# ![@burn1ngtheta Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1486093574622035968.png) @burn1ngtheta Mike

Mike posts on X about $nem, nem, $ag, $iag the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1486093574622035968/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1486093574622035968/c:line/m:interactions.svg)

- [--] Week [-----] +368%
- [--] Month [-----] +26%
- [--] Months [------] +85%
- [--] Year [------] -51%

### Mentions: [--] [#](/creator/twitter::1486093574622035968/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1486093574622035968/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1486093574622035968/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1486093574622035968/c:line/m:followers.svg)

- [--] Week [---] +0.41%
- [--] Month [---] +6.50%
- [--] Months [---] +13%
- [--] Year [---] +41%

### CreatorRank: [---------] [#](/creator/twitter::1486093574622035968/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1486093574622035968/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [celebrities](/list/celebrities)  [fashion brands](/list/fashion-brands)  [social networks](/list/social-networks) 

**Social topic influence**
[$nem](/topic/$nem), [nem](/topic/nem), [$ag](/topic/$ag), [$iag](/topic/$iag), [silver](/topic/silver), [$vale](/topic/$vale), [$eqx](/topic/$eqx), [$nvda](/topic/$nvda), [nvda](/topic/nvda), [debt](/topic/debt)

**Top accounts mentioned or mentioned by**
[@sempervigilant1](/creator/undefined) [@investornick](/creator/undefined) [@silverbark3](/creator/undefined) [@sorenthek](/creator/undefined) [@dogmatixxxx](/creator/undefined) [@dampedspring](/creator/undefined) [@goldgrumpgranpa](/creator/undefined) [@profitsplusid](/creator/undefined) [@pineconemacro](/creator/undefined) [@buyingmyfreedom](/creator/undefined) [@klendathucap](/creator/undefined) [@kyrradio](/creator/undefined) [@squirrelmacro](/creator/undefined) [@tgmacro](/creator/undefined) [@markikn](/creator/undefined) [@pmbug](/creator/undefined) [@thhappyhawaiian](/creator/undefined) [@mwm76](/creator/undefined) [@jaguaranalytics](/creator/undefined) [@hkuppy](/creator/undefined)

**Top assets mentioned**
[Newmont Corporation (NEM)](/topic/$nem) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [Iagon (IAG)](/topic/$iag) [VALE S.A. (VALE)](/topic/$vale) [EQIFi (EQX)](/topic/$eqx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Coeur Mining, Inc. (CDE)](/topic/$cde) [Tesla, Inc. (TSLA)](/topic/$tsla) [SPDR GOLD ETF (GLD)](/topic/$gld) [Endeavour Silver Corp. (EXK)](/topic/$exk) [Bitcoin (BTC)](/topic/bitcoin) [Metadium (META)](/topic/$meta) [Eli Lilly and Company (LLY)](/topic/$lly) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Hecla Mining Company (HL)](/topic/$hl) [New Gold Inc. (NGD)](/topic/$ngd) [Nikola Corporation (NKLAQ)](/topic/$nklaq) [10s (10S)](/topic/$10s) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Spotify Technology (SPOT)](/topic/$spot) [BODEN (BODEN)](/topic/boden) [April (APRIL)](/topic/april) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [Celsius (CEL)](/topic/celsius)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@polan13 Question: is this the correct conversion for the various $SV holdings once deal is done $SV [--] share of new company $SVSVU [--] share + 1/2 warrant $SVSVW [--] warrant New to the SPAC thing. Currently holding $SV"  
[X Link](https://x.com/burn1ngtheta/status/1506320653821034502)  2022-03-22T17:23Z [---] followers, [--] engagements


"@MWM76 . as a short. $NKLAQ"  
[X Link](https://x.com/burn1ngtheta/status/1534899457317281795)  2022-06-09T14:05Z [---] followers, [--] engagements


"@MWM76 How long until we get the reports about how many 🤡 in congress recently acquired calls from n $MSOS $TLTY $CGC and the rest"  
[X Link](https://x.com/burn1ngtheta/status/1578120378035175432)  2022-10-06T20:29Z [---] followers, [--] engagements


"When will @hood be removing the buy button on $NVDA"  
[X Link](https://x.com/burn1ngtheta/status/1661701378597609473)  2023-05-25T11:50Z [---] followers, [---] engagements


"$NVDA longs to bears today"  
[X Link](https://x.com/burn1ngtheta/status/1661819859343122433)  2023-05-25T19:41Z [---] followers, [--] engagements


