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$AABB - ETZATLAN PLANT ALREADY OPERATING AND RUNNING TESTS NON-STOP....."EL TORRO" COULD FLICK THE "ON" SWITCH AT ANY MOMENT...KABOOOOM TO $8.88!!!#Gold #Mining #AABB #PennyStocks #AMC #GME #OTC #Silver #StockMarket #GoldenBaboons #OTC #StockMarket #BRICS #bullion #bAABBoonArmy

Комментарии: 23

Фото профиля Memestocker
Memestocker1 год назад

They have no idea. Keep pushing!!

Фото профиля MicroSectors
MicroSectors2 лет назад

If you are a sophisticated investor that is bullish or bearish on Gold Miners, there are +3X or -3X trading products for you to explore. $GDXU & $GDXD

Фото профиля Traders Desk
Traders Desk1 год назад

Nice man! Looking really good! That stockpile in the background is massive! Thanks for posting.

Фото профиля Michael Richins
Michael Richins1 год назад

Mister benny, that was an amazing video, and I wanted to thank you.

Фото профиля xriderz.eth
xriderz.eth1 год назад

I could watch this all day!!!! Thanks @BennyStox sooooooo close!

Фото профиля Maurice  Richardson
Maurice Richardson1 год назад

Flick that switch !!!!

Фото профиля Imperator Wrecks
Imperator Wrecks1 год назад

YYYAAAAAA!! 🐂

Фото профиля Eric Woods
Eric Woods1 год назад

Let's gooooo

Фото профиля Maurice  Richardson
Maurice Richardson1 год назад

Let’s go

Фото профиля Greg Barker
Greg Barker1 год назад

Thanks, Mr Mojo!!!

Фото профиля D Mac
D Mac1 год назад

Benny!!! Thanks for the new video brother. Lookin’ good 👀 Let’s gooooooo 💥

Фото профиля High Plains Drifter
High Plains Drifter1 год назад

Huge. Thanks Benny.

Фото профиля Rico
Rico1 год назад

Thank you! 💪💪💪💪

Фото профиля ky
ky1 год назад

Thanks Benny

Фото профиля Anselmo Alvarez
Anselmo Alvarez1 год назад

Thank you sir!!!! Cheers 🍻

Фото профиля tuncay halici
tuncay halici1 год назад

El Torro about to make it rain gold!🔥💰

Фото профиля Ralphie Ralph 🇺🇸🇰🇷 🇹🇭 🇵🇭 🇮🇹
Ralphie Ralph 🇺🇸🇰🇷 🇹🇭 🇵🇭 🇮🇹1 год назад

Sweet video. Thanks for posting. Our time is near. This will be a golden summer ☀️

Фото профиля Anton
Anton1 год назад

El Torro be like: Let's get this bread. 🚀

Фото профиля Kellov222||GVG||RoughRyders
Kellov222||GVG||RoughRyders1 год назад

This is exciting!

Фото профиля My Queen
My Queen1 год назад

Great to see! Thx Benny!

Фото профиля Kristen
Kristen1 год назад

Let’s goooo!

Фото профиля Bill
Bill1 год назад

What app can I use to buy AABB? I have webull and can't seem to be able to trade it

Фото профиля John W Ritchie
John W Ritchie1 год назад

Has the company Share Buy Back program gone into effect yet? Also,why is the daily volume so low? It should be trading 10X+ the daily volume it currently does!

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UPDATE - M. OLIVER: WHY GOLD & SILVER MINERS ARE “FREE” RIGHT NOW One of the sharpest voices in precious metals just explained why he's quietly reducing leveraged positions and piling into gold and silver mining stocks. His reason? They are absurdly cheap compared to the metals they produce—and the charts are screaming breakout. THE HISTORIC VALUATION GAP ✅ Gold & silver miners (XAU index) are trading at only 4–8% of the price of an ounce of gold. ➡️ Compare that to historical averages: 25% of gold price during the 1980s, 1990s, and 2000–2008 bull runs. 🔥 Right now, miners are “dirt cheap” relative to the metal in the ground. THE TECHNICAL SETUP IS PRIMED ✅ The XAU/gold ratio has been trapped in an 11-year ultra-low base. 📈 We're now challenging and rallying above that long-term resistance near 8%. 🚀 A decisive breakout from this level has historically triggered massive investor flows into miners. SILVER MINERS LOOK EVEN MORE EXPLOSIVE ✅ When you zoom in on silver miners versus gold miners, the relative strength setup is even more compelling. ➡️ The leverage to silver prices is massive—if silver keeps running, silver-focused producers stand to outperform dramatically. THE PORTFOLIO SHIFT UNDERWAY ✅ “I've already been lightening my position and moving more into junior miners.” ➡️ Preference is shifting toward unleveraged miners for the rest of this year and likely into next. 💥 “That's where the real bang for the buck comes.” THE BOTTOM LINE Gold and silver miners aren't just undervalued—they're at some of the cheapest levels in decades versus the metals they mine, with technicals flashing a potential explosive breakout that could attract a flood of capital. Time to stop calling them “cheap” and start calling them opportunity. HT: YouTube Jimmy Connor Momentum Structural Analysis Current portfolio (DYODD)👇 #Gold #Silver #MiningStocks #PreciousMetals #XAU #JuniorMiners #BullMarket

