Market cycles - Bubble's of old and new. Looking into different assets / corners of the world. X - Thoughts. Stack - Conviction. https://xitter.cf/t.co/bIFMb84Jam
Joined May 2017
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My new article is out!
I explore the esculating tensions in the South China Sea, critical minerals, and my favourite way to play it..
One of the best to ever do it.. Kiril Sokoloff..
Truly a master of turning points.
With only 1000 views..
youtu.be/ggqKCkRox9E?si=15wQ…
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Now that's out the way..
It's time for the revenge of the old economy.. alongside the emergence of the new economy underwritten by government funding.
Red or blue.. It matters not.
Got gold, critical minerals, and BTC?
I hope so..
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I can tell you this ain't no 2022 here.
Although there are many similarities.
Don't ignore what has changed since then.
Heading into the end of year don't be short $BTC.
For anyone who doubts me... read my 2022 peice from Jan 4th 2022:
macrocloud.substack.com/p/a-…
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What a speech @Christineyerrin!
What a company Tivan is shaping up to be.
The mining sector has much to learn from Tivan and will 'attempt" to copy the blue print.
Please note attempt.
“We don’t just look for the right ore body. We look for the right people"
...Sumitomo
Who are you, and how do you do things?
Foundational questions that Christine addressed for @Tivan_Limited at the AusIMM Critical Minerals Conference this week.
Have a great weekend! 🐊
tivan.com.au/wp-content/uplo…
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$TVN
Still the most undervalued critical mineral stock globally.
Part II of the critical mineral series incoming.
Books will be written and studied about @grantfwilson and @Tivan_Limited
Until July 14th.. The little things:
Speculative silver holds today as gold makes a new low which is now bid.
BTC holds w/ increase in buys yesterday.
Silver with a recent 1D close outside the Keltner Channel marching higher.
Wouldn't want to be short commodities / BTC.
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To put the last 6 months in context in how fast China's export controls are moving..
Lets look at Tungsten Hexafluoride (WF6).
High purity Tungsten powder exports from China have basically stopped since January.
Just as everyone leaves crypto this would be the most hilarious outcome.
Lets get to work bulls.
If you are short and next US session closes green do not fade this rare momentum. S&P can be 30% higher 6 months out.
Follow the price action not the headline driven market.
The terms of the deal will have both Trump and IRGC appearing strong or they will get overthrown.
Mid July I have us at 165k $BTC for the final high that we will ever see.
Time to get to work bulls.. Good to be back on your side.
It's time! Long $BTC
Update:
You are getting close bulls.
Tempting me to go long soon after my hiatus from the crypto space.
Remember BTC led everything down. Will it lead it out?
For now I still encourage patience as the logical viewpoint is that the floor will fall out but does that happen?
$BTC - Shorts closed. Not sure if you guys actually want a bear long here though 😆
Haven't seen CT like this in a while though and I like my chances however no rush into a position for me.
Reporting back when I go long. I don't rule out 1 final fakeout into 65k then reclaim.
Your crypto bear checking in..
In honor of George Lindsay.
A rare pattern "Three Peaks and a Domed House" has potential to still emerge. For me would bring to a final high of 165k mid year.
Bulls want demand there. Lose that box. Cycle analysis brings you to 26k October.
There will never be another Tivan in your lifetime..
Anti-fragile!
Once you understand there is no turning back.. This is just the beginning.
Amid rapidly shifting dynamics in the global critical minerals sector, please watch & share @Tivan_Limited’s outlook for the year ahead. 🎥
We will achieve great things in 2026. 🇦🇺🇯🇵🇹🇱 m.youtube.com/watch?v=ppmWR1…
In my eyes next leg lower should start by next US session. Will update when we reach the box - "bulls last chance".