"@MWM76 @chrisweight Guessing this one makes a decision (higher or lower) in the next couple weeks. Wont hover here for ever"  
[X Link](https://x.com/burn1ngtheta/status/1699862805640314988)  2023-09-07T19:10Z [---] followers, [--] engagements


"@CorneliaLake @FriendlyCapMgmt I see biosteel is filing for bankruptcy after being acquired by $CGC in [----] with the hopes of creating weed infused drinks. They missed their $12M payment to the nhl in September after taking over as hydration sponsor last year. 😂"  
[X Link](https://x.com/burn1ngtheta/status/1703774659848683729)  2023-09-18T14:15Z [---] followers, [---] engagements


"@lynssss3125 All about the BoJ and $JPY as far as currencies go. Thats the grand daddy of them all. When it cracks they all follow accordingly"  
[X Link](https://x.com/burn1ngtheta/status/1703987382050074953)  2023-09-19T04:20Z [---] followers, [--] engagements


"@dailydirtnap Isnt the issue more now about the gov/treasury needing to issue an increasingly larger amount of debt into an already saturated market that will insist on higher and higher rates for additional issuance Fed loses control of the long end. World has too much debt. Supply v demand"  
[X Link](https://x.com/burn1ngtheta/status/1704570687984198062)  2023-09-20T18:58Z [---] followers, [---] engagements


"@ILIA_0x @tallyxyz Is @0xPlasma and $PPAY still a thing"  
[X Link](https://x.com/burn1ngtheta/status/1704812801544388859)  2023-09-21T11:00Z [---] followers, [--] engagements


"@KlendathuCap Writers strike over"  
[X Link](https://x.com/burn1ngtheta/status/1704843705843159078)  2023-09-21T13:03Z [---] followers, [--] engagements


"@dampedspring What about when treasuries arent or havent been being bought for yield vs theyve been needed at collateral that can be leveraged to obtain a certain return If their underlying value as collateral comes into question is that not another reason for increasing demand for gold"  
[X Link](https://x.com/burn1ngtheta/status/1713213475080536104)  2023-10-14T15:21Z [---] followers, [---] engagements


"@CorneliaLake You didnt even mention Xi Hes [--] and if he wants to be the uniter of China and Taiwan that clock is ticking"  
[X Link](https://x.com/burn1ngtheta/status/1717903990040465637)  2023-10-27T14:00Z [---] followers, [---] engagements


"@Silverbark3 @profitsplusid $NEM earnings reaction will bode well for the miners. That was the turn in my book"  
[X Link](https://x.com/burn1ngtheta/status/1717908531796467954)  2023-10-27T14:18Z [---] followers, [--] engagements


"@SemperVigilant1 Love a hated rally"  
[X Link](https://x.com/burn1ngtheta/status/1730330484595454012)  2023-11-30T20:58Z [---] followers, [--] engagements


"@profitsplusid Love how hated this rally has been and is"  
[X Link](https://x.com/burn1ngtheta/status/1731467774705184907)  2023-12-04T00:17Z [---] followers, [---] engagements


"@TicTocTick That equates to a $31080000000000 mkt cap. Do they ever even bother to do the simple math to check themselves before they say these things"  
[X Link](https://x.com/burn1ngtheta/status/1745254590478524744)  2024-01-11T01:21Z [---] followers, [---] engagements


"@Gasino11 @PCHtrades Its interesting to watch so much #natgas bear porn today"  
[X Link](https://x.com/burn1ngtheta/status/1746336020541374842)  2024-01-14T00:58Z [---] followers, [----] engagements


"@QTRResearch Cayman Islands based call buying operations forcing gamma squeeze. Spend $10s of millions to make billions. This is how musk has done it"  
[X Link](https://x.com/burn1ngtheta/status/1751766329021837769)  2024-01-29T00:36Z [---] followers, [---] engagements


"@EsScalping Trying to figure out why it is so imperative for Powell to go on TV tonight. It doesnt seem like he needs to say anything dovish at the moment to keep markets afloat and it also seems like he was pretty clear about taking the March cut off the table. While the $META earnings"  
[X Link](https://x.com/burn1ngtheta/status/1754254024126144566)  2024-02-04T21:22Z [---] followers, [--] engagements


"@ShortsellerST Elon pumped $TSLA through his Cayman Islands call buying scam so why not Spend millions to make billions"  
[X Link](https://x.com/burn1ngtheta/status/1758294761201406095)  2024-02-16T00:58Z [---] followers, [---] engagements


