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.

Elon is not messing around.

SpaceX has just filed an application with the FCC seeking authority to launch and operate a massive new satellite constellation dedicated to orbital data centers.

ITS HAPPENING. Tesla Terafab is next.

ELON MUSK: "I do see a path to 100 gigawatts a year of AI powered space solar satellites. If you do a million tons of payload to orbit per year with 100 kilowatts per ton, that's 100 gigawatts of solar powered AI satellites per year.

There's a path to get to a terawatt per year, then you want to make those AI satellites on the moon and use a mass driver. We should scale solar substantially in the US. Tesla and SpaceX are scaling solar, and I encourage others to do so as well."

🇺🇸🇮🇱 The U.S. has approved $6.7 billion in arms sales to Israel, including 30 Apache attack helicopters and a large number of military vehicles, Ynet reports.

🇮🇷⚔️🚁

Iran’s special forces have reportedly been ordered to prepare for anti heliborne operations.

Can Iranian forces take on U.S. Delta Force? 🇺🇸🪖🔥

🇺🇸🇮🇷 US Air Force jets are on the move from Spain toward the Middle East! Four KC-46A Pegasus refuelers are airborne, likely escorting F-35s and EA-18G Growlers to bases in Jordan and Qatar.