Sunstone
54 posts


Yesterday, it was just a ride. And then, in the blink of an eye, it became something else entirely, a moment where the line between “I’m fine” and “everything changes forever” was thinner than you ever imagined. The kind of moment that humbles you, that shakes something deep inside, that reminds you how close loss can stand without ever announcing itself.
I’m very lucky I have one of the biggest,strongest, heaviest moto in the market and I avoided losing my leg thanks to the protections bars that the moto has 🙏
Deutsch Qualitat 🙏
That accident was quite bad, a crazy driver drove on me, being totally distracted …
I must have a guardian angel I guess, I will be fine despite the violence of the shock.
The ordinary becomes precious. The small things feel louder, more alive. You understand, not intellectually but deeply, that being here is not something to take lightly.
It’s not just about how fast things can go wrong. It’s about how suddenly you can be reminded of what truly matters.
If you are a rider like me, be extra cautious, I know we hear that every day, but even me, a very experienced rider couldn’t avoid that crash yesterday…
Be safe my friends 🙏

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@lucas67261771 Yes, I added as well to my spot position. How do you view corn?
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Unpopular opinion: luxury has nothing to do with money, yachts, 5-star hotels, or expensive dinners.
Real luxury is having time for yourself.
It’s being able to switch your phone off, take a long bath, read a book, go for a walk, and sleep eight hours without feeling guilty.
It’s living without the constant pressure to perform or keep up on social media.
I don’t care about dressing up just to go somewhere expensive and still feel drained. I care about feeling good. Being at peace. Sharing my time with people who matter. Finding joy in simple things like a homemade breakfast, a great movie without distractions, a book you can get lost in.
Real luxury is disconnecting from the noise.
It’s nature: the sea, the mountains, fresh air.
It’s slowing down enough to actually live.
That’s it, that’s real luxury.
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⚡ The Coming Electricity Supercycle
For the last 20 years the digital economy mainly needed software and data.
🤖Now the next phase (AI, robotics, electrification) suddenly needs massive physical energy.
And electricity demand is exploding from several directions at the same time.
AI models require enormous power.
💡Some estimates show:
A single AI data center campus can require 500 MW – 1 GW
That’s roughly the electricity of a medium-sized city💡
💡Companies like Microsoft, Google and Amazon are already signing long-term power agreements because they know electricity will become a bottleneck.
💡Everything is Electrifying💡
The global economy is moving toward electricity:
Electric vehicles
Heat pumps
Industrial electrification
Hydrogen production
AI compute
That means electricity demand is rising structurally, not cyclically.
Most electrical grids were designed 40–60 years ago.
Now they suddenly need to handle:
massive renewable inputs
huge data centers
EV charging networks
decentralized generation
This creates a giant investment wave in:
🔌 Transmission lines
🔌 Transformers
🔌 Grid equipment
The world suddenly needs stable electricity.
The big contenders:
☢️ Nuclear (especially SMRs)
🔥 Natural gas
☀️ Solar + storage
💨 Wind
But building new capacity takes years, which creates the potential for long-term supply tightness.
The electricity boom doesn’t just benefit utilities.
It spreads across the entire chain:
⚡ Utilities & power producers
⚡ Nuclear and uranium
⚡ Natural gas
⚡ Copper (massive wiring demand) 🧠♟️
⚡ Grid infrastructure companies
⚡ Electrical equipment manufacturers
Three megatrends are hitting at the same time:AI compute demand, Energy transition and Global electrification
When multiple demand shocks hit together while supply takes 5–15 years to build, prices and investment can run for a decade.
That’s exactly how commodity supercycles historically start…
Past economy >Oil economy
Next economy>Electricity economy
The next decade may be less about who owns the best software, and more about who controls the power to run it 🙂↕️🤝
Now let’s talk about my favorite metal, Copper 🦔🪨
Copper is everywhere in electrical systems:
power cables,transformers,EV motors,data centers,transmission grids
Electric grids require huge amounts of copper, meanwhile new copper mines take 10–15 years to develop 😏
Imo the world may face a structural copper shortage later this decade, few are thinking about this although it will be so obvious in the future that “copper was the thing bet on “ “ I should have bought copper” 😏
Now, AI requires 24/7 stable electricity, that’s why many governments are returning to nuclear energy.
Nuclear needs one key resource >Uranium 🧠☢️
This creates a linked investment theme.
AI growth →Electricity demand →Copper infrastructure →Nuclear energy →Uranium supply.
Each sector reinforces the next 🦾
Instead of the last cycle being dominated by software platforms, the next cycle may be dominated by energy,infrastructure,critical metals,electricity generation.
Old economy: Oil powered growth
New economy:Electricity powers intelligence

