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.

SpaceX is requesting to launch and operate a constellation of 1 million satellites with unprecedented computing capacity (orbital data centers) to power advanced AI, according to a new FCC filing.

SpaceX: "Launching a million satellites that operate as orbital data centers is a first step towards becoming a Kardashev II-level civilization—one that can harness the Sun's full power-while supporting Al-driven applications for billions of people today and ensuring humanity's multi-planetary future amongst the stars."

In the SpaceX filing:
• SpaceX aims to deploy a system of up to one million satellites to operate within narrow orbital shells spanning up to 50 km each (leaving sufficient room to deconflict against other systems with comparable
ambitions).
• System will operate between 500 km and 2,000 km altitude and 30 degrees and sun-synchronous orbit inclinations.
• SpaceX plans to design and operate different versions of satellite hardware to optimize operations across orbital shells.
• System will rely nearly exclusively on high-bandwidth optical links for communications. These optical links will route traffic within the network and to satellites in the Starlink constellation, via its high capacity (petabit) and high reliability laser mesh, which in turn will transmit traffic to authorized earth stations on the ground.

SpaceX added: "With Starship's ability to deliver unprecedented tonnage to orbit for AI compute, the capacity for intelligence processing in space could surpass the electricity consumption of the entire U.S. economy, without the immense cost and disruption of rebuilding Earth's strained electrical grid to support the explosive demand for data centers. In turn, satellites that function as solar-powered orbital data centers are the most cost-effective, energy-efficient, and environmentally sound way to build infrastructure to meet accelerating demand for Al-enabled goods and services.

With the inherent efficiencies of deploying solar powered data centers and launch cost rapidly decreasing due to the development of the Starship launch vehicle, SpaceX will be able to cost- effectively scale up its constellation as demand increases and compute evolves. For instance, launching 1 million tonnes per year of satellites generating 100 kW of compute power per tonne would add 100 gigawatts of AI compute capacity annually, with minimal ongoing operational or maintenance needs."

$RDW / $RKLB / $ASTI

Top Price movements:

Last 5 minutes:
🔻 DOGE $0.1096 => $0.1056 -3.66%
🔻 DOT $1.60 => $1.55 -3.49%
🔻 ETH $2603.57 => $2521.00 -3.17%

Humanoid robots evolving from stiff walks in 2023 to fluid, human-like running by 2025showing how fast AI-driven robotics is advancing

The evolution of Figure and Tesla’s Optimus from 2023 to 2025 is a masterclass in rapid iteration

Silver yesterday printed its worst single day crash on record.

Down -27% in one session.
Worse than 1980.
Worse than the Hunt Brothers collapse.
Worse than past CME margin shocks.

#silver #Metals