$UAMY The U.S. is going to need more antimony for this.

• Lockheed Martin has signed a new framework agreement with the U.S. Department of Defense to dramatically increase annual production of THAAD (Terminal High Altitude Area Defense) missile interceptors.

• Annual output will grow from roughly 96 interceptors to about 400 per year under the new agreement.

• Lockheed Martin plans to start construction of a new Munitions Acceleration Center in Camden, Arkansas, which will use advanced manufacturing and robotics to support THAAD and other missile production.

Traded silver with size today? This is why execution costs matter.

#fundingviewapp shows gTrade delivering the best execution path for $1M $XAG, even during extreme volatility.

Comparing Hyperliquid? Simulating a $1M market order (7:30 pm UTC on Jan 30, 2026) shows:

Execution costs (base fee + spread)
• gTrade: 0.113%
• Hyperliquid: 0.442%
A 3.5x difference.

Funding rates
• gTrade: stayed below 100%
• Hyperliquid: spiked to an interval at 1,400%

No broken books, partial fills, and four-digit funding APRs. Just tradeable markets when it counts.

Trade $XAG ➡️ gains.trade/trading#XAG-USD

Gold -20%.
Silver -30%.
In one single day.

That’s over $40+ trillion in combined market value violently repriced.

This is the real lesson:
When an asset is treated as “can’t go down”, it becomes the most fragile trade on the board.

Crowded positioning.
False certainty.
One trigger, and everyone runs for the same exit.

Safe havens don’t crash often.
But when they do, they remind markets that nothing is risk-free.

#GOLD #Silver

Gold, silver, platinum, palladium.
All down hard in a single session.

This was not a slow correction.
It was a forced repricing.

What the tape is telling you:

• #GOLD rolled over after a parabolic run
• #Silver collapsed as leverage flushed out
• #Platinum and #palladium followed. Liquidity vanished
• Correlations went to one. Everything sold

This is what happens when an asset is treated as “can’t go down.”
Crowded positioning turns into fragility.

Safe haven narratives don’t break gently.
They break violently.

This was not about fundamentals.
It was about positioning, leverage, and exits.

The market didn’t ask if metals are long-term bullish.
It asked who needed to sell right now.

Volatility is back.

#metals

🚨 Why silver is in panic mode

#Silver is down 31% intraday.
#Gold is down 11%.

This is not normal volatility.
It’s a forced unwind.

Silver trades across spot, futures, ETFs, and leveraged products at the same time. When prices gap lower, liquidity vanishes. Spot markets stall, but ETFs keep selling.

That creates a mismatch in price discovery.

When spot finally adjusts, it does so vertically.
That triggers margin calls.
Then forced liquidations.
Then more ETF outflows.

At that point fundamentals don’t matter.
This is about who is forced to sell now, not long-term value.

This is the same structural dynamic seen in 1987, 2008, and March 2020.
Different asset. Same plumbing.

Panic ends only when leverage is flushed.
Not when the story improves.

Silver isn’t trading on value right now.
It’s trading on exhaustion.

From euphoria to liquidation.

Fast

These were the top performing metals of 2025:
#Silver , #Platinum , #gold, #Copper .

Now zoom out.

What you’re seeing now is not a change in fundamentals.
It’s a leverage reset.

• Crowded trades
• ETF outflows
• Margin calls
• Forced selling

That’s how leaders turn into crash leaders.

#metals

The Senate passed a bipartisan funding bill by a vote of 71–29 and It now heads to the House for a final vote.

A partial government shutdown started at midnight on January 31, 2026, after funding ran out.

The House won’t vote until Monday, February 2, so there will be a short lapse over the weekend. Leaders expect quick passage with retroactive funding,

No major disruptions are expected.

Saturday, Jan 31 2026, 13:00 UTC time

📋 US — Market shock as Trump taps Kevin Warsh for Fed
✅ Stocks stumbled and the dollar climbed after President Trump nominated Kevin Warsh to a top Fed role. Markets priced in a hawkish tilt amid concerns Warsh would prioritize fighting inflation and shrinking the Fed’s balance sheet — analysts warn this could weigh on equities.

🔖 Fed nomination fallout & confirmation risks
📌 Commentary highlights — confirmation may face hurdles in Congress; key tasks for Warsh flagged: shrink the Fed, tame inflation, manage the White House relationship.

📋 Inflation & macro data — US retail sales cool
✅ Retail sales growth slowed in December, tempering some inflation fears but not easing market sensitivity to Fed policy signals.

🔖 Rates & market outlook
📌 Analysts (Barron’s/WSJ takes) — A Warsh-led Fed likely means steadier/higher rates longer; equities could struggle absent fiscal restraint. Implication: bond yields and dollar strength remain key drivers.

