Yunchuan

379 posts

Yunchuan

Yunchuan

@zyrral

Christian economics and application. Isaiah1-22 Your silver has become dross, your best wine mixed with water.

Katılım Aralık 2011
169 Takip Edilen47 Takipçiler
VBL’s Ghost
VBL’s Ghost@Sorenthek·
Are we seeing a pattern yet?
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Yunchuan
Yunchuan@zyrral·
@DavidLe76335983 Eschatology matters. King Jesus didn’t conquer and overthrow the Roman Empire by military warfare, but by the sword of His Spirit, bottom up through his disciples over centuries. He shall reign forever.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The US is preparing for a potential ground invasion into Iran that would last for up to 2 months, per the Washington Post. Details include: 1. Thousands of American soldiers are arriving in the Middle East for what could become a "dangerous new phase" of the war 2. Any invasion would involve raids by a mixture of Special Operations forces and conventional infantry troops, US officials said 3. President Trump has wavered between declaring that the war is winding down and threatening to amplify it 4. Discussions over the past month have touched upon the possible seizure of Kharg Island and raids into other coastal areas near the Strait of Hormuz The Iran War appears to be entering a new era.
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Yunchuan
Yunchuan@zyrral·
@LukeGromen Grok didn’t found official source to confirm this.
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Luke Gromen
Luke Gromen@LukeGromen·
Watch Yanbu
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Yunchuan
Yunchuan@zyrral·
@KobeissiLetter How does the US government reconcile the cost of servicing its debt?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The Iran War will fuel a surge in US inflation to 4.2% this year, the highest in the G7, according to a newly released OECD forecast. Details include: 1. The jump in inflation is expected to slow US GDP growth to 2.0% this year and 1.7% in 2027 2. Global growth is expected to slow from 3.3% last year to 2.9% in 2026 3. Headline inflation expectations in the G20 have been revised up by 1.2 percentage points in 2026 to 4% 4. Eurozone growth is expected to slow to just 0.8% this year Potential rate HIKES in the US and EU are now back on the table.
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Bai, Xiaojun
Bai, Xiaojun@oriental_ghost·
March 12, 2026, the PM markets data in China. I got a VPN and will try to post the data report every day, but not sure. 今日,诚通公司下属中工美供应链向上海期交所银库注入实物49.6吨。
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Yunchuan
Yunchuan@zyrral·
@Sorenthek Haha, USD was pretending to be gold and the mirage is disappearing day by day…
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VBL’s Ghost
VBL’s Ghost@Sorenthek·
The trick is understanding… there never was a milkshake.
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Camus
Camus@newstart_2024·
Tucker Carlson laid bare the most ruthless lens on modern society: “If you break apart families and destroy loyalty between husband and wife, what do you get? Employees who are much more flexible, much more obedient.” He argues the destruction of the family unit wasn’t an accident — it was engineered for one reason: cheap, reliable corporate labor. - Women in the workforce became “the greatest thing that ever happened to American companies” because (in his view) they’re more loyal, compliant, and less likely to “freelance or space out.” - To get them there, society had to convince women that a bank job is more important than marriage and raising children — a hard sell that required breaking marital bonds and family cohesion. - During COVID, big box retailers and digital giants thrived while mom-and-pop shops were crushed — and the same companies enforcing restrictions benefited most. His core question: In any scenario — ask who benefited. That single question solves 90% of crimes — and perhaps 90% of what’s happening around us. Tucker’s verdict: The most powerful entities (the biggest shareholders) have every incentive to weaken people, families, and nations — because weakened people are easier to control. Who benefited most from the breakdown of the family — and how much longer do we let it continue?
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Yunchuan
Yunchuan@zyrral·
@LukeGromen @nnzp1730 The “west” has forgotten its Christian heritage and forsaken God’s law in many aspects. Deuteronomy is a good mirror for self-reflection. Start with “Thou shalt not steal …except by majority vote”
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Luke Gromen
Luke Gromen@LukeGromen·
@nnzp1730 Agree...and so why are we doubling down and pursuing the policies that undermined those values? The US is doing what the UK did in 1910 vis a vis Germany. It didn't work out well for the UK or Germany.
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NNZP
NNZP@nnzp1730·
Every western person should read this to understand what we are up against…..I can verify its veracity……the supplier ecosystem from top to bottom is extraordinary…..it was built by the west over decades and is unparalleled in the west……while we are navel gazing and fighting ideological wars internally, the CCP is focused and aligned on what they want. What do we have to fight it? We have creativity, which the Chinese lack. We are undisciplined but creative…..but we are very distracted. This is an existential threat to “the west” and our morals and values, which are not shared (nor respected) by the CCP.
Mehdi (e/λ)@BetterCallMedhi

