UraInvestor

@BM_Visser @IEA Misschien beter zo. Als Nederland zichzelf op dieet zet moeten ze de voorraden delen met andere landen onder de geldende solidariteitsregels.

De kracht van de @iea komt voort uit de samenwerking tussen de deelnemende landen. Naarmate ieder zijn deel bijdraagt, heeft dat mondiaal flink effect. Echter: “Kabinet neemt adviezen IEA niet over want geen tekorten in Nederland”. nos.nl/artikel/260705…

@gothburz By far the best and intriguing story I read in a very, very long time.

My net worth peaked at $1.2 million. None of it was real. I don't mean that philosophically. I mean it was located on servers that have since been turned off. I own eleven properties in the metaverse. Three in Decentraland. Four in The Sandbox. Two in Voxels. One in Otherside. And a beachfront villa in Horizon Worlds that I bought for $214,000 because Mark Zuckerberg called it "the next frontier." The frontier closed last week. It's a mobile app now. Last year I mass DM'd 340 people the phrase "you don't understand how early we are." I have since stopped doing that. Not because I was wrong. Because most of them blocked me. I got into metaverse real estate in November 2021. Everyone was buying. Someone paid $450,000 to be Snoop Dogg's neighbor. In a video game. With no legs. The avatars didn't have legs. I thought that was bullish. "The legs are coming," I told my Discord. "Legs are a roadmap item." Three hundred people reacted with rocket emojis. I called myself a "digital land baron." I put it in my Twitter bio. I put it in my LinkedIn headline. I said it on a podcast that had eleven listeners. Three of them were bots. The rest were my alts. My virtual property has more square footage than my actual apartment. My actual apartment has furniture. Location, location, location. My most valuable asset was a plot next to a virtual Gucci store. Gucci left in 2023. The store is still there. Nobody's in it. It's like a mall in Ohio but with worse graphics and no food court. I held. Diamond hands. That's what we said. "Diamond hands." It means refusing to sell while your investment loses 94% of its value. We turned financial paralysis into a personality trait. A guy in my Discord paid $2.4 million for a 618-parcel estate in Decentraland. Prime district. High foot traffic. I asked him what "foot traffic" meant when the platform had 38 daily active users. He said I didn't understand the technology. I didn't. I still bought more. We had a DAO. A decentralized autonomous organization. That means we voted on decisions. There were nine of us. Three never showed up. Two voted on everything without reading it. The other four were me and my alts. We voted to "acquire strategic parcels." The vote passed unanimously. I voted four times. My portfolio peaked at $1.2 million. I told everyone. I made a spreadsheet. I projected 40x returns by 2025. I made a pitch deck. The pitch deck had a slide that said "WE ARE BUILDING THE DIGITAL ECONOMY." The slide had a rocket emoji. That was my entire financial model. In 2023 I bought a Bored Ape for $189,000. It's worth $14,000 now. I don't talk about the Ape. I still use it as my profile picture. People ask me about it. I say "I'm long-term bullish." Long-term bullish means I can't sell it without crying in a Panera. My mom asked me what a Bored Ape was. I said "digital art on the blockchain." She asked why it cost more than her car. I said "you don't understand Web3." She said "I understand you live in a studio apartment." She's not in my Discord. Justin Bieber bought one for $1.3 million. It's worth about $90,000 now. I felt better about mine after I heard that. That's community. WAGMI. We're All Gonna Make It. We said that every day. In the group chat. While the floor dropped. While the volume dried up. While 95% of all NFT collections went to zero. We're all gonna make it. None of us made it. But we said it with conviction and a laser-eye profile picture. That counts for something. It doesn't. But we said it did. That's decentralized consensus. Meta spent $84 billion on the metaverse. I need to say that again. $84 billion. More than the GDP of Luxembourg. More than the GDP of Iceland, Luxembourg, and Malta combined. They spent it on a platform where the avatars had no legs, the graphics looked like a 2006 Wii game, and the peak user count was lower than the lunch rush at a Chipotle in Des Moines. They just pulled Horizon Worlds from VR headsets. It lives on as a mobile app. My beachfront villa is now a mobile app. Location, location, location. Zuckerberg renamed the entire company for this. Facebook became Meta. A $900 billion company changed its legal name because the CEO watched Ready Player One and said "I want that." Reality Labs lost $10 billion in 2021. $14 billion in 2022. $16 billion in 2023. $18 billion in 2024. $19 billion in 2025. That's not a strategy. That's a speedrun. They laid off 1,500 Reality Labs employees this year. Shut down three VR studios. Killed Supernatural. Put the entire VR social vision in a casket and said "we're pivoting to AI and wearables." The pivot took four years and $84 billion. I pivoted too. I'm an AI real estate investor now. I bought a virtual plot in an AI-generated world that doesn't exist yet. The founder said it was "the intersection of spatial computing and large language models." I don't know what that means. I gave him $40,000. He has a whitepaper. It's 47 pages. I read the title and the tokenomics section. The tokenomics section is a pie chart. I love pie charts. They make everything look like a plan. The project has a roadmap. Q1: "Build community." Q2: "Launch beta." Q3: "Scale ecosystem." Q4 is blank. Q4 is always blank. That's where the exit scam goes. My accountant asked me to value my metaverse portfolio for tax purposes. I said $1.2 million. He said "current market value." I said $6,400. He stared at me for eleven seconds. I know because I counted. He asked if I had any other investments. I showed him my NFTs. He stared for longer. I told him they were "cultural artifacts with long-term provenance." He asked if I'd considered a 401k. I told him a 401k was "legacy finance." He told me to leave his office. The metaverse is dead. I don't accept that. I am a digital land baron. I own eleven properties across four platforms. I have a beachfront villa in a mobile app, a plot next to an empty Gucci store, and a cartoon monkey that cost me more than my actual car. Location, location, location. The location is nowhere. But I'm early. I'm always early. That's the same as being wrong except you get to say it with confidence.

