We just witnessed a $9 TRILLION market cap swing and a massive reversal in just 6.5 hours.
#Gold erased nearly $3 trillion as US markets opened, then added back almost $2 trillion by close.
#Silver wiped out $750 billion, then staged a strong reversal, adding back $500 billion.
The S&P 500 erased $780 billion intraday, then recovered $530 billion by the close.
Nasdaq wiped out $760 billion, then added back $580 billion by close.
Combined US equities erased $1.15 trillion intraday and recovered $1.07 trillion by the close.
#Gold erased nearly $3 trillion as US markets opened, then added back almost $2 trillion by close.
#Silver wiped out $750 billion, then staged a strong reversal, adding back $500 billion.
The S&P 500 erased $780 billion intraday, then recovered $530 billion by the close.
Nasdaq wiped out $760 billion, then added back $580 billion by close.
Combined US equities erased $1.15 trillion intraday and recovered $1.07 trillion by the close.
Rare earths are not scarce
control is 🔥⛏️
• #China : 44 mt of rare earth reserves
• #Brazil : 21 mt. second place, but still <50% of china
• #india : 6.9 mt
• #australia : 5.7 mt
• #Russia : 3.8 mt
• us: 1.9 mt
China doesn’t just lead. it dwarfs everyone else combined in strategic optionality.
In a world of ai, evs, missiles, magnets, and data centers, rare earths are the choke point.
and one country sits on the valve.
#RareEarthMineral #minerals
control is 🔥⛏️
• #China : 44 mt of rare earth reserves
• #Brazil : 21 mt. second place, but still <50% of china
• #india : 6.9 mt
• #australia : 5.7 mt
• #Russia : 3.8 mt
• us: 1.9 mt
China doesn’t just lead. it dwarfs everyone else combined in strategic optionality.
In a world of ai, evs, missiles, magnets, and data centers, rare earths are the choke point.
and one country sits on the valve.
#RareEarthMineral #minerals
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🚨 JUST IN: President Trump signs executive order declaring a national emergency over CUBA, and preparing tariffs on ANY country supplying oil to Cuba
Sec. Marco Rubio no doubt has a hand in this.
Cuba is about to get utterly choked off.
Trump and Marco are coming, Cuba! 🔥🔥
Sec. Marco Rubio no doubt has a hand in this.
Cuba is about to get utterly choked off.
Trump and Marco are coming, Cuba! 🔥🔥
🚨 HOLY CRAP! President Trump just decertified ALL AIRCRAFT made in Canada and announced a 50% tariff on Canada until they stop refusing to certify Gulfstream craft
TRUMP FAFO at its finest! 🔥
"Based on the fact that Canada has wrongfully, illegally, and steadfastly refused to certify the Gulfstream 500, 600, 700, and 800 Jets, one of the greatest, most technologically advanced airplanes ever made, we are hereby decertifying their Bombardier Global Expresses, and all Aircraft made in Canada, until such time as Gulfstream, a Great American Company, is fully certified, as it should have been many years ago."
"Further, Canada is effectively prohibiting the sale of Gulfstream products in Canada through this very same certification process. If, for any reason, this situation is not immediately corrected, I am going to charge Canada a 50% Tariff on any and all Aircraft sold into the United States of America."
"Thank you for your attention to this matter!"
TRUMP FAFO at its finest! 🔥
"Based on the fact that Canada has wrongfully, illegally, and steadfastly refused to certify the Gulfstream 500, 600, 700, and 800 Jets, one of the greatest, most technologically advanced airplanes ever made, we are hereby decertifying their Bombardier Global Expresses, and all Aircraft made in Canada, until such time as Gulfstream, a Great American Company, is fully certified, as it should have been many years ago."
"Further, Canada is effectively prohibiting the sale of Gulfstream products in Canada through this very same certification process. If, for any reason, this situation is not immediately corrected, I am going to charge Canada a 50% Tariff on any and all Aircraft sold into the United States of America."
"Thank you for your attention to this matter!"
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Oil just spiked to $65, hitting the top of the wedge.
It's flirting with a potential breakout next week due to Iran.
Now we wait and see.
It's flirting with a potential breakout next week due to Iran.
Now we wait and see.
🚨🇺🇸🇮🇷 TRUMP BRIEFED ON "BIG" PLAN TO BOMB IRAN
The White House and Pentagon have presented multiple attack options, including a large-scale bombing campaign targeting regime and IRGC facilities.
Less aggressive options include strikes on symbolic targets with room to escalate, cyberattacks on Iranian banks, or tougher sanctions.
