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PL4NKT0 🃏
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You are looking at the first photograph of another multi-planet solar system.
A real image of a real sun-like star, with real planets orbiting it — taken by a telescope on Earth.
We have been alive for 300,000 years as a species. This is the first time we have ever seen another sun's family.
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@hu7046571761929 @TheDailyGold and if DXY tanks he is wrong again...
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Tuesday 🧵
Gold & Silver Correction Update
The bounce is over—next leg lower underway.
How low?
When does it bottom?
What signals matter most?
Let’s dive in.
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@jee_vacation @KarelMercx Because the US is bankrupt.
Private credit is failing.
High Oil price leads to mega inflation.
Wages are failing, so stagflation fear becomes real.
The world economy is about to tank hard!
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Paper Brent is at $109. Physical Brent is at $141.
Physical is the price if you need oil now. Paper is the price if delivery can wait until June.
However you look at the Middle East, this will not be fixed in a few weeks.
Oil is going far higher than consensus thinks.
Karel Mercx@KarelMercx
The last VLCC (Very Large Crude Carrier) that left just before the Iran war is expected to arrive on April 11. Even if the Strait of Hormuz reopened today, the next tanker would not arrive before May 11, 2026. Oil prices will not stabilize anytime soon.
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@SpeculatorPL1 @PrognosticApex It's aligning with Trump's ultimatum. His plan is to keep the straight closed for a decade.
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@PrognosticApex A worthy challenger indeed.
It’s fascinating how these charts align. Just like my Cup and Handle, your massive inverse H&S on $XOP is sitting right at the edge of validation. If that neckline breaks, the energy sector is going to go ballistic.
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The most important chart in commodities right now? ☕
A massive 10-year Cup and Handle forming on the Bloomberg Commodity Index.
Commodities have spent a full decade building this base.
We are sitting right at the neckline.
If this breaks to the upside, the hard asset supercycle goes mainstream.
Question is:
Do we bounce off this ceiling…
or break right through it? 👇
#Commodities #RealAssets #Supercycle
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@Wade_Finley @davevermilion Bitcoin is a scam, but Ethereum is interesting.
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A buy! It’s like crypto now, if you buy 1 oz, you have 1 oz
Barchart@Barchart
Silver Break Down 📉📉 Uh Oh 👻😱
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@_The_Prophet__ Spoiler: in the end they always decide to print more...
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⚡️Gold just got hit hard.
The same question is back:
Is the thesis broken?
We just issued an important update to our 2026 gold forecast for Inner Ring subscribers.
This is an important one. Link below.
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@IanBaer @bubbleboi Just because you don't have to worry about token costs and can run the newest models doesn't mean the rest of the world has this luxury.
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@bubbleboi What is the point of data centers when the models are obsolete the second they’re released? Like genuine question, it’s like buying 0DTE calls as a long term savings vehicle.
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All the data center capex is being delayed 1-2 years minimum now. Say goodbye to the memory thesis and the networking one, banks & institutional investor will pull back lending for SPVs that all big tech and labs are using to fund their infrastructure.
Additionally Dubai, Saudi, Qatar, all won’t be funding the projects anymore and probably drawing down on their investments.
The bubble is popping faaaaast.
SemiAnalysis@SemiAnalysis_
The divergence in the last few months has been incredible. Under a normal distribution, that's a one-in-1.7 trillion event. Of course markets are fat-tailed — but even by fat-tail standards, this is off the map. Prior peak was 4σ in 2003. (2/3)
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@davevermilion Fertilizer companies look like the gold (or silver 🪙) of tomorrow
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I recall everyone saying that gold was done in June and July of last year. Now the thought that energy is around 3.5% of the entire market when it’s long term average is 8% it is also a top. It is at the bottom of the Maslow’s hierarchy of needs, much like food. I laid out the charts on Gold and silver in July on our group charts whereas the jr miners were just breaking topside of a base extending back 16 years. Imo the advent of AI saved the market back in ‘22 and while everyone was buying with their right hand, they didn’t look at what they left hand was selling. I outlined my view last week while on vacation that we are likely to get multiple compression across the entire market. I still think energy and materials are safer than many areas of the market. It is all relative.
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@deuxcent35 @oriental_ghost Because it's paper... Physical at your coin shop very stable above $90-$100.. if you can get some that is
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@oriental_ghost And why is silver getting crushed left right and center ?
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This afternoon, SGE released the 7th issue of the "Market Weekly Report" (February 24-27), which only disclosed trading volume and transaction amount data, and stopped publishing silver inventory data.
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@BullTheoryio AI stocks crash → margin calls trigger → leveraged funds sell liquid assets (gold/silver) to meet redemptions → ‘safe havens’ flash crash. This is textbook forced deleveraging. Assets don’t sell because fundamentals changed they sell because someone needs cash now.
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This is INSANE level of volatility.
Gold and silver wiped out $1 TRILLION combined in just 60 minutes.
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@davevermilion Noooo!! Just share less and take an X break. We all need it from time to time...
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I’m taking a hiatus from this platform. I have to water my cactus and straighten out my sock drawer.
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@LeopoldHeinrich im out.. looks like its not going above $3 next months
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@LeopoldHeinrich Entered a small long right after your tweet. Thanks! Godspeed 🤞
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As the March contract expires soon, I am bailing out. It is not enough time left that this can work. Buying the April contract does not make much sense at the current point. Waiting what is happening next. #natgas
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Are you sure? It is already here and it is big. Something is going on behind your back. #natgas
PL4NKT0 🃏@plankto4
@LeopoldHeinrich Nice formation but I don't think it's bullish natgas though
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@LeopoldHeinrich Nice formation but I don't think it's bullish natgas though
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Super mild is gone and a winter storm for the 'books' is to come. Computer models starting a complete reversal from super mild to an 'historic' blizzard. Winter is not over by far. #natgas
Garrett Bastardi@garrettmb
This is as close to a straight up ‘Snowicane’ as we will ever see. Hurricane force wind gusts. Well defined eye. Blizzard Conditions. This is gonna be one for the books for the Northeast.
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@NickWes06880267 @AGAsianGuy because they dont want a 1-1 physical backing... they make money with paper. the illusion is our reality
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@AGAsianGuy This is nice and all but i still think we are being kept in the dark and shown theater because if you really want a stable mineral market why not just make a law that you cannot offer "shares" of minerals on any market unless you have 1-1 physical backing.
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@rasterfinance @ErikVoorhees Its demand for OpenClaw, not for some crapcoin.
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Now surpassed 45 billion
Erik Voorhees@ErikVoorhees
Venice now processing 20 billion LLM tokens daily
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@DefiantSubterf1 @MINIPR3Y @IterIntellectus More like: my enemy might use AI to develop a bioweapon to target my ethnicity. Therefore I need to do the same but faster.
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