10 NAMES TO WATCH IN SPACE

1 $RKLB emerging as the second pillar of U.S. launch and space systems with defense validation, rising Electron economics, and a fully funded path to Neutron.

2. $ASTS building the direct-to-device broadband layer that turns satellites into cell towers, with BlueBird proving the physics and defense pulling it into long-duration wholesale revenue.

3. $PL monetizing Earth-imaging and analytics for sovereign customers while expanding government-funded constellations that deepen its proprietary data moat.

4. $RDW supplying space-grade hardware and autonomous systems to defense programs, with upside hinging on converting a sizable backlog into revenue.

5. $BKSY selling high-cadence ISR subscriptions differentiated by speed and latency, with strong growth potential but still burning cash to scale capacity.

6. $FLY operating small-lift launch and lunar delivery platforms where execution and cadence stabilization determine whether backlog becomes recurring missions.

7. $FJET developing an air-launched microsat system using supersonic jets, still pre-revenue and competing against established Electron-class launchers.

8. $LUNR positioning itself as a core lunar-services provider for NASA with Nova-C missions validating soft-landing capability, upside tied to repeat cargo contracts and sustained lunar cadence.

9. $SPIR providing subscription space-intelligence data from LEO satellites, targeting >30% growth as government backlog converts into revenue.

10. $SPCE a pre-commercial suborbital spaceflight story with revenue pushed to late 2026 and an unproven model alongside heavy cash burn.

The US is working on a rare earth pricing system with its allies to reduce China’s dominance

Dedollarization is in full swing

- India’s holdings of long-term USTs are down 26% since 2023
- This mirrors the shift from large holders like China
- They are moving to gold to mitigate sanction risk

#Gold is once again becoming the preferred reserve asset.

- This comes at a time when the United States runs ~6% deficits
- Is involved in 2 wars
- Is trying to reshore its industrial base

Dedollarization is a national security threat to the US.

Expect tensions to rise and the current pace of geopolitical events to accelerate.

This is a natural tailwind for precious metals.

Top 100 24h Gainers 🚀

STABLE    $0.0297      +18.37%
RIVER      $21.55          +16.84%
XDC          $0.0382        +14.01%
STX          $0.2869        +13.37%
MORPHO    $1.25        +12.99%

Top 100 24h Losers 🔻

PAXG        $4692.12      -5.13% 
XAUt        $4661.73      -4.73% 
XMR          $405.50        -4.08% 
ARB          $0.1387        -3.13% 
PUMP        $0.002497    -1.69%

🇺🇸 President Trump announce a Major US-India Trade Deal After a call with prime minister Modi.

- India stops Russian oil purchases and switches to US + Venezuela supplies to help end the Ukraine war

- US tariffs drop from 25% to 18% and India cuts tariffs and barriers to zero

- India commits to massive “Buy American” purchases worth $500 billion in US energy, tech, and coal.

📰 Top Headlines

📋 Headline: Trump announces a US-India trade deal on Truth Social 
Source: Dow Jones / Reuters 
Market take: Bold trade rhetoric—reduced reciprocal tariffs and fewer non-tariff barriers. 
FX/Asset impact: Positive for INR and Indian equities on improved access and potential export growth; USD may face modest downside on reduced bilateral trade friction if global risk appetite improves. Short-term volatility likely as markets parse details.

✅ Headline: Trump says the United States will charge a reduced reciprocal tariff, lowering it from current levels 
Source: Dow Jones Newswires 
Market take: Tariff cuts signal de-escalation of protectionist stance. 
FX/Asset impact: Pro-risk move: emerging market currencies (INR, IDR, MXN) could strengthen; safe-havens (USD, JPY, CHF) may ease. Bond yields could drift higher on growth/risk repricing; central bank policy paths remain data-dependent.

🔖 Headline: Modi thanks President Trump for the trade deal 
Source: Reuters 
Market take: Political buy-in from both sides raises odds deal is substantive (not just rhetoric). 
FX/Asset impact: Boost to investor confidence in India — influx of portfolio flows into equities and bonds expected if clarity follows. Watch yields and foreign reserves reaction; short-term rupiah/rupee strength likely.