I spent time in Shenzhen last year and when I saw Merz come back from China saying Germans need to work more I immediately knew what broke his brain because I lived the exact same cognitive shock my first week in Huaqiangbei I burned through 4 prototype iterations of a motor controller board for less than a thousand bucks total, back home a friend was working on something similar and spent over 12 thousand for a single revision that took almost two months to arrive when you live that contrast in your own hands with your own project something permanently shifts in how you see the world and it goes way deeper than speed & cost what Shenzhen actually built is a collective learning organism, imagine 20 PCB fabs 15 injection mold shops 30 component distributors and a hundred firmware freelancers all within a 2km radius, looks insanely redundant from the outside until you realize redundancy is actually information density in disguise I watched this firsthand with an injection mold supplier I was working with, this guy had seen a hundred founders iterate similar thermal designs over 6 months so he proactively modified his tooling before I even opened my mouth, he knew what I needed before I knew what I needed, the intelligence lives in the relationships between the nodes and it compounds daily the west thinks about manufacturing as a cost center you optimize by centralizing… China accidentally built a distributed neural network of manufacturing intelligence where knowledge diffuses horizontally across thousands of agents faster than any single western company can process internally so when Merz comes back and says we need to work a bit more I think he saw the problem but COMPLETELY misdiagnosed the solution, telling Germans to work harder is like telling a horse to gallop faster when the other side built a combustion engine the gap is ARCHITECTURAL it’s ecosystem density, you need a custom connector in Shenzhen you walk 200 meters, in Munich you send an email and wait 3 weeks it’s iteration speed, parallel search vs sequential optimization at the system level, it’s risk tolerance, Chinese founders ship something broken on Monday fix it Tuesday ship again Wednesday while European companies are still in the approval phase for the pilot program of the feasibility study… and Merz only saw the surface, what he missed is the tier 2 cities like Hefei Chengdu Wuhan replicating the Shenzhen model at scale right now BYD going from irrelevant to outselling every european automaker combined in roughly 5 years, Huawei building its own 7nm chip under maximum sanctions when every analyst said it was physically impossible & behind all of that a government that treats advanced manufacturing as an existential national priority while europe debates whether AI needs another ethics committee I think what we’re watching is the most asymmetric economic competition in modern history and most western leaders are still framing it as a productivity problem when it’s actually an ontological one Europe & America are optimizing variables that China stopped tracking years ago meanwhile China is compounding on dimensions the west has no framework to even measure Merz at least had the courage to name it out loud and I respect that genuinely but working a bit more inside a broken architecture just means you arrive at the wrong destination slightly faster

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Yunchuan
Yunchuan@zyrral·
@blmbaz @KingKong9888 @grok seems to disagree that there’s a cancelled speech from Trump and the extent to which the radars are destroyed. Let’s see what’s gonna play out next. Historic moment indeed.
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Barry the Fish with fingers
@KingKong9888 DXY will tank upon the evaporation of the notion of US military supremacy. It'll be more destructive than the defeat in Vietnam.
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Eric Yeung 👍🚀🌕
Eric Yeung 👍🚀🌕@KingKong9888·
Ho Lee Sheet 🔥 If True #Gold, #Silver and Oil will moon…
IntelSky@Intel_Sky

