TheMacroPlaybook (Chamberlain) | Team Tangled

@emilyjuniper_ This guy is a fucking legend

Australia should be making this man Prime Minister.

Long-term #SILVER investors... This is the chart that you should be focusing on. 50 level was broken on the upside after decades. As long as it holds above that level, long-term investment/asset allocation theme is intact.

@AvidCommentator Totally fine if it's going to a farmer

Old mate filling up a giant tank with diesel at the servo.... Apparently over 2 grands worth... Source: reddit.com/r/AbsoluteUnit…

🇦🇺An Australian tech founder with zero biology background sequenced his dog’s tumor DNA, then used ChatGPT and AlphaFold to design a custom mRNA cancer vaccine. A month later, the tumors shrank by half. And this is just the start of AI medicine.

@virtualbacon 40 vs 30 since Jan

How much of your portfolio is in gold vs Bitcoin right now? And has that changed in the last month?

@Mat_tttm @KobeissiLetter Australia ~ 3 weeks

@KobeissiLetter Emergency Oil Reserves: Japan ~470.0m (~254 days) United States ~415.4m (~125 days) Germany ~130.0m (~90+ days) France ~125.0m (~90+ days) Italy ~85.0m (~90+ days) United Kingdom ~75.0m (~90 days) Canada N/A*

BREAKING: The G7 countries are considering a joint release of oil from reserves, potentially as much as 400 million barrels, as oil prices skyrocket, per FT. Details include: 1. The release would be potentially coordinated by the International Energy Agency 2. Three G7 countries, including the US, have so far expressed support for the idea 3. US officials believe a joint release in the range of 300m-400m barrels is appropriate 4. G7 countries currently hold 1.2 billion barrels of oil in the reserve Oil prices are back below $108/barrel on the news.

Silver and gold futures were halted under the guise of "technical issues" again, probably another imaginary "server overheating". Reopened, and then driven straight lower. The manipulation at this point is blatantly obvious. Just as it was about to break out. Enjoy it while you can CME Group. This won't last.

AI just entered the classified Pentagon. xAI signed a deal to put Grok inside the military’s most sensitive systems. We’re talking intelligence analysis, weapons development, and battlefield operations. Until last week, only ONE AI had that kind of access, Anthropic’s Claude. But Anthropic refused to remove its safety guardrails. The Pentagon wanted “all lawful purposes.” Anthropic said no to mass surveillance and autonomous weapons. Guess who said yes? Now the Pentagon is threatening to label Anthropic a “supply chain risk” and cut them off entirely. Meanwhile Google and OpenAI are still stuck in unclassified systems trying to negotiate their way in. It’s no longer about who builds the best chatbot. It’s about who gets the defense contracts. And right now, the companies willing to say yes to everything are winning.

@michaeljburry One of you genius types, please, call out COMEX, JPM for pure paper metal manipulation! For me, a lowly retail investor, it's like falling for the same pull-my-finger fart joke over and over. Help us Obi-Wan Kenobi! You're our only hope!

I believe we are on the verge of the third major devaluation wave of the long-term US dollar cycle. I also think the recent correction in gold, silver, and mining stocks represents a healthy pullback from short-term overbought conditions and presents an excellent buying opportunity. In fact, now, as much as ever, is the time for gold investors not to panic but to step back and look at the big picture. To get comfort that it is only the beginning, not the end of a new macro cycle, one must look at the long-term view of gold, the dollar, and the S&P 500 Index as shown in this chart. The first dollar devaluation wave was during the Great Depression, when President Franklin D. Roosevelt issued Executive Order 6102 on April 5, 1933, requiring Americans to surrender most of their privately held gold to the Federal Reserve by May 1, 1933. He then officially devalued the dollar by raising the gold price from $20.67 to $35 per ounce on January 31, 1934. The second wave began on August 15, 1971. That was when President Richard Nixon announced the closing of the "gold window", which ended both the direct convertibility of the U.S. dollar to gold for foreign governments and the Bretton Woods system of fixed exchange rates. The new millennium began with a false start of the third major dollar devaluation wave as gold rose and the dollar index fell, both during the early 2000s tech bust and then leading up to the 2008 Global Financial Crisis. Since that time, however, US debt and deficit imbalances have grown to historic levels. So have valuations for US technology companies and large cap indices. Based on fundamental measures, S&P 500 market multiples now rival those of major market peaks in 1929, 1972, and 2000. I am confident that the Great Rotation, which I have been writing about for several years now, is only in its very early innings. I am talking about the global investor rotation into precious and critical metals, resource equities, and foreign markets, and out of US megacap tech, US large cap stock indices, and the US dollar. I think it’s a great opportunity for investors who have been misaligned and missing out to get positioned, still well ahead of the curve.