Everytime I see a #commodity blow up on #fintwit it marks a top. First #gold, then #silver, and now #oil. I happily wrote a ton of DEC26 high premium covered calls on $xom and $pbr. Looking forward to the next twitter mania. #uranium?

#uranium spot market is the most dysfunctional energy commodity marketplace in the world. At a time where all energy is spiking up, #uranium remains stupidly flat.

@UDiamondBalls Those pumpers don't have the patience nor conviction to hold on to their positions from $100 to $1000/lbs. They pump to allow them to sell as soon as #uranium trades above $100 again. And likely step in again at $190 to pump and sell at $200 again.

#Uranium Now we're hearing people with large accounts calling for $1000lb #uranium. WTF is the matter with these people. Not saying it's 0% chance but hey can we hit $150-$200lb first. Idiot pumpers 🤦‍♂️

@BidBird10 Hmm..even worse then. I truly hope it is mostly market related and not fixed.

@PTOtrading Its US$86.95/pound. That C$2.6B is in canadian pesos.

Cameco’s $CCJ India deal is now official. 22 million pounds go to East, instead of West. The agreement will see Cameco supply nearly 22 million pounds of uranium ore concentrate to India over a nine-year period on market-related price terms, with a total contract value estimated at approximately $2.6 billion.

@BidBird10 USD

@PTOtrading CAD?

@quakes99 #sput in the top 10. Doesn't happen a lot.

📈Many #Canada/US #Uranium #mining #stocks are rallying higher today⤴️⚛️⛏️ as global #energy & #metals prices soar🔥🚀 and the February long-term contract price for #U3O8 #Nuclear fuel rises to a new $90/lb 18-year high.⬆️💲🛢️☢️🤠🐂 #RideTheWave 🌊🏄

@zerohedge So..what is the exit strategy? Leaving Iran with an even more conservative supreme leader?

Hegseth Pledges Iran Will Not Be "Endless War" As Trump Vows "Big Wave" Of Attacks Ahead zerohedge.com/geopolitical/t…

In the last #uranium bullmarket the price went up 19.4x. From 2016 bottom this suggests a price of $350/lbs. Based on infl adj peak it suggests a minimum of $200. I'll gladly setlle for $300/lbs. Hopefully soon.... $U.UN

@HumbleMinerUSA @Wiserfool2 Nextgen

@Wiserfool2 @PTOtrading Any speculation on who?

And how are they going to deliver? With this deal their orderbook is 30m lbs per year. Current production 25ish per year? Spot market is running dry in 2027. $CCO #uranium

@PeterSchiff @saylor A lot of pent up resentment in this post.

@saylor Congratulations, your average price is back below $76k, but your unrealized loss keeps growing as you average down a losing trade. Meanwhile, the gold you could have purchased instead keeps rising, now above $5,400.

Strategy has acquired 3,015 BTC for ~$204.1 million at ~$67,700 per bitcoin. As of 3/1/2026, we hodl 720,737 $BTC acquired for ~$54.77 billion at ~$75,985 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

@devengandhi @capnek123 @PhuketPotato

@capnek123 @PhuketPotato President of Cameco Tim Gitzel and Premier of Saskatchewan at New Delhi, signing contract🇮🇳🇨🇦

Cameco Signs Long-Term Uranium Supply Agreement with India $ccj #uranium cameco.com/media/news/cam…

@ArendJanKamp Altijd een vlucht naar de USD in tijden van onzekerheid.

JPMorgan Chase neigt (?) naar een Buy voor de #dollar (of Sell voor EUR/USD, zo u wilt)

@Yellowbull11 It may compel them to restart Rabbit Lake.

BREAKING: Cameco signs long-term uranium supply agreement with India 🇮🇳 The agreement will see Cameco supply ~22 million pounds of uranium ore concentrate to India over a 9 year period on market-related price terms, with a total contract value estimated at around $2.6B Massive

@POLITICOEurope Perhaps for the best. France policies tend to be detrimental to other EU countries. They only serve their own interests. There will come a time the EU will need to bail out France unsustainable and rediculious pensionsystem.

Ursula von der Leyen’s move to provisionally implement the EU-Mercosur trade deal has unleashed a wave of outrage in France. It also shows she is increasingly prepared to take decisions without factoring Paris into the equation. politico.eu/article/eu-mer…

@BidBird10 Avg $118/lbs. Seems a tad low for a contract stretching 9 years from next year. I hope it is 70% market referenced.

”Deliveries under the contract are expected to begin in 2027 and run through 2035 in alignment with Cameco’s long-term contracting strategy. The volumes under this contract were included in the total long-term contracting volumes and in the expected five-year realized uranium price sensitivity analysis, disclosed in the 2025 annual Management’s Discussion and Analysis in February 2026.”

@levandovsky US needed the coalition. Still lost the war. Likewise Iraq. Iran is far larger and more complex. Soon US runs out of ammunition. Luckily Israel is helping them. Note: I'm actually against the war. The Iranian population needs to stand up for themselves. They are not ready yet.

@PTOtrading They need Afghanistan?

Good thing America doesn’t need anything from allies.