Derrida

A student of philosophy in the Global South, interested in commodities.

[Derrida @FlyingArtfish]

$Palladium - mining supply ⬇️ on low Russian ore grades, but recycling supply expected to ⬆️ on scrapping of pre-2010 cars. What if clunkers become keepers due to privacy issues of new smart cars?

[Kitco NEWS @KitcoNewsNOW]

Gold SWOT: Tether has emerged as a new gold buyer

The best performing precious metal for the week was #palladium, up 3.27%. Palladium-backed ETFs added 4,411 troy ounces in the latest session. That single-day inflow contrasted with #gold, which saw its eighth consecutive day of outflows, with silver's total holdings now at roughly 785.6 million troy ounces worth about $53.37 billion.

According to Scotia, Tether has emerged as a new gold buyer, adding further to official-sector-adjacent demand. Tether purchased six tons of gold in the first quarter of 2026, lower than 27 tons purchased in the fourth quarter of 2025, with gold holdings equivalent to 132 tons. Including Tether’s XAUT gold token (22 tons), Tether’s combined gold holdings are estimated at 154 tons, placing it among the top 20 official holders...

Full commentary by @bulldogholmes at Kitco: https://t.co/hq3uObDetW

[Derrida @FlyingArtfish]

@Mark_IKN Miners don't need crazy short term prices for metals - they need good prices medium term

[Derrida @FlyingArtfish]

@WilliamLiNIO 斌哥好，恭喜！恳请优化用户信托，推进港股双重主要上市并纳入港股通，打通南下资金！🙏 #蔚来 #NIO

[Derrida @FlyingArtfish]

@ctindale During WW2 it was rubber - without which warfare was impossible. The Rubber Reserve Company spent over $700m + (billions today) to build a synthetic rubber industry from scratch in just three years. One of the most successful examples of state industrial policy in history.

[Derrida @FlyingArtfish]

@Diplomat_APAC In another world China and India could be the world's greatest allies and rewrite the rules.

[Derrida @FlyingArtfish]

@NickTimiraos @argos_trades Will there even be dots?

[Derrida @FlyingArtfish]

@GraphCall Ok so more Detective Lieutenant Frank Drebin than Obi-Wan-Kenobi

[Derrida @FlyingArtfish]

@GraphCall Warsh telling the mkt : These are not the lower rates you are looking for

[Derrida @FlyingArtfish]

@WilliamLiNIO @WilliamLi 斌哥好，感谢六年的风雨同舟。如今蔚来基本面向好，恳请公司参考网易先例优化“用户信托”结构，推进港股双重主要上市并纳入“港股通”。期待打通南下资金通道，让坚守者的价值回归！感谢倾听！🙏 #蔚来 #NIO #李斌 #港股通

[Derrida @FlyingArtfish]

@GoldnGuitars Indeed the GDX candle off the weekly ichimoku cloud was visceral

[Derrida @FlyingArtfish]

@ArmstrongEcon The truth is expensive. This graph represents some of the finest most courageous people in the world.

[Derrida @FlyingArtfish]

@GoldnGuitars It was $gold's reaction the top of the Ichimoku Cloud which made me consider June 11 as a YCL. The cloud rises steeply from July. There is also a possibility that it tests the bottom of the cloud first, which would align with $3580+

[Derrida @FlyingArtfish]

@WilliamLiNIO @WilliamLi
斌哥，六年风雨同舟，散户陪蔚来熬过低谷，讲的是“义”。如今基本面向好，股价却因“用户信托”阻碍港股双重主要上市、无缘“港股通”而受压。饮水思源，恳请参考网易先例优化信托，打通南下资金通道！别让坚守者寒心，让价值回归！🙏📷#蔚来 #NIO #李斌 #港股通

[Derrida @FlyingArtfish]

@SamanthaLaDuc More like: There is nothing to fear but fear itself. In a stagflationary world and given its inability to print molecules or raise real rates due to debt levels, the Fed's best weapon is to appear resolute.

[Derrida @FlyingArtfish]

@fejau_inc Does this new create Fed molecules?

[Derrida @FlyingArtfish]

$KC $arabica $coffee

[Derrida @FlyingArtfish]

$Palladium

[Derrida @FlyingArtfish]

$Platinum

[Derrida @FlyingArtfish]

@TechCharts The Xau/Gold ratio is breaking out of a triangle formation

[Derrida @FlyingArtfish]

Physical $Gold and $silver breaking out vs paper $gold