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@lucas67261771 ok, i will take a loan then tomorrow and go all in ;)
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🛢️OIL rising 🚀
What’s next?
When oil spikes like this, it triggers inflation across the whole commodity chain.
The Persian Gulf region exports a huge share of global fertilizers (urea, ammonia, phosphate). Shipping disruptions and gas supply problems have already pushed fertilizer prices higher.
Nitrogen fertilizer is made from natural gas
Much of that gas and fertilizer supply comes from the Middle East
Shipping through Hormuz is disrupted
When fertilizer gets expensive:
Farmers plant less acreage
Or they use less fertilizer ;lower yields
Both situations tighten supply.
This could reduce corn plantings in the U.S. and push grain prices higher.
Iran conflict → oil spike → fertilizer spike → crop supply stress → corn & grain rally
Oil also affects agriculture through:
Diesel for tractors
Grain shipping
Food transportation
Higher fuel prices push food inflation globally.
So with the Iran situation, the commodities most sensitive right now are:
1.Oil
2.Natural gas / LNG
3.Fertilizers
4.Grains (corn, wheat, soybeans)
🧠Agriculture is usually a delayed reaction, but historically it often follows energy shocks.
If the Hormuz disruption lasts into planting season, the market could see a large agricultural rally similar to 2008 or 2022.
(Check 2008 oil spike ,fertilizer explosion ,corn rally) 🚀
Similar dynamics could appear again if Gulf tensions escalate.
🧠💡Things I’m
Watching now is Gold–Oil ratio combined with fertilizer prices. When these move together in a certain way, it has historically preceded large food commodity rallies.
The Gold–Oil ratio measures how many barrels of oil one ounce of gold can buy.
Typical levels:
10–15 → oil expensive vs gold
15–25 → normal range
25–35+ → gold expensive / crisis environment
Example historically:
2008 crisis: ratio spiked before commodities moved
2020 pandemic: huge spike
2022 war inflation cycle: ratio moved again before food inflation
When the ratio rises sharply, it usually signals:
monetary stress
geopolitical risk
inflation pressure building
Historically, this often happens before agriculture rallies.
💡With a gold at 5192 and Oil at 86.4, the ratio is at 60.
60 is very rare.
What a high ratio usually signals
It usually means
Gold is extremely strong (fear / geopolitics / monetary stress)
Oil is still undervalued relative to gold
A commodity inflation wave is coming
Agriculture moves slower because of planting cycles.
Typical timeline:
Geopolitical shock
Gold rises (safe haven)
Silver pumps
Oil rises (energy disruption)
Gas 🚀
Fertilizer prices jump
Farmers reduce planting or fertilizer use
Food supply tightens months later
Then grains like corn, wheat, and soybeans rally.
2007–2008 commodity supercycle
Oil exploded to $147
Fertilizer prices tripled
Corn and wheat hit record high
The current environment has several similar ingredients:
geopolitical tension around Iran
rising energy prices
fragile fertilizer supply
central banks printing liquidity
That combination has historically been very bullish for agricultural commodities….