"Operation Great Blinding": Iran Destroys "America's Eye" (FPS-132) in Qatar and Strikes Bases in Kuwait and Bahrain... Trump Cancels Speech in Shock of "Catastrophic Response" — Talal Nahle Strategic and Operational Report (Saturday - February 28 | 16:00 CET): The war is no longer merely an exchange of bombardment; it has entered the phase of "strategic bone-breaking." Intelligence received in the last hour is shifting the balance of power radically. Donald Trump’s sudden cancellation of his planned speech is no coincidence; a US President does not cancel a "victory speech" unless the situation has turned into a "disaster." The disaster here is Iran’s success in "blinding" US Central Command (CENTCOM) by destroying irreplaceable radars and striking bases previously thought to be secure. This forced the US Embassy in Kuwait to issue an immediate "Shelter in Place" order. Here is a precise reading of the unfolding "War of Radars and Bases": I. The Knockout Blow: Destroying "The All-Seeing Eye" * The Most Critical Event: The Islamic Revolutionary Guard Corps (IRGC) announces the complete destruction of the AN/FPS-132 radar in Qatar. * Strategic Importance: This is not just a radar; it is "America's Giant Eye" with a 5,000 km range. Its sole and vital function is to detect ballistic missile launches from deep within Iran, Russia, and China. * The Result: The destruction of this radar means that Israel and US destroyers have lost strategic "Early Warning" capabilities. Iran has effectively "gouged out the eye" of the US defense system prior to launching heavy missiles. II. The "Blinding" Strategy (The Hezbollah Tactic) * Analysis: Iran is replicating Hezbollah’s "Support Front" tactics: * Phase 1 (Current): Targeting "Enemy Eyes" (radars, domes, sensors) using suicide drones (a Shahed-136 struck a radome in Bahrain) and older missiles. * Phase 2 (Upcoming): Once the defenses are confirmed "blind," heavy strategic missiles (Fattah/Kheibar)—which cannot be easily intercepted—will be introduced. * Iranian Admission: An IRGC advisor explicitly stated: "We fired old missiles... and will soon reveal weapons you have never seen." This implies that what we are witnessing now is merely "clearing the path." III. The Gulf Ignites: No Place is Safe * Kuwait: The Kuwaiti Army officially confirms the targeting of Ali Al Salem Air Base. The US Embassy orders staff to shelter. Kuwait, considered the logistical rear line, is now in the heart of the fire. * Bahrain: A drone (Shahed-136) achieved a direct hit on a radar dome (Radome) inside the US base in Manama. The headquarters of the Fifth Fleet is under direct attack. * Over the Sea: The world's most expensive spy drone (MQ-4C Triton) suffered a "glitch" (potential hit), declared an emergency (Squawk 7700), and fled toward Saudi Arabia. Iran is effectively imposing a no-fly zone, even on giant US drones. IV. The Israeli Front: "A Week of Hell" * Estimates: Hebrew Channel 15 expects the operation to last "at least a week." * Admission of Failure: The Israeli Army admits: "Defenses are not hermetic." The barrages on Haifa and the Golan Heights proved that the Iron Dome has begun to suffer from "saturation" and depletion. V. Trump’s Silence: "Recalculating" * The Cancellation: Trump canceling his speech signifies that the information reaching him from the "Situation Room" is shocking. The destruction of a strategic radar in Qatar and the bombing of a base in Kuwait is not what Trump promised his voters. He now faces two choices: Retreat (politically impossible) or escalate to "Total War," which could burn the region and destroy his bases.

