Alessandro

[Alan Watts 📖 | Philosophy & Timeless Wisdom ✍️ @AlanWattsQuot]

Waking up to who you are requires letting go of who you imagine yourself to be.

[The Great Martis @great_martis]

Silver is approaching its moment of truth.

The $48 level represents major support.

Big opportunities in precious metals are coming, but not just yet. There is no need to rush imo .

Over the coming years, however, precious metals will likely be the asset class that outperforms all others.

For now, we are likely to see further downside as the greenback strengthens. Furthermore, this outlook does not yet factor in a potential equity deleveraging event, which would heavily impact precious metals and underscores why there is no need for urgency.

Yours truly,
The Great Martis💫

She's beautiful.

[MSB Intel @MSBIntel]

BREAKING: $114T+ DTCC to launch 24x5 U.S. equities trading starting June 2026.

Market giant is already working with Chainlink, Ripple, Stellar and Canton Network on tokenized finance infrastructure.

[AdiiX @adiix_official]

SOMEONE JUST KILLED THE REAL ESTATE INDUSTRY

A guy scanned an entire house with his phone. Uploaded it.

Now anyone on Earth can walk through it in a browser tab. No app. No VR. No agent. No appointment.

Click → you’re inside. Every room. Every angle. Every shadow. Photoreal.

The numbers are insane:

- Agent fee on a $500k home: $15,000
- Cost to make this scan: ~$200
- Time to “tour” 50 houses: one evening
- File size: smaller than a TikTok

The science is wild too:

It’s called 3D Gaussian Splatting instead of polygons (how games render), it uses millions of tiny glowing “splats” of color and depth.

AI reconstructs reality from your photos. The result loads on a phone and looks like you’re THERE.

The grift opportunity is even wilder:

Freelancers are already charging $300–$800 per scan for realtors, Airbnbs, venues, car dealers, museums.

One person + one phone + one weekend = a business.

Open source. Built on PlayCanvas.

Free GitHub: https://t.co/ew6Ql8Ad6u

[Alessandro @cloudbasedfun]

@MattWallace888 That’s how she got dem 4 kids

[Alessandro @cloudbasedfun]

@stallionuranium What's going on

[メイシィ@トレカ最新情報📣| 抽選・予約・トレカ投資 @Meisy_TCG_News]

【神秘的】初代御三家の旧裏面ポケカで作られた芸術アート😻

美しすぎるけど、これはさすがにもったいない😱😱😱

[Brian Roemmele @BrianRoemmele]

1956, shovel dance.

[Alessandro @cloudbasedfun]

@goldseek STUD.v is doing something similar with uranium.

Thanks for the tip

[Brian Roemmele @BrianRoemmele]

It is sometimes difficult to put into words what genius is.

But you do feel it when you experience it.

This is Jacob Collier as he improvises with an orchestra performing with the world's first Audience Symphony Orchestra in San Francisco, a gathering of fans from all over North America, conducted by Suzie Collier. In the middle of the show, this happened - no rehearsal, no sheet music, no prior discussion.

[Don Durrett - goldstockdata.com @DonDurrett]

Mid-Week Macro

The stock market has been steady this week, remaining just below 7,000 and just below an ATH. This has allowed gold ($5060) and silver ($83) to remain strong. The miners (HUI) are at 885, and only 6% from an ATH. The HUI began the year at 700, so it is up 26% in 5 weeks. That's quite a move, yet the miners remain cheap. For example, B2Gold is currently producing 1M oz with FCF margins of $2500 per oz. That is a $2.5B FCF run-rate. The market is ignoring it, giving it a 2.7 FCF multiple. That’s a joke, but it’s not alone. Sentiment remains weak.

I continue to tell you that sentiment will not improve in the gold/silver miners until the fear trade arrives. This is the last battle, and then we win the war. I remember what a fear trade feels like from 2002 to 2011. The gold/silver miners did extremely well during that decade. FCF multiples were much higher than they are today. Quality developers were valued as if they were producers. Aussie gold miners were too pricey to own. Today, nearly all producers remain cheap. Look at Newmont. Its current FCF run-rate is $15B, and on the verge of cleaning up its balance sheet. Investors will only give it a 9 FCF multiple. That’s ridiculous. It’s priced as if gold were at $3,500. Why? Wall Street doesn’t care.

When this bull market in gold/silver miners shifts into second gear, Newmont will have a 15 FCF multiple. That will be a normal valuation. Then, we will see third gear, and it will get a 20 multiple. Finally, we will see fourth gear and a 25. Let’s do the math for fourth gear (mania): 5.8M oz x ($6,500 - $2,800) = $21B x 25 = $525B (future) vs $138B (today) = 280%. Not exactly cheap, but almost a 3-bagger from here. That means we will see 5+ baggers all over the place — if gold goes to $6,500 and stays there for at least a year.

When does sentiment improve? When does the fear trade begin? My guess is that it will begin slowly and pick up speed throughout the year. I’m expecting the stock market to get stuck in a trading range at some point in the first half of this year. That will be the initial trigger. That’s when gold will become the obvious go-to trade, and the stock market will be revealed as the poser. That’s the outcome we are waiting for. Once the S&P 500 stops rising, we win. Got Gold? Got Silver? If not, you have the wrong trade.

[Tai Lopez @tailopez]

Bob Marley was right, true friends are like stars. You can only truly recognize them when it’s dark around you.

[el.cine @EHuanglu]

NVIDIA’s new AI voice model is crazy

[Grummz @Grummz]

AI is getting pretty good.

[Hedera @hedera]

On track 🤝 on-chain. Proud to announce a multi-year partnership with McLaren Racing — Hedera is now an Official Partner of the @McLarenF1 Team and @ArrowMcLaren IndyCar Team.

What’s coming: free-to-claim digital collectibles + new fan experiences built on Hedera’s trusted public network.

Read more: https://t.co/DdGuZa2uln

[Tai Lopez @tailopez]

You're doing 10 times better than anyone expected. Stop being so insecure.

[Alessandro @cloudbasedfun]

@silvertrade What price we guess will Future Contracts take a hit? March - mid Feb , or we still have time to play with leverage?

[Tai Lopez @tailopez]

Why would you chase a woman, when women don’t run from the men they really want…

[Alessandro @cloudbasedfun]

@goldseek Friday!