> AI / tech bubble bursts
> SpaceX IPO was the top
> Stocks pullback 20-30%
> Crypto market dumps
> 40k, 800, 30, 20
> Bottom in H2
> We all buy
> Bull run 2027
> Capital rotation
> We all make money
> We all get girlfriends
> Just as the prophecies foretold
Something big many people missed:
BRICS has reportedly prepared a draft framework for a gold-backed settlement token designed for cross-border transactions between central banks.
The proposed structure would be backed 40% by gold and 60% by the currencies of the bloc's core members.
This would not be a common currency.
It would be a settlement mechanism designed to facilitate trade and financial flows without relying on the U.S. dollar.
Everything that I have spent nearly 10 years discussing is bubbling to the surface.
Gold is at the centre of all the action.
$ICP Finalization rate is 4.5X up since Jan 24. The ICP Blockchain is now processing 159 Blocks/s⚡️
We are witnessing a rapid acceleration (52% up since last Month)📈
The Netherlands is quietly becoming the world's #2 in wafer fab equipment, and most people haven't noticed.
Everyone knows ASML (lithography), ASM (ALD), and BESI (advanced packaging/assembly).
Now add Nearfield Instruments to the list.
They just closed a $380M Series D at a $1.6B valuation: the largest deep-tech round in Dutch history, led by Fidelity with Temasek, QIA, and Walden Catalyst Ventures joining in.
Their tech: a high-throughput, multi-head Atomic Force Microscopy system delivering atomic-scale 3D metrology at production speed. Non-destructive, in-line process control built for sub-3nm nodes, GAA transistors, hybrid bonding, and AI chip packaging.
KLA should be watching closely — a credible challenger is emerging in 3D metrology.
My read: NL has now passed Japan for #2 in fab equipment globally, behind only the US. China is #4 and closing the gap.
America can’t lead in nuclear without a robust domestic fuel cycle.
That’s what we’re building.
🇺🇸 American Atomics
→ HALEU or bust.
→ Vertically integrated.
→ Rock to reactor.
Let’s talk.
https://t.co/5qHNxpRWqU