Most Expensive Things Ever Built by Humans 💰

1. 🇺🇸 Mars Perseverance Rover – $2.7 Billion
2. 🇺🇸 Northrop B-2 Spirit Stealth Bomber – $4.2 Billion
3. 🇺🇸 USS Zumwalt Stealth Destroyer – $8 Billion
4. 🇨🇭 Large Hadron Collider (CERN) – $9 Billion
5. 🇺🇸 Columbia Class Submarine – $9.15 Billion
6. 🇺🇸 James Webb Space Telescope – $9.7 Billion
7. 🇺🇸 Starlink Satellite Constellation – $10 Billion
8. 🇺🇸 Gerald R. Ford Class Aircraft Carrier – $13 Billion
9. 🌍 International Space Station – $150 Billion

Note: All figures are approximate estimates. Actual costs may vary depending on the source, accounting method, and time period considered.

Data Center Aquisitions on the Rise

🚨 JUST IN: X is preparing to launch crypto & stock trading directly inside the timeline within the next couple of weeks.

This means users may soon be able to buy, sell, and trade without leaving the app.

If true, this turns X from a social platform into a full #trading + payments super app.

🚨 SOME ECONOMIES ARE 80–90% MINING

That’s not diversification
That’s dependency

Top exposure:

• 🇧🇼 Botswana. 92% diamonds
• 🇬🇳 Guinea. 87% gold
• 🇲🇱 Mali. 85% gold
• 🇧🇫 Burkina Faso. 84% gold
• 🇿🇲 Zambia. 79% copper
• 🇨🇩 DRC. 77% copper

Even:

• 🇵🇪 Peru. 61% copper
• 🇳🇦 Namibia. 61% diamonds

Why it matters:

• Price volatility = fiscal volatility
• Political instability = supply shocks
• ESG pressure = export risk
• Single-commodity risk dominates GDP

This isn’t just a mining story.

It’s macro fragility.

When copper or gold moves,
entire national budgets move with it.

#minerals #metals

🧰 OSINT Tool: An Investigator’s Ready-Made Toolkit

Building an effective OSINT toolkit takes time, and everyone ends up with a slightly different setup 🔍

Sometimes, it’s useful to explore how others organize their tools, especially when it comes to niche areas like blockchain investigations ⛓️

This toolkit brings together a curated set of links focused on blockchain criminalistics, digital investigations, and threat hunting 🕵️‍♂️

It includes tools and resources for:
🔗 Blockchain analysis
🔎 Google dorking
🖼 Image analysis
🌐 IP & network research
🧾 Data breaches
🤖 Web scraping

osint.intelligenceonchain.com

CYBERSECURITY VALUE CHAIN

Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete with you or work for you." In security, AI does not replace the product since it expands the threat surface and creates more demand for the product.

Remember that the bad guys also have LLMs too which is why the AI security stack matters:
• $ZS zero-trust access
• $CRWD endpoint protection
• $FTNT network firewalls at scale
• $RBRK data resilience & recovery
• $NET network security at the edge
• $OKTA identity & access management
• $S AI-native endpoint & cloud workload security
• $PANW unified network, cloud & SecOps security
• $MSFT Azure-integrated security across identity, endpoint & cloud

When an enterprise deploys 1,000 AI agents executing autonomous workflows then they've just created 1,000 new endpoints that need protection. Each agent has credentials, API access and the ability to take actions but each one can be compromised, manipulated or hijacked.

If AI infrastructure is a generational buildout then cybersecurity is a generational growth story.

🚨 AFRICA IS THE NEXT MINERAL SUPERPOWER

• 🇨🇩 DRC Cobalt + copper giant
• 🇿🇲 Zambia #Copper belt
• 🇿🇼 Zimbabw #Lithium surge
• 🇳🇦 Namibia #Uranium + lithium
• 🇿🇦 South Africa PGMs + manganese
• 🇲🇦 Morocco Phosphates

West Africa:

• #Gold belts across Mali, Burkina, Ghana
• Bauxite in Guinea
• Iron ore emerging in Sierra Leone

This isn’t scattered geology.