The condition: Iran agrees to end its nuclear work, or the pressure ramps up.
Source: WSJ
The White House and Pentagon have presented multiple attack options, including a large-scale bombing campaign targeting regime and IRGC facilities.
Less aggressive options include strikes on symbolic targets with room to escalate, cyberattacks on Iranian banks, or tougher sanctions.
The condition: Iran agrees to end its nuclear work, or the pressure ramps up.
Source: WSJ
$UAMY $MP $NB $RDW $ONDS
• The agreement includes advancing five spending bills
• The DoD appropriations bill provides a total of $839.2 billion in discretionary funding for military activities.
#CriticalMetals #Drones
#WeaponsSystems
• The DoE funding bill provides over $49 billion in total for fiscal year 2026, including specific allocations for nuclear security and advanced energy projects.
#CriticalMetals #BatteryStorage #Energy
• The agreement includes advancing five spending bills
• The DoD appropriations bill provides a total of $839.2 billion in discretionary funding for military activities.
#CriticalMetals #Drones
#WeaponsSystems
• The DoE funding bill provides over $49 billion in total for fiscal year 2026, including specific allocations for nuclear security and advanced energy projects.
#CriticalMetals #BatteryStorage #Energy
✍1
🇨🇭 Global One SI - Prompt
$UAMY $MP $NB $RDW $ONDS • The agreement includes advancing five spending bills • The DoD appropriations bill provides a total of $839.2 billion in discretionary funding for military activities. #CriticalMetals #Drones #WeaponsSystems • The DoE funding…
The five spending bills in the "minibus" package that the Senate is advancing for full-year funding are:
•Defense
•Labor, Health and Human Services (HHS), and Education
•Transportation and Housing and Urban Development (HUD)
•Financial Services
•National Security and Department of State
•Defense
•Labor, Health and Human Services (HHS), and Education
•Transportation and Housing and Urban Development (HUD)
•Financial Services
•National Security and Department of State
🇨🇭 Global One SI - Prompt
🚨 BREAKING: Mark Savaya's X account DISABLED Trump's Special Envoy to Iraq - the man who just blocked Maliki from becoming PM - has been silenced. Timeline: 📍 Jan 28: Savaya delivers Trump ultimatum - "No Maliki or US leaves Iraq" 📍 Jan 28: Iraqi presidential…
🔄 UPDATE: MARK SAVAYA X ACCOUNT STATUS
Steven Nabil (#thestevennabil) - verified Middle East reporter (558K followers, bylines in Telegraph, Fox, Huff Post) - reports speaking with Trump's special envoy to Iraq, Mark Savaya:
"He is currently undergoing administrative procedures related to his official status and completing the necessary formalities for the position. He has temporarily deactivated his account on platform X until the required administrative procedures are completed."
IF accurate, this changes the assessment from yesterday:
This wasn't:
❌ Rogue X employees
❌ Iranian cyber warfare
❌ Account suspension
This was:
✅ Coordinated strategic silence during official transition procedures
Why this interpretation matters:
Savaya blocked Maliki. Applied massive public pressure on pro-Iran factions. Then went dark IMMEDIATELY after mission accomplished.
When transitioning to official diplomatic status, you don't narrate moves in real-time on social media. You complete administrative procedures. You re-emerge with formalized capacity.
Pattern (if Nabil's account accurate):
Mission phase: Public pressure (Savaya vocal, blocking Maliki)
Transition phase: Administrative procedures (account deactivated)
Next phase: Re-emergence with official status
This would indicate mission phase complete, now formalizing official position.
Meanwhile in Iraq:
- CBI parallel market gap language (zeroing out black market)
- Media education contract signed (preparing public for reform)
- Presidential election process ongoing
- Chase wealth manager: "Rate changed by Friday" (Jan 30 - TOMORROW)
CAVEAT: We're taking Nabil's word on his conversation with Savaya. No official US State Dept confirmation yet. Nabil is credible (established journalist, verified account, major outlet bylines), but this remains his reported account of a conversation.
Verifiable: Savaya's X account IS deactivated (confirmed)
Unverifiable (yet): WHY it's deactivated - relying on Nabil's report
Watch for: Official statement from US State Dept or Savaya's account reactivation with explanation.
IF Nabil's account accurate = progression, not setback.
Source: Steven Nabil report (32.9K views), attribution proper, awaiting official confirmation
Stay calm. Eyes open. We watch.
