🟡 China is hoarding gold
• Total reserves now at a record 2,306 tonnes
• 14 straight months of net buying
• 2025 official purchases +27 tonnes
If official figures reflect just 10% of reality, China likely bought 270 tonnes of physical gold in 2025.
#Gold is being treated as strategic insurance.
What is #China preparing for?
• Total reserves now at a record 2,306 tonnes
• 14 straight months of net buying
• 2025 official purchases +27 tonnes
If official figures reflect just 10% of reality, China likely bought 270 tonnes of physical gold in 2025.
#Gold is being treated as strategic insurance.
What is #China preparing for?
🚨BREAKING: After 20 years of talks, India 🇮🇳 and the EU 🇪🇺 are set to unveil a historic trade deal.
• 2️⃣ billion people
• 2️⃣5️⃣% of global GDP
• A major reset in global trade flows 🌍
If confirmed, this redraws supply chains, investment routes, and geopolitical alignment for the next decade.
#india #EU #TradeDeal
• 2️⃣ billion people
• 2️⃣5️⃣% of global GDP
• A major reset in global trade flows 🌍
If confirmed, this redraws supply chains, investment routes, and geopolitical alignment for the next decade.
#india #EU #TradeDeal
🚨 CHINA IS BUYING CONTROL OF LATIN AMERICA
• $170bn+ invested or committed by China in Latin American infrastructure since 2005
• 20+ countries tied into Chinese-financed ports, railways, roads, and energy corridors
• 70%+ of South American exports already flow through infrastructure China finances, builds, or controls
• Critical minerals exposure. Lithium (Chile, #Argentina, Bolivia), copper (Peru), iron ore (#Brazil), oil (#Venezuela)
What jumps out on the map?
🛳 Ports before politics
#China controls or operates key Atlantic and Pacific exits. Whoever controls ports controls trade leverage.
🚆 Resource corridors, not cities
Rail and road networks link mines and farms directly to Chinese-financed ports. No domestic optionality.
🧱 Decade long lock-in
Projects run 20–40 years. Once built, countries cannot “decouple” without breaking their export model.
⚠️ Asymmetric power
When prices spike or politics shift, infrastructure owners move first. Governments react later.
#China is not competing with the US or Europe on values.
It is competing on who controls the choke points.
Power does not sit in embassies.
It sits in ports, railheads, and shipping lanes.
• $170bn+ invested or committed by China in Latin American infrastructure since 2005
• 20+ countries tied into Chinese-financed ports, railways, roads, and energy corridors
• 70%+ of South American exports already flow through infrastructure China finances, builds, or controls
• Critical minerals exposure. Lithium (Chile, #Argentina, Bolivia), copper (Peru), iron ore (#Brazil), oil (#Venezuela)
What jumps out on the map?
🛳 Ports before politics
#China controls or operates key Atlantic and Pacific exits. Whoever controls ports controls trade leverage.
🚆 Resource corridors, not cities
Rail and road networks link mines and farms directly to Chinese-financed ports. No domestic optionality.
🧱 Decade long lock-in
Projects run 20–40 years. Once built, countries cannot “decouple” without breaking their export model.
⚠️ Asymmetric power
When prices spike or politics shift, infrastructure owners move first. Governments react later.
#China is not competing with the US or Europe on values.
It is competing on who controls the choke points.
Power does not sit in embassies.
It sits in ports, railheads, and shipping lanes.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇲🇽🇨🇺 | BREAKING
The Mexican government has halted its oil shipments to Cuba following pressure from U.S. Senator Marco Rubio.
State-owned company PEMEX reversed plans to send a cargo to the Cuban government. The move was confirmed by Bloomberg.
The Mexican government has halted its oil shipments to Cuba following pressure from U.S. Senator Marco Rubio.
State-owned company PEMEX reversed plans to send a cargo to the Cuban government. The move was confirmed by Bloomberg.
🇨🇭 Global One SI - Prompt
🔥 NEW: Tether bought 27 tons of #gold in Q4 2025, bringing its gold holdings to about $4.4 billion.
#usdt #xaut
💎 Tether bought 27 tons of Gold in the 4th quarter of 2025 (report)
The company entered the TOP-30 of the largest Gold holders in the world, surpassing Greece, Qatar, and Australia.