📋 US energy diplomacy — Venezuelan crude in play
✅ US is pitching Venezuelan crude to India as Russia’s oil flows to India ease — a strategic rebalancing in global oil trade with potential impact on prices and geopolitics.

🔖 US politics — spending deal & shutdown risk
📌 Senate approved a spending deal, but a short-term government shutdown remains likely as negotiations continue — adds near-term policy uncertainty.

📋 China — tariff adjustment in EU dairy probe
✅ China cut proposed tariffs in its probe into EU dairy imports, easing some trade tensions with Europe and reducing downside risks for dairy-linked sectors.

🔖 Crypto & commodities
📌 Bitcoin slid toward $80,000 and commodities broadly fell — risk assets reacting to policy uncertainty and shifting macro outlooks.

📋 Structural risks — healthcare inflation & demographics
✅ Coverage warns of rising healthcare inflation pressures and long-run demographic headwinds (falling birth rates) that could reshape global growth and fiscal dynamics over decades.

🔖 Actionable takeaways for traders
📌 Watch Fed nomination progress, US inflation prints, retail data, and global oil flows. Expect dollar strength and volatility in equities/crypto until policy clarity improves.

The biggest bottleneck for AI is energy

- European utilities received 280 GW of connection requests for new data centers
- That’s the equivalent of 90% of the EU’s power demand
- In the US alone, data center demand has 2x’d electricity costs in 4 years

Adding the required electricity generation and expanding the grid infrastructure isn’t easy.

It requires time, enough skilled workers, and access to minerals... all of which are in question.

- Gas power plant construction time increased: from 3.5 years -> 5 years
- Nuclear power plants: 10 years
- Transmission lines for the grid take 7 years to build

To make an economy AI-ready, trillions have to be spent on power generation and energy infrastructure.

I am going to invest where the money is flowing: commodities and energy.

If the #dollar loses reserve status, #gold could surpass $39K.

- Global M0 divided by gold reserves: $39K per oz
- Global M2 divided by gold reserves: $184K per oz
- Kazakhstan and Russia have enough gold to peg their currencies to gold
- China needs 325M oz more to peg its currency to gold

#BRICS are stacking gold for the ongoing clash between BRICS vs. the West.

Gold will become the preferred reserve asset in this environment.

🧵 UPDATE: Following the metals collapse

Multiple systems converging on the same 48-hour window.

Feb 1-2. Let me connect what's aligning.

Sunday February 1: Iraq announces Presidential decision (NOT prime minister - that comes after).

President selection triggers HCL vote, then PM appointment sequence.

Iraqi contacts reporting high expectations. News cycle discussing: "Time to finish cleaning it up and make this transition."

Russia/Ukraine ceasefire: 24+ hours holding.

No bombs. No sirens. Energy/infrastructure agreement active.

Why this matters for reset:

Global financial restructure REQUIRES geopolitical stability.

You can't reset the system while major conflicts burn.
Peace = prerequisite.

The metals collapse (-30% silver, -12% gold)?

Now add:

- Iraq government formation (Sunday)
- Ukraine ceasefire (holding 24h+)
- Banking infrastructure (positioned)

Three major systems.

One weekend window.

Fed Chair nomination: Kevin Warsh.

Complete reversal from prior stance. Warsh = hawkish on inflation, sound money advocate.

Signal: "Enough controlled demolition has been done."

Pivot to sound money = pivot to reset.

Iraq "clean slate" underway:

Anti-money laundering intensified. Corruption documentation being disclosed. External influence operations exposed.

Sovereignty transition accelerating.

Monetary reform follows political cleanup.

Banking sector positioning:

Multiple institutions offering 30-day exchange appointments. Rates being quoted. Wealth management divisions engaged.

Not retracting. Not standing down.

Infrastructure ready. Clock ticking.

Why peace matters:

You can't launch a global financial reset while:
- Ukraine burns
- Middle East destabilizes
- Nuclear tensions escalate

24-hour ceasefire = test.

If it holds through weekend = green light condition met.

Peace enables reset.

The metals didn't collapse because traders panicked.

They collapsed because institutional repositioning happened.

Old backing exits. New infrastructure activates.

Iraq shifts. Ukraine ceases. Banks position. Sound money pivots.

Feb 1-2.

Everything aligns or nothing does.

Why the metals collapse matters:

Gold/silver don't crash 12-30% because traders got nervous.

They crash when INSTITUTIONAL LIQUIDATION happens.

When banks know something is changing.

When old system reserves reposition. When NEW backing structure activates.

The timing with govt shutdown? Calculated.