discussed shorting oil futures to prevent the Yen from devaluing against the Dollar.
Are we about to see that plan go into effect?
March 2026
Market sources have told Reuters Japan's government is considering intervening in the crude oil futures market as the Middle East crisis drives energy prices up sharply.
Under the scheme, Japan would tap its $1.4 trillion foreign exchange reserves and build short positions in the oil futures market by selling futures contracts to push down prices.
By dampening demand for dollars to buy oil, Tokyo can ease selling pressure on the yen. The oil futures and currency markets have recently moved in tandem, with the Middle East conflict pushing oil prices higher while lifting safe-haven demand for the dollar.
Japanese law allows use of foreign exchange reserves, preserved as a war chest for direct currency-market intervention, to take positions in futures markets if the objective is to stabilize the yen.
The idea is being contemplated within the government, though there is no consensus on its feasibility, said three government sources with knowledge of the deliberations.
Are we about to see that plan go into effect?
March 2026
Market sources have told Reuters Japan's government is considering intervening in the crude oil futures market as the Middle East crisis drives energy prices up sharply.
Under the scheme, Japan would tap its $1.4 trillion foreign exchange reserves and build short positions in the oil futures market by selling futures contracts to push down prices.
By dampening demand for dollars to buy oil, Tokyo can ease selling pressure on the yen. The oil futures and currency markets have recently moved in tandem, with the Middle East conflict pushing oil prices higher while lifting safe-haven demand for the dollar.
Japanese law allows use of foreign exchange reserves, preserved as a war chest for direct currency-market intervention, to take positions in futures markets if the objective is to stabilize the yen.
The idea is being contemplated within the government, though there is no consensus on its feasibility, said three government sources with knowledge of the deliberations.
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Reminder: China is shutting down paper gold trading for retail traders on July 24th
The last time China did something similar was late 2020, to prioritize institutional players and limit retail exposure, Chinese banks stopped opening new paper gold and silver trading accounts for individual investors.
This was triggered by the "Crude Oil Treasure" scandal where retail investors suffered severe losses on oil linked products from the oil collapse to -$40.
Chinese banks stopped allowing new retail accounts to be opened for leveraged and deferred precious metal contracts.
The last time China did something similar was late 2020, to prioritize institutional players and limit retail exposure, Chinese banks stopped opening new paper gold and silver trading accounts for individual investors.
This was triggered by the "Crude Oil Treasure" scandal where retail investors suffered severe losses on oil linked products from the oil collapse to -$40.
Chinese banks stopped allowing new retail accounts to be opened for leveraged and deferred precious metal contracts.
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