In 2025, the capitalization of "gold" stablecoins increased from ~$1.3 billion to $4 billion+. At the same time, ~60% of the market belongs to XAU₮.
The company entered the TOP-30 of the largest Gold holders in the world, surpassing Greece, Qatar, and Australia.
In 2025, the capitalization of "gold" stablecoins increased from ~$1.3 billion to $4 billion+. At the same time, ~60% of the market belongs to XAU₮.
Please open Telegram to view this post
VIEW IN TELEGRAM
🐳1
#InterestRates likely to hold steady at tomorrows #FOMC rate setting meeting.
Lets see what the last guidance is on economic expectations which are more likely to move the market.
#BTC and most #Crypto are sitting on significant support and so a breakout is expected soon
Lets see what the last guidance is on economic expectations which are more likely to move the market.
#BTC and most #Crypto are sitting on significant support and so a breakout is expected soon
🎯 IRAQ: FIRST DOMINO FALLS TODAY
TODAY (Tuesday Jan 27): Presidential election
THEN: Government formation → IMF certification → Budget approval → New exchange rate
Frank26: Chase wealth manager - "All systems go. We anticipate IQD rate changed by Friday" (Jan 30)
Iraqi TV: "Trillions to Billions to Millions" = rate change messaging
Pattern:
- Sovereignty achieved ✅
- Banking reform complete ✅
- Infrastructure operational ✅
- UN: Iraq "stable, secure, sovereign" ✅
- Parliament voting today ✅
- Banks expecting rate change by month end ✅
Presidential vote today triggers the sequence. Chase exec says rate changed by Friday.
Timeline: This week activates, rate change by Jan 30.
Not speculation. Observable parliamentary process with bank confirmation.
Sources: Iraqi parliament, Frank26, Iraqi government statements
TODAY (Tuesday Jan 27): Presidential election
THEN: Government formation → IMF certification → Budget approval → New exchange rate
Frank26: Chase wealth manager - "All systems go. We anticipate IQD rate changed by Friday" (Jan 30)
Iraqi TV: "Trillions to Billions to Millions" = rate change messaging
Pattern:
- Sovereignty achieved ✅
- Banking reform complete ✅
- Infrastructure operational ✅
- UN: Iraq "stable, secure, sovereign" ✅
- Parliament voting today ✅
- Banks expecting rate change by month end ✅
Presidential vote today triggers the sequence. Chase exec says rate changed by Friday.
Timeline: This week activates, rate change by Jan 30.
Not speculation. Observable parliamentary process with bank confirmation.
Sources: Iraqi parliament, Frank26, Iraqi government statements
✍1
📰 Top Headlines
📋 US Durable Goods Orders (Trading Economics) — Durable goods surged in November.
Market impact: Strong capex signal supports growth outlook and could lift Treasury yields, providing bullish bias for the USD. Expect short-term upside for cyclical FX (AUD, NZD) if risk sentiment follows through; USD strength may cap commodity-linked currencies.
✅ Irish Consumer Sentiment (Reuters) — Sentiment climbs to a nine-month high.
Market impact: Positive domestic demand cue for the Eurozone periphery. Slightly constructive for the EUR vs safe-havens, and may support EUR/GBP if UK data lags. Watch broader Eurozone PMIs for confirmation.
🔖 UnitedHealth 4Q Revenue $87.1B (Dow Jones) — Beats and shows operational resilience.
Market impact: Boost to US equities, especially healthcare; could attract flows into US risk assets and weigh on the USD if equity rally is sustained. Sector-specific FX moves are muted but equity-driven USD flows matter.
📌 UnitedHealth 2026 Ops Earnings > $10.8B (Dow Jones) — Upbeat earnings outlook.
Market impact: Reinforces stock-specific optimism and broader risk-on tone. Monitor correlation between equity strength and USD softness; risk-sensitive currencies may rally.
📋 UnitedHealth 2026 Membership 46.9M–47.5M (Dow Jones) — Membership guidance narrows.
Market impact: Operational stability reduces downside risk for healthcare equities. Indirectly supportive of risk assets; limited direct FX effect beyond risk sentiment transmission.
