Jimmy D

$BTC Things are getting insane.

Why would anyone hold bonds in this case?

I don’t see this ratio mentioned a lot: U.S. debt is rising $7 billion a day. The world mines $1.4 billion of gold a day.

GDX–GDXJ: THE INDEXES ARE NOT TELLING THE WHOLE STORY This week’s performance across the GDX–GDXJ universe revealed a very interesting divergence. Gold, represented by $GLD, gained 0.60%, while the miners failed to keep pace: $GDX declined 1.67% and $GDXJ fell 0.77%. However, internal market breadth was slightly positive: of the 151 companies analyzed, 78 advanced and 73 declined. How could $GDX fall when more than half of the universe finished higher? The answer lies in market-cap weighting. Several major producers, which carry substantial weight in the ETF, ended the week with losses: ▫️ Newmont: –2.68% ▫️ Kinross: –3.60% ▫️ Gold Fields: –5.74% ▫️ AngloGold Ashanti: –1.08% ▫️ Barrick: –0.80% ▫️ Agnico Eagle: –0.43% While the large caps weighed on $GDX , leadership shifted toward smaller, higher-beta names: 🥇 Benz Mining: +18.99% 🥈 TRX Gold: +14.16% 🥉 Aurelia Metals: +14.12% ▫️ Unico Silver: +13.92% ▫️ Montage Gold: +10.29% ▫️ Silver Storm Mining: +10.20% ▫️ Apex Mining: +10.00% The fact that $GDXJ outperformed $GDX by 0.90 percentage points is consistent with this rotation toward smaller-cap companies. We have not yet seen a broad-based expansion in miners relative to gold, but there has been a selective increase in risk appetite. The signal to watch now is straightforward: if the major producers stop acting as a drag and join the move already underway in selected juniors and developers, breadth could expand rapidly and turn this internal rotation into a new sector-wide advance. Gold outperformed the miners this week, but within the sector, capital began shifting toward the names with the greatest potential for acceleration. #Gold #GoldMiners #GDX #GDXJ #JuniorMiners #MiningStocks #PreciousMetals

MVIS $GDXJ rebalance announced. 44 added. 1. Rio2 Ltd (RIO CT) 2.Hemlo Mining Corp (HMMC CT) 3.i-80 Gold Corp (IAUX UA) 4.Avino Silver & Gold Mines (ASM UA) 5.Omai Gold Mines Corp (OMG CV) 6.Minerals 260 Ltd (MI6 AT) 7.NorthIsle Copper & Gold (NCX CV) 8.Lunr Royalties Corp (LUNR CT) 9.First Mining Gold Corp (FF CT) 10.Benz Mining Corp (BNZ AT) 11.Elemental Royalties Corp (ELE UR) 12.Highlander Silver Corp (HSLV CT) 13.Troilus Mining Corp (TLG CT) 14.Mineros SA (MSA CT) 15.Gold X2 Mining Inc (AUXX CV) 16.Asante Gold Corp (ASE CV) 17.Collective Mining Ltd (CNL CT) 18.Liberty Gold Corp (LGD CT) 19.Forrestania Resources (FRS AT) 20.Turaco Gold Ltd (TCG AT) 21.Banyan Gold Corp (BYN CV) 22.Gold Royalty Corp (GROY UA) 23.Thesis Gold & Silver (TAU CV) 24.Talamore Mining Corp (TALA CT) 25.Versamet Royalties Corp (VMET CT) 26.Mako Mining Corp (MKO CV) 27.GoldSky Resources Corp (GSKR CV) 28.Aurelia Metals Ltd (AMI AT) 29.Apex Mining Co (APX PM) 30.New Pacific Metals Corp (NEWP UA) 31.Mining Americas Inc (MAI CT) 32.TRX Gold Corp (TRX UA) 33.Meridian Mining (MNO CT) 34.Unico Silver Ltd (USL AT) 35.Heliostar Metals Ltd (HSTR CV) 36.Vox Royalty Corp (VOXR UR) 37.Sinda Ltd (SIND UN) 38.Blackrock Silver Corp (BRC CV) 39.Vista Gold Corp (VGZ UA) 40.NexGold Mining Corp (NEXG CV) 41.Jaguar Mining Inc (JAG CT) 42.Guanajuato Silver Company (GSVR CV) 43.Silver Storm Mining Ltd (SVRS CV) 44.International Tower Hill Mines (THM UA)

bitcoin:native I've seen this exact pattern before... Won't say what happened last time. Just watching this zone closely

Retail investors sold chip stocks at a historic pace last week: Retail investors sold ~20 times more semiconductor and memory stocks than the 2-year average weekly flow in the week ended July 30th. This marks the 3rd weekly sale over the last 4 weeks, following 10 consecutive weekly purchases. Over the last 2 years, weekly sales have never exceeded 5 times the 2-year average. Even during the March pullback, retail investors sold just 3 times the average level at most. By comparison, retail purchases of semiconductor and memory stocks surged to 23 times the 2-year average weekly level in June. Retail sentiment is more volatile than ever.

