Lima.eth

Valorize sua familia.

[Lima.eth @Criptoliife]

Troquei 30% de eth em mineradoras de urânio, vamos ver o resultado nos próximos 2 anos.

[Lukas Ekwueme @ekwufinance]

Uranium prices are about to surge.

- Utilities largely avoided buying uranium in size over the past few years
- As of today, 2/3 of uranium demand through 2045 remains uncovered

At some point, utilities will have to step in and start buying.

When they do, prices will move much higher, because supply remains extremely tight.

And Paying higher prices won’t be an issue.
Fuel costs make up only ~5% of utility OpEx.

[Lukas Ekwueme @ekwufinance]

This gold bull market is unprecedented

In the last gold bull cycles, central banks were net sellers

- 1970s: Central banks net sold ~1000t
- 2000s: They net sold ~3500t

Now they are net buying 800-1000t annually... a key headwind has flipped into a massive tailwind

[The Kobeissi Letter @KobeissiLetter]

BREAKING: World central banks purchased +41 tonnes of gold in May, the largest monthly addition since November 2025.

This follows +17 tonnes acquired in April, and marks the 3rd monthly purchase this year.

Poland led for the 2nd consecutive month at +18 tonnes, bringing its year-to-date total to +64 tonnes, with gold reserves now at a record 614 tonnes.

China added +10 tonnes, the biggest monthly addition since December 2024, increasing its official gold reserves to a record 2,331 tonnes, also accounting for 9% of total FX reserves, near an all-time high.

This also marks the 20th consecutive monthly purchase by the Chinese central bank.

At the same time, Uzbekistan and Kazakhstan acquired +9 tonnes and +7 tonnes, respectively.

Central bank demand for gold is back.

[Jack Prandelli @jackprandelli]

Copper equities just underperformed the metal for the first time all year, after averaging a 10.7% premium in 2025.

The tape calls it "moderating AI excitement."

But look at what actually happened this month:

Goldman cut supply 350kt.
South32 sold $5.6 bn of aluminum to buy more copper. Vedanta pulled its copper IPO 24 hours before listing.
Producers are pivoting. Equities are lagging. That gap is the setup.
Full breakdown 👇
https://t.co/3uxS7Aeuq9

[Otavio (Tavi) Costa @TaviCosta]

Today was a good reminder that despite the recent pullback in metal prices, miners continue to generate margins that would have seemed extraordinary just a few years ago.

Act accordingly.

https://t.co/LgqMHVxLkh

[Lukas Ekwueme @ekwufinance]

In the next 25 years, we have to mine as much copper as humanity has mined throughout all of history.

And that's before accounting for EVs, power grids, and AI.

Meanwhile:

- Copper supply is peaking.
- Major discoveries are becoming increasingly rare.
- New deposits are smaller, lower grade, and harder to develop.

Higher copper prices over the long term are a mathematical certainty.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US M2 money supply surged +$247.8 billion in May, to a record $23.1 trillion.

This marks the largest monthly increase since May 2021.

Year-to-date, M2 has soared +$698.6 billion, the largest January to May increase in 5 years.

Money supply now stands $1.3 trillion above the March 2022 peak.

Since 2000, money in circulation has grown at an average annual rate of +6.3%.

US money creation is accelerating.

[Correlation Economics @GoldForecast]

Do you think gold miners are expensive? 🤔

[Cameco Corporation @cameconews]

Cameco (TSX: CCO; NYSE: CCJ) today announced our Cigar Lake mine in northern Saskatchewan has temporarily suspended operations due to challenges at Orano’s McClean Lake mill, where Cigar Lake ore is processed. Read the full news release here: https://t.co/EVtVFcZRgl $CCO.TO $CCJ

[Lukas Ekwueme @ekwufinance]

The silver market is facing its 6th consecutive annual deficit

- Since 2021 cumulative deficits reached 762m oz
- Since 2016 industrial demand rose from 47%-67%
- Silver supply peaked in 2016 & is expected to decline 2% y/y

The silver market is extremely tight

[Miles Franklin Precious Metals @MilesFranklinCo]

Tavi Costa (@TaviCosta) says one of the biggest macro shifts ahead is a major reversal in the U.S. dollar.
“If you want the dollar system to survive, you need a weaker dollar, and I think we’re going to see it.”
Costa explains why the dollar may have to go significantly lower, why gold could double, and why miners, silver, copper, and emerging markets may be positioned for the next major rotation.
Watch the full interview on The Real Story with @MichelleMakori:
https://t.co/ewDT1jiLGE

[Lima.eth @Criptoliife]

FECHAMENTO DE MERCADO, IBOVESPA! #Swingtrade #ibovespa #ações #mercadofinanceiro #daytrade #trading #analisetecnica

https://t.co/xNtCZVwzzp

[WATCHER @WATCHER_GRAINS]

🇪🇺🌽Something rare is happening on the Euronext agricultural market.