✅ UnitedHealth 2026 Revenue > $335B despite fewer consumers (Dow Jones) — Revenue guidance still healthy.
Market impact: Suggests pricing/premium mix supporting margins. Positive for Wall Street positioning; tailwinds for USD via equity inflows may be offset by lower bond safe-haven demand if risk appetite rises.
🔖 Overall FX/Market Takeaway — Macro + corporate beats create a risk-on backdrop.
Short-term trade ideas: Fade safe-havens on confirmed risk rally (short USD/JPY, long AUD/JPY); long EUR vs lagging GBP if Eurozone momentum continues. Watch US yields and next CPI data—persistent rate expectations could re-strengthen the USD.
📌 Key risks — Reversal in yields, geopolitical shocks, or disappointing Eurozone manufacturing data could negate risk-on flows. Keep stops tight and monitor cross-asset correlations.
📋 US Durable Goods Orders (Trading Economics) — Durable goods surged in November.
Market impact: Strong capex signal supports growth outlook and could lift Treasury yields, providing bullish bias for the USD. Expect short-term upside for cyclical FX (AUD, NZD) if risk sentiment follows through; USD strength may cap commodity-linked currencies.
✅ Irish Consumer Sentiment (Reuters) — Sentiment climbs to a nine-month high.
Market impact: Positive domestic demand cue for the Eurozone periphery. Slightly constructive for the EUR vs safe-havens, and may support EUR/GBP if UK data lags. Watch broader Eurozone PMIs for confirmation.
🔖 UnitedHealth 4Q Revenue $87.1B (Dow Jones) — Beats and shows operational resilience.
Market impact: Boost to US equities, especially healthcare; could attract flows into US risk assets and weigh on the USD if equity rally is sustained. Sector-specific FX moves are muted but equity-driven USD flows matter.
📌 UnitedHealth 2026 Ops Earnings > $10.8B (Dow Jones) — Upbeat earnings outlook.
Market impact: Reinforces stock-specific optimism and broader risk-on tone. Monitor correlation between equity strength and USD softness; risk-sensitive currencies may rally.
📋 UnitedHealth 2026 Membership 46.9M–47.5M (Dow Jones) — Membership guidance narrows.
Market impact: Operational stability reduces downside risk for healthcare equities. Indirectly supportive of risk assets; limited direct FX effect beyond risk sentiment transmission.
✅ UnitedHealth 2026 Revenue > $335B despite fewer consumers (Dow Jones) — Revenue guidance still healthy.
Market impact: Suggests pricing/premium mix supporting margins. Positive for Wall Street positioning; tailwinds for USD via equity inflows may be offset by lower bond safe-haven demand if risk appetite rises.
🔖 Overall FX/Market Takeaway — Macro + corporate beats create a risk-on backdrop.
Short-term trade ideas: Fade safe-havens on confirmed risk rally (short USD/JPY, long AUD/JPY); long EUR vs lagging GBP if Eurozone momentum continues. Watch US yields and next CPI data—persistent rate expectations could re-strengthen the USD.
📌 Key risks — Reversal in yields, geopolitical shocks, or disappointing Eurozone manufacturing data could negate risk-on flows. Keep stops tight and monitor cross-asset correlations.
This media is not supported in your browser
VIEW IN TELEGRAM
U.S. Weighs Naval Blockade on IRAN'S Oil 'Shadow Fleet and assassinating IRAN leadership!!
Trump administration is studying or considering measures like stopping and inspecting Iranian oil tankers at sea to curb oil exports—similar to actions taken against Venezuela's sanctioned oil trade. This could resemble a de facto blockade or interdiction effort targeting Iran's "shadow fleet" of vessels evading sanctions.
Sanctions have already been imposed on nine vessels allegedly involved in evading restrictions on Iranian oil shipments.
🇮🇷🇺🇲On the second option—targeting Iranian leadership:Trump has referenced potential strikes on regime targets. Recent comments suggest options like "systematically taking out the leadership".
