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.

Top 100 24h Gainers 🚀

OHM        $23.16      +7.93% 
MYX        $5.36        +5.78% 
QNT        $68.23      +4.23% 
CHZ        $0.0457    +4.05% 
M            $1.35        +3.88% 

Top 100 24h Losers 🔻

RIVER    $18.08      -33.16%
IP          $1.33        -16.04%
WLFI      $0.1217    -14.30%
XMR        $423.86    -10.50%
CC          $0.1751    -8.84%

This #gold bull market is different:

Central banks and stablecoin providers have entered in a big way.

Tether has purchased as much gold as China this year.

The magnitude and duration of this gold bull market will surprise everyone

US–China rivalry 💥

#China dominates the physical layer of the energy transition:
• Rare earth refining: 92%
• Lithium refining: 70%
• Aluminium refining: 59%
• #Copper refining: 44%

The US dominates the digital layer:
• Data center capacity: 44% vs China 26%

Hardware vs software.
Atoms vs electrons.

One controls the inputs.
The other controls the compute.

#energy

Global #copper inventories are plunging.

- Copper inventories are down 60% since the 2024 high
- They only cover ~2 days of copper consumption
- Long-term average is 12 days
- We are 80% below that

Copper deficits are piling up.

Metals still under pressure

When volatility hit, positioning mattered more than narratives.

• Violent pullback. Not random.

• Forced de-risking across every crowded trade

• Precious metals, base metals, Asia tech, short USD . all hit together

The tape tells the story:

• #GOLD : -7% today after -9% Friday → biggest 2-day drop in a decade

• #Silver : -12% today after -26% → worst drop on record

Where is the new level?

The SILVER sell off is not about demand

Silver is down double digits in days📉
While industrial demand is structurally locked📈

• 38% of demand is electronics
• 29% is solar
• >65% is non-discretionary industrial use
• Jewellery + investment are marginal at the margin

This is a positioning event.

What’s really happening.

• Macro longs were crowded
• Volatility spiked
• VAR limits hit
• Liquidation followed price . not fundamentals

Industrial buyers don’t sell dips.
Financial flows do.

That’s the mismatch.

Price trades the paper market.
Demand lives in the real one.

Where is the clearing level?

#Silver #Metals

🇨🇳China installed 256 GW of solar in H1 2025 🔋

🌍The rest of the world combined did 124 GW.

That’s more than 2x

Look at the acceleration:

• 37 GW in 2022
• 98 GW in 2023
• 125 GW in 2024
• 256 GW in 2025

That’s exponential.

#China controls:
• Panel production
• Supply chains
• Installation velocity

Everyone else reacts.
China sets the clearing pace.
Where is the bottleneck grid, capital or materials?
#energy #Solar

⚠️ Volatility is back ⚠️

This is not a trend change.
It’s a volatility event.

#GOLD -5%.
#Silver -10%.

Same move.
Same driver.

Mechanics first.

• Speculators crowded in
• Volatility spiked
• Institutions stepped aside
• Paper flows took control

This is a shakeout.
Not a fundamental break.

Oil fits the pattern.

#Brent -5%.
Risk premium cooled as #Iran–US tension eased.

Volatility clears positioning.
Not narratives.

Is this the reset or just the first volatility wave?

#oott #commodity

$USAR $CRML $UAMY

The United States will push for a joint "pricing mechanism" among allied nations to weaken China's dominance in the rare earth market at a critical minerals ministerial meeting in Washington on February 4.

The initiative is seen as an attempt by the US and its allies to establish a "price defense line" to protect mining and refining companies from China's low-cost rare earth offensive and secure stable supply chains.

Jacob Helberg, Under Secretary of State for Economic Growth, Energy, and the Environment, told Bloomberg on Thursday that the US government would seek agreement on a pricing mechanism to protect rare earth refiners and miners at the meeting.

$NB $METC