Mark

250,925 просмотров • 6 месяцев назад

The Junior Mining Trade is Finally On and Here's Why For junior mining investors, 2024 has been a mixed bag of patience and promise. While the price of gold and silver has been skyrocketing to levels unseen in over 20 years, junior mining stocks haven’t kept pace. Many investors who poured money into smallcap exploration companies expecting them to follow gold’s surge are getting restless. But things are finally looking up for this lagging sector, and it’s all about where we’re at in the natural resource cycle. Let’s break down what’s happening and what might be on the horizon. Gold and Silver Are Shining—So Where Are the Juniors? Over the past year, the price of gold has climbed nearly 38%, with silver up a stunning 42.5%. Yet, despite these record-breaking moves, the smaller companies focused on exploration and discovery, the juniors, have barely moved. The S&P TSX Global Mining Index is up a respectable 23%, but the TSX Venture Metals and Mining Index, where most juniors trade, has only eked out a 9% gain. What gives? The answer lies in understanding how large and small mining companies navigate their roles in the precious metals cycle. Large mining firms like Newmont have been basking in higher prices, increasing production, and capitalizing on high margins. But for smaller companies, the real opportunity often comes when large producers start feeling the need to secure future supply. And here in late 2024, that moment is just arriving. The Resource Equation: Why Giants Like Newmont Look to the Smaller Names To understand how the big miners influence juniors, let’s look at Newmont Corporation, the world’s largest gold miner, operating across four continents. Newmont’s primary goal is to produce as much gold as possible at the lowest possible cost. But mining is unlike most industries—every ton of ore that comes out of the ground depletes reserves. Once Newmont extracts an ounce of gold, it’s gone for good. And unless it adds new ounces to its portfolio, production eventually declines, and so does the stock price. For a giant like Newmont, replacing these reserves through new discoveries is costly, risky, and time-consuming. Companies like Newmont prefer to purchase assets that are already developed or nearly so. Recently, Newmont acquired Newcrest in a $28.8 billion deal, marking the largest gold merger to date. Newcrest itself grew through acquisitions, buying up promising mines like Red Chris and Brucejack to shore up its reserves. By buying Newcrest, Newmont added high-quality, low-cost ounces to its portfolio, but the global giant still needs to continually replenish reserves to meet production demands. That’s where the juniors come in. Agnico-Eagle and the Depletion Dilemma Agnico-Eagle, the second largest gold producer, faces similar challenges. After its own string of acquisitions, including a merger with Kirkland Lake Gold and the purchase of Yamana’s assets, Agnico has continued to produce significant volumes of gold. But high production volumes mean reserves are also dwindling fast. Take Agnico’s mines in Mexico, Pinos Altos and La India, which once held nearly 80 million tonnes of gold and silver ore. After a decade of operation, these assets are close to depletion. Agnico has exploration projects, but it’s unclear if they’ll be able to replenish the company’s gold supply at the rate it’s being depleted. For Agnico, acquiring developed assets is a faster solution, but with competition increasing, the company may soon have to look at even smaller players—putting junior mining companies back in the spotlight. The Junior Mining Cycle: Positioned for Growth? As long as gold and silver prices remain high, big mining companies will be on the lookout for acquisitions to secure future production. In fact, the 23% gain in the S&P TSX Global Mining Index and the 45% one-year return on the GDX signal that the metals rally is starting to reach mining stocks. The trend is only beginning to impact juniors, but it’s gaining momentum. Soon, even higher-risk, earlier-stage exploration companies may become prime acquisition targets for larger miners. For juniors, this translates into real opportunity. As big miners get hungrier for reserves, they’ll go further up the risk curve to secure assets, bringing much-needed capital into the space. Exploration companies that prove their resource quality, viability, and production potential may see increased valuations and potentially, acquisition offers. And with investor attention gradually returning to the sector, the right companies could see significant price moves. How to Navigate the Junior Mining Space The challenge, of course, is identifying which juniors have what it takes to make it. As some veteran mining investors will tell you, success often depends less on the project itself and more on the people managing it. I’ve spoken with Rick Rule, Doug Casey, and Frank Giustra over the last year and they all emphasize the importance of strong management teams in mining. A great deposit in the hands of an inexperienced team can lead to wasted resources, while an average deposit managed well can turn into a profitable operation. The Deep Dive has hosted numerous junior mining CEOs who’ve given us insight into their companies, strategies, and outlooks. One example is Silver Tiger Metals, which has been developing a promising silver asset in Sonora, Mexico, close to Agnico’s Pinos Altos. We spoke with their CEO, Glenn Jessome, about how he plans to bring the project to fruition. For investors, hearing directly from these leaders can provide a clearer sense of who knows what they’re doing and who might struggle if challenges arise. 2025: A Big Year Ahead for Junior Mining? The signs are there—2025 could be a pivotal year for junior miners. The macroeconomic backdrop is favorable, with sustained demand for gold and silver likely as inflationary pressures and a strong dollar drive more investors into metals. Meanwhile, big mining firms are looking to juniors to secure their future production, meaning higher acquisition interest and more money flowing into exploration companies. If you’re watching the junior mining space, keep an eye on the fundamentals: Who has strong management? Which projects are positioned in promising jurisdictions? And crucially, who has the financing and expertise to make the most of their assets? Where to Start If you want to follow our efforts, subscribe to The Deep Dive to stay updated on all things junior mining. We’ll continue to feature CEOs and industry experts to bring you insights directly from the companies on the frontlines of this cycle. And if you have questions for our guests, let us know in the comments—chances are they’re reading too.

SmallCapSteve

52,868 просмотров • 1 год назад

David Hunter says the S&P could hit 10,000, while the NASDAQ could hit 36,000 before the end of the year. Don't worry, precious metal investors won't be left out, as he is also forecasting gold to hit $7,000, and silver to rise to $200 - all before a historic 70–80% market collapse. In our latest interview, David Hunter explains what could drive the final melt-up - and what comes after. Hunter explains why falling interest rates, a weaker U.S. dollar, strong corporate earnings, investor skepticism, and a powerful wave of FOMO could combine to drive one last explosive, parabolic surge across stocks and precious metals. 📢 This video is sponsored by iTrustCapital. Pinnacle Digest is compensated by iTrustCapital for this sponsorship and may also receive a commission if viewers sign up and fund a new account using our link below. 👉 Learn more about opening an IRA account with iTrustCapital here: Follow David Hunter on X: CHAPTERS 00:00 - S&P 10,000 and the Final Market Melt-Up 1:59 - Gold and Silver Get Crushed 4:30 - Gold and Silver Price Targets Revisited 6:31 - Copper and COPX Price Targets 9:03 - Lower Rates, a Weaker Dollar, and the Fed 15:14 - Why the Next Crisis Could Be Bigger Than 2008 19:13 - Kevin Warsh's Long-term Goals 23:00 - Can the S&P Reach 10,000 This Year? 29:10 - When the Bull Market Will End 30:20 - Why ETFs Could Accelerate the Next Crash 35:16 - How Investors Can Avoid Being Left Holding the Bag 42:57 - Financials, Homebuilders and the Market Broadening 47:18 - The 80% Crash, $20,000 Gold and the Next Commodity Cycle ⚠️ Disclaimer and Forward-Looking Statements — Pause the Video and Read Maximus Strategic Consulting Inc. is the owner and operator of Pinnacle Digest. Maximus Strategic Consulting Inc. and Alexander Smith hold investments in gold, silver, copper (including related mining equities), and the broader equity markets. Investments may be bought or sold at any time without notice and may influence the opinions expressed. This video is for informational purposes only and does not constitute investment advice. Nothing herein is a recommendation or solicitation to buy, sell, or hold any security, commodity, currency, or other financial instrument. Investing involves risk, including loss of capital. Alexander Smith and David Hunter are not financial advisors. Past performance is not indicative of future results. Guest views are their own, are provided for commentary purposes only, and do not represent the views of Maximus Strategic Consulting Inc. Conduct independent due diligence and consult a licensed financial advisor before investing. Forward-Looking Statements: This video contains forward-looking statements and speculative commentary regarding future inflation levels, gold, silver and copper prices, oil prices, recession risk, interest rates, equity market performance, and macroeconomic and market trends. These statements are based on opinions, assumptions, and current expectations, and are subject to risks, uncertainties, and changing circumstances that could cause actual outcomes to differ materially. Opinions expressed are subject to change without notice. #DavidHunter #SP500 #StockMarket #Gold #Silver #Copper #MarketCrash #Commodities #FederalReserve #Investing

