#AndreiJikh

This video by Andrei Jikh explores a global financial shift and a race to control the future of money. The central thesis is that the traditional dollar-based economic system is under pressure and that a transition is underway toward a system based on physical assets, specifically gold.

Key Themes and Concepts:

The Problem with the Dollar: The video argues that the current system relies on constant growth and human labor (taxpayers and borrowers) to function. The rise of AI threatens this model because it disrupts the job market and the tax base (7:16 - 8:45).
The Gold vs. Paper Race:
The "Shell Game": The video describes how Western financial markets historically kept gold prices suppressed through "unallocated gold" (paper promises) rather than physical holdings (11:04 - 13:35).
The Shift to Physical: Central banks are moving reserves out of US Treasury bonds and into physical gold at an unprecedented rate, a move the video suggests is a hedge against a potential system reset (1:20 - 1:40).
The BIS and Basel III: The Bank for International Settlements (BIS) changed banking rules in 2021 to require better funding for gold positions, signaling that the era of paper manipulation is ending (15:27 - 16:56).
The Clarity Act: To counter the decline in dollar demand, the US is proposing the Clarity Act, which aims to rebuild payment systems on digital rails using stablecoins backed by US Treasury debt. This would effectively turn corporations into mini central banks and embed dollar demand into the global digital economy (0:37 - 1:12; 24:01 - 27:44).
The China Factor: China is highlighted as a major player that has been accumulating gold to protect itself and rebalance global trade, potentially allowing for a massive repricing of gold to solve trade imbalances without war (14:25 - 19:43).

Market Outlook:
Andrei notes that while AI stocks are currently driving the market, the divergence between the stock market (at all-time highs) and the physical gold market (which is experiencing institutional accumulation) is a major paradox.
He expresses caution regarding the current market, mentioning that he holds a mix of stocks, Bitcoin, and cash, but is waiting for a more opportune time to potentially enter the commodities sector (28:56 - 31:23).


https://youtu.be/dg9Ezg_RS6E?is=1fpch3zSXjli_boX

#USMarketUpdate
Wall Street ends higher as SpaceX's market debut dominates | Reuters

SUMMARY
SpaceX surges after public debut
Space stocks slide after rallying ahead of SpaceX debut
Adobe drops after exit of CFO Dan Durn
Indexes: Dow up 0.7%, S&P 500 up 0.5%, Nasdaq up 0.3%

June 12 (Reuters) - U.S. stocks ended higher on Friday as investors held out ​hope for a peace deal between Iran and the United States and as SpaceX shares surged in their debut, making it Wall Street's biggest ‌public listing in history.

The United States and Iran signalled that an agreement to end their war was close, with a senior U.S. administration official saying a draft proposal was in place that was liked by both sides. U.S. President Donald Trump has said several times since mid-March that a deal with Iran to end the war was close.

Market participants were glued to shares of Elon Musk's SpaceX (SPCX.O), opens new tab, which began ​trading on the Nasdaq on Friday. Its shares closed up 19.2% at $160.95, well above the IPO price of $135 apiece. Its market capitalization was last at $2.1 ​trillion.

Shares of other space stocks, which soared in the lead-up to the debut, eased on Friday. Rocket Lab's (RKLB.O), opens new tab stock fell 10.8%, ⁠while Intuitive Machines (LUNR.O), opens new tab was down 13.1% and Planet Labs (PL.N), opens new tab declined 8.8%...

Investors were also looking ahead to next week's Federal Reserve policy meeting, which will be the first under the leadership of Kevin Warsh. Traders will be looking for any signs of whether a rate hike is likely as fed funds futures traders price in a 55% chance of an increase by December.

https://www.reuters.com/legal/government/wall-st-futures-rise-mideast-deal-hopes-spacex-debut-focus-2026-06-12/

Wall Street ends higher as SpaceX's market debut dominates
https://www.straitstimes.com/business/companies-markets/wall-street-ends-higher-as-spacexs-market-debut-dominates

While You Were Sleeping: 5 stories you might have missed, June 13, 2026

https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-june-13-2026

https://vt.tiktok.com/ZSQH9GmvA/

KLA Corporation, Amkor, and Teradyne Shares Skyrocket, What You Need To Know
https://finance.yahoo.com/markets/stocks/articles/kla-corporation-amkor-teradyne-shares-002120400.html

Allegro MicroSystems, IPG Photonics, and Nova Shares Are Soaring, What You Need To Know
https://finance.yahoo.com/markets/stocks/articles/allegro-microsystems-ipg-photonics-nova-001320802.html

Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
https://finance.yahoo.com/markets/stocks/articles/lam-research-applied-materials-shares-000520752.html

OpenAI under investigation by coalition of state attorneys general, WSJ reports
https://finance.yahoo.com/sectors/technology/articles/openai-under-investigation-coalition-state-233009867.html

SpaceX IPO: Live updates on everything you need to know
https://finance.yahoo.com/markets/stocks/articles/spacex-ipo-everything-know-140854494.html

#QuarterChart
https://vt.tiktok.com/ZSQ911RJe/

The Oil Market Could Be Weeks From a Breaking Point
https://finance.yahoo.com/sectors/energy/articles/oil-market-could-weeks-breaking-230000610.html

Trump’s DOJ approves Paramount-Warner Bros. merger, as potential state lawsuits loom
https://finance.yahoo.com/markets/stocks/articles/trump-doj-approves-paramount-warner-221421178.html

SpaceX Just Went Public at $2.1 Trillion. Here's Where History Says the Stock Will Be in 1 Year.
https://finance.yahoo.com/markets/stocks/articles/spacex-just-went-public-2-220213642.html

Founders Fund, Andreessen Horowitz, Valor, and the biggest VC winners from SpaceX’s IPO
https://finance.yahoo.com/markets/stocks/articles/founders-fund-andreessen-horowitz-valor-204003286.html

Dom Perignon, moon pies and fortunes flow as Wall Street feted SpaceX's historic IPO
https://finance.yahoo.com/markets/stocks/articles/dom-perignon-moon-pies-fortunes-203604223.html

Stocks making big moves this week: DraftKings, Intel, Brinker International, FuelCell Energy, and Robinhood
https://finance.yahoo.com/markets/stocks/articles/stocks-making-big-moves-week-202920047.html

Former SpaceX welder becomes a millionaire after historic IPO
https://finance.yahoo.com/markets/stocks/articles/former-spacex-welder-expected-become-172351467.html

SpaceX Passes Tesla as Most Valuable Company in Musk’s Portfolio
https://finance.yahoo.com/markets/stocks/articles/spacex-passes-tesla-most-valuable-201931894.html

#QuarterChart
https://vt.tiktok.com/ZSQ911RJe/

These Nvidia-Backed Firms Are Set to Join the Nasdaq 100 Soon. Their Stocks Are Surging
https://finance.yahoo.com/markets/stocks/articles/nvidia-backed-firms-set-join-201706788.html

Bitcoin Bottom Hunters Are Eyeing Up AI Frenzy, SpaceX IPO
https://finance.yahoo.com/markets/crypto/articles/bitcoin-bottom-hunters-eyeing-ai-143829336.html

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#ColdFusion

This video from ColdFusion explores the controversy surrounding the recent public offering of SpaceX. While SpaceX has long been celebrated for its revolutionary advancements in aerospace and reusable rockets (0:12-0:28), the creator argues that its recent move to go public masks a deeper, more troubling shift toward becoming an AI-centric company.

Key Takeaways:

Misleading Industry Classification: Despite its reputation as a space company, SpaceX filed its S1 prospectus under the industry code for computer programming and data processing (1:15-1:26). The total addressable market (TAM) listed in the filing is $28.5 trillion, with 85% attributed to AI rather than aerospace (1:46-2:13).
The Merger with xAI: In February 2026, SpaceX merged with Elon Musk's AI venture, xAI (7:05-7:09). The video claims this was done to hide the heavy losses of the AI business—which was burning $28 million per day in 2025—behind the stable, profitable Starlink internet service (4:47-5:00, 7:14-7:43).
Financial Red Flags: SpaceX did not meet the profitability requirements for the S&P 500 (5:47-6:07), yet it was fast-tracked onto the NASDAQ. The video highlights concerns over "circular financing" in AI partnerships, such as a deal with Google, which also holds a stake in xAI (11:06-11:33).
The "Space Data Center" Bet: The company has proposed a "space cloud" of up to 1 million satellites to perform orbital AI compute (12:17-12:26). The host expresses deep skepticism regarding the technical feasibility, economic viability, and environmental risks (space debris) of this plan, noting that radiation and heat dissipation in space remain massive engineering hurdles (13:54-14:54).

Conclusion:
The video posits that SpaceX is effectively using its reputation as a world-class aerospace firm as a "Trojan horse" to fund a struggling AI business (16:03-16:14). The creator concludes that while the stock might see an initial surge, the long-term outlook appears highly risky and disconnected from the company’s original core mission (15:28-15:37, 16:44-16:47).

https://youtu.be/FPIGu0anfAE?is=CH7P_v_SeYnzSBw9