🇺🇸 Morning Economic Data:

*Jobless Claims: Beat 🟢
*Continuing Jobless Claims: Beat 🟢
*Philly Fed Factory Index: Beat 🟢
*NY Fed Factory Index: Beat 🟢

US economic growth continues to defy expectations. No rate cuts for now.

This White House statement on critical minerals has all the clues we were looking for.

They explicitly listed uranium as a critical mineral, and it looks like they’re actually considering a price floor guarantee.

Honestly, from an energy security standpoint, there’s nothing more urgent than boosting domestic uranium production.

The US used to be a powerhouse in uranium, but the industry is basically a ghost of its former self now.

The government needs to step up and back producers with some real institutional support. Things like strategic stockpiling or a price floor would be a massive game-changer for these guys.

Between the skyrocketing power demand and energy security, sometimes you just need that heavy-handed policy support.

#uranium #CriticalMinerals $uroy #nxe

Bank of America CEO on why stablecoins shouldn't pay interest:

(TLDR: consumers shouldn't earn yield so banks can)

Quick summary:
Interest on stables -> mass deposit flight
Fully reserved money -> no fractional leverage
Banks lose free funding -> profits go bye bye!

If you're wondering why the banks don't want yield on stablecoins, here's the summary of National Deposit Rates from the FDIC:
-> Savings = 0.39%, Checking = 0.07%, MM= 0.58%!
-> All while the Treasury Yields are 3.89% (from 12/15)
-> That fat spread of 3.82% represents bank profits and it's what they don't want anyone jeopardizing

Trump's foreign policy, the future of AI, and the state of the economy will be top of mind in Davos.

Update to the sign on the Pentagon

Top 100 24h Gainers 🚀

CHZ        $0.0592          +4.94% 
LEO        $8.90                +4.55% 
CAKE      $2.15              +3.60% 
ICP        $4.26                +2.73% 
M            $1.60                +1.90% 

Top 100 24h Losers 🔻

IP          $2.35                -29.66%
NIGHT    $0.0608          -13.34%
BONK      $0.00001062 -11.18%
SPX        $0.5848            -9.32% 
IMX        $0.2700            -8.99%

🇺🇸US still dangerously dependent on China for rare earths

🇨🇳China controls 70% mining, 90%+ processing & permanent magnets critical for military tech (F-35, missiles, subs).

🚢US imports: 70-80% trace to China

#RareEarths #China

🇯🇵 Japan becomes the first country in the world to begin mining rare earth metals from the ocean floor.

Japan launched the world's first test extraction of rare earth mud from the deep-sea floor on Jan 12, 2026, near Minamitori Island. It's an experimental mission to reduce reliance on China, with full-scale mining planned for 2027 if successful. Sources: Reuters

BREAKING: The USS Abraham Lincoln aircraft carrier group is currently steaming from the South China Sea to Iran.

ETA within 48 hours.

If Trump backs down now on Iran no other country will revolt against their government.

Israel/United States have entered a path of no return, regardless of how bad the outcome.

BREAKING: White House issues statement saying "All options remain on the table for Iran"

Maybe Trump does want to deescalate, or maybe it's all a show. A false flag attack would fit both scenarios to get the U.S. involved in a war with Iran, whether staged by the CIA or Mossad.

Very strange flights off the U.S. east coast right now. These are all mid-air refuelers.

From $12.40 to $53,556 with 15 straight wins.

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Now that the USS Abraham Lincoln is sailing for Iran's shores, leaving the South China Sea void of U.S. naval support. What happens with Taiwan?

It’s hard to overstate the importance of this… If ever there was a clear sign 🪧.

- that the simultaneous negotiated abandonment of Ukraine 🇺🇦 to Russia 🇷🇺 & the aggression in Venezuela 🇻🇪

is part of a broader decision to

- cede Taiwan 🇹🇼 & Japan 🇯🇵 to China 🇨🇳.

This is it.

This pulls forward the probability & timeline of China 🇨🇳 action in Taiwan 🇹🇼.