Pinnacle Digest

50,553 просмотров • 1 месяц назад

WHY $100 SILVER IS JUST THE BEGINNING Silver has finally smashed through the $100 mark after years of tough holding—congratulations to everyone who stuck it out. But is this the peak? Far from it. Strong global demand signals and shrinking supplies point to much higher prices ahead: THE CHINA PREMIUM SURGE ✅ Since Christmas, silver prices at the Shanghai Gold Exchange have soared 7-14% above Western markets like London and New York. ➡️ This massive premium shows China's demand is exploding, while Western supply can't keep up. 🔥 Theoretically, arbitrage should ship silver east for profit, but delays of 30-90 days suggest real physical shortages are at play. INDIA'S DEMAND ON FIRE ✅ Indian premiums are historically high at around $5-10 per ounce. 📈 Private buyer demand is even hotter than October's Diwali squeeze, per Bloomberg data. ❓ With huge physical silver hoards in jewelry and bars, India isn't selling—it's buying more, tightening the global market further. GLOBAL SHORTAGES SPREADING ✅ Singapore and South Korea report physical silver scarcity. 🌍 Turkey and the Middle East see elevated dealer premiums, blending real tightness with opportunistic pricing. 🔍 This flips the script: Are Eastern premiums high, or is the West trading at a discount due to hidden constraints? INVENTORY WARNING SIGNS ✅ Comex registered stocks have plunged from 200M ounces to 114M in six months. 📉 Shanghai vaults are draining since 2022, accelerating after Russian asset freezes. 🏦 London's totals look stable thanks to ETFs like SLV, but non-ETF stocks are nearing critical lows that stalled markets last fall. THE DEFICIT REALITY ✅ Silver faces a multi-year supply shortfall—more demanded than mined for 5-7 years running. 💡 Higher prices are needed to spur new mines or recycling, but cash-based buying (not leveraged margin) means dips get bought aggressively. ⚡ Governments and investors are building strategic hoards, diverting metal from industry to safekeeping. BULLISH MACRO TAILWINDS ➡️ Focus on physical possession is rising, like Germany's push to repatriate gold—spilling over to "poor man's gold" like silver. 🌐 Potential remonetization in BRICS currencies or collateral use could supercharge demand. 📊 Technical charts from the 1930s suggest parabolic moves to $300 in months, mirroring 1970s spikes. THE BOTTOM LINE Silver's run to $100 is fueled by unrelenting Eastern demand, vanishing inventories, and a shifting global order—setting the stage for explosive upside before any true top forms. #SilverSurge #CommodityBoom #PreciousMetals #Investing

Mark

22,924 просмотров • 6 месяцев назад

GOLD COLLATERAL REVOLUTION: THE ASIAN STRATEGY THAT COULD REWRITE GLOBAL FINANCE WHEN TRUST IN THE DOLLAR BREAKS Gold expert and central bank insider Gregor Gregersen knows the Asian gold market like few others in the sector. He currently serves on a central bank committee in Singapore for the new gold hub project and is involved with Hong Kong’s gold strategy. A massive realignment is underway in the gold market that most investors still miss. While Western exchanges continue to trade paper gold with massive leverage, Asia is moving physical metal and building collateral systems designed for a post-dollar world. THE CHINA GOLD BLACK HOLE ➡️ China is importing vastly more gold than official numbers show, with estimates pointing to four times the reported figures from the World Gold Council. ➡️ Purchases happen off-exchange in OTC markets, allowing massive physical accumulation without driving up the visible price on LBMA or COMEX. ➡️ Once inside China the metal rarely comes back out, creating a strategic one-way flow that has continued for 10 to 15 years. THE POWER OF TRUE COLLATERAL ➡️ Collateral is now the single most important topic in the entire gold industry. ➡️ Unlike repo transactions where banks can re-use and multiply the same gold up to 50 or 60 times, true collateral keeps full ownership with the customer. ➡️ Borrowers receive significantly lower interest rates because the physical gold serves as direct, unencumbered security for the loan. SINGAPORE AND HONG KONG BUILD THE BACKUP ➡️ Singapore is developing a major gold hub project with direct involvement from its central bank committee and recently added several tonnes to reserves. ➡️ Hong Kong is executing a clear Chinese strategy to create a controlled free-trade gold center that can function when the US dollar loses acceptance. ➡️ These hubs enable institutions and family offices to borrow against physical gold through licensed structures while keeping legal title with the owner. THE PAPER SYSTEM'S BREAKING POINT ➡️ The Western paper gold system runs on far more IOUs than actual physical metal, often 30 to 40 times the real backing. ➡️ In stress events the paper price can fall sharply as leveraged positions unwind, while physical premiums explode and metal becomes nearly impossible to source at spot. ➡️ The October silver squeeze proved how fast leasing rates can spike to 50 or even 100 percent when real supply runs dry. THE TRUST THRESHOLD ➡️ The entire dollar-based system rests on confidence alone and survives only until enough participants simply refuse to accept it anymore. ➡️ History shows reserve currencies shift roughly every 100 years when that trust finally collapses. ➡️ Nations are already preparing the alternative with physical gold stored securely and collateral systems that operate outside the old centers. THE BOTTOM LINE The West keeps multiplying paper promises while the East quietly moves the real metal and turns it into functional collateral. When the run on trust begins, only physical gold held with clear ownership and lending rights in secure jurisdictions will still work. This is how the next financial order takes shape — one collateralized ounce at a time. HT: YouTube Rohstoff Investor #GoldCollateral #PhysicalGold #ChinaGold #SingaporeGoldHub #DeDollarization #CurrencyCrisis #ReserveShift

