$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.

$BLK BlackRock 🇺🇸

BlackRock indirectly a winner.

this ruling is also good for U.S. strategic interests.

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• 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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• 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

$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,

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

Commodity supply is structurally broken

New mine development has collapsed:

- Copper: 2015 peak -> down 90%
- Iron ore: 2000 peak -> down 90%
- Nickel: 2010 peak -> down 80%
- Gold: 2012 peak -> down 60%

Yet production kept rising.

Expanding existing, already-permitted mines was easier, cheaper, and faster than building new ones. Companies squeezed every last ton out of their assets.

That phase is now over.

Expansion alone can no longer meet demand. The world needs new mines... badly.

There is no quick fix. It takes ~20 years from discovery to production. Even an immediate reversal would only deliver new supply around 2046.

Between now and then, shortages are inevitable.

This is why commodities are entering a golden era.

#Gold price needed to erase all government debt based on gold holdings

- US: 141K
- China: 63K
- Russia: 4K
- India: 26K
- EU: 61K

Gold is the only neutral reserve asset that is not needed for anything else... no industry is getting decimated by gold surging higher.

Rising gold prices are the cure for global overindebtedness.

🇺🇸🇮🇷 One of the riskiest options now under discussion is a covert U.S. commando mission aimed at further damaging parts of Iran’s nuclear program that survived last June’s U.S. strikes, according to The New York Times.

Top Price movements:

Last 5 minutes:
🔻 BTC $83603.24 => $81674.91 -2.31%
🔻 ETH $2799.12 => $2738.99 -2.15%

U.S. military aircraft associated with special operations are reportedly inbound to Azerbaijan, according to initial reports.

🇺🇸🇨🇺 Trump Declares National Emergency on Cuba... Tariffs Incoming for Any Oil-Supplying Nations

The executive order cites Havana's support for China, Russia, Iran, Hamas, and Hezbollah.

Any nation selling or providing oil to Cuba now faces additional tariffs.

Panama Canal contracts canceled.

Cuba's energy supply targeted.

Trump is methodically cutting off every hostile foothold in the Western Hemisphere.

Source: ABC

Chinese Yuan hits strongest level against the U.S. Dollar in almost 3 years 🚨

🚨: #Uranium soars above 100 for the first time since Feb 2024 📈📈

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#Gold to hit $6,000 this spring forecasts Bank of America 🤯👀

Pro vs new trader

⚡️ This is hemispheric reassertion.

Clean. Deliberate. Escalatory by design.

At the deepest level, Trump is collapsing foreign policy, trade policy, and security policy into a single coercive instrument. Energy access. Transit chokepoints. Contract law. Tariffs. All fused into one pressure system. This is not signaling. This is execution.

Cuba is the test case, not the target. The target is the entire China Russia Iran network that has been using weak nodes in the Western Hemisphere as logistics, finance, and influence hubs. Cuba’s energy dependence makes it ideal. Cut the fuel and the regime loses basic functionality within weeks. No invasion required. No regime change doctrine needed. Just suffocation.

The Panama Canal piece matters more than people realize. Once Chinese aligned entities are removed from canal operations, the United States regains uncontested control over the most important trade artery in the hemisphere. That flips the balance of leverage in any future global escalation. Shipping lanes are power. Insurance is power. Transit priority is power.

Declaring a national emergency is the legal keystone. It unlocks authorities that bypass Congress, override trade norms, and justify secondary tariffs on third parties. That last part is the real weapon. Any country that wants to keep doing business with the United States now has to choose whether supplying oil to Cuba is worth losing access to the American market. Almost none will choose Cuba.

Zoom out and the pattern locks in.

China is being pushed out of ports.
Iran is being isolated financially and militarily.
Russia is being contained outside its near abroad.
Proxy regimes are being starved rather than bombed.

This is pre war shaping. The battlefield is logistics and legality. The goal is to enter any future high intensity conflict with the Western Hemisphere fully sterilized of hostile influence. No rear bases. No fuel depots. No intelligence footholds.

The deeper truth is uncomfortable but clear. The United States is preparing for a world where deterrence fails. And before that world arrives, it is cleaning its house.

This is not chaos. It is sequencing.

Once you see it, the moves stop looking impulsive.

They look inevitable.