Trump's next Fed chair holds $745k in $BTC & $ETH

USA - demand is increasing, generation is not catching up,
Solar
Nuclear
Renewable
Battery storage
they need a investment to catch up with demand

U.S. Dollar falls to a 14-Year low against the Swiss Franc 💸📉

TESLA ROBOTICS + SPACE X INFRASTRUCTURE (Cheat Sheet)

Top names in each layer:

AI / Autonomy (The Brain)
$TSLA Tesla
$NVDA NVIDIA
$AMD AMD
→ This is where intelligence is trained. Cars generate real-world data, AI learns, robots inherit the brain.

Robotics (The Body)
$TSLA Tesla
$ISRG Intuitive Surgical
$IRBT iRobot
→ Turns AI decisions into physical work. Precision, dexterity, deployment.

Automation / Factories
$ROK Rockwell
$FTV Fortive
$GE General Electric
→ Robots don’t matter if they can’t be built at scale. Automation is the multiplier.

Space / Connectivity (The Network)
$LMT Lockheed Martin
$NOC Northrop Grumman
$IRDM Iridium
→ Autonomous systems must stay connected, updated, and synced globally.

Data / Cloud (The Loop)
$MSFT Microsoft
$AMZN Amazon
$GOOGL Google
→ Stores data, retrains models, redeploys intelligence back into the field.

Bottom line:

Tesla isn’t just a car or robot company.
It’s building a closed autonomy loop: software → labor → data → better software

Largest #silver retail dealer Baird & Co has closed its online shop.

Despite the massive paper shorting on Friday, physical markets are still in deficit.

We have entered a commodity supercycle.

- Global mining stocks gained ~90% since 2025
- MAG7: ~25%
- Semiconductor index (SOX): ~60%

Not even AI can keep up with mining.

The world is slowly waking up to the fact that you cannot build anything without mining the necessary materials first.

The global race to secure resources will provide a massive tailwind for the commodity space.

China buys more #gold than reported

- In November they bought 10t and reported 0.9
- In September they bought 15t and reported 1.5

China’s gold buying is an order of magnitude higher than reported

Feb Schedule

Feb 1: $IP - Extended Buyback Closing
Feb 1: $EIGEN - $10.67M(8.88% of Float) Unlock
Feb 2: $SWARMS - Framework Update v9.0.0
Feb 2: $COOKIE - Rails Farming Airdrop
Feb 2: $CRO - Non-Tradable Airdrop to DJT Holders
Feb 2: 🇺🇸US - Trump x Coinbase Crypto Bill Discussion
Feb 3: $PLTR - Earning Call
Feb 3: $CHZ - Vision 2030
Feb 3: $LDO - LDO V3
Feb 3: $ONDO - Ondo Summit
Feb 4: 🇺🇸US - JOLTs
Feb 4: $ELIZAOS - Migration Deadline
Feb 4: 🇪🇺EUR - Trade Agreement with US
Feb 4: $STABLE - Mainnet Upgrade
Feb 5: $HNT - Helium Live Call for community
Feb 5: $MSTR - Earning Call
Feb 5: XDC - $30.61M(5.00% of Float) Unlock
Feb 6: 🇺🇸US - Unemployment Rate
Feb 6: $LINK - Converge Hackathon
Feb 6: $HYPE - $308.61M(2.79% of Float) Unlock to team
Feb 6: $BERA - $35.89M(41.70% of Float) Unlock

Feb 9: $RPL - Saturn 1 Launch
Feb 9: $MEGA - Mainnet
Feb 9: CME - Silver Futures
Feb 9: CME - $ADA, $LINK, $XLM Futures Launch
Feb 9: AERGO - $HPP Staking
Feb 9: $AI16Z - Bithumb Delist
Feb 10~12: Consensus HK
Feb 10: $VVV - Emission Reduction
Feb 10: $ZRO - New Era
Feb 10: $SOL - Privacy Hack Winner
Feb 11: 🇺🇸US - CPI(Jan)
Feb 11: 🇺🇸US - Core CPI
Feb 11: SD - BNBx Sunset
Feb 11: $VIRTUAL - x402 Hackathoh with Coinbase, Google, Fetch
Feb 12: $SKY - Summer.Fi Sunset
Feb 14: $FTT - FTX Recovery Trust Distribution