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Yunchuan
Yunchuan@zyrral·
@Sorenthek Can the industrial complex in the US pull it off without consequence?
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VBL’s Ghost
VBL’s Ghost@Sorenthek·
BRICS BRICS minus Ven Oil BRiCS minus Iran Oil BRCS Isolated between Arg/VEN RCS Cape of Good Hope falls RC ukraine war ends.. C Look at the map. there is/was conflict in almost every letter of the BRICS now Right or wrong.. this should accelerate dedollarization vis a vis UST dumping even as everyone buys USD for safety now. Gold for SOV USD for MOE
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Yunchuan
Yunchuan@zyrral·
@Sorenthek Which leads to silver miners who will benefit from a much higher range of silver prices. No wonder miners rallied yesterday despite sell off in the silver.
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VBL’s Ghost
VBL’s Ghost@Sorenthek·
He’s not wrong. 👇
Eric Stearns@RedPelican22

@Sorenthek So. The U.S. govt will set the floor. JP Morgan will manage the top end. Price will be set in a range that facilitates exploration/production, but caps the upside to provide the MIC price stability w/o fear of $200 silver. TLDR: it’s time to rotate out of silver and into gold.

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Yunchuan
Yunchuan@zyrral·
@DavidLe76335983 Any evidence that Chinese are still getting access to concentrate and dores bars from LATAM since US intervened in Venezuela? Vince Lanci found that US refiners are swimming with concentrate with no sufficient refining capacity.
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David Lee
David Lee@DavidLe76335983·
If miners are all getting a premium to sell their concentrate and dory bars to (most likely Chinese) refiners, then COMEX/LBMA price is not even a reference point SGE/SHFE price maybe more relevant for calculating miner’s performance
The Silver Baron@WVerily

First Majestic Silver just released their results with an average realised silver price of $69.74 USD, even better than HL Hecla. Now we have both Hecla and First Majestic confirming they can by-pass the COMEX and sell silver direct to buyers negotiating prices between them. Do we have two of the world's largest producers of silver now refusing to sell silver to the COMEX?

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Gold Telegraph ⚡
Gold Telegraph ⚡@GoldTelegraph_·
As reported by Bloomberg: Judy Shelton met privately with Treasury Secretary Scott Bessent to discuss Federal Reserve reform. Read that again. @judyshel is one of the most original monetary thinkers of our time... unapologetically focused on restoring discipline, credibility, and integrity to the American financial system. When serious minds start talking about reforming the Federal Reserve, watch closely. The United States Treasury Secretary has also hinted at full reform. In our conversation, she laid out a bold proposal: A U.S. Treasury GOLD-convertible bond: Issued July 4th, 2026 Maturing July 4th, 2076 A 50-year signal to the world that America is willing to anchor its debt to something real. Think about what that would mean for demand for U.S. debt.
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Bitcoin News
Bitcoin News@BitcoinNewsCom·
ESPTEIN EMAIL CLAIMS THE GOLD IN FT. KNOX IS COMPLETELY MISSING An email from the Epstein files cites a report allegedly prepared for Vladimir Putin by Russia’s Federal Security Service claims former International Monetary Fund chief Dominique Strauss-Kahn uncovered evidence that U.S. gold reserves at Fort Knox were “missing or unaccounted for.” According to the report, Strauss-Kahn grew concerned after the U.S. allegedly stalled delivery of 191.3 tons of gold owed to the IMF under a 1978 agreement to fund SDRs. It further alleges that after raising concerns with officials tied to Barack Obama, Strauss-Kahn was shown evidence by “rogue elements” within the Central Intelligence Agency that the gold was gone. Strauss-Kahn was later charged and jailed in the US for sex crimes on May 14th after his discovery about Ft. Knox.
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Bai, Xiaojun
Bai, Xiaojun@oriental_ghost·
Feb. 2, 2026, the PM markets data in CN. Today, the CN's precious metal markets continued to plummet. SHFE has issued another notice to strictly regulate silver contract trading, but did not mention gold.
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