"@TheWealthMiner With the larger hldings you may have to wait but the mid tiers are inflecting now. Look at $IAG report last wk & what happens when the Cote project come online in [--] $EQX Wed will be interesting and $NEM & $GOLD are trending in the right direction. $2200 gold will unlock FCF"  
[X Link](https://x.com/burn1ngtheta/status/1759658883318985136)  2024-02-19T19:19Z [---] followers, [---] engagements


"@SemperVigilant1 Was interesting watching $NEM and $EQX earnings last night and into today and compare them to $IAG. There seem to be good producers and ones that cant keep their costs in line. I guess if you want to play doing the research is paramount. Time will come for $GDX but not yet"  
[X Link](https://x.com/burn1ngtheta/status/1760782532277072239)  2024-02-22T21:44Z [---] followers, [---] engagements


"@MarketsWithMB @Spotify @phish Score one for the good guys I was just going to say you usually get what you pay for but sometimes you dont even get that"  
[X Link](https://x.com/burn1ngtheta/status/1761813650518446562)  2024-02-25T18:01Z [---] followers, [--] engagements


"@Silverbark3 I suppose theres one on there we could work around I would still say it has value but not in the critical way the rest do"  
[X Link](https://x.com/burn1ngtheta/status/1762839056931606859)  2024-02-28T13:55Z [---] followers, [--] engagements


"@MacroAlf I was look at this yesterday and wondering if when there will be a move on the USD/JPY"  
[X Link](https://x.com/burn1ngtheta/status/1765392020049158197)  2024-03-06T15:00Z [---] followers, [----] engagements


"@mikesay98 Have appreciated as is. If you change anything just make sure to keep it simple still"  
[X Link](https://x.com/burn1ngtheta/status/1766523493699506548)  2024-03-09T17:56Z [---] followers, [---] engagements


"@SemperVigilant1 $SILV looks like it could be a fantastic performer. Love them keeping bullion on the balance sheet. Was a great interview on @TheMarketHuddle with their pres Chris Ritchie. I bought after hearing"  
[X Link](https://x.com/burn1ngtheta/status/1767234678136660243)  2024-03-11T17:02Z [---] followers, [--] engagements


"@Investor_NICK_ Been getting more and more things from that Vuori brand lately. They have it at scheels and been great stuff. Who knew I had anything in common with @livvydunne @unrlco UNRL is making GREAT stuff too and Minnesota based no less"  
[X Link](https://x.com/burn1ngtheta/status/1775898240011145357)  2024-04-04T14:48Z [---] followers, [---] engagements


"@TicTocTick The GR is no joke We need more enthusiast cars like these on the market. Kudos to Toyota for still catering to the market"  
[X Link](https://x.com/burn1ngtheta/status/1777297834221473876)  2024-04-08T11:29Z [---] followers, [---] engagements


"@stevehouf Trump will spend and find someone to cut rates for him too. I think if jeo boden sleep walks into a 2nd term his regime is done and they will have no reason to set the table for whatever comes next. They will actually slow spending increases and massively raise taxes"  
[X Link](https://x.com/burn1ngtheta/status/1778558363892113734)  2024-04-11T22:58Z [---] followers, [--] engagements


"If $5 billion moves into $NEM it will move the price up 10%. It would take $222 billion to move $NVDA another 10% #Gold at ATH will unlock miner FCF. Its not too late"  
[X Link](https://x.com/burn1ngtheta/status/1778585054890926239)  2024-04-12T00:44Z [---] followers, [---] engagements


"@Silverbark3 A lot riding on $NEM earnings in a couple weeks. Miners that were profitable should be seeing their $20/oz profits going to $250/oz provided they didnt do anything catastrophic by hedging too much too soon"  
[X Link](https://x.com/burn1ngtheta/status/1779946376950169873)  2024-04-15T18:54Z [---] followers, [--] engagements


"@Investor_NICK_ $lulu is a luxury brand with growing competition. $NKE may have lost its way for a bit but its a staple"  
[X Link](https://x.com/burn1ngtheta/status/1779960423283896505)  2024-04-15T19:50Z [---] followers, [---] engagements


"@SemperVigilant1 Interesting action in the $SLV options chains today. Looks like someone is rolling from the April 19th $27/28 call spread to this for April 24th. Unusual volume on an otherwise illiquid contract. Thoughts"  
[X Link](https://x.com/burn1ngtheta/status/1780283490564559211)  2024-04-16T17:13Z [---] followers, [--] engagements


"@profitsplusid Did you see this action last week on the illiquid 4/24 strike Very interesting spread"  
[X Link](https://x.com/burn1ngtheta/status/1782103961207456150)  2024-04-21T17:47Z [---] followers, [----] engagements