Mark

49,121 просмотров • 26 дней назад

For decades, the global silver market operated on a simple assumption: Nobody would actually demand delivery of the metal they owned on paper. That assumption just collapsed. In the first seven days of January, 33.45 million ounces of silver were physically withdrawn from COMEX for delivery. That's 26% of COMEX's registered inventory gone in a single week. Traders who had March futures contracts were paying premiums to ROLL BACKWARDS to January, demanding immediate delivery weeks early. They weren't willing to wait. They wanted metal in hand. Here's the China problem you have to understand if you're buying silver: On January 1, 2026, Beijing implemented export controls that fundamentally changed global silver supply. This wasn't a minor tweak. They reclassified silver as a strategic material, putting it in the same category as rare earths. To export silver from China now, companies need government licenses. Only 44 firms qualified. They must have annual refining capacity of 80+ tonnes and credit lines exceeding $30 million. Why does this matter? China controls 60-70% of global refined silver exports. The world's dominant refining hub just effectively ring-fenced its supply for domestic use. The physical-paper divergence: Here's where it gets uncomfortable... In Shanghai, physical silver trades at 12-13% premiums over Western paper prices. In Dubai, premiums hit 40%. In Japan, secondary market premiums reached 60%. Meanwhile, the paper-to-physical ratio on COMEX sits at 356:1. For every one ounce of deliverable silver, there are 356 ounces of paper claims. The system worked because nobody called the bluff. But now they're calling it. The supply deficit reality: The silver market has been in structural deficit for five consecutive years. Cumulative shortfalls from 2021-2025 total roughly 820 million ounces. Nearly an entire year of global mine production. Mine production peaked in 2016. Roughly 71% of mined silver comes as a byproduct from gold, copper, lead, and zinc mines. So even if silver prices double, miners can't easily ramp production. Their operations are driven by base-metal economics, not silver prices. The industrial demand trap: Unlike gold, silver isn't primarily a monetary metal. Industrial demand now represents 59% of total consumption. Solar panels. EVs. AI data centers. Semiconductors. This demand is price-inelastic. Factories don't stop production because silver got expensive... They pay whatever it takes to keep lines running. So what does this mean? Silver is now in backwardation. Spot prices above futures prices. That's rare. And it's significant. Backwardation tells you buyers want metal NOW, not paper promises for later. The last time silver showed this kind of sustained backwardation was before the 2011 spike to $49. The gold-silver ratio has compressed from over 100:1 in recent years to around 50:1 now. Historically, that ratio has traded as low as 15-20:1 in extreme moves. If gold holds and the ratio compresses further, silver will go beyond $150. It's math. My take: Silver is no longer just an industrial metal with monetary characteristics. It's becoming a triple-identity asset: industrial input, monetary metal, and strategic material. When China weaponizes export controls, when Western inventories drain, when paper claims vastly exceed physical supply, and when industrial demand is non-negotiable, you get exactly what we're seeing... A structural repricing. Pullbacks will be sharp. The CME has already raised margin requirements. But the underlying dynamics aren't speculation. They're geology, geopolitics, and supply-demand math. Physical silver in your possession has no counterparty risk. Paper claims on silver that may or may not exist? That's a different bet entirely. If you don't hold it, you don't own it.

George Noble

447,903 просмотров • 6 месяцев назад

India is quietly preparing for the coming precious metals order in which LBMA/COMEX is less relevant for pricing. SEBI’s February 26, 2026 circular (HO/(68)2026-IMD-POD-2/I/5780/2026) may appear as a routine technical update ,but I see it as a strategic signal of how India is positioning itself in a changing global commodities landscape. Effective April 1, 2026, every mutual fund and ETF holding physical gold or silver must stop using the London LBMA AM fixing price + manual adjustments for duty, currency conversion, transport, taxes, and notional premiums/discounts. Instead, they must value physical holdings using the polled domestic spot prices published by recognized Indian stock exchanges primarily the MCX polled spot price (the exact same benchmark used for final settlement of physically delivered gold and silver derivatives contracts). Official reason: “to reflect domestic market conditions and ensure uniformity in valuation practices.” My deeper macro interpretation: India is quietly preparing for the coming precious metals order in which LBMA/COMEX is less relevant for pricing. We have already witnessed live previews of this decoupling. In October 2025 and again in January–February 2026, India’s MCX polled prices ran at massive premiums over LBMA far beyond the normal 15% import duty effect. The core driver was acute physical non-availability: depleting stocks at refiners, jewelers, and dealers amid explosive demand. London arbitrage simply could not deliver metal fast enough. The price of “metal you can actually take delivery of today in India” completely decoupled from international benchmarks. The Silver Market Has Become Exceptionally Tight — Here’s Exactly How Severe It Has Gotten (2025–2026) The silver market is now heading into its sixth consecutive year of structural supply deficit in 2026. According to the Silver Institute’s preliminary outlook (released February 2026, based on Metals Focus data): - Projected 2026 deficit: 67 million ounces. - 2025 deficit: even larger at ~95 million ounces (some estimates from J.P. Morgan and others put it between 117–230 million ounces depending on inventory draw calculations). - Cumulative 5-year deficit (2021–2025): over 800 million ounces roughly an entire year of global mine production. This is not a temporary imbalance. It is deeply structural, and the tightness is intensifying. Key drivers making the silver market so tight: 1. Exploding structural industrial demand (now ~55–60% of total silver use) Silver is irreplaceable due to its unmatched conductivity, thermal properties, and corrosion resistance. Demand is surging from: - Solar PV: Despite some thrifting (using less silver per panel), global installations keep rising aggressively. - Electric Vehicles (EVs) & charging infrastructure: An EV uses 67–79% more silver than a traditional ICE vehicle (25–50 grams per EV on average). EVs are forecast to overtake ICE vehicles as the main source of automotive silver demand by 2027. - AI, data centers & electronics: Massive growth in connectors, circuits, thermal management, and power systems. AI infrastructure alone is adding huge incremental demand. 2. Extremely slow supply response Total global supply in 2026 is forecast to rise only +1.5% to a decade-high of 1.05 billion ounces. Mine production grows just +1% to 820 million ounces. Why? Silver is overwhelmingly a **by-product** of copper, lead, and zinc mining — new supply does not ramp quickly even at higher prices. 3. China’s strategic export controls (the geopolitical kicker) China controls 60–70% of global refined silver supply. From January 1, 2026, it imposed a formal export licensing regime. Only 44 companies are approved to export silver for the 2026–2027 period (a massive reduction from previous market participants). Silver has effectively been reclassified as a strategic material (alongside tungsten and antimony) to protect domestic needs for green energy, EVs, electronics, and defense. Exports are expected to drop sharply, creating 2,000+ tonnes of annual shortage for Western buyers and adding permanent friction to global physical flows. Result: Above-ground inventories worldwide are under sustained pressure. COMEX, LBMA, and Shanghai stocks have repeatedly hit multi-year lows. Lease rates have climbed. Physical premiums have become volatile and extreme. India one of the world’s largest silver consumers, felt this pain acutely. Silver imports exploded in 2025 (up dramatically year-on-year, with some months showing 300–500% spikes), yet local stocks still depleted rapidly during festivals and hoarding periods, pushing MCX premiums to multi-year highs. Why This SEBI Move Is Strategic Preparation By mandating the MCX polled domestic price from April 1, 2026, SEBI is ensuring that Gold & Silver ETF NAVs (Nippon India Gold BeES, HDFC Gold ETF, SBI Gold ETF, ICICI Pru Silver ETF, etc.) automatically capture: - Real-time physical stock tightness in India - Immediate availability (or scarcity) of metal - Any future import/export frictions or strategic restrictions - True local replacement cost — even when global paper benchmarks diverge In a world where physical flows are becoming politicized and constrained, relying on LBMA/COMEX (driven heavily by paper trading and Western liquidity) risks significant mispricing for Indian investors. This is no longer just “better uniformity.” This is India quietly future-proofing its financial products for a more fragmented, physical-first precious metals regime — one where **domestic availability and policy risks** will increasingly dictate the price that actually matters. For investors: cleaner, more accurate NAVs + stronger protection against exactly the physical and geopolitical risks we are already seeing in silver. The official language is neutral. But the shift from London to MCX polled pricing is one of the most under-appreciated macro moves happening in commodities right now. LBMA and COMEX will still influence the global trend, but in the coming order, they may matter less and less for actual pricing in India.

