Matthias Schneider

@MikeMoves_CCP Which 24 hour market ?

$NOW up over 8% in 24 hour market. 🚀 I definitely sold my calls too soon; glad I kept all the equity though lol

@intlmandotcom Your framework is unfalsifiable. Rising yields = dollar bad. Fed suppressing yields = dollar bad. 2022 disproved the first: yields ripped, DXY hit a 20-year high. The $250B figure is steady-state, not Year 1. Only ~$8T rolls annually

The 10-year Treasury yield is perhaps the most important financial benchmark in the global fiat system, as it drives valuations and market trends worldwide. It is widely—and erroneously—regarded as the risk-free rate of return. The 10-year Treasury yield can be thought of as a key barometer of the US dollar-based fiat system—a critical measure akin to its beating heart. Bond yields move inversely to bond prices. When bond prices fall, bond yields rise. A rising 10-year Treasury yield signals trouble for the US dollar because it means investors are selling Treasuries, which pushes up the US government’s borrowing costs. That is why the 10-year Treasury yield is a major pain point for the US government. The 10-year Treasury yield was 3.97% when the war started. Now it is around 4.60%, an increase of roughly 63 basis points. I expect the 10-year Treasury yield to keep climbing over the coming weeks and months—until it forces the Fed’s hand. At that point, the intervention will be sold as “stability,” but the mechanism will be familiar: suppress yields by debasing the currency. At today’s debt levels, every 1 basis point increase in the government’s average borrowing cost adds roughly $3.9 billion in annual interest expense. So a 63 bps rise is not trivial—it translates to nearly $250 billion in additional yearly interest costs, materially widening a 2025 budget deficit that was already around $1.8 trillion. Higher yields mean the US government must pay tens or even hundreds of billions more in interest on its debt. At the same time, the global economy faces even greater added costs because Treasury rates serve as the benchmark for borrowing worldwide. That is not an insignificant move. However, given all the headwinds I have discussed, I suspect the 10-year Treasury yield is headed much higher because investors will demand higher yields to compensate for rising inflation. Further, if Hormuz remains closed, drastically higher oil prices are all but certain. Higher energy prices mean higher prices across the economy and higher official inflation rates, which means investors will demand still higher yields to compensate. The problem is that interest on the federal debt is already over $1.2 trillion and is now the second-largest item in the budget. The US government cannot afford yields going much higher because the interest expense would push it toward bankruptcy. I am not sure how—or even if—the US government can manage this situation. Something has to give, and we will not have to wait long to find out what. The Iran war may prove to be more than another foreign policy disaster. It could be the trigger that exposes the fragility of the entire dollar-based financial system.

@thematrixb0t Dezember 2025 eine Reform des Brandschutzgesetzes vorgeschlagen, die die Verkaufs-/Nutzungssperre nach Bränden lockern würde. Stand 13. Januar 2026: nicht verabschiedet. Das aktuelle Gesetz verbietet Nutzungsänderungen weiterhin 30 Jahre (Agrar) bzw. 60 Jahre (Wald) nach Brand.

Argentina exposes Israel takeover plan and the government is in on it: Manuel Adorni, the Argentine presidential spokesman, just blew the lid on the secret Israeli operation. Israelis are starting huge fires in Argentina to exploit a loophole recently placed by the Zionist government into Argentinian law. Protected, rural and conserved land can now be sold to foreign private entities once a fire passes through it. This means pristine world treasures like the Patagonia lose their legal protection and can be sold to Zionists. This is pure evil.

@silvertrade stupid clickblait ! let the article read by an AI and you will see a) planned und b) it was 6.5% !