The last time they did this, it was for Federal reserve employees. Then we had a two year long bear market. They only force their own to stop trading at the top.

largest outflow month since the ETFs started trading. -4.55B Boomer capitulation. we're getting close on the macro.

メタプラは「BTCを買う会社」から、 「BTCを活用して稼ぐ会社」に変わり始めた。 今回のIRで一番気になったのは、 インカム事業の四半期売上17.4億円。 BTCを買うだけなら、 株価はBTC価格に左右されやすい。 でも、 BTC関連事業で継続的に収益を生み、 中長期的なBTC保有拡大を支える仕組みが育てば、 会社の見え方は少し変わってくる。 もちろん、まだ事業規模は発展途上。 ただ今回のIRを見て、 メタプラは「保有枚数を増やす会社」だけじゃなく、 「BTCを活用して稼ぐ会社」 そんな方向へ進み始めたように感じた。 今後、このインカム事業がどこまで伸びるのか。 ここもメタプラを見る上で、注目していきたい🐮

$DRAM This is pretty serious.

These numbers aren't just about memory chips. How? Look slightly upstream. Every piece of AI hardware in that chart needs Tungsten carbide tools to manufacture it. Drill bits, cutting tools, precision instruments. Japan dominates that industry. And Japan is about to run out of Tungsten. Here's the chain reaction most people missed. China mapped the entire semiconductor supply chain and identified one choke point - minerals. The most fragile of all? Tungsten. In December 2025, while the West was ramping down for holidays, China quietly released a list of "approved exporters" for Tungsten, Antimony, and Silver. The world shrugged. Then January 6 happened. Japanese leaders made remarks about Taiwan and the Taiwan Strait. Within hours, China responded - not militarily, but with export controls targeting Japan's critical minerals supply. Again, the world shrugged. 3 months later, the cracks are showing. Japan's carbide industry is seeing multiple price hikes, raw material shortages, and predicted plant shutdowns. They're scrambling - buying rerouted Chinese Tungsten through South Korea, scraping US scrap markets. China is outbidding them there too. WF6 supply chain was feeling the same pressure. I've been watching July as the tipping point - when Japan's Tungsten inventory runs dry. We're 10 days out. This is a direct evidence of China flexing their muscle in minerals processing. They've strategically chosen Tungsten out of the many minerals that are included in China's critical minerals list. And it's working. Imagine if they target the other minerals? Of course, if geopolitical tensions disappear overnight, whatever I say will be irrelevant. But for now, it's here to stay.

A Japanese buyer reached out to me this week asking if I could source tungsten powder. The irony isn't lost on me. He's asking the guy who covers 中国 - the country that has export controls on tungsten to Japan - to help him find material. This is what the end of the rope looks like. However, I diverted him to a producer I know. The answer wasn't surprising: "No longer accepting new buyers." Here's the on-the-ground reality. Every tungsten miner and smelter capable of producing has already been approached. There is no spare capacity. No one is sitting on inventory waiting for the phone to ring. The producers can't make more than they're already making. Ex-China smelters are also competing directly with Chinese buyers for tungsten concentrates. They're paying a premium just to secure feedstock. So even the "alternative" supply routes are being pressured by the same force they were meant to bypass. I've been posting about tungsten for a while now. Some of you in the replies have been on this trade longer than I have, and the contributions have been genuinely sharp. We were all mapping out what would happen as export controls met real demand, as quotas tightened, as the strategic stockpile narrative moved from rumour to policy. It's not a prediction anymore. It's the new reality. The unavailability is here and it's staying. It's resetting expectation, quietly, deal by deal, DM by DM. While you're taking time to adjust to this new reality, heed my advice. It will get worse. Trust me on this. For those who have invested in #Tungsten, you've possibly made bags already. But you're in for another ride. If you've got some upcoming Tungsten producers, please share it with everyone here.

Incredible financial engineering, they learned from the best (crypto grifters)

$EOS.AX added to the ASX200 index as expected. Main benefit = passive funds + ETFs that track the index are obliged to buy to rebalance their portfolios. It's also a nice stamp of approval and visibility as the company grows, and will bring more insto coverage. Nice end to the week!

The @DeptofWar is actively seeking to scale cost-effective Directed Energy solutions directly to the Joint Force. LIGHT SPEED LETHALITY 🇺🇸

$ASTS All time high is 129.89 if it hits that it could rocket with no resistance and the shorts will have to cover causing a parabolic short squeeze