Macro Liquidity by Sunil Reddy

17,297 просмотров • 4 месяцев назад

🚨🇺🇸🇮🇷 THE WAR NO ONE IS TALKING ABOUT ISN'T BEING FOUGHT WITH MISSILES... IT'S BEING FOUGHT WITH GOLD In a conversation powered by Streamex ( 🪨 , ⛏️ ), Frank Giustra, one of the most respected voices in gold and mining, breaks down what's really happening beneath the surface of every war the U.S. is fighting. He says every country that tried to trade oil outside the dollar got destroyed. Libya. Iraq. Venezuela. Iran is just the latest. But while the U.S. bleeds resources enforcing dollar hegemony with its military, China is quietly building an alternative financial system backed by physical gold. China may hold up to ten times more gold than officially reported. U.S. debt just crossed the threshold where interest payments exceed the defense budget. Giustra says every great power in the last 500 years that hit that point was already in decline. As gold reclaims its role at the center of the global monetary system, Streamex ( 🪨 , ⛏️ ) is building on that trend by tokenizing gold, allowing fractional ownership and even yield on a traditionally non-yielding asset. Giustra, who advises the company, says this is what the bridge between the old financial system and whatever comes next actually looks like. China is doing what America did 150 years ago: stay out of everyone else's wars and build. The 50-year fiat experiment is in its final chapter. The country that's been stacking gold the longest will write whatever comes next. Full conversation with Frank Giustra below. Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any decisions 01:00 Iran has responded in an asymmetric manner to cause economic havoc… and they’re doing a good job of it. 02:30 Iran is equipped well enough to sustain these attacks with cheaper weapons than the U.S. is using. 05:40 The U.S. dollar’s reserve status is as important as, or more important than, the U.S. military. 06:20 Any country that tries to move away from the U.S. dollar… nasty things happen to those countries. 08:40 The U.S. has been slowly bankrupting itself… all these senseless wars have drained the Treasury. 11:50 Gold has no counterparty risk. 13:10 Gold, Reserves, Power, and the Next Currency Shift. 15:00 All Fiat currencies eventually go to Zero. 17:50 The U.S. has not audited Fort Knox since 1955… you have to ask yourself why. 23:40 Gold is going to play a monetary role again… it’s no longer a fringe theory. 31:10 “Tokenization allows you to own gold without the traditional barriers.” 32:40 Streamex is starting with gold, then moving into silver and other commodities. 33:10 “Streamex is turning gold into a yield-bearing asset.” 33:30 “You can own gold through the token… and earn a yield on it while holding it.” 36:50 The money you put in the bank is not your money… you’ve loaned it to the bank.

Mario Nawfal

391,126 просмотров • 4 месяцев назад

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Milk Road AI

12,140 просмотров • 1 месяц назад

“The Trump administration is run by the Rothschild syndicate.” “Epstein was part of that syndicate.” “From the moment they got into office … they’ve been operating at high speed to build the control grid.” “This is Covid 2.0.” Catherine Austin-Fitts just exposed how the elites are on the brink of plunging the world into lockdowns and famine with the Iran war. “Whatever is going on in the Middle East is very much what that syndicate wants.” “Let’s go back to Gaza.” “For two and a half years, what we’ve heard is that a group of people who are under complete sanction in the financial system, Hamas, can still field weapons and armies.” “And an empire that can slant drill oil and gas and mining miles underground can’t deal with tunnels under Gaza.” “Makes absolutely no sense.” “If you understand what it takes to transact, buy weapons … that can’t operate given the surveillance and control systems that are in place.” “Unless somebody wants it to.” “So you’re looking at a game that allows you to basically genocide and take the land, because you need an excuse to do that.” “And then our insiders are going to make a fortune using taxpayers money to build a new development.” “You can’t say that.” “You need a cover story.” “Now, we have the Iranians who, despite extraordinary sanctions, have been able to build a very impressive military capability.” “And the US is helpless to stop them.” “The US military has exponentially more funding than any military on the planet.” “Now it’s up to $1 trillion a year.” “What’s the most important thing in the central banking warfare model that a military needs to do?” “You have to protect the trade routes.” “The Straits of Hormuz are hugely important.” “Now, what we’re watching is the entire global economy being severely shut down.” “What happens in the spring?” “Farmers plant in the spring.” “Right now, we are shutting down the critical ingredients to … make fertilizer.” “By the time that gets through … you’re going to miss the whole spring season.” “If you look at the material coming through the Straits, that’s critical to fertilizer and food and … energy.” “We have Peru, Thailand, other people talking about doing Covid kind of shutdowns to save gas and fuel.” “What’s in it for [the global elite] is implementing the control grid and depopulation.” The Solari Report | Catherine Austin Fitts Paul Buitink 🎙