🚨SILVER PRODUCTION PLUNGES 9% AT WORLD'S LARGEST SILVER PRODUCER⚠️ 🇲🇽FRESNILLO RELEASES Q1 RESULTS: SILVER PRODUCTION PLUNGED 8.5% QoQ‼️ ⚡️The World's Largest Primary Silver Producer Released Q1 Results Today, & the Numbers Don't Look Good for the Global Silver Supply Deficit... Click Below for Continue Reading PREMIUM SilverTrade Coverage on Fresnillo: 👇 silvertrade.com/news/mining/si…

@Breaking911 Must be Israel and trying to say it was Iran ;D

A massive fire has broken out at the Viva Energy refinery, one of only two operational refineries in Australia, which processes about 120,000 barrels of oil per day.

bought $CIB a couple days ago. while the world tumbles about the Iran war, somewhere is allways a bull market.

@FranVezz or ... its a trap and you just fall for it

$CRWV Weekly That’s a nice-looking trendline breakout. With volume.

@Ole_S_Hansen @saxobank You missing that the comex vaults becoming empty in silver.

Gold correction meets macro reset as ceasefire reverses key headwinds #XAU #XAG #gold #silver social.saxo/dwqzxx6 via @saxobank

$XOM is also a #helium play

@NoSpinRealist @zerohedge I think so as well, the pressure on the Government US and Israel becomes real. They lost the war

@zerohedge War winding down, fear melting away, oil & rates falling. Big GLD inflows next week 🙂

GLD monthly fund flows

further updates on my delta gamma exposure #GEX scanner for #options #tradomg

my #gex wall script is finally ready. will help me a lot to find the best strikes for wheel stratgey on $GLD and $SLV. I wonder if someone out there understands the screenshot

@doctor_rahmeh Sources?

Widespread anger on Hebrew platforms after Iranian rockets arrived unexpectedly without early warning systems operating. This is the third batch. No interceptions seen.

@KimDotcom @WeimarWillhelm

@DonaldW60852684 JPM got a "C" not a "H". They dont buy for themselfs. Carefully here.

Anyone investing in silver or silver miners needs to understand what a CME Clearing Daily Delivery Notice means. You have the sellers listed and the buyers who are taking delivery of physical silver. This is yesterday's notice. It shows activity for the business date of March 3, 2026 (intent date), with actual delivery scheduled for March 5, 2026. The settlement price that day was $82.923 per ounce (so each contract is worth about $414,615 at that price). Top stoppers (buyers accepting delivery) included: BOFA Securities (Bank of America) → 195 stopped. JP Morgan Securities → 145 stopped. Scotia Capital → 65 stopped. Morgan Stanley → 62 stopped. This means BOFA will purchase $80,849,925 worth of physical silver tomorrow at a price of $82.93 per ounce. JP Morgan will purchase $60,119,175 worth of silver at $82.93. So I hope you understand why BOFA and JP Morgan would try to smash the paper silver price as low as possible. They are actively buying physical silver in very large amounts. JP Morgan has accumulated more physical silver than any other entity in the past 6 months. Is it a surprise that the JP Morgan analyst came out with a report that physical silver will average $81/oz in 2026. Why would JP Morgan pay $82.93/oz if they thought silver was going to average $81 this year. They lie in order to discourage retail buyers from purchases which increase the silver price. JP Morgan is accumulating much more silver in anticipation of significantly higher silver prices. It's all so obvious if you just study the data.

@anandragn Thats my friend is a bear rally. Find them, study them.

$MSTR That, my friends, is a breakout!! Find them. Study them.

@TraderJohnny_ big players drop entire baskets on a "risk off" signal

Even 5-star trades fail in a bad market environment. $EOSE had everything. Amazing chart, earnings catalyst, and a super hot theme at the time. Don't fall in love with a good setup in a bad environment. I still struggle with this.

@DrJStrategy It’s bad for bank you got lower NIMs. Stop posting please

SOFR dropping like a stone. A dramatic decline in SOFR means that borrowing money overnight in US markets just got cheaper, which signals easier or more accommodative monetary conditions for banks and businesses.

@unusual_whales Good news , was extremely overdue. The world heals

Coreweave, $CRWV, is down more than 20% this week.