It’s strategic concentration.

#Energy transition metals.
Battery inputs.
Defense-critical minerals.

If capital + infrastructure scale:

• Supply chains diversify from China
• Western FDI accelerates
• Resource nationalism intensifies

Africa isn’t peripheral to the transition.

It’s central to it.

#minerals #mining

Larry Fink admits that pushing renewables will cause a global power shortage

After years of pressuring companies and countries to “transition” to renewables, Larry made a 180.

- The world is short power
- To run data centers, you need dispatchable power
- Renewables won’t work

In other words, the world needs:

- Coal
- Gas
- Nuclear
- Maybe diesel

All this at a time when we have underinvested in these sectors for more than a decade, thanks to individuals like Larry.

The future of energy is bright.

$MP $UUUU $UAMY $USAR $LAC $CRML | United States opened its first new rare earth mine in 70 years at Wyoming’s Brook Mine.

By extracting critical minerals from coal, the project secures a domestic supply for AI and defense to decouple from China.

Top 100 24h Gainers 🚀

POL            $0.1177      +19.01%
TAO            $194.50      +18.36%
PEPE     $0.00000439 +15.22%
VIRTUAL    $0.6745      +12.98%
PI              $0.1684        +12.59%

Top 100 24h Losers 🔻

MYX            $2.32          -20.62%
H                $0.1982       -12.21%
STABLE      $0.0235       -5.73% 
ZRO            $1.91            -3.09% 
M                $1.37             -1.61%

🚨 RUSSIA SITS ON $75 TRILLION IN NATURAL RESOURCES

That’s more than anyone

Top countries by resource value:

• 🇷🇺 #Russia $75T
• 🇺🇸 US $45T
• 🇸🇦 Saudi Arabia $34T
• 🇨🇦 #Canada $33T
• 🇮🇷 #Iran $27T
• 🇨🇳 #China $23T
• 🇧🇷 #Brazil $22T
• 🇦🇺 Australia $20T

Russia’s edge:

• Oil
• Gas
• Coal
• Timber
• Rare earths

This isn’t GDP.

It’s underground leverage.

#Energy. #Metals. Strategic materials.

When geopolitics escalates,
countries with reserves hold optionality.

The balance of power isn’t just military.

It’s geological.

#oott

Global #silver supply heavily concentrated

Mexico dominates production.

- Mexico: ~6.3k tons in 2024
- China: ~3.3k tons
- Peru: ~3.1k tons
- Most other producers sit around ~1-1.3k tons

Despite leading production, Mexico holds only ~6% of global silver reserves.

In other words, current supply relies on a narrow group of producers
with limited reserves.

At a time of:

- rising industrial demand
- tightening physical markets

Silver supply is on shaky ground

Major Currencies Appreciation vs U.S. Dollar in 2025

1. 🇸🇪 Swedish Krona → +20.2%
2. 🇲🇽 Mexican Peso → +15.6%
3. 🇨🇭 Swiss Franc → +14.5%
4. 🇿🇦 South African Rand → +13.8%
5. 🇪🇺 Euro → +13.5%
6. 🇩🇰 Danish Krone → +13.3%
7. 🇳🇴 Norwegian Krone → +12.9%
8. 🇧🇷 Brazilian Real → +12.8%
9. 🇦🇺 Australian Dollar → +7.8%
10. 🇬🇧 British Pound → +7.7%
11. 🇸🇬 Singapore Dollar → +6.2%
12. 🇨🇦 Canadian Dollar → +4.8%
13. 🇹🇼 Taiwanese Dollar → +4.4%
14. 🇳🇿 New Zealand Dollar → +2.8%
15. 🇰🇷 South Korean Won → +2.2%
16. 🇯🇵 Japanese Yen → +0.3%

Source: Bloomberg, Robert Burgess via The Bulwark

Physical demand for #silver remains strong.

