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🧵 So let's make it easy for those interested in $𝑶𝑴𝑵𝑶𝑴 as it turns the best and most obvious $𝑫𝑶𝑮𝑬 beta play to rock in this cycle
In this thread you'll find:
👉🏼 1) Key points
👉🏼 2) Narrative and previous cycle comparison chart
👉🏼 3) Links of interest
👉🏼 4) How to buy
Revan Fernandez retweeted
The ocean in a 58.5KB file..
Claude Opus 5.5 is sick..
Swim:
claude.ai/artifact/XqzQjakQT…
prompt🔽by @sashikantsingh_
Revan Fernandez retweeted
We’re opening a research preview of Claude Duet, a new app where Claude works as a proactive agent.
It comes to you with what needs your attention, completes tasks you ask of it, keeps working when you step away, and checks with you before it acts on your behalf.
Revan Fernandez retweeted
This is fascinating from Ray Dalio.
Gold ETFs currently account for 87% of his portfolio.
As he likes to say:
“If you don’t own gold, you know neither history nor economics.”
tavicosta.substack.com/p/sho…
Readers added context they thought people might want to know
The image shows gold ETFs as ~87% of ~$480M in disclosed US equity holdings by Marino Management LLC (Dalio family office) per its Q2 2026 13F—not his overall portfolio or net worth of ~$19B.
13f.info/manager/000184…
forbes.com/profile/ray-da…
en.wikipedia.org/wiki/Ray_Dalio
AI isn't here just to take over jobs. If you're creative, you can still creating with AI. Furthermore, you can break some of your limits and go beyond.
Everything depends on your perspective of how you see the world. Pessimistic or optimistic.
Revan Fernandez retweeted
Far Left UK Green Party Wants The Words 'Mother' And 'Father' Erased zerohedge.com/political/far-…
Revan Fernandez retweeted
🇬🇧 This woke London councillor suggested that construction workers should give up their white vans to save the environment, suggesting 'cargo bikes' would suffice.
She admitted she had never run a business, but then told the guy who had worked in construction that ladders and bags of cement could be carried on BIKES!
What happened to keeping the state and the mental asylum separate? 🤣
Writer: Mhedi
Revan Fernandez retweeted
Banks are happy to take your cash
But if you want it back, that's a whole other story
Writer: Ian
Revan Fernandez retweeted
Wild.
US and China’s combined money supply is surging almost as fast as it did during the Covid stimulus madness.
That is a 10% increase in just 12 months!
Let that sink in.
tavicosta.substack.com/p/par…
Revan Fernandez retweeted
🚨 Global debt now exceeds $365 trillion.
That's roughly 310% of global GDP, an ALL TIME RECORD.
Now the cost of servicing that debt is exploding everywhere at the same time.
US 5-year Treasury: 5.136%, highest since 2007 (19 year high)
US 10-year Treasury: 5.340%, highest since 2002 (24 year high)
US 20-year Treasury: 5.730%, highest since 2002 (24 year high)
US 30-year Treasury: 5.681%, highest since 2002 (24 year high)
UK 5-year Gilt: 5.062%, highest since 2008 (18 year high)
UK 10-year Gilt: 5.510%, highest since 2007 (19 year high)
UK 30-year Gilt: crossed 6.029%, highest since 1998 (28 year high)
Japan 10-year bond: 3.126%, highest since 1996 (30 year high)
Japan 30-year bond: 4.223%, a record high since Japan started issuing this bond in 1999
Germany 10-year bond: 3.65%, highest since 2009 (17 year high)
France 10-year bond: 4.963%, highest since 2002 (24 year high)
Australia 10-year bond: 5.448%, highest since 2011 (15 year high)
The entire world is drowning in debt.
@SEUR_responde he mandado mi reclamación por la web caso pero quería compartir aquí también mi experiencia, en la que pagando por un servicio de recogida al día siguiente, van 2 veces en las que el repartidor marca como "ausente" FALSAMENTE, siendo está segunda vez la que ha-
-ha dado lugar a la cancelación de la recogida y a tener que concertar otra nueva una vez más.
Ya van 3 días de envío perdido. Y esto se supone que es un servicio de pago.
Definitivamente me parece una absoluta falta de respeto hacia el cliente y una falta tremenda de vergüenza
Revan Fernandez retweeted
Governance seasons separate holders from tourists. If you hold a bag of $OMNOM, check the ballots open right now — votes closing this weekend: dao.omnom.dog/
Governance only works when the people who care actually show up 🗳️
#Dogecoin #Crypto
Revan Fernandez retweeted
We have a major problem
All the major AI tools like Google Gemini, ChatGPT, even Grok say it’s not okay to hate Mohammed but it’s okay to hate Jesus
Google Gemini even says you’re allowed to hate all Christians but you can’t hate Muslims. Even saying it’s completely normal to feel hatred towards Christians
This needs to be addressed
Google Gemini is by far the worse. ChatGPT is close to Gemini in how bias it is towards Christians. Grok is the most fair in its reasoning but still makes it clear that you’re allowed to hate Jesus but not Mohammed at the top of the answer
Proof shown for all in video
Revan Fernandez retweeted
🇺🇸🇪🇸 Trump on Ceuta, Spain:
“So sad what is happening in Spain, a country with ZERO control of its Border.”
Trump, Morocco is a great ally of yours. If you really cared about what’s happening in Spain, you’d say something to the King of Morocco, wouldn’t you?
Or are you interested in seeing the Spanish government fall, or, even more so, in seeing Ceuta become a Moroccan territory so you can control what enters and leaves the Mediterranean?
Source: Truth Social / Writer: Samuel
Revan Fernandez retweeted
A reminder:
The mining industry still represents only about 1% of the entire global equity market.
I do not know whether that share will rise to 2%, 5%, 10%, or even 15–20% over the next decade.
But I find it difficult to imagine it falling below 1%.
This, my friends, is asymmetry in its purest form for the decade ahead.
tavicosta.substack.com/p/the…
