Crypto Cloud

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-…

$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.

This still seems unconfirmed to me.. but if true the reasons that China would grant further exports is not good..

After Tungsten went vertical. Now WF6 is going vertical.. now Apple are raising their prices on their goods due to surging costs in the Semiconductor supply chain. Unconfirmed from a sketchy looking source - the The Gobal Hydrogen-Economy & Zero-Carbon Infrastructure (G-HEI):

Japan has then been forced to exhaust their stockpiles.. Japanese companies Kanto Denka Kogyo and Central who both account for 25% of global Tungsten Hexafluoride (WF6) output were set to permanently halt production on July 1st.

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.

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?

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.

Mont Royal: Probably one of the most undervalued rare earth projects globally. The massive deposit is there. I suspect in time Canadian Gov will fund the multi user access road in remote Northern Quebec. When this happens - $1+ and then I'm out ;) $MRZL $MRZ.AX

There will never be another Tivan in your lifetime.. Anti-fragile! Once you understand there is no turning back.. This is just the beginning.

$BTC - One for the bulls... I think one move lower and "IF" it's defended I will be giving this a shot.. Something tells me this administration is not going to let crypto go this easy.. An older pattern from old TA has also emerged. You lose that box and $BTC is over.