MASSIVE.

1. New hydromet tech can turn < 10% Sb into mil-spec
2. 150 tons inbound Feb/March.
3. $44M DOE app filed for US facility. 👀
4. Similar DoW app filed
5. 15x expansion in Bolivia complete.

Let. Them. Cook. 🔥
$UAMY $NVA $CRML

China is likely never going to export antimony again to the U.S.

$UAMY is the only active producer of this strategic metal in the U.S. and is scaling output to meet demand.

Adding further price support to antimony is news today that China lost a major processing facility to fire. 2000 tons of production lost for months. It never would have made it to export anyway. Metal price will be held and likely bid higher..

THE U.S. DOLLAR IS TESTING THE SAME ZONE THAT TRIGGERED THE 2017 AND 2021 #BITCOIN BULL RUN.

The Dollar Index (#DXY) has broken below its 16-year long-term trendline, and is sitting at the critical level of 96.

Each time #DXY has broken below 96 and held there, Bitcoin has moved aggressively higher.

- June 2017: #DXY dropped below 96. Bitcoin rose almost 8x in the next 5–6 months.

- 2020 pandemic period: After massive liquidity entered markets, #DXY lost 96 again. Bitcoin rose about 7x in the next 7–8 months. Ethereum and altcoins gained 10x, 20x, and more.

This is how liquidity cycles work.

When the dollar weakens:
- Cash loses relative strength
- Capital flows into scarce assets

Bitcoin benefits directly from that shift.

Right now, #DXY is again at this historical trigger level while breaking its long-term structure. If it loses 96 and stays below, Bitcoin can start moving higher.

🇺🇸 The S&P 500 just hit 7,000 for the first time in history.

It has added over $1.4 trillion to its market cap in the first 28 days of 2026.

🚨 The best-performing commodities YoY:

🥈 #Silver : +273%
⚪ #Platinum : +178%
🥇 #GOLD : +89%

📊 These are the largest annual gains since 1979–1980.

Why this is alarming?

• Hard assets are outperforming everything
• Investors are pricing currency risk + geopolitics
• This looks less like a trade, more like a stress signal

When silver leads, gold follows, and platinum explodes.
Markets are not chasing growth.
They are running for protection.

👀 Paolo Ardoino, CEO of Tether, claims the company could become a "central bank of #gold" in a post-dollar world.

Tether is now the largest known holder of gold outside of banks and governments, with over 140 tons valued at approximately $23 billion, stored in a nuclear bunker in Switzerland 🇨🇭

Top 100 24h Gainers 🚀

PIPPIN    $0.4862    +24.55%
HYPE        $33.08      +16.09%
2Z            $0.1356    +12.71%
CC            $0.1692    +9.51% 
JUP          $0.2131    +6.08% 

Top 100 24h Losers 🔻

RIVER      $49.62      -29.21%
DASH        $59.22      -5.49% 
XTZ          $0.5368    -5.47% 
NIGHT      $0.0576    -5.28% 
ZEC          $378.06    -5.26%

Ray Dalio just warned us...

"The monetary system is ending."

Banks aren't buying Gold for profit. They're buying to escape the Dollar. The great reset is here.

There is no ceiling for #Gold because there is no floor for fiat currency.

Most people have no idea what's coming.

BREAKING: Amazon just let go 16,000 corporate employees.

600,000 $AMZN warehouse workers are next on the chopping block.

2026 is the year we see vast unemployment due to AI

Geoffrey Hinton - Godfather of AI

⚠️There are 20 minutes left until the meeting #FED

$46.000.000 luxury yacht tour 😮

📰 Top Headlines

📋 Top Headlines
Fed: FOMC voted 10-2 to keep the fed funds range at 3.50%–3.75% and signalled a pause in rate cuts. BoC: stood pat on policy rates and warned of heightened uncertainty.

✅ Policy tone & nuance
Fed pause = cautious stance: statement noted unemployment "has shown some signs of stabilization" — implying lower near‑term confidence in disinflation momentum. BoC hesitation reinforces global central bank caution amid mixed data.

🔖 Market implications — rates & yield curves
The Fed pause keeps front-end U.S. yields elevated and limits immediate easing expectations. Curve may remain flat to steeper if growth fears rise; volatility likely around economic data (inflation, payrolls).

📌 FX impact — USD, CAD, risk pairs
Higher-for-longer Fed narrative = supportive for USD vs. funding and risk-sensitive currencies. BoC pause + uncertainty = mixed CAD reaction: near-term CAD weakness if global risk-off dominates, but cyclical resilience could cap losses. Watch USD/CAD for moves above recent highs on USD strength.

📋 Trading signals / watchlist
- Short-term: fade risk rallies if USD strength persists; monitor U.S. ISM, CPI, payrolls. 
- Medium-term: positions biased to carry into higher-yielding USD assets if data disappoints. 
- Key levels: watch USD index at psychological zones and USD/CAD technical resistance/support.

✅ Risk events ahead
Upcoming U.S. inflation prints, payrolls, and central bank speaks are market drivers that could break the current equilibrium. Manage sizing — history shows rapid moves when policy messaging meets mixed data.

🔖 Bottom line
Policy pauses from Fed and BoC = central banks on hold but wary. Expect shorter reaction windows to economic data, higher USD sensitivity, and elevated FX/yield volatility. Trade with event risk in mind.

❗️ ACCOMPANYING LETTER #FED

❗️ The FED will continue open market operations to maintain the rate within the established range (purchase of government bonds/#QE).
▫️ Economic activity continues to grow at a moderate pace.
▫️ Job growth remains low, and the unemployment rate shows signs of stabilization.
▫️ Inflation remains somewhat elevated.
❗️ Uncertainty regarding economic prospects remains at an elevated level.
▫️ The FED will carefully assess incoming macroeconomic data, evolving prospects, and the balance of risks when considering further rate adjustments.
▫️ The FED is ready to adjust the DMP in the event of risks that could hinder the achievement of its goals.
▫️ Goals: maximum employment and inflation at the level of 2% in the long term.

Next: live text broadcast of the conference with J. Powell.

🇨🇭 SWITZERLAND NOW OFFERS 0% CAPITAL GAINS TAX ON BITCOIN AND CRYPTO

IT’S HAPPENING