Feb 16-18: 🇰🇷KR, 🇨🇳CN - Lunar New Year
Feb 16-20: 🇺🇸US - President's Day
Feb 17-21: $ETH - ETH Denver
Feb 17: $YZY - $20.74M(17.24% of Float) Unlock
Feb 18: $PUMP - Hackathon Deadline
Feb 19: $WMT - Earning Call
Feb 20: $AKT - Virtual Machines(AEP-49) Target
Feb 20: $WLFI - ~20 WLFI Airdrop to USD1 on Binance
Feb 20: ZRO - $46.02M(5.98% of Float) Unlock
Feb 20: $KAITO - $12.80M(10.64% of Float) Unlock

Feb 24: $MSTR - 24-25 Bitcoin for Corporations
Feb 25: $SENT - Arena AI Mainnet
Feb 26: $RON - Ronin Chain become Permisionless
Feb 26: $TAO - Hackathon Submission
Feb 26: $CRCL - Earning Call
Feb 27: $NVDA - Earning Call
Feb 27: 🇯🇵JP - FSA Public Consultation on Yen Stablecoin Reserves
Feb 28: $JUP - $53.05M(7.94% of Float) Unlock
Feb 28: $GRASS - $12.54M(13.15% of Float) Unlock

TBA, TBDs in February
🇺🇸US - 401(k) Integration
$BNB - CZ's book
🇰🇷KR - Proposal of the Digital Asset Basic Act
$FIDD - Fidelity Stable Coin
AUCTION - Bounce Prediction Launch
OP - 50% of income Buyback
Openeden - PRISM RWA Token

#February #Schedule #Calendar

No #copper = no AI

- Amazon signed a 2-year supply contract to source copper
- The project would produce 14 kt of copper cathode over 4 years
- That’s not even enough to build one large data center

This has never been done before, but it shows that we have entered a new era.

Access to resources > money to buy those resources.

With copper deficits persisting, expect more industries to secure supplies directly, leaving less copper available for the rest of the world at a time when copper demand is off the charts.

The age of copper is about to begin.

🇨🇳China is now India’s 1st trading partner at $96.5B

🇺🇸The US follows at $94.4B.

Energy suppliers dominate the next tier.

🇦🇪 UAE ($70.1B), 🇷🇺 #Russia ($43.8B), 🇸🇦 Saudi Arabia ($27.2B).
Energy security first, politics second.

Asia hubs 🇸🇬 Singapore and 🇭🇰 Hong Kong remain critical financial and trading conduits.

Europe is present, but secondary. 🇩🇪 Germany at $20.3B, 🇨🇭 Switzerland at $17.1B.

This is strategic hedging across power blocs, commodities, and supply chains.

#India isn’t decoupling.
India is positioning itself at the center.

Lindsey Graham: On why the world is moving away from the dollar toward gold

It doesn’t matter whether you are friend or foe:

If you don’t adhere to US demands, they will crush your economy.

China’s only pure-play #silver fund halted trading.

- After a buying frenzy, the Chinese fund traded at a ~40% premium to NAV
- The fund halted trading and stopped accepting new investors
- The fund has halted trading multiple times since December

Demand for silver in China is off the charts.

🌍 Which Economies Are Most Dependent on Trade?

• Hong Kong 359% of GDP
• #Singapore 322%
• #Ireland 253%
• #UAE 202%
• #Vietnam 165%

High trade-to-GDP means growth scales fast.
It also means shocks transmit instantly.

#Tariffs, #sanctions, #chokepoints, shipping disruptions.
These countries feel them first and hardest.

In a world of weaponized trade, openness is no longer neutral.