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I simply cannot stress enough how important it is @RepEricBurlison specifically mentions the @MITREcorp here in regards to private contractors holding the proverbial keys of UFO retrieval and exploitation programs. Founded in 1958/1959 as a spinoff from MIT Lincoln Labs, MITRE was initially formed as a military think tank that pushes the boundaries of "innovation from sea to space." Today, MITRE is a non-profit that operates several FFRDCs (Federally Funded Research and Development Centers) for US Government sponsors, specializing in defense & intelligence, aerospace & transportation, homeland security, etc. Important to note, MITRE receives around 99% of its funding from the US Government. Outside of MITRE's prized Independent Research and Development (IRAD) efforts to "respond to urgent challenges and anticipate the future for our government sponsors and the nation" and MITRE Labs that "inspires breakthroughs in applied science and advanced technology to transform the future of U.S. scientific and economic leadership", one of MITRE's FFRDCs of particular interest in regards to UFO legacy programs is the National Security Engineering Center (NSEC) sponsored by the Department of Defense. As a direct spinoff of @MITLL's Semi-Automatic Ground Environment (SAGE) air-defense radar system, for decades, NSEC has operated to deliver "research, engineering, and analytical solutions to the Department of Defense and the Intelligence Community." I understand that NSEC, MITRE Labs, and other elements of MITRE are considered an "R&D ace" and an elite science and technology institution with unrivaled expertise operating across a swath of activities housed under several agencies/services within the US Intelligence Community and Armed Forces tasked with retrieval and exploitation of non-human intelligence technical vehicles. Specifically, MITRE works closely with the US Navy for tracking, monitoring, retrieval, and exploitation of UFO/USO within maritime environments. With how crucial MITRE is to USG-sponsored covert UFO recovery and exploitation efforts, it's always elft a bad taste in my mouth that beginning in 2025, disgraced ex @DoW_AARO director Sean Kirkpatrick and his company "Nonlinear Solutions LLC" were awarded contracts to subcontract under MITRE for USSPACECOM (IDC W56KGU18D0004). If this were a one-off, it wouldn't be a big deal, but remember following AARO, Dr. Kirkpatrick also fled to @ORNL, a DOE/NNSA FFRDC National Lab, as cTO for Defense and Intelligence Programs!

One look at the graph, and you can see how China pivoted its gold purchases .. just around the dip of gold prices in Feb 2026 from Peak . China is actively weaponizing the volatility of the Western paper markets. Here is exactly how this "buy the dip" strategy plays out, why they are encouraging their citizens to buy and how it guarantees the destruction of the COMEX pricing model. 1. The Sovereign Floor (Buying the Paper Flush) What you are seeing on that chart is the People's Bank of China (PBOC) acting as the ultimate "whale" in the market. The Arbitrage: When Western hedge funds face margin calls (like the Japanese Yen carry trade unwind) and dump their paper gold contracts, the screen price crashes. The Sweep: China does not panic; they wait for the sharp fall and then back up the truck. They use the artificial paper crash to aggressively acquire physical 1-kilo bars at a massive discount. The Result: This creates a structural, unbreakable floor under the price of gold. The days of a multi-year gold bear market are over because the moment the price drops, sovereign Eastern buyers drain the physical supply. China's Advantage: China is the largest gold-producing nation on earth, and they do not export a single ounce of it. When the Chinese government encourages its citizens to buy gold via the Shanghai Gold Exchange, they are executing a brilliant macroeconomic defense. They are convincing their population to trap their personal wealth in a non-sanctionable, hard asset that remains physically inside China's borders. They are actively shielding their citizens' purchasing power from the collapse of the U.S. Dollar. 3. How This Plays Out (The Physical Drain This dynamic ends in a catastrophic physical short squeeze that shatters the Western pricing mechanism. The West (New York and London) treats gold as a speculative trading derivative. They trade 100 paper claims for every 1 actual physical bar in the vault. The East (China, the BRICS) treats gold as tier-one sovereign money. Every time China buys the dip, physical atoms move from West to East and never return. Eventually, a global margin call will hit, and the paper price will gap down violently in a final flush to below 4000. The PBOC will step in, buy everything, and demand physical delivery. The COMEX vaults will be empty. The exchange will default (Force Majeure), and the price of gold will instantly decouple from the U.S. Dollar. China is not just "timing" its purchases; it is systematically draining the West of its real money while letting the West keep the paper IOUs.

