Crypto Cloud

My new article is out! I explore the esculating tensions in the South China Sea, critical minerals, and my favourite way to play it..

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..

Anhydrous hydrogen fluoride production facility.

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-…

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

$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

Negative update on the way.

$BTC 103,000 -> 75,000 -> 165,000 for the final high.

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 is where anyone who wants to do the work should research @Tivan_Limited $TVN Which is where you and Western AI Companies ask.. What is.. Western AI companies keeping their supply chains.. Western.. worth? Tivan is your answer. The Anti-fragile trade.

Chinese industrial specialty gas companies are currently surging from speculation of them capturing the recent market share with some going x4 in the last month alone.

This is where you get the scenario that if Western companies do not relocate supply chains to China they will cut off supply. If Western companies start to relocate their supply chains to China they will drip feed the supply to Western companies until all Western companies capitulate as China's prices will be 200% lower. This is where everyone in the world needs to wake up and see whats happening here.

China has a big advantage in which they can sell from production costs or even before they went up 200-300%. While everyone else can no longer compete. The result you currently now have Apple lobbying Trump to purchase chips from a Chinese semiconductor company ChangXin Memory Technogies (CXMT) with alleged connections to the People's Liberation Army. Apple currently relies on Micron, Samsung, and SK Hynix.

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.

No change from me. I am long here.