Gabe
3.5K posts
@IamZeroIka Hey Zero, can you check your dms, the telegram links to join the dojo sub groups are expired. Thank you!
English
⭕️🌽Macro Commodities Update (Not over?) 🌽⭕️
When I made this forecast almost 2 years ago, I was definitely bullish on commodities, but have to be honest, the results exceeded even my most optimistic expectations.
If we want to focus directly on the SPGSCI itself, the ETF, as you can see, moved in compression for exactly 2 years, at macro EQ, with a brief re-accumulation phase toward the end of 2025.
It then began its expansion phase in 2026, following the cyclical forecast perfectly and delivering an astonishing +50%.
By now, you’ve surely looked at the global macro picture and you saw/seeing the impact of geopolitical tensions on the economy and with them, their translation on commodities prices.
In the post below, I mentioned 🛢️oil, 🪙gold, 🥈silver, 🍬sugar, ☕️coffee, 🍚rice, 🌾wheat, 🌽 corn, ⛽️natural gas, and many others.
The majority of these assets saw double and even triple digit gains (US OIL +100%/WHEAT +20% for example) responding extremely well.
"That's fantastic mate, but now? What to expect?"
It's always very complicated to make continuous forecasts but based on what we're seeing to me it's hard to believe that the trend will stop here.
Inflation continues to remain uncontrolled, wages are not increasing, and as a result, the only thing people cannot do without is primarily food.
Therefore, it is reasonable for me to expect a continuation of the trend by looking at all those sectors that are still lagging or that, despite recent pumps, are not yet trading at excessive premiums and are still below their HTF equilibrium levels.
-----------------------------------------------------
⭕️Also, what I think is still underestimated is the supply side.
We’ve had years of underinvestment across agriculture, energy, and fertilizers and these systems don’t scale quickly.
👁️Low supply elasticity + persistent demand = structurally higher prices 👁️
And remember, commodities move as a system:
- Energy feeds directly into the food chain:
- Fertilizers (nat gas)
- Transport (oil)
- Processing
So strength in energy inevitably translates into food inflation with a lag.
Of course, to stay objective, things that could invalidate this:
- Demand destruction (deep recession)
- Policy intervention (price controls, export normalization)
- Strong supply recovery
But for now, none of these are structurally dominant.
👁️I would look into:
1⃣ Food sector (use IMA CS I made to help you -> x.com/IamZeroIka/sta…)
2⃣ Everything related to the whole agricultural/food chain (think bigger, think in terms of every step required to spot opportunities)
3⃣ Individual commodities ETFs or broader baskets to have diversified exposure
Personally I'm keeping it extremely simple through a DCA + HTF models to optimize entries and put a bit of "steroids".
ZERO IKA 🗡️@IamZeroIka
I want to give you a big financial advice for the next 5+years. During the next parabolic phase, you'll likely make big profits and it will be wise to search for areas outside of the crypto world where to allocate your money. And a sector I strongly believe you should consider to move at least a portion of your money is commodities. Plenty of factors can contribute to push the price of commodities up: - Geopolitical connotations - Inflation - Supply & Demand - Environmental aspects - Currencies devaluation - Classic speculation Gold, Silver, Sugar, Coffee, Rice, Weath, Palladium, Crude Oil, Natural Gas, Corn..I could go on for a long time. Each commodity can perform in an uncorrelated manner compared to another: 🔸Geopolitical frictions -> less crude oil production -> global demand surging -> price rising 🔸Positive environmental conditions -> consistent Soy production -> supply surplus -> price declining They can provide an asymmetrical edge. Yes, I know what you're thinking right now.. "Mate, which commodities should I pick? Any tips?" "My advice, which will also be my strategy, is to pick an ETF product." There is a wide selection of commodities ETF but the ones I mainly watch are 3: 🔸Invesco DBA (Agriculture) 🔸Invesco DBB (Metals) 🔸Goldman Sachs GSCI The last one in particular contains 24 commodities from all commodity sectors: 6 energy products, 5 industrial metals, 8 agricultural products, 3 livestock products and 2 precious metals. The likelihood for the crypto market is that it will see 2024/25 as massive bullish years before the next bear market. Therefore, from 2026, it will be very sage to start looking/accumulating commodities/cash. Another interesting hint is given by the George Tritch's Periods When To Make Money chart. Its accuracy over time has been very on point, and it shows that 2026 should be a period in which start selling all assets and capitalize on them. 2032 instead, should be a period characterized by hard times and very cheap prices, presenting massive investing opportunities. I pointed out 2026 as period to start looking/accumulating commodities becasue I honestly don't expect them to tank for 6 years as they're influenced by a wide range of factors. If you believe that the future will continue to remain uncertain, I think it's smart to consider adding commodities to your portfolio, in the future. The upcoming bullrun will stop at some point, and the next bear market could also be longer than the previous ones (regulations might affect it) so, before seeing it rise again (no doubts in the long term), making a proper diversification should be the right thing to do. We're investors, and as such, we should be able to change our colors like a Chameleon in order to survive and thrive.
English
Remember this is the year of the horse 🐴.
Everything must send dangerously higher.
GIF
English
I just talked to the CTO/dev for the USD1 paired “Flying Ketamine Horse” and got his side. Now I want to chat with the dev for the bags project, where is he? Let’s talk.
English
You can hate all you want but you can't show me one other account that's given you entries like this on $FKH.
TWICE I have given you entries 70-80% off the highs. Scroll up and see for yourself from the initial post in early Dec.
While your favorite KOLs & "analysts"were telling you to top blast, I was giving you the fucking lows ahead of time.
Respect the grind or FKH off. I'm just a chart guy.
English
Seems like a long way down for the horse meme. Would you buy some under 2mil mcap? $FKH
English
Hearing something is coming very soon for $FKH
USD1 season
@binance @worldlibertyfi
BONK.fun@bonkfun
1 more day until January 2026 1 more day until USD1 szn 🦅☝️
English
When you come from the trenches, you don’t forget it! Even when you win big! You support the space that you came from! We’re proof you can run a big company and not follow the normal way of doing things and have it grow at an astonishing speed! Support those who support you!!!
WLFI@worldlibertyfi
It’s officially USD1 Szn. Market cap climbing. Exchange volume ripping. Meme projects choosing USD1 as the liquidity base layer. To celebrate, WLFI will activate part of our strategic reserve to support builders, creators, and tokens strengthening the USD1 ecosystem as well as shine the WLFI spotlight on these projects and individuals in the brightest way possible. Let's show the world what this community is truly capable of 🦅☝️
English