Experts' fears of escalation to all-out war are widespread in analyses:A naval blockade or tanker interdictions could provoke Iranian responses, such as closing the Strait of Hormuz (through which ~20% of global oil passes), mining waters, or attacking shipping—potentially spiking global oil prices and drawing in allies.
Leadership strikes risk massive Iranian retaliation via proxies (e.g., in Iraq, Yemen, Lebanon) or direct missile/drone attacks on U.S. forces/assets in the region.
Trump administration is studying or considering measures like stopping and inspecting Iranian oil tankers at sea to curb oil exports—similar to actions taken against Venezuela's sanctioned oil trade. This could resemble a de facto blockade or interdiction effort targeting Iran's "shadow fleet" of vessels evading sanctions.
Sanctions have already been imposed on nine vessels allegedly involved in evading restrictions on Iranian oil shipments.
🇮🇷🇺🇲On the second option—targeting Iranian leadership:Trump has referenced potential strikes on regime targets. Recent comments suggest options like "systematically taking out the leadership".
Experts' fears of escalation to all-out war are widespread in analyses:A naval blockade or tanker interdictions could provoke Iranian responses, such as closing the Strait of Hormuz (through which ~20% of global oil passes), mining waters, or attacking shipping—potentially spiking global oil prices and drawing in allies.
Leadership strikes risk massive Iranian retaliation via proxies (e.g., in Iraq, Yemen, Lebanon) or direct missile/drone attacks on U.S. forces/assets in the region.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
☢️ WINTER GRID RISK IS BACK
Is Nuclear the solution?
• 100 GW US nuclear capacity
• 2.1% offline now.
• Multiple reactors running 40–100% outage during peak winter demand ❄️
• Every lost nuclear MW is replaced by gas or coal
• That tightens Henry Hub, power prices, and LNG feedgas 📈
Nuclear is the system’s baseload anchor.
When it slips, gas becomes the shock absorber.
This is how cold weather turns into power volatility.
And why gas markets stay bid even without a crisis.
#oott #nuclear #natgas
Is Nuclear the solution?
• 100 GW US nuclear capacity
• 2.1% offline now.
• Multiple reactors running 40–100% outage during peak winter demand ❄️
• Every lost nuclear MW is replaced by gas or coal
• That tightens Henry Hub, power prices, and LNG feedgas 📈
Nuclear is the system’s baseload anchor.
When it slips, gas becomes the shock absorber.
This is how cold weather turns into power volatility.
And why gas markets stay bid even without a crisis.
#oott #nuclear #natgas
🇨🇭 Global One SI - Prompt
🚨NOW: Israel has asked the United States to strike Iranian government and military targets, according to Israeli Channel 13.
This media is not supported in your browser
VIEW IN TELEGRAM
🇺🇸 The U.S. is reportedly considering targeted strikes against senior Iranian officials and commanders held responsible for the deaths of protesters.
⚡1
🇨🇭 Global One SI - Prompt
🇺🇸 The U.S. is reportedly considering targeted strikes against senior Iranian officials and commanders held responsible for the deaths of protesters.
🇺🇸🇮🇷 The strikes could occur as soon as this week, although the exact timing remains uncertain — Middle East Eye.
🇨🇭 Global One SI - Prompt
$ASTS: Beam size is important for Direct to Device performance. A larger beam means more shared capacity between all of the users inside the beam. AST SpaceMobile uses 24km diameter narrow beams while Starlink uses about 50km diameter beams. AST is also…
🚀 Opinion: How The U.S. Space Force Aims To Win The Future Fight 🌌
The U.S. Space Force is revolutionizing modern warfare with cutting-edge satellite constellations that track moving targets globally. From hypersonic threats to missile silos, this next-gen capability ensures unmatched battlespace awareness and resilience. $ASTS
The U.S. Space Force is revolutionizing modern warfare with cutting-edge satellite constellations that track moving targets globally. From hypersonic threats to missile silos, this next-gen capability ensures unmatched battlespace awareness and resilience. $ASTS
🇨🇭 Global One SI - Prompt
🧨 DAILY GCR/RV SIGNAL TRACKER 🧨 January 21, 2026 | Status: 5/7 ACTIVE 🔴 RED = Major breakthrough 🟠 ORANGE = Significant progress 🟡 YELLOW = Partial movement 🟢 GREEN = Stable ⚪ WHITE = No movement Ray Dalio at Davos🎥: "Monetary order is breaking down."…
🌏 Ray Dalio: The world is entering a dangerous phase of the Great Cycle.