"@pineconemacro I think the thing to accept now is that we can have competing assests working at the same time. ie real rates dollar tech and gold up. The thing that struck me with earnings is the difference between what the big players are doing with their AI spend"  
[X Link](https://x.com/burn1ngtheta/status/1783893063422587372)  2024-04-26T16:17Z [---] followers, [--] engagements


"@pineconemacro $goog $MSFT and even $TSLA to some extent seem to be using their fancy chips to further their product capabilities while $meta is just trying to sell more ads in an already crowded environment"  
[X Link](https://x.com/burn1ngtheta/status/1783893549920014462)  2024-04-26T16:19Z [---] followers, [--] engagements


"@KYRRadio Anecdotally Ive seen a rash of $LLY commercials popping up on tv lately. Seems their current theme is to normalize obesity as a medical condition rather than life style choice thus pushing for insurance coverage for these high $ drugs. https://investor.lilly.com/news-releases/news-release-details/lillys-newest-phase-get-better-campaign-challenges https://investor.lilly.com/news-releases/news-release-details/lillys-newest-phase-get-better-campaign-challenges"  
[X Link](https://x.com/burn1ngtheta/status/1785698934607720877)  2024-05-01T15:52Z [---] followers, [---] engagements


"@Nostre_damus And no one is even talking about it This aint the Turkish lira or some other 3rd world sh1t coin. This will leave a mark"  
[X Link](https://x.com/burn1ngtheta/status/1785774481660641520)  2024-05-01T20:53Z [---] followers, [---] engagements


"@SemperVigilant1 I was fortunate to find them when their president went on @TheMarketHuddle I really liked his approach to things and that they keep metal on the balance sheet rather than selling every ounce. https://podcasts.apple.com/us/podcast/the-market-huddle/id1444520320i=1000646699102 https://podcasts.apple.com/us/podcast/the-market-huddle/id1444520320i=1000646699102"  
[X Link](https://x.com/burn1ngtheta/status/1785868695232819513)  2024-05-02T03:07Z [---] followers, [--] engagements


"@dampedspring I can get behind most of this but what is the reason for thinking gold back down to $2100 It seems its importance as a Tier [--] asset and lack of liability on another CBs balance sheet is growing in importance. Seems like this will continue support price in near and long term"  
[X Link](https://x.com/burn1ngtheta/status/1786049439741735323)  2024-05-02T15:05Z [---] followers, [---] engagements


"@JaguarAnalytics Not too mention advertising spend is going up. Been seeing a lot of $LLY ads on tv lately. Thats new"  
[X Link](https://x.com/burn1ngtheta/status/1786177728514768948)  2024-05-02T23:35Z [---] followers, [---] engagements


"@labeltrader1122 Apologies but Im DOXing @labeltrader1122 once and for all https://www.instagram.com/doug_townsonigsh=OHJzZTVsYzNsb2Zt https://www.instagram.com/doug_townsonigsh=OHJzZTVsYzNsb2Zt"  
[X Link](https://x.com/burn1ngtheta/status/1788368840390246596)  2024-05-09T00:42Z [---] followers, [--] engagements


"@labeltrader1122 Catless and always has a CEL too"  
[X Link](https://x.com/burn1ngtheta/status/1789497151694733506)  2024-05-12T03:25Z [---] followers, [--] engagements


"@Silverbark3 $30 tomorrow on the back of cool CPI"  
[X Link](https://x.com/burn1ngtheta/status/1790379862315655540)  2024-05-14T13:53Z [---] followers, [--] engagements


"@Investor_NICK_ Youre in the twin cities too right Let me know if you ever want to grab a beer and compare notes"  
[X Link](https://x.com/burn1ngtheta/status/1790851318497583339)  2024-05-15T21:06Z [---] followers, [--] engagements


"@qcapital2020 Thats epsteins buddy"  
[X Link](https://x.com/burn1ngtheta/status/1790917496838439401)  2024-05-16T01:29Z [---] followers, [--] engagements


"@SantiagoAuFund 1Y 5Y 50Y. It all comes down to timeframes but for a longer term trade or investment in silver this looks like a breakout to me. Short term there certainly can and will be pullbacks but the ceiling is off silver now"  
[X Link](https://x.com/burn1ngtheta/status/1791804940375007484)  2024-05-18T12:16Z [---] followers, [---] engagements


"@davevermilion Hedging is so cheap. Even [--] months out to covert the election"  
[X Link](https://x.com/burn1ngtheta/status/1792003720143581521)  2024-05-19T01:25Z [---] followers, [--] engagements