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Update
I've exited my $DOGE spot trade for a total loss on the position of about 8-9%. I think I've exhibited some seriously top tier patience when it comes to this trade, but after 2 months of holding, the price action continues to be absolutely awful, with no signs of strength any where to be found
Ultimately, I think the thesis is now invalidated for a significant turnaround from these levels in the market. Doesn't mean I can't position long if there's opportunity, but I haven't seen anything in the order of confirmations for a reversal after many, many weeks
I was very correct when I said there was about a 0% chance we would simply continue to the downside once we hit this range, but instead of reversal, we've simply ranged this entire time, and as PA has developed, it's taken on more and more of a distributive character IMO, especially on the individual coin charts such as DOGE with this most recent move sold off heavily into the NY close. The price action below in the chart is nowhere close to bullish as I've allowed it to develop over the last weeks
Giving back a small amount of the spot profits made from previous spot trades in the last 12 months, an extremely manageable loss

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If the elites wanted to create a black swan event on trad markets, they've already had plenty of ammo to do so. The sentiment and FUD couldn't get any worse short of actual global war and/or nukes dropping
What's potentially coming on the horizon is the dissolution of FUD as a scapegoat for a rally, not increased fear (it's already at max) and turbo dumping (we've already turbo dumped in crypto for 5 months straight). The majority has just now realized we may be in the bear market, when legit traders were exiting spot and shorting near the top. If you go back in the history of crypto, you won't find a single example of the level of FUD we currently have resulting in significant continuation of downside. It was always a great time to be buying and creating plans for longs
The psychology plays a much larger factor than many realize IMO. Herd consensus is bear market, and much lower is guaranteed. That really isn't debatable. And the fact that all we've done is move sideways, we're seeing more and more time capitulation, giving up, increased fear on any drop and disbelief on any rally. Hatred of any bullish thesis, funding rates deeply negative for months now. Combine all that with how the major charts stand at their current levels (given these updates weeks ago, not much has changed besides Bitcoin deleting it's 2d resistance) and there's much more evidence for upside than downside
My primary idea here is corrective upside towards the 🔑 swings followed by macro bearish continuation. Reclaim $98k on Bitcoin and I'll expect sweeps of liquidity near ATHs
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I'll get video out over the weekend for Twitter community. 🤝
venture@venture_charts
Brrrrr and it’s just starting
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@venture_charts Yo venture, just started following you because of the recommendation of Phoenix. Nice approach! But how do I have to guess what asset this is, besides joining your discord 😅😅
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Rotating into "uncool" trades (that are very likely starting bull cycles)

ThunderHoof@TheThunderHoof
@venture_charts Funny. BTC is the “uncool” trade to take now in many “experts” opinion. Just like Gold was back then. And this chart looks like just another lower high forming. All the best with your analysis
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Might as well pardon SBF next to top off this circus.
Probably on November 21st…
Crime season > Alt season
zoomer@zoomerfied
[ ZOOMER ] TRUMP PARDONS BINANCE FOUNDER CZ: WSJ
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One Year Passed
since "It's Albert season 💰"
x.com/Moneytaur_/sta…
What happened, what changed?
The most important thing:
In her early 30s my wifey is retired. After reading Think and Grow rich I set my goals. Financials. I reached them. She now can do whatever she wants. Not rich but free. I owed her so much, we went through very hard times - She's my Bonnie - now she's free. I did it.
TA:
I decoded the mechanics and "secrets" on the DAX - if adapted - a nice income is possible without overcomplicating, thanks to those who went the way with me. I invented an own style on DAX based on MTs teachings and his Edge that pretty much fits my vision of life, character and my timetable (Weekends off - f*ck the system... thats why I attack the DAX).
I "gifted" this to the community - who listened can make real good money. Form of giving something back. Movement.
Personal:
My Karma is clean. I never pretended, close to everything is public, no bullsh*t grifting and only reselling his Edge - yeah I build a business but IMO there is a big difference, the results speak for themselves. People become profitable. Even if they only copy trade me on the trades in the group - it was easy possible to make a living from it. You can see the challenge certificates of the people and they become way more. Moneytaur made us do it. You can see the proofs of my trades - no fake no bla bla - not only an "I called this and that" analyst.
I now can call myself a Trader. I make cash in the market. Not 7 figs for now - but only a matter of time and my mental game. I will crush it. No Limits.
And the greatest honor:
He follows me.
I went through all the pain, took the risk, fought my inner fear, invested thousands of hours to see what works. It's not easy. I got beaten up hard. Many days of doubting, close to burnout, no breaks - and here I am. Leveled up.
Proud.
Goals for next 12 Months are set. I will reach them.
x.com/Moneytaur_/sta…
🎯 Master@Moneytaur_
@PlanZ_Crypto It's Albert season 💰
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