📌 Headline: Partial US government shutdown will delay January employment report, BLS says 
Source: Reuters 
Market take: Data-supply shock increases near-term uncertainty for Fed policy interpretation. 
FX/Asset impact: USD volatility upward due to missing anchor for US labor data; risk assets may wobble on headline uncertainty. Delayed jobs data complicates trading around interest-rate expectations—expect muted directional conviction until data calendar is restored.

Trading implications — quick bullets: 
- Short-term: Trade sentiment favors EM currencies (INR especially) and EM equities; hedge USD exposure around data delay. 
- Volatility: Elevated—tariff headlines can flip risk flows; missing US jobs data increases headline-driven moves. 
- Strategy: Favor pairs/crosses that benefit from risk-on (AUD, NZD, INR vs USD/JPY). Use smaller position sizes until trade deal details and US data schedule are clarified. 
- Macro watchlist: Official US-India tariff schedules, bilateral memorandum text, BLS rescheduling notices, and US Treasury/CB comments.

Bottom line: Trade de-escalation headlines are supportive for risk assets and INR, but lack of concrete deal detail and a delayed US jobs print keep volatility and uncertainty elevated — manage exposure and await confirmations.

Chile, the world’s largest copper-producing country, is peaking.

The only way to raise production slightly would be to add:

- All probable production
- And possible production together

#Copper supply remains dangerously tight and prone to supply disruptions.

The #silver crash was caused by massive paper shorting.

- 1.8 billion oz were traded
- Annual mine production is ~800 million oz of silver
- More than double global mine production was traded in a few hours

Meanwhile, the physical market remains tight, with multiple dealers rationing silver through different mechanisms.

#Copper mining isn’t the bottleneck… processing is.

Most copper is mined outside China, but smelting and refining are not.

- Copper concentrate is globally diversified
- Smelter and refinery capacity is heavily concentrated

Final copper cathode supply depends on who controls processing.

China dominates the choke point.

This matters because:

- Electrification
- Grid upgrades
- Military
- Data centers

All require refined copper, not ore.

Owning mines without processing is leverage for someone else.

To regain independence, the West will need to build alternative smelting and processing supply chains.... a resource-intensive, capital-heavy endeavor.

Thereby increasing demand for natural resources in an industry which has been underinvesting for over a decade in new production.

The great rotation out of tech into hard assets is upon us

#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI

Gold volatility can move fast. Leverage magnifies it.

Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAU-USD

#SILVER #XAG/USD M15 #Indicator #Signal #Trading #GlobalOneAI

Silver volatility can move fast. Leverage magnifies it.

Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAG-USD

#HG/USD M15 #Copper
#Indicator #Signal #Trading #GlobalOneAI

Trade key industrial and precious metals with up to 250x leverage, as commodities continue to see renewed momentum.

➡️ gains.trade/trading#HG-USD

G7 Vs. BRICS💰

The Leaders:
🇺🇸US GDP $31.8T
🇨🇳China $20.7T

G7 total $54.5T.
BRICS $34.8T and rising.

• G7 grows slower but richer
• BRICS grow faster but uneven
• Power shifts via growth not dominance

#India stands out 📈 catching up fast.

#China #Trade

$UAMY $SGML $MP
To Be Clear, the $12 Billion Stock Pile Is A New Reserve.

This Is A Second U.S. Reserve Along Side The pentagon Critical Mineral Reserve For National Security.

Code named “ The Vault”, This New Reserve Is For U.S. Private Companies To build The AI Infrastructure, Battery Storage, EVs, Drones, Chips, Servers, etc.

For the Googles, the amazons, the Nvdias, The fords, the GMs, The Apples,
Etc etc.

⭐️This translates to even more demand for scarce assets.

Introducing Project Vault, a critical mineral stockpile for American businesses, unaffected by market disruptions. 💎🇺🇸

NATIONAL DEFENSE STOCK PILE.

1. there is a public official source where you can see what the U.S. government tracks for the National Defense Stockpile, including material types, acquisition plans, and inventory information

2. The Defense Logistics Agency (DLA) got a massive boost from the Big Beautiful Bill.

$UAMY $MP $UUUU
1. Right out of the gates, they intend to start purchasing critical minerals.

2. The Administration already signed up 12+ OEMS.
(Boeing , Google, GM, GE Vernova , Corning )

3. They can go out and spend this $12 Billion quickly.