one thing very interesting about this sell off. Bitcoin, Silver and NASDAQ ALL bottomed on the same 5min candle at 11:15am Asia time just a few mins after the crypto new daily open. I've never see such tight co-ordination between the markets like this and crypto before, and definitely leans more towards the idea that this is a macro liquidity event and not just a crypto isolated dump. Assets normally not perfectly correlated moved together because they had all become crowded speculative or "risk" trades in recent months, and forced selling (plus algo/liquidity dynamics) linked them tightly during the flush. Evidence points to widespread deleveraging (retail + institutional in crypto, commodity traders, multi-strat funds, family offices). A large multi-asset hedge fund, macro fund, or prop desk with leveraged books in tech equities, BTC proxies, and precious metals (common for "risk-on + inflation hedge" portfolios) hitting margin calls or risk limits could easily spark or accelerate synchronized selling. Prime brokers forcing unwinds would hit all assets at once. In short, this was a healthy (if painful) reset of excesses. These kinds of correlated flushes often mark local bottoms once capitulation completes, The key question now for crypto will be, does it recover along with the reset of the tech sector or do we go into a typical BTC recovery / accumulation range that lasts a few months. This will be one of the biggest tests of cryptos institutional adoption to date.

@PopCrave That’s nice. When’s she giving the stolen land her mansion sits on back to the Tongva tribe?

I tested "no one is illegal on stolen land":

@AltcoinDaily If your in profit

SERIOUS: Should I sell my bitcoin?

Counter-trend rallies can happen for #BTC, but they are mostly tactical at this point, likely not the continuation of the bull market. Bitcoin will likely continue to remain weak for at least the first half of 2026. I wrote a memo about it here: benjamincowen.com/reports/crypto…

I'm a Reserve Manager at a central bank. My job is buying gold. 297 tons this year. Quietly. While we print money. Loudly. Gold hit $5,000 an ounce yesterday. We've been buying since it was $1,800. That's called "reserve diversification." Diversification means we don't trust our own currency. But we can't say that. So we say "diversification." The Governor went on television last month. He said inflation is "anchored." Anchored means 6%. Used to mean 2%. We moved the anchor. That's monetary policy. He said the currency is "sound." Sound means losing 20% of its value. Per year. But it sounds sound. That's what matters. We bought 45 tons in November. Poland bought 95 tons. Brazil bought 43. China reports 1 ton. China is lying. We all know. Nobody says it. 95% of central banks plan to buy more gold next year. That's a survey. We surveyed ourselves. On whether we trust ourselves. We don't. We trust gold. Citizens ask why prices keep rising. We say "supply chains." We say "external factors." We don't say "we printed 40% of all money in existence since 2020." That's not external. That's us. The Finance Minister asked if gold is a hedge against our own policies. I said "gold is a strategic reserve asset." Strategic means yes. I just can't say yes. Gold is $5,000 now. Our currency buys less every day. Our gold buys more. That's the strategy. For us. Not for you. You get the currency. We get the gold. That's central banking.

@Jvnior @DanBilzerian @grok is this true?

Israelis have completely burned down Chile 🇨🇱

@pubity @grok is this factually correct?

OpenAI is rapidly losing money and is projected to lose $14 billion in 2026 alone. If they can't get another round of funding, OpenAI could run out of money as soon as 2027.

Bitcoin down 8%, silver up 208%...why? CAPITAL ROTATION has begun. The last 3 instances ran for at least 10 years. Let that sink in.