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While most investors panicked last Friday, governments made their move.
This wasn’t a random sell-off.
It wasn’t fear.
It was positioning being cleared.
In this video, I break down the real economic war happening between the U.S. and China, and why rare earths, silver, gold, and energy just became national security assets.
China restricted silver.
The U.S. responded with a $12B rare earth stockpile and Project Vault.
That’s not trade policy — that’s preparation.
By the end of this video, you’ll understand:
• Why rare earths are now treated like weapons
• Why China’s silver restriction matters far more than price
• Why the recent metals sell-off was a reset, not a top
• How governments think about inputs, not headlines
• And which companies are already benefiting from this shift
We also break down:
• Project Vault (explained simply)
• Section 232 and why “national security” changes markets
• Why gold and silver are still early in this cycle
• Why volatility is clearing leverage — not ending trends
This channel isn’t about panic.
It’s about seeing the board before the move.
⏱️ Chapters
00:00 — The “Selloff” Was a Set-Up
00:09 — Trump Signs $12B Rare Earth Stockpile
00:19 — Project Vault: The U.S. Strikes Back
01:28 — Why Gold & Silver Dropped (Crowded Trade)
01:48 — CME Margin Spike: Silver Went From 25K → 65K
02:13 — Weak Hands Get Forced Out (Mechanical Liquidation)
02:45 — The Catalyst Never Changed
02:58 — Rare Earth Stockpile = Military + Tech Insurance
03:33 — Why Silver Is a Weapon Now (Not a Commodity)
03:56 — China Controls 80–90% of Processing
05:31 — Stockpile = Guaranteed Demand = Capital Inflows
06:13 — Section 232: When “Free Markets” End
07:00 — 2 Stocks I’m Watching: USAR + CRML
08:40 — Silver Reality Check: China Still Controls Processing
09:43 — “Selloff Is Information, Not Danger”
10:12 — The Money Isn’t in Nvidia (Right Now)
10:27 — Infrastructure + Memory + Power Is the Next Run
10:31 — BE: AI Needs Electricity, Not Headlines
11:06 — GEV: Grid Modernization + Energy Security
12:02 — China Wants Reserve Currency Status (Bold Play)
12:59 — Volatility Is the “Cost” of the Transfer
13:18 — If You Wait for Clarity… You Miss the Move
13:49 — $93,000 Day: Positioning Where Money Flows
14:10 — Final Word: Stop Watching Noise, Follow Money
Disclaimer
Education only. Not financial advice. Do your own research and manage risk.
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