Steven Nabil (#thestevennabil) - verified Middle East reporter (558K followers, bylines in Telegraph, Fox, Huff Post) - reports speaking with Trump's special envoy to Iraq, Mark Savaya:
"He is currently undergoing administrative procedures related to his official status and completing the necessary formalities for the position. He has temporarily deactivated his account on platform X until the required administrative procedures are completed."
IF accurate, this changes the assessment from yesterday:
This wasn't:
❌ Rogue X employees
❌ Iranian cyber warfare
❌ Account suspension
This was:
✅ Coordinated strategic silence during official transition procedures
Why this interpretation matters:
Savaya blocked Maliki. Applied massive public pressure on pro-Iran factions. Then went dark IMMEDIATELY after mission accomplished.
When transitioning to official diplomatic status, you don't narrate moves in real-time on social media. You complete administrative procedures. You re-emerge with formalized capacity.
Pattern (if Nabil's account accurate):
Mission phase: Public pressure (Savaya vocal, blocking Maliki)
Transition phase: Administrative procedures (account deactivated)
Next phase: Re-emergence with official status
This would indicate mission phase complete, now formalizing official position.
Meanwhile in Iraq:
- CBI parallel market gap language (zeroing out black market)
- Media education contract signed (preparing public for reform)
- Presidential election process ongoing
- Chase wealth manager: "Rate changed by Friday" (Jan 30 - TOMORROW)
CAVEAT: We're taking Nabil's word on his conversation with Savaya. No official US State Dept confirmation yet. Nabil is credible (established journalist, verified account, major outlet bylines), but this remains his reported account of a conversation.
Verifiable: Savaya's X account IS deactivated (confirmed)
Unverifiable (yet): WHY it's deactivated - relying on Nabil's report
Watch for: Official statement from US State Dept or Savaya's account reactivation with explanation.
IF Nabil's account accurate = progression, not setback.
Source: Steven Nabil report (32.9K views), attribution proper, awaiting official confirmation
Stay calm. Eyes open. We watch.
✍1
🚨🇺🇸🇨🇳 HUGE WIN FOR TRUMP: PANAMA COURT BOOTS CHINESE-LINKED FIRM FROM CANAL
Panama's Supreme Court ruled CK Hutchison's contract to operate ports at both ends of the canal is unconstitutional.
They're out.
This is the Donroe Doctrine in action.
Maduro snatched from Caracas in January.
Chinese influence ejected from the canal in February.
Cuba's energy lifeline getting choked.
Trump said China was operating the Panama Canal and he wanted it back.
He got it.
Source: WSJ, Axios
Panama's Supreme Court ruled CK Hutchison's contract to operate ports at both ends of the canal is unconstitutional.
They're out.
This is the Donroe Doctrine in action.
Maduro snatched from Caracas in January.
Chinese influence ejected from the canal in February.
Cuba's energy lifeline getting choked.
Trump said China was operating the Panama Canal and he wanted it back.
He got it.
Source: WSJ, Axios
Insulate rare earth mineral refiners and extractors.
Protect them at all cost. It’s a matter of National Security.
$UAMY REFINER 🇺🇸
• Antimony • Tungsten • REE
$AREC REFINER via 🇺🇸 ReElement • REE
$MP PRODUCER 🇺🇸
• REE
$ELBM REFINER 🇨🇦
• Cobalt
$FEAM REFINER 🇺🇸
• Boron
$WWR REFINER 🇺🇸
• Graphite
$ABAT REFINER 🇺🇸
• Black Mass
Protect them at all cost. It’s a matter of National Security.
$UAMY REFINER 🇺🇸
• Antimony • Tungsten • REE
$AREC REFINER via 🇺🇸 ReElement • REE
$MP PRODUCER 🇺🇸
• REE
$ELBM REFINER 🇨🇦
• Cobalt
$FEAM REFINER 🇺🇸
• Boron
$WWR REFINER 🇺🇸
• Graphite
$ABAT REFINER 🇺🇸
• Black Mass
$UAMY $CRML $USAR
THE U.S. IS GOING TO PUT THE WORLD ON A RARE EARTH PRICE FLOOR
WHEN: NEXT WEEK.
• The idea is to protect rare earth miners and refiners from big price swings, especially from China’s
• The United States will push to reach a consensus with allied countries on a “pricing mechanism”
for rare earth minerals during upcoming foreign ministers’ meetings in Washington.
THE U.S. IS GOING TO PUT THE WORLD ON A RARE EARTH PRICE FLOOR
WHEN: NEXT WEEK.