Holden Culotta

94,455 просмотров • 3 месяцев назад

Rahm Emanuel had one question: does Trump know friend from foe? As a Russian tanker steamed toward Cuba, he framed it as a test. Would Trump be tough and stop it, or roll over like a dog in heat? Trump chose the latter. The sanctioned Russian tanker Anatoly Kolodkin docked at Matanzas on March 31, carrying 730,000 barrels of oil.  Trump said he had “no problem” with it.  The Kremlin confirmed the whole thing had been coordinated with Washington in advance.  While Trump was coordinating with Moscow, Cuba was going dark. Not metaphorically. Literally. Hospitals running on fumes, ventilators cutting out mid-shift, operating theaters shutting down because there was no power to keep the lights on. Families cooking over open fires. Children doing homework by candlelight, if they had candles. Buses that didn’t come. Food that rotted. Old people sitting alone in the heat with no fans, no fridges, no phone charge, no way to call for help. This was Trump’s blockade. His stated purpose: regime change. His actual achievement: punishing ten million people who had nothing to do with any regime. And then, the moment Putin sent a tanker, Trump folded. No fight. No principle. No attempt to extract anything in return. Just a shrug on Air Force One and a “no problem.” Months of Cuban suffering. One Russian phone call. That’s the exchange rate. Putin didn’t break through anything. He knocked politely, and the man who built the wall opened the door, wagged his tail, and asked if there was anything else he could do. Friend or foe, Donald. It really isn’t that complicated. Gandalv / Gandalv

Gandalv

23,917 просмотров • 4 месяцев назад

Neil deGrasse Tyson just revealed that we're building a trap around Earth that could switch off the modern world. And every major country is making it worse on PURPOSE. Right now there is a land grab happening a few hundred miles above your head: SpaceX alone has already put more than 10,000 Starlink satellites into orbit. Around 5,000 objects went up in 2025, and even more are planned this year. By 2040, there could be 100,000 active satellites circling the planet. Every major nation is trying to claim its share and there are almost NO laws governing any of it. Tyson describes the current state of space as a wild west. So why should you care? The hidden trap: In 1978, a NASA scientist named Donald Kessler ran a calculation that space agencies have feared ever since. He found there is a threshold. Once you pack enough satellites into orbit, a single collision stops being an accident and becomes a chain reaction. How it works: Objects in orbit travel at roughly 17,000 miles per hour, which is FASTER than a rifle bullet. At that speed, even a fleck of paint hits with the force of a bullet. So when two satellites collide, they shatter into thousands of pieces, and every single piece becomes a hypersonic bullet of its own. Each of those pieces can strike another satellite, which explodes into thousands more. One collision becomes ten. Ten become a hundred. A hundred become a thousand. Tyson warns that within just a few orbits, this cascade could wipe out close to 100% of the satellites around Earth. Now think about what those satellites run... There is no GPS without them, which means no Google Maps, no ride-sharing, and no navigation. As Tyson put it, there is no Uber without GPS. There is no high-speed internet for ships, planes, remote towns, or entire militaries. There is no reliable weather forecasting and no global financial timing. The invisible backbone of modern life runs through a few thousand machines in orbit, and we are stacking them closer together every year with no traffic rules and no cleanup crew. And it has already begun: Four countries have already blown up their own satellites just to flex their military power. The US, China, Russia, and India have all done it, and every one of those tests scattered thousands of fresh bullets into orbit. Tyson even joked that if aliens ever came to visit, they took one look at the cloud of junk we wrapped around our own planet and decided it was not worth the risk to land. Every player already knows the danger. The problem is that the same logic that fills the sky also traps everyone inside it. Starlink is worth a fortune. Global satellite internet is worth a fortune. Military control of orbit is priceless. So everyone keeps launching, because the first one to stop simply hands the lead to a rival. No country will slow down, because no law forces them to and there is no reward for going first. So we keep running the same experiment on the one thin layer of space that every phone, map, market, and military on Earth depends on. We are simply betting that nobody triggers the first big collision. The scary part is that it only has to happen ONCE. We spent decades dreaming about everything we would build out in space but we may end up locked underneath the garbage we left there instead. This is easily the best interview Steven Bartlett has done in a while.

Ricardo

70,058 просмотров • 23 дней назад

🔥 I saw, "a white egg," and, "it's been confirmed to me by ranking members of the UAP Task Force that what we were working with that night was in fact NHI, and it was not a unique experience." ~New Whistleblower Jake Barber 🔥 (Here's the full clip, tease, and transcript of the new alleged whistleblower, Jake Barber, who will be featured this Saturday on NewsNation.) Ross Coulthart: "You may have seen the promotional publicity by now for a very major story which we intend to broadcast on NewsNation this coming Saturday at 8pm Eastern Time on NewsNation. It's a huge story. It's one I've been working on for over two years. You'll recall back in 2023, we broke the David Grusch interview, where the former NGIA, National Geospatial Intelligence Agency insider, revealed what he knew from his exhaustive investigations into the legacy retrieval program. "The big criticism, always, of David Grusch was that he didn't have any direct personal knowledge of the legacy program. I actually understand he does, but he can't talk about it. But today I'm going to tell you about a story that will, I suspect, rock Washington and possibly have a huge influence on a lot of people around the world who've wanted answers to that big question for many, many years: Are we alone? And the short answer: We're not. "This week, we are presenting definitive evidence from firsthand whistleblowers, people who have operated within the legacy crash retrieval program. That is retrievals of non-human craft. Principal informant is a former, very-well-respected, Tier 1 operator. Highly-trained, Tier 1 military operator, trained at the elite levels of the U.S. military. His service, verified and testified to by three other witnesses. "The account that he gives of what he saw on what he euphemistically refers to as the range, the retrieval of non-human craft, is backed by two of his colleagues who were there with him. "This is going to be a ground breaking story, and yes, we're running it right before the inauguration, because we want to send a message. The message is: It's time for the public to be told the truth. The government, or sections of the government, have been knowingly, intentionally lying to the public for years, and if they want to fight, they can have one, because people are now prepared to come forward. "This week, you're going to hear from a firsthand whistleblower. Let's have a listen." ~~~ Coulthart: So tell me about the moment when you realized that you were involved in a retrieval of non-human technology, alien tech." Jake Barber: "So it became very clear the first time our communication process and procedure was modified. And then just visually looking at the object on the ground, you could tell that it was extraordinary and anomalous. It was, it was not human." Coulthart: "How close did you get?" Barber: "Well, I was a helicopter pilot and I operate with 150 foot to 200 foot long line. So, I got within 150 feet of this object." Coulthart: "What did you see?" Barber: "I saw an egg, a white egg." Coulthart: "Was there any visible propulsion system on it?" Barber: "No, not what we would know.. There's no engine, there was no thermal signature. I was operating at night when I finally came in to pick it up. So I'm working under night-vision goggles at the time. And it was quite clear. I flipped them up, flipped them down, and looked at it a couple of different ways." Coulthart: "How did you know that that egg-shaped object was non-human in origin?" Barber: "Well, visually, after seeing all kinds of things in my past, it was clearly something that was ridiculously looking. It's inconsistent with anything I'd ever seen before. I can also tell you that the reaction by my team, we all knew we were dealing with something extraordinary." Coulthart: "And at no stage were you ever subsequently told that the craft was of non-human origin?" Barber: "I will tell you that during this process, over the last couple of years, it's been confirmed to me by ranking members of the UAP Task Force that what we were working with that night was in fact NHI, and it was not a unique experience." ~~~ Coulthart: "Now, as you'll see in this week's story, the bonafides of our witnesses are verified to our satisfaction. We've been able to check their credentials and their service with people at the very top of the national security establishment, and inside the Congress. We know that the evidence has already been presented to the Pentagon's UFO Investigation Office, AARO - the All-domain Anomaly Resolution Office. We know that evidence has been given by our primary whistleblower to the Senate Select Committee for intelligence. "Congress already has this information. We've made sure that our whistleblower follows the proper form to ensure that the proper authorities are notified and alerted to what the significances of this witness has to say. It's going to be very interesting to see what happens, but it's also going to be very interesting to see what the new government's response, the new president's response is to the ongoing drone incursions. Because it's quite clear there is a connection between the drone incursions and the phenomenon of UAPs." Watch the full interview during NewsNation’s TV special: “Hunting UFOs: The Crash Retrieval Whistleblower” on Saturday, Jan. 18 at 8 p.m. ET.