The USA and the world as a whole are on the verge of transitioning from Stage 5 to Stage 6 — from the preliminary destruction of orders to their open collapse.
Key signals:
• States are overloaded with debts, and income and value gaps are growing.
• Economic shocks are intensifying tensions.
• Money is being printed, but it's not going into productive investments.
• Populism and polarization are displacing moderate forces.
• Media and institutions are losing trust.
• Violence is starting to spill over into the real world.
Outcome:
◦ Either painful but unifying reforms.
◦ Or a forceful restructuring of the system through crisis and conflict.
The USA and the world as a whole are on the verge of transitioning from Stage 5 to Stage 6 — from the preliminary destruction of orders to their open collapse.
Key signals:
• States are overloaded with debts, and income and value gaps are growing.
• Economic shocks are intensifying tensions.
• Money is being printed, but it's not going into productive investments.
• Populism and polarization are displacing moderate forces.
• Media and institutions are losing trust.
• Violence is starting to spill over into the real world.
Outcome:
◦ Either painful but unifying reforms.
◦ Or a forceful restructuring of the system through crisis and conflict.
The Great Cycle is a historical model by Ray Dalio, describing the full life cycle of monetary, political, and geopolitical orders. On average, it lasts about 80 years and ends in a crisis.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇮🇳 INDIA WANTS VENEZUELAN OIL
THE BARRELS SAY ATLANTIC 🌊🛢️
This isn’t a comeback. It’s a controlled release.
Indian refiners are probing Venezuelan crude.
But the real flows are staying US and Europe bound.
What’s happening
• HPCL asked Vitol for heavy sour Venezuelan offers
• Refiners are evaluating, not committing
• #Asia is seeing thin, rationed volumes
Why the barrels don’t move East
• 🇺🇸 US Gulf refiners absorb heavy sour fast
• 🇪🇺 Europe (Repsol, Saras) restarts Venezuelan runs to offset #Russia
• Freight costs + policy risk keep Asia sidelined
Why Vitol matters
• Key marketer of U.S.-licensed Venezuelan crude
• Controls liftings under U.S. approval
• Places barrels into Europe first
• Tests Asia without committing volumes
Venezuelan oil is flowing again.
But it’s managed, filtered, and political.
Right now, Vitol controls the map 🗺️
#oott
THE BARRELS SAY ATLANTIC 🌊🛢️
This isn’t a comeback. It’s a controlled release.
Indian refiners are probing Venezuelan crude.
But the real flows are staying US and Europe bound.
What’s happening
• HPCL asked Vitol for heavy sour Venezuelan offers
• Refiners are evaluating, not committing
• #Asia is seeing thin, rationed volumes
Why the barrels don’t move East
• 🇺🇸 US Gulf refiners absorb heavy sour fast
• 🇪🇺 Europe (Repsol, Saras) restarts Venezuelan runs to offset #Russia
• Freight costs + policy risk keep Asia sidelined
Why Vitol matters
• Key marketer of U.S.-licensed Venezuelan crude
• Controls liftings under U.S. approval
• Places barrels into Europe first
• Tests Asia without committing volumes
Venezuelan oil is flowing again.
But it’s managed, filtered, and political.
Right now, Vitol controls the map 🗺️
#oott
This media is not supported in your browser
VIEW IN TELEGRAM
When you kept telling everyone that paper money is a scam but bought #bitcoin instead of #gold and #silver
🤩1🗿1
🇨🇭 Global One SI - Prompt
#SILVER #XAG/USD M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#SILVER #XAG/USD M15 #Indicator #Signal #Trading #GlobalOneAI
Silver volatility can move fast. Leverage magnifies it.
Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAG-USD
Silver volatility can move fast. Leverage magnifies it.
Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAG-USD
🇨🇭 Global One SI - Prompt
#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI
Gold volatility can move fast. Leverage magnifies it.
Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAU-USD
Gold volatility can move fast. Leverage magnifies it.
Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAU-USD