GateUser-272e4d07

La rotación de oro a energía se está haciendo clara. Los gráficos mensuales están poniendo mínimos más altos en $XLE/GOLD y $FCG/GOLD. Hay mucho espacio para correr.

$XLE and $FCG are my picks here. Oil likely stays higher for longer. It doesn’t need to spike anymore for O&G stocks to take advantage of these higher margins. 2nd order impact on mkt not good. Cash and Gold likely other best options

PMs look strong and weren’t effected much in last weeks ‘rush to dollars’ Silver and Copper miners in particular

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$USO hit $124 premkt Worth noting oil stocks like $XOM lagging the commodity Nat gas stocks $FCG also lagging the commodity This is bc Wall st is betting on resolution and G7 to flood mkt with reserves If they’re wrong they’ll be very offside

Cuba has been cut off from oil and is currently in an energy crisis. US trying to force collapse and regime change from within

Sometimes the headline matters more

$USO $120 and $FCG $40 would be my guess Think too much complacency in the ‘nothing ever happens’ camp for oil and gas US pretty determined to disrupt

I would guess 60-80k is the bottoming range before higher March will be a big determining month for if BTC has bottomed SO FAR looking good against Gold, Silver and SPX. Key word being so far

This is the definition of circular financing

It’s almost like somebody knows BlackRock will be building their own chain and tokenizing the entire equity market onto it with Nasdaq’s help once they move to 24/5 trading

As Mag7 transitions from cash cows to spending approx $150B each annually on AI, they’re also now moving into debt Apple is the only one not following this trend Mag7 stocks have stalled out as a result. Investors want to see ROI and are growing impatient

This gap is going to be filled on $IBIT Don’t know when, just that it will. My guess would be by Spring

Self custody fixes this

Self custody $BTC fixes this

China steady selling before US nukes the dollar and lowers rates Proceeds likely going into the only market big enough to handle them Gold

Gold has failed many times as a store of wealth This table shows why I have no doubt in my mind BTC is the superior asset Gold bans through history range from 1 to 73 year bans with most lasting decades The gold ban in the USA lasted 41 years and was only lifted once the USA

PMs and Oil/Gas still seem like the plays for now I’d get very interested into going almost all-in BTC if we dip towards $60k again which I do think we get

This is what ppl mean when they say bottoms take a while to from Every wick is a month Be patient