This is equivalent to trying to sell a cop drugs while he’s in uniform in his police car.

This is the Revenge of the Old Economy in real time. A super cycle already underway before Hormuz closed. Brent will break out. The security premium is not transitory. Three drivers. Not fading. Intensifying. Deglobalization. Electrification. Redistribution. All three turbo-charged versus our 2020 super cycle call. We are still in the bottom of the first inning. None of the imbalances have been resolved. They grow by the day. Own the grains/softs. Own the metals. Own the molecules. Remember, you cannot print molecules carlyle.com/carlyle-compas…. 10/10

@ShardiB2 @SignaTrading I’m a subscriber how to get free signa?

TOP PICK IN #TEAMSHARDI AGENT PORTFOLIO $DDOG up 30% and up $66 since our call WHAT ARE YOU WAITING FOR TO JOIN US??? EVERY DAY!!!! Hit that purple subscribe button AND get free @SignaTrading Ridiculous deal that won't last long for $17 measly dollars

NEW: METAMASK AND MASTERCARD LAUNCH US PAYMENT CARD WITH ONCHAIN REWARDS

All true. Child protection is a goal we share, but anyone who wants to force you to identify yourself to the government as a precondition for querying or speaking on the internet has other goals in mind.

A question I have for $ORCL, $GOOG, $META, $MSFT, $AMZN, $NVDA, $CAT, and all the rest, “When does the spending for AI data center buildout actually end?” It is consuming all your cash flow, you are borrowing, you are financing in ways you never have, apparently because it is so urgent, because it scales? But if it scales, when does it end? Now you are engaging in accounting tricks to hide expense, to protect earnings, as the impact is so severe. You will be tortuously adjusting your earnings in a new and sinister ways. When does it end?

@leadlagreport WTF

Send the fucking asteroid

Gold is roaring because the US has stopped pretending. The polite version is “strong dollar policy.” The real version is: we will accept and even welcome, a softer dollar to win the trade war and rebuild American industry Gold Made an ATH at $5,500+ and the dollar keeps sliding. Most people think it’s just “safe-haven buying” or “China speculation.” Look closer: the current US administration is quietly sending a very different signal and markets are listening loud and clear. Here’s what they are indirectly telling the world(even while Treasury still says “strong dollar policy” out loud): 1. We are done accepting huge, structural trade deficits as the permanent price of dollar reserve status. That old deal is being torn up. 2. We are willing and in many ways prefer a meaningfully weaker dollar if it delivers: • sharply lower trade deficits • faster reshoring of manufacturing • stronger leverage in forcing surplus countries to rebalance 3. Tariffs aren’t mainly about revenue or punishing inflation. They are the primary tool to force global trade rebalancing especially making China choose between: - massively increasing domestic consumption, or - losing serious access to the US market 4. Onshoring + friend-shoring + trillion-dollar industrial incentives = permanent structural reduction in US demand for goods from chronic surplus nations. That shrinks their surpluses even without a big dollar move. 5. We are comfortable letting gold, silver and other hard assets run because maximum dollar purchasing power is no longer the overriding priority. Real-economy revival and trade-flow correction now sit higher in the hierarchy. The dollar index making lower lows and gold exploding higher are not accidents. They are the market’s cleanest read that the US has shifted priorities: Re-industrialize America and rebalance global trade even if it means tolerating (or engineering) a weaker dollar for a while.** Call it managed depreciation, tariff collateral, or strategic pivot the direction is unmistakable. Gold isn’t just reacting to fear. It’s pricing in a deliberate change in US policy posture. What’s your take, intentional path toward a softer dollar, or just unavoidable side-effect?

