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222,942 views • 8 months ago •via X (Twitter)

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🇺🇸🇺🇦🇷🇺While everyone emotionally reacts to the recent White House Trump-Vance-Zelensky drama, here's what we need to remember: ▪️Ukrainian leader Volodymyr Zelensky likely still doesn't understand he was fighting a US proxy war US planners knew from the beginning Ukraine was almost certainly going to lose, including "disproportionately large Ukrainian casualties, territorial losses, and refugee flows," as well as "lead Ukraine into a disadvantageous peace." This is the part of the plan the US and Ukraine are now at - not "make peace;" ▪️The plan was always to provoke war with Russia at the expense of Ukraine's very existence, fight Russia to the last Ukrainian as part of "Extending Russia" within the wider strategy of containment and eventual regime change in Russia itself; ▪️The ploy has run its full course with the US moving to the next phase, attempting to lower Russia's guard and convince it to - just like Ukraine - trust the US at its own detriment; ▪️At one point during the argument, US President Trump repeats the fact his administration was the first to supply Ukraine lethal aid in the form of anti-tank weapons (Javelins!), almost certainly the last red line crossed convincing Russia to launch its military operations into Ukraine in the first place; ▪️US special interests have a simple formula - gain trust, rob/destroy, repeat process. If you do business with the US and let your guard down, you will be hit over the head, robbed, and your house burnt to the ground every time - Ukraine has just realized this truth too late - will Russia and China learn from Ukraine's example, or will they need to learn (again) the hard way?

Brian Berletic

59,747 views • 1 year ago

SILVER'S BRUTAL PAPER ATTACK: SHANGHAI SLAM EXPOSES THE REAL CRISIS In the latest Sirius Report interview, analyst Dario breaks down the dramatic February 5, 2026 silver drop— a massive short-selling assault on Shanghai futures that wiped out 17%+ in hours. Behind the chaos? A widening gap between crashing paper prices and relentless physical demand. This isn't a bubble bursting—it's the old suppression game hitting its limits. THE SHANGHAI PAPER HAMMER ✅ Over 1.3 billion ounces equivalent traded in one morning session on the sell side. ➡️ That's roughly 1.5 times annual global mine production—impossible without coordinated heavy shorting. 🔥 Price plunged 22% in just two hours, from highs near $90+ back toward $73. NOT RETAIL—THIS IS INSTITUTIONAL WARFARE ✅ No bubble here: Physical demand surges with record COMEX deliveries. 📈 February already saw millions of ounces demanded—registered silver down to ~104 million oz vs huge open interest. 🤯 Shanghai inventories under 40 million oz, yet massive paper volume hit the market. PHYSICAL REALITY VS PAPER FICTION ✅ Dealers report sold-out inventories and soaring industrial demand—especially in Asia for 1kg bars. ➡️ Coins sell at big premiums in places like Shenzhen—up to $20+ over spot. ❌ Don't confuse retail noise: True shortages hit industrial users who need silver now for electronics and solar. BACKWARDATION SCREAMS SHORTAGE ✅ Even after the crash, COMEX/LBMA spot trades in backwardation—50 cents premium for immediate delivery. ⚡ Backwardation means urgent physical need—buyers pay more today than tomorrow. 📍 Crashes don't fix shortages; they fuel more buying when prices dip. THE SYSTEM'S BREAKING POINT ✅ Paper contracts outnumber physical by 300x—decades of suppression created this monster. 🔍 Shorts face rising risks: One big player exposed, but bigger forces watch for weakness. 🚨 Volatility at historic extremes—regulators may step in with margin hikes or halts. THE BOTTOM LINE The paper slam on February 5 changes nothing fundamental—physical shortages accelerate, demand roars on, and the old manipulation playbook is running out of fuel. The longer they fight reality, the more explosive the eventual snap-back will be. HT: YouTube The Sirius Report The Sirius Report JustDario 🏊‍♂️ #SilverSqueeze #PhysicalSilver #SilverShortage #PreciousMetals #MarketManipulation

Mark

30,522 views • 7 months ago

Chamath: Tokenmaxxing on the top frontier models is “a bridge to nowhere” and a “money-burning furnace” Chamath Palihapitiya reacting to Ramp CEO Eric Glyman on CNBC saying: -- Avg. token spend on Ramp increased 21x over the last 12 months -- So, the team built a tool for customers to track it “He's saying something so important there, because if your engineers are going off randomly in an unguided system and then just ripping through a million tokens at $56, what he's talking about is the eventual downstream impact to earnings. And that eventually, a bunch of these public market CFOs are gonna show up to Wall Street and they will have missed earnings because their OpEx, at some point, if things are 21x-ing every few months, somebody's going to miss a quarter. Eric would not have released this Ramp product unless CFOs were like, ‘I can't control the spend.’ And then he's like, ‘Well, here, let me build it for you.’ And then, if enough CFOs essentially turn that feature on and start to rate limit how it's spent, because maybe they're not getting the ROI, and the engineer doesn't care about ROI. The engineer's like, ‘I want to use the latest, greatest model.’ And maybe you don't need it. Maybe Mira's right, and for 95% of the tasks you should be at one level lower, especially when it costs 1/100th of the cost. Unless you get a control of this and you can directly say how much money you're making, this is a bridge to nowhere. It is a money-burning furnace.”

The All-In Podcast

168,943 views • 1 month ago

C Cole Messina (@GamecockBasebll) is going to be a fun follow this spring. After playing sparingly as a true Freshman in 2022, Messina had a strong summer in the Northwoods League and hit .294/.410/.483 with 10 2B, 5 HR, and 40 RBIs. Proceeded to have a stellar Sophomore campaign, hitting .307/.428/.615 with 18 2B, 17 HR, and 65 RBIs in 62 games. Was a First Team All-SEC selection and a Third Team All-American. Thick, ultra-physical build at 6' and 230-lbs. Stands nearly upright in the box with a slightly open front side. Somewhat high handset, starts with the head of his bat pointed almost straight down behind his back shoulder. Small stride, gets his swing going with a bit of a barrel tip and without much of a load. Bat speed is plus. Messina has a pull-oriented approach and an above average feel for the barrel. Bat-to-ball skills are advanced, and in '23 he sported an overall IZ contact rate of 90% (90% against FB, 92% against SL). Sound pitch recognition skills and doesn't really expand the zone. Would put a 55 on the hit tool. His natural strength and physicality allows him to generate high-quality impact on a regular basis. Max EV in '23 was 108. Overall raw power is a 55, but a 60 to the pull side. There are some defensive question marks, but Messina is a sneaky athlete behind the dish. Moves well laterally. However, his overall catching skillset will need to become more polished. Even with the murkiness surrounding his eventual defensive home, Messina's bat will likely be enough to warrant a 3rd-5th round selection this July. (📽️: @GamecockBasebll)

Peter Flaherty III

41,938 views • 2 years ago