Trading & Investing. Building @RR2Capital with over 220 early stage investments. Join my +39,000 traders community at discord.gg/rand
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Lab diamonds crashed diamonds because they were cheap and instant.
Fusion gold is neither.
It needs reactors that don't exist, mercury we don't have, and decades of cooling.
This isn't gold's diamond moment. Not yet.
⚠️ RESEARCH: Fusion reactors are going to crash the price of gold.
That’s the headline. Here are the numbers:
Marathon Fusion’s idea is real physics. Fire fusion neutrons at mercury and some of it turns into gold. Published, peer reviewed, nobody disputes it.
Then the math shows up...
A one gigawatt plant, on the optimistic models, makes 2 to 5 tonnes of gold a year. Global mines pull out 3,500 to 4,000 tonnes. One plant moves annual supply by about a tenth of a percent.
The feedstock is enriched mercury. About $15,000 per milligram. Gold trades near $135 per gram. You are loading the reactor with something 100,000x more expensive than what comes out of it.
And what comes out is radioactive. The bars sit in storage for 14 to 18 years before anyone can legally sell them. A plant switched on today delivers its first sellable ounce in the 2040s.
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⚠️ Bank stocks are falling and the Fed is cutting. Last time those two happened together, it ended in 2008
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Rand Group retweeted
More workers fear AI every year. The smart ones are buying the stocks that replace them
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Rand Group retweeted
🇨🇳 Unpopular opinion: official numbers were never the real numbers. Not in China, not anywhere.
Central banks preach transparency and stack gold in the dark.
So why should anyone trust their paper money?
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Rand Group retweeted
The richest 30 year old you know doesn't own a single designer item.
He has zero interest in impressing you. Luxury is betting on a customer who is quietly going EXTINCT
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Rand Group retweeted
⁉️ Silver playing with fire here... a breakdown here would trigger a further freefall
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Rand Group retweeted
Every time the McRib returns, $BTC rips. I don't make the rules 🍔
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Rand Group retweeted
Lab diamonds crashed diamonds because they were cheap and instant.
Fusion gold is neither.
It needs reactors that don't exist, mercury we don't have, and decades of cooling.
This isn't gold's diamond moment. Not yet.
⚠️ RESEARCH: Fusion reactors are going to crash the price of gold.
That’s the headline. Here are the numbers:
Marathon Fusion’s idea is real physics. Fire fusion neutrons at mercury and some of it turns into gold. Published, peer reviewed, nobody disputes it.
Then the math shows up...
A one gigawatt plant, on the optimistic models, makes 2 to 5 tonnes of gold a year. Global mines pull out 3,500 to 4,000 tonnes. One plant moves annual supply by about a tenth of a percent.
The feedstock is enriched mercury. About $15,000 per milligram. Gold trades near $135 per gram. You are loading the reactor with something 100,000x more expensive than what comes out of it.
And what comes out is radioactive. The bars sit in storage for 14 to 18 years before anyone can legally sell them. A plant switched on today delivers its first sellable ounce in the 2040s.
45
40
270
28,050
Rand Group retweeted
⚠️ One prompt away from the biggest breach in history. Nobody is ready for this
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🇺🇸 US households now hold 48.2% of their financial assets in stocks. Highest on record, by a wide margin.
The two previous peaks tell you what this number usually means:
Q1 2000: 38.7%. The Nasdaq lost 78% over the next two years.
Q2 2007: 33.5%. The S&P fell 57% in the following 17 months.
Today is 48.2%. The chart measures confidence. Nobody holds half their net worth in equities because they’re nervous. They hold it because the last 15 years taught them that dips get bought and the index always comes back.
Which is exactly what households believed in 1999 and 2007.
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While you were panic selling #Bitcoin at the lows, someone with deeper pockets was buying every coin you dumped.
Realized cap is climbing again. Fresh capital is flowing in.
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⚠️ RESEARCH: Fusion reactors are going to crash the price of gold.
That’s the headline. Here are the numbers:
Marathon Fusion’s idea is real physics. Fire fusion neutrons at mercury and some of it turns into gold. Published, peer reviewed, nobody disputes it.
Then the math shows up...
A one gigawatt plant, on the optimistic models, makes 2 to 5 tonnes of gold a year. Global mines pull out 3,500 to 4,000 tonnes. One plant moves annual supply by about a tenth of a percent.
The feedstock is enriched mercury. About $15,000 per milligram. Gold trades near $135 per gram. You are loading the reactor with something 100,000x more expensive than what comes out of it.
And what comes out is radioactive. The bars sit in storage for 14 to 18 years before anyone can legally sell them. A plant switched on today delivers its first sellable ounce in the 2040s.
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