Joe Murgia

159,306 просмотров • 1 год назад

PALANTIR'S MILITARY A.I. & NEUROLOGICAL WEAPONS adaptation. This is the most important aspect of the A.I. conversation and adaption of Palantir and the weapons associated with it that nobody is talking about. Beside the secret contracts with Palantir and the CIA, the use of direct energy weapons, A.I., facial recognition, and civilian databases have been in use for years. Even Rite-Aid was using advanced A.I. facial recognition technology in their stores over 5 years ago. All of this already exists. They already know everything about you and so does big tech. This is what everyone is talking about but it doesn't matter at all. That ship has sailed 20+ years ago. You need to get past this aspect and understand that we are way farther ahead, technologically speaking, then you could have ever imagined. I will briefly give you an introduction and example. I suggest you start researching these things and technologies on your own. What they're not talking about is the adaption of other technology and neurological weapons that are both lethal and non-lethal that can be integrated with these global surveillance systems and networks that takes this to a whole other level and completely turns this into a wireless biological monitorization and neurological/biological control weapon of a select target/s anywhere in the world. For example, imagine using earbuds that read your brainwaves in real time, which is your thoughts, then by using this global monitoring system with the most advanced A.I., these A.I. scripts are then running in real time and decoding those brainwaves, building a profile on your specific brainwaves and learning and teaching itself at the same time. Now what you're thinking and everywhere you go they will know specific things you are thinking. It get's worse. They already have electrodes made from nanotechnology that can enter your body in multiple ways through the air, your food, or vaccines, which can then enter the brain through the blood-brain barrier, and plant themselves in your head which then give the capability not only to send information but to also receive information or pulses to stimulate the brain and other biological components. Ladies and gentleman the type of tech that is available can also control and induce emotions and behaviors or you nervous system, which in turn, controls you. DARPA has already successfully created biological drones with full control of their nervous system. This is where BMI (Brain Machine Interface) comes into play and the capabilities are endless. We haven't even entered the aspect of using light, electromagnetic radiation, radio or extremely low frequency or pulses, or acoustic waves either which are also able to send and receive signals to and from the brain to monitor or write/command to the brain in real time. This also goes for other parts of the body, like being able to induce heart problems, etc. You need to start thinking bigger because 99% of the population is stuck and worried about the government having a database on them, which is beyond laughable because they have multiple databases on everyone. Your phone alone gives them everything they need to know about you already with a camera and microphone. That is not the issue. It's physical and literal control and invasion of your thoughts, behaviors, emotions, literal functions, completely remotely, anywhere in the world. This isn't something to be worried about down the road. It's already here. You need to learn what's really going on and the real agenda and capabilities behind this technology. There's a reason the mainstream barley talks about this. You need to understand how it works and the difference incase you are ever targeted. I can confirm that reality is far stranger and more fascinating than any fiction. You've been warned.