Concerns over the upcoming corn crop have pushed the Euronext corn premium over wheat to an exceptional level.

🌾 Wheat: €202.50/t
🌽 Corn: €233.75/t
➡️ The spread has widened to €31.25/t.

Since 2000, we've seen such a large spread only five times.

Spread trading opportunity ?!👀

[Barchart @Barchart]

BREAKING 🚨: Commercial Real Estate

Office CMBS Delinquency Rate hits 12.3%, the highest level in history 👀

[Otavio (Tavi) Costa @TaviCosta]

Gold miners are sitting at nearly 40-year support.

Act accordingly.

https://t.co/oLUEckEJgq

[Graddhy - Commodities TA+Cycles @graddhybpc]

Gold is in a 45-year parabolic slingshot-move.
Posted on the blue breakout in linked post.
Target is $15 000 - $20 000 since many years back, and might raise it further.
Now in a much needed consolidation/pullback, which could last longer than many thinks. #joinus

[Otavio (Tavi) Costa @TaviCosta]

I won’t say much more than this:

The only other time gold was down this much was at the bottom of 2008.

https://t.co/Sk3i83qUM9

[The Oregon Group @TheOregonGroup]

#Copper is facing a “super squeeze” — its demand stack is deepening, just as the supply pipeline tightens.

1/🧵 #mining #criticalminerals

[Otavio (Tavi) Costa @TaviCosta]

The next 25 years could require as much copper as humanity has produced throughout its entire history.

Every major leap in economic development has been accompanied by a surge in copper demand.

The Industrial Revolution.
The buildout of electrical grids.
The rise of telecommunications.
The rapid urbanization of emerging economies.

Each of these transformations pushed copper consumption to levels that previously seemed unimaginable.

Yet the demand requirements emerging today may be larger than anything the industry has faced before.

https://t.co/zlCUALIP42

[Mr. Pool @MrPool_QQ]

🔻THE WATER YOU DRINK IS NOT WATER. IT IS A DELIVERY SYSTEM.

And they've known since 1954.

Clean water forms hexagonal molecular clusters. It carries frequency. It stores information like a biological hard drive. Dr. Masaru Emoto proved this. He was discredited within 6 months. His lab was defunded. His research partner, Dr. Jacques Benveniste, lost his position at INSERM and died in 2004 under circumstances that were never investigated.

They don't silence people who are wrong. They silence people who are RIGHT.

Now look at what comes out of your tap.

CHLORINE. A chemical weapon deployed at Ypres in 1915. Killed 5,000 soldiers in 10 minutes. Now added to your drinking water at concentrations the EPA calls "safe." It destroys gut bacteria on contact — the same bacteria that produce 90% of your serotonin. You are drinking a diluted war agent every morning and wondering why you can't think clearly.

FLUORIDE. A byproduct of aluminum and phosphate manufacturing. Too toxic to dump in rivers — so they put it in your mouth and called it dental care. Harvard's meta-analysis: fluoride lowers IQ by 7 points per generation. Exposed across 330 million people for 70 years. Do the math. That is not a public health program. THAT IS A LOBOTOMY PROGRAM.

PHARMACEUTICAL RESIDUE. Antidepressants. Birth control. Chemotherapy agents. Your water treatment plant CANNOT filter these. They don't have the technology. Every glass contains medications never prescribed to you.

MICROPLASTICS. Found in 94% of U.S. tap water. Particles that lodge in your brain, your liver, your reproductive organs. And never leave.

This is not negligence. This is ARCHITECTURE.

On May 19, 2026 — Executive Order 14271 was signed. "National Water Infrastructure Modernization." No press conference. No coverage. Buried on page 47 of the Federal Register.

What it authorizes: COMPLETE REPLACEMENT of municipal water treatment systems in 12 pilot cities by December 2026. New filtration technology. Frequency-restructuring units. The same technology the military has used on submarine crews since 1998.

I was told three weeks ago that the first city goes live on July 1. The water that comes out will not contain a single contaminant listed above. Not one.

They poisoned you for 70 years. The man in the White House just signed the order to stop it. In silence. While you were watching the news.

WATER-EO-14271-0519
HEXAGONAL-RESTRUCTURE
PILOT-12-CITIES-0701

The delivery system is being dismantled. City by city. Pipe by pipe.

You were the experiment. The experiment is OVER.

[Rock Bottom Entries @RockBtmEntries]

Metals inflation is fun to talk about.

But food inflation creates panic... and that's why fertilizer manias rip like no other.

Highly inelastic. Irreplaceable. Thin liquidity in a handful of viable names.

Charts suggest we're on the edge of such a cycle.

$MOS $DBA $MOO $MLP.v