• The idea is to protect rare earth miners and refiners from big price swings, especially from China’s
• The United States will push to reach a consensus with allied countries on a “pricing mechanism”
for rare earth minerals during upcoming foreign ministers’ meetings in Washington.
🇨🇭 Global One SI - Prompt
🚨🇺🇸🇨🇳 HUGE WIN FOR TRUMP: PANAMA COURT BOOTS CHINESE-LINKED FIRM FROM CANAL Panama's Supreme Court ruled CK Hutchison's contract to operate ports at both ends of the canal is unconstitutional. They're out. This is the Donroe Doctrine in action. Maduro…
$BLK BlackRock 🇺🇸
BlackRock indirectly a winner.
this ruling is also good for U.S. strategic interests.
BlackRock indirectly a winner.
this ruling is also good for U.S. strategic interests.
🐳1
🇨🇭 Global One SI - Prompt
🚨🇺🇸 BREAKING: TRUMP SAYS HE'LL ANNOUNCE HIS FED CHAIR PICK FRIDAY MORNING Jerome Powell's replacement is coming tomorrow. Markets are about to get interesting. Source: CNN
🇨🇭 Global One SI - Prompt
$DFDV $SBET $BMNR $FWDI $ASST #BITCOIN #SOLANA #ETHEREUM #CRYPTO • The Trump administration is preparing for the president to nominate Kevin Warsh to be the next Federal Reserve chair, according to people familiar with the matter.
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$DFDV $SBET $BMNR $FWDI $ASST
#BITCOIN #SOLANA #ETHEREUM #CRYPTO
• Potentially the next federal reserve chair on BITCOIN.
1. Bitcoin Can Provide Market Discipline
2. It Can Tell The World That Things Need To Be Fixed.
3. Bitcoin Does Not Make Me nervous
4. It’s The coolest Software
6. Bitcoin and this technology is transformative
7. Bitcoin Doesn’t Trouble Me
8. I Think Bitcoin Can Inform Policy Makers When they are doing things right and wrong
9. It’s is not a substitute to the dollar
10. Bitcoin can be a policy man for policy
#BITCOIN #SOLANA #ETHEREUM #CRYPTO
• Potentially the next federal reserve chair on BITCOIN.
1. Bitcoin Can Provide Market Discipline
2. It Can Tell The World That Things Need To Be Fixed.
3. Bitcoin Does Not Make Me nervous
4. It’s The coolest Software
6. Bitcoin and this technology is transformative
7. Bitcoin Doesn’t Trouble Me
8. I Think Bitcoin Can Inform Policy Makers When they are doing things right and wrong
9. It’s is not a substitute to the dollar
10. Bitcoin can be a policy man for policy
👀1
🇨🇭 Global One SI - Prompt
🚨BREAKING: SpaceX is set to hire Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley to lead its IPO in 2026, per FT.🚀 The IPO is expected to be valued as much as $1.5 trillion, making it the largest IPO in history. We believe the Space sector will…
$SIDU $MNTS $RDW $UMAC $LUNR $SATL $ASTI
• Elon Musk's xAI (X.AI) is reportedly in merger talks with his space company, #SpaceX (SPACE), ahead of that company's hotly anticipated IPO.
• Under the proposed deal, xAI shares would be exchanged for SpaceX shares.
• The merger is being viewed as a way to help advance SpaceX's plans to build orbiting data centers,
• Elon Musk's xAI (X.AI) is reportedly in merger talks with his space company, #SpaceX (SPACE), ahead of that company's hotly anticipated IPO.
• Under the proposed deal, xAI shares would be exchanged for SpaceX shares.
• The merger is being viewed as a way to help advance SpaceX's plans to build orbiting data centers,
The US is investing heavily in nuclear energy.
- For 2026, $1.8B is allocated to the DOE's Office of Nuclear Energy
- An additional $3.1B has been repurposed for nuclear programs
- That’s a total of ~$5B in 2026 alone
For context, the 2021–2025 average was just ~$1.6B per year.
The #uranium demand picture is getting better by the day.
Trade $URA with up to 100x leverage: gains.trade/trading#URA-USD
- For 2026, $1.8B is allocated to the DOE's Office of Nuclear Energy
- An additional $3.1B has been repurposed for nuclear programs
- That’s a total of ~$5B in 2026 alone
For context, the 2021–2025 average was just ~$1.6B per year.
The #uranium demand picture is getting better by the day.
Trade $URA with up to 100x leverage: gains.trade/trading#URA-USD