The SCIF

56,970 просмотров • 1 год назад

The Cost of Silence: How diaspora Neutrality Serves the Siege on Sudan In recent weeks, as the siege and starvation on El-Fashir, Kadugli and Diling reached unimaginable levels, a segment of the Sudanese diaspora — often self-identifying as liberal or progressive — has adopted a deeply troubling tone in their commentary on the sieges. Rather than confronting the political architecture behind the starvation, shelling, and forced displacement in these cities, they present these crises as unfortunate humanitarian episodes, detached from any actors, motives, or agendas. This depoliticization is not harmless. It blurs the line between victim and perpetrator, and ultimately serves the aggressor’s interests by evacuating any sense of responsibility or agency. At the heart of this failure is a deeper confusion — or perhaps a refusal — to internalize the reality that Sudan is under foreign-backed mercenary invasion. Cities are not starving on their own. Food is not running out naturally. Civilians are not caught in random crossfire. These are deliberate acts, imposed with intent, carried out by Abu Dhabi’s militias and their network of foreign fighters. They are funded, armed, and politically shielded by the UAE regime. To pretend otherwise is to erase both the suffering and the cause. The illusion of neutrality fully collapses when one confronts the facts on the ground. In El-Fashir, Abu Dhabi’s militias did not merely lay siege — they imported modern anti-aircraft systems, including radar-guided weapons, and deployed them around the city. To do so, they uprooted over half a million Sudanese civilians from the Zamzam IDP camp, turning it into a forward base and barracks for foreign mercenaries operating artillery, long-range drones, and air defense batteries. This was to block humanitarian airdrops by the Sudanese air force and ensure full starvation of the population. What part of this resembles a natural disaster? The paradox deepens when one considers the Colombian mercenaries operating in Darfur. What are they doing there? Are they part of a flood or a famine? No — they are the embodiment of a regional campaign, spearheaded by Abu Dhabi, to fragment Sudan, wipe out its people, and occupy its territory. To speak of this reality without naming it is not neutrality — it is narrative laundering. These UAE-made catastrophes could end tomorrow if the UAE-backed militias lifted their sieges and allowed aid to flow. The decision to obscure this fact protects the perpetrators, not the people. Many of these diaspora voices operate under the unnerving illusion that simply “raising awareness” or “keeping eyes on Sudan” is a meaningful end in itself — as if the world doesn’t already know. As if Sudanese pain needs to be re-performed daily for it to be valid. But what Sudan needs is not spectatorship. It needs clarity. It needs eyes that recognize that this is a war of subjugation and annihilation — and solidarity grounded in an acknowledgment of Sudanese agency and resistance. Not pity. Not posture. Not silence masquerading as balance. This complicity may not be conscious or intentional, but it stems from ingrained biases — political, psychological, or otherwise — that prioritize positioning over truth. In the process, these voices unwittingly echo the language of aggressors: replacing occupation with “conflict,” and calls for real solidarity with empty slogans like “keepEyesonSudan.” But Sudanese people are not asking for the world’s pity, nor do we seek to turn our suffering into spectacle. We want solidarity rooted in recognition of our right to resist, to exist, and to live freely — solidarity that confronts aggression, not one that looks on helplessly or seeks comfort in performative awareness.

Ahmad Shomokh

36,877 просмотров • 1 год назад

The Federal Reserve and the US Treasury just summoned Wall Street's most powerful CEOs to an emergency meeting. The reason: An AI model so dangerous they couldn't discuss it over the phone. This is the FIRST time the Treasury Secretary and Fed Chair jointly called bank CEOs into a room since October 13, 2008. That day, Paulson and Bernanke unveiled the $250 billion TARP bailout to stop the entire financial system from collapsing. This time it wasn't about banks failing. It was about an AI that can hack EVERY major operating system and web browser on earth. Here's what this means: Anthropic built a new AI model called Mythos. During internal testing, it found THOUSANDS of zero-day vulnerabilities across every major operating system and every major web browser on earth. Including a 27yo bug in OpenBSD, an operating system literally famous for being unhackable. And several vulnerabilities in the Linux kernel that could give an attacker complete control of any machine running it. Nobody asked it to do this. The capabilities were NOT trained. They literally just emerged as the model got smarter at coding and reasoning. Anthropic's researchers said they found more bugs in a few weeks with Mythos than they had found in their entire careers combined. On Tuesday, Bessent and Powell pulled the CEOs of Citi, Morgan Stanley, Bank of America, Wells Fargo, and Goldman Sachs into Treasury headquarters. The message: This AI exists, similar ones are coming, your banks need to be ready. But JPMorgan's Jamie Dimon didn't show up. Here's why that matters more than you think: JPMorgan is the ONLY bank that already has access to the model. They're one of 12 founding partners in Anthropic's "Project Glasswing" which gives select companies early access to Mythos to find and fix their own vulnerabilities before hackers get similar tools. So 5 bank CEOs managing $9 TRILLION in assets got called into a room to be warned about a threat. The one bank with the actual tools to defend against it? Their CEO skipped the meeting. The same day JPMorgan analysts issued buy ratings on CrowdStrike and Palo Alto Networks, citing Glasswing as the catalyst. One side of Wall Street got the warning. The other got the weapon AND the trading thesis. But here's the thing... The same AI that finds and fixes vulnerabilities can also EXPLOIT them. Anthropic admitted it directly. Mythos "can surpass all but the most skilled humans at finding and exploiting software vulnerabilities." In one test, it wrote a browser exploit chaining FOUR separate vulnerabilities, escaping both the renderer sandbox and the OS sandbox. Fully autonomous. Zero human involvement. Over 99% of the vulnerabilities it found haven't been patched yet. Meanwhile, Anthropic is fighting the Pentagon in court. The Defense Department labeled them a "supply-chain risk" after they refused to let their AI be used for autonomous targeting of US citizens. A San Francisco judge blocked the designation, calling the Pentagon's actions "disturbing." Then a DC appeals court reversed that protection. On the same day as the emergency bank meeting. One branch of government is treating Anthropic as a national security threat. Another is begging Wall Street to prepare for its technology. And the intelligence community is quietly asking how to use Mythos offensively against adversaries. The last time this many powerful people were this nervous about a single technology was nuclear weapons. But the difference is that Nukes required a government, billions of dollars, and uranium enrichment facilities. This just required a better AI model.

Ricardo

41,724 просмотров • 3 месяцев назад

Elon Musk just exposed the one lie every modern nation tells itself. Musk: “In 1969, we were able to send somebody to the moon.” Rotary phones. Computers the size of rooms. Slide rules. We put a human on the moon with less processing power than your watch. Musk: “Then the space shuttle retired, and the United States could take no one to orbit.” The most advanced nation in human history went from footprints on the moon to zero capability of leaving the atmosphere. That is not a funding problem. That is civilizational decay dressed up as a policy decision. Musk: “People are mistaken when they think that technology just automatically improves… it will, by itself, degrade.” That sentence should keep you up tonight. We treat progress like gravity. Like it pulls us forward whether we try or not. It is the opposite. Progress is a boulder on a hill. The second you stop pushing, it rolls back over you. And it never announces itself. Musk: “You look at great civilizations like ancient Egypt, and they were able to make the pyramids, and they forgot how to do that.” They did not run out of stone. They were not conquered. They got comfortable. And the knowledge bled out so quietly that nobody noticed until it was already gone. That is the real threat to everything we have built. Not a nuclear flash. Not an asteroid. Not some dramatic Hollywood collapse. A quiet forgetting. Every chip we fabricate. Every rocket we launch. Every data center we power. All of it held together by a thin fraction of the population working at a pace that would break most people. The moment that fraction gets tired or outnumbered by people who believe the machine runs itself, everything dissolves. And here is the part nobody wants to say out loud. We are not special. We are running the same operating system as every civilization that came before us. Comfort is the sedative. Complacency is the flatline. One generation that stops fighting is all it has ever taken. You do not lose the future in a war. You lose it in your sleep.

Dustin

854,010 просмотров • 3 месяцев назад