Almost no one is invested in gold miners. - All gold and gold-mining ETFs combined have a market cap of ~$600B - Apple alone has a market cap of ~$3.65T - Apple’s market cap is ~5× larger - Gold miners make up just ~0.2% of the S&P’s sector weighting We haven’t seen the big capital rotation into gold miners yet. We’re early.

Everyone thinks the crypto selloff is crypto-native. The real story is a TradFi entity running a multi-leg carry trade that unwound. Follow the funding chain. A HK entity borrows yen at 0.75% (the BOJ’s highest rate in 30 years, up from near-zero). Uses that cheap leverage to build a multi-leg position across IBIT options, Binance crypto, and precious metals. Three asset classes, one funding currency, zero margin for error. Oct 10 was the first crack: $19.16B in crypto liquidations, the largest single-day wipeout ever. Prime broker gives them 90 days to recover. So they double down on precious metals, which had been ripping. Gold and silver were up 65% and 145% respectively in 2025. Looked like a reasonable recovery bet. Then Kevin Warsh gets nominated as Fed Chair on Jan 29. Markets read that as hawkish dollar policy. Gold drops 11%. Silver drops 31% in its worst day since 1980. The recovery trade is now a second hole in the balance sheet. Feb 5 was the margin call heard across three asset classes simultaneously. IBIT traded $10B in volume (284 million shares, shattering its prior record). Put options hit 25 volatility points above calls, the highest skew ever recorded. Silver plunged another 20% to below $71 before bouncing. Bitcoin fell from $73,100 to $62,400 intraday, its first time below $70K in 15 months. Here’s what most people are missing. Nasdaq removed position limits on IBIT options in January 2026. That regulatory change allowed exactly this kind of concentrated leveraged exposure to build up in a single ETF. One entity could now take a position large enough to move the entire market on unwind. The 13F filings drop Feb 14. That’s when we’ll see which single-asset funds based in Hong Kong were holding outsized IBIT positions. But the story isn’t who. The story is the plumbing. Cheap yen funded the trade. IBIT options concentrated the risk. Precious metals were supposed to be the hedge. When all three legs failed in sequence, the forced selling cascaded across crypto, metals, and options simultaneously. Michael Burry called this a “collateral death spiral” earlier this week, where falling crypto collateral forces liquidation of metals positions, which triggers more margin calls, which forces more crypto selling. This is what happens when carry trade leverage meets concentrated ETF options meets thin commodity liquidity. Three separate markets, one funding source, and when the music stops, they all sell at once. The crypto market crashed because a currency trade went wrong on the other side of the Pacific, and the new ETF options infrastructure made it possible to concentrate that bet at a scale that could move $10B in a single session.

JUST IN: Fear & Greed Index hits record lows as crypto sentiment collapses. Sentiment is extreme.

Price is down-no silver to buy at Perth mint

It seems that the China #Silver retail premiums have gone vertical. Chinese #Silver Recyclers are adding $18 to $26 USD equivalent premium on top of the Chinese #Silver spot price (around $105.59 USD/Troy Ounce equivalent) to buy-back physical #Silver from Chinese consumers!

FYI the CME is violating its own "rules" There are supposed to be "circuit breakers" with the first tripped at 10%. Here we are WAAaaaAy past that moment, and the CME is 'letting it rip.' Which they wouldn't do if things were going the other way, of course. #rigged #shameful.

If you wanted to know if the United States is about to go to War. Here is your sign.

The biggest precious metals recycler in China, Rongtong Gold, is now offering Chinese consumers a buy-back price for #Silver at the USD equivalent of $132.42 per troy ounce (VAT-exempt), well above prevailing international #Silver spot price levels. #Gold #Silver

There are foreign countries that are buying a lot of gold, and we believe that these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar.” — CEO, Tether @paoloardoino This statement is unusually direct for a private-sector executive. On its surface, it reads as a competitive observation about foreign monetary behavior. At a deeper level, it reveals something more consequential: a private issuer of digital money openly framing its strategy around nation-state monetary conflict. That framing is neither casual nor rhetorical. It signals participation in a geopolitical contest over the future architecture of money. It is quite possibly the most important and most revealing thing that an executive has said about the current world situation monetarily ever