Let’s ignore recent volatility and focus on physical fundamentals.

- SHFE + SGE stockpiles are down 90% over the last 6 yrs
- Down ~50% since 2025

Ultimately, physical silver demand sets the price.

- Silver is needed for the military and AI
- In its recent NSS, the US declared AI a matter of national security
- The US also declared silver a critical mineral
- And is considering stockpiling it

This means securing silver supply is paramount, regardless of price.

- China is the biggest consumer and exporter of silver
- China has enacted export controls on silver
- And will tighten them further if domestic production is threatened

The supply of silver remains tight.

- Peak silver supply was in 2016
- ~70% of silver comes as a byproduct
- Deficits have been piling up for 5 consecutive years

In other words, rising silver prices will not incentivize a zinc mine to increase production.

$MP $UUUU $UAMY $USAR $LAC $CRML | CME Group is launching the world’s first rare earth futures contract, focusing on NdPr alloys used in EVs and defense.

The move aims to provide a transparent benchmark to hedge volatility and reduce global reliance on Chinese market dominance.

🚨 A FIGHTER JET RUNS ON CRITICAL MINERALS

Titanium,Nickel, Gallium,Rare earths, Lithium...

Now the 🇺🇸 problem:

China dominates:

• Rare earth processing
• Gallium supply
• Key battery minerals

The same materials inside US advanced aircraft.

Defense strength = supply chain strength.

If flows tighten, production slows.

Energy independence was phase one.

Mineral independence is next.

#minerals #rareearth #China

Artificial intelligence is already being weaponised, and it is unclear whether defences can be adapted fast enough to maintain stability.

The US is facing a fiscal crisis.

- Government debt has grown ~8% per year since 2000
- That implies debt doubles roughly every 9 years
- With each recession, the slope has steepened

This trajectory isn’t sustainable.

Meanwhile...

- Trade wars
- Seizure of Russian assets
- Record peace time deficits

Has led foreign central banks to choose gold over USTs.

So at the exact moment the US needs foreign buyers the most,
they’re opting out.

SPUT is slowly squeezing the #uranium market

- In 2025, SPUT bought more uranium than in the preceding 2 yrs
- It now holds a total of 75 mln lbs

That is equivalent to ~50% of global annual mine production.

Uranium supply is already constrained, deficits are widening, and new production takes years to come online. Each pound SPUT removes is a pound unavailable to utilities.

SPUT is a uranium bull’s best friend.

Cost of Living Index 2026 🌍
(NYC = 100 baseline)

💰 Most Expensive Countries
🇧🇲 Bermuda — 123.5
🇰🇾 Cayman Islands — 97.9
🇨🇭 Switzerland — 84.3
🇻🇮 U.S. Virgin Islands — 82.5
🇸🇬 Singapore — 81.2

💸 Least Expensive Countries
🇱🇾 Libya — 12.3
🇪🇬 Egypt — 13.8
🇲🇬 Madagascar — 15.8
🇸🇾 Syria — 16.1
🇮🇷 Iran — 16.2

🌏 Major Economies
🇺🇸 United States — 56.3
🇬🇧 United Kingdom — 51.9
🇦🇺 Australia — 52.7
🇨🇳 China — 21.5
🇮🇳 India — 12.4

📊 Global Median — 30.9

🚨 COPPER STOCKS JUST PASSED 1 MILLION TONNES

Supply keeps rising.

• 1,012 kt on exchanges
• 19 weeks of builds in a row
• +45 kt this week
• Shanghai and LME both up

Usually activity slows before 🇨🇳 Lunar New Year.

But this time inventories are already high.

If stocks stay elevated:

• Prices struggle to rally
• Spreads weaken
• Bulls need a new demand or supply shock

Right now, copper looks well supplied.

#copper #China #Metals #minerals