Crypto Cloud @Crypt0cloud
Market cycles with bubble's of old and new.. looking into different assets and corners of the world. Not financial advice. https://t.co/bIFMb84Jam Joined May 2017-
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As someone who nailed the last crypto cycle to every high and low.. Those who know, know.. Yet have been clearly wrong on this cycle and pivoted to the critical mineral space.. This is the time to take your money and run.. and I mean run.. Take from that what you will..
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🇨🇳's export restrictions of heavy rare earths remain the most important factor of the cold (hot?) war. There is no heavy rare earth separation capacity for western high-tech and military applications. Samarium-cobalt magnets are vital.. There is no stockpile.. The path to…
The 2nd and 3rd order effects of the Strait of Hormuz will impact every corner of the world. With 65% of oil passing through to China, India, Japan, and South Korea. The tarrifs were the encore.
The US pushes the world to raise tariffs on goods from China and to regain geostrategic assets in order to reduce their own tarrifs to the US as Xi states “We have taken the right path”. "Fragility is the quality of things that are vulnerable to volatility" Nassim Taleb
The US pushes the world to raise tariffs on goods from China and to regain geostrategic assets in order to reduce their own tarrifs to the US as Xi states “We have taken the right path”. "Fragility is the quality of things that are vulnerable to volatility" Nassim Taleb
Three of my key holdings in critical minerals and rare earths for the world we are heading into.. Tivan Limited $TVN.AX Meteoric Resources $MEI.AX Blue Moon Metals $MOON.V In part II of the critical minerals series we will explore the changing landscape..
Current short term views as havent provided much of late. Goodluck out there.
ST low appears to be in. However, If you think the man on his second assisination attempt who put his fist in the air to say "I was saved by God to make America great again" will pivot to those critical, whist China doesn't back down. Perhaps Taiwan is China's only option..
Those wondering of my temporary departure from crypto to the critical mineral sector. Perhaps it only just begins to make sense now.. My article from July 24 may bring some light.. -Don't wait for Lutnicks departure in which crypto limits down..💥 Taiwan...🫣 - Tivan☝️
Not long.. It will be hard to tell human from AI here. When AI encompasses all writing.. Every article, tweet, substack, and market prediction with an understanding of human psyc. You have wonder will human emotion or a human driven following of AI with no emotion win out.
The trump father is here.
The trump father is here.
Trump once said “Don’t be afraid to pursue multiple options”. Perhaps Trump will rearm Europe get them to buy US weapons and get rare earths from Ukraine whilst defeating Putin. Trump then cuts a deal with China (who doesn't want the war to end) to focus on containing China.
(ii) The Working Group shall evaluate the potential creation and maintenance of a national digital asset stockpile and propose criteria for establishing such a stockpile, potentially derived from cryptocurrencies lawfully seized by the Federal Government through its law…
Crypto has been kind to me so I give back. The crypto trade is over.. For those looking to hedge: Look for depressed sectors (critical minerals) to rotate into that benefit from a heightened geopolitical world. The fastest horse in the race? I present Tivan $tvn.
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