"@SquirrelMacro @KoyfinCharts IPOs are just exit liquidity for early investors"  
[X Link](https://x.com/burn1ngtheta/status/1794128199577661540)  2024-05-24T22:07Z [---] followers, [--] engagements


"@Sorenthek @cctvidiots Its the first real world use for Vision Pro"  
[X Link](https://x.com/burn1ngtheta/status/1794739082498576671)  2024-05-26T14:35Z [---] followers, [---] engagements


"@dampedspring Only thing that will contain 2yrs is their proximity to the fed rate. Everything else will blow out as gov keeps spending until the fed steps in and buys and then is the playbook. Too simple"  
[X Link](https://x.com/burn1ngtheta/status/1796898972801393033)  2024-06-01T13:37Z [---] followers, [---] engagements


"@SemperVigilant1 Love the leash bit"  
[X Link](https://x.com/burn1ngtheta/status/1799181024632393995)  2024-06-07T20:45Z [---] followers, [--] engagements


"$TSLA split 8/25/22 down 46% since $NVDA split 6/11/24 where to next"  
[X Link](https://x.com/burn1ngtheta/status/1800159117312745829)  2024-06-10T13:32Z [---] followers, [--] engagements


"@acrossthespread Whats the likelihood of some yentervention next week with on holiday and super illiquid markets Does get maximum impact in that scenario if they choose to fire another bullet here"  
[X Link](https://x.com/burn1ngtheta/status/1806323365109547359)  2024-06-27T13:47Z [---] followers, [--] engagements


"@SemperVigilant1 Government spending is the only thing they agree on Spend more"  
[X Link](https://x.com/burn1ngtheta/status/1806509699623170244)  2024-06-28T02:07Z [---] followers, [--] engagements


"@Mayhem4Markets Thoughts on action over the holiday Shortened Wednesday closed Thursday and super illiquid Friday. Maximum impact / bang for their buck so to speak"  
[X Link](https://x.com/burn1ngtheta/status/1807824820572201173)  2024-07-01T17:13Z [---] followers, [---] engagements


"@SemperVigilant1 Acid capital guy is a burnout boomer multimillionaire clipping coupons on [--] year notes. His view is no longer relevant"  
[X Link](https://x.com/burn1ngtheta/status/1809344927668773358)  2024-07-05T21:53Z [---] followers, [--] engagements


"@pineconemacro God bless Texas"  
[X Link](https://x.com/burn1ngtheta/status/1809751547032506493)  2024-07-07T00:49Z [---] followers, [--] engagements


"@hkuppy Oakley capital"  
[X Link](https://x.com/burn1ngtheta/status/1810318655764173115)  2024-07-08T14:22Z [---] followers, [---] engagements


"$IAG through $4.17 today could be significant. https://finance.yahoo.com/news/iamgold-iag-raises-300m-increase-154800191.html https://finance.yahoo.com/news/iamgold-iag-raises-300m-increase-154800191.html"  
[X Link](https://x.com/burn1ngtheta/status/1811033464373657731)  2024-07-10T13:43Z [---] followers, [--] engagements


"@MilesTincknell @RockBtmEntries I think theyve been poorly managed and its a name thats gets kicked around everytime🥈starts to move up or down. They are a high cost producer that will inflect sharply upward if🥈prices get into the mid $30s but will get slammed if prices falter here"  
[X Link](https://x.com/burn1ngtheta/status/1811044402271310119)  2024-07-10T14:26Z [---] followers, [---] engagements


"@GoldGrumpGranpa Thoughts on $ASM Havent pulled the trigger on it but I like how its looking around a $1 here going into earnings"  
[X Link](https://x.com/burn1ngtheta/status/1814006579126997363)  2024-07-18T18:37Z [---] followers, [---] engagements


"@GoldGrumpGranpa The July monthly candle close will be what Im most curious to see. Will include the Fed QRA details and FOMC on the 31st"  
[X Link](https://x.com/burn1ngtheta/status/1814271942595150016)  2024-07-19T12:11Z [---] followers, [--] engagements


"@SemperVigilant1 How are the $GDX calls looking If they arent pricing in the same volatility premium they could be a better play considering they will follow $NEM either way"  
[X Link](https://x.com/burn1ngtheta/status/1814364290826059967)  2024-07-19T18:18Z [---] followers, [--] engagements


"@GlowSurfing @JoeSoucheray nailed this years ago. The closer you get to the tallest buildings"  
[X Link](https://x.com/burn1ngtheta/status/1814701530718626156)  2024-07-20T16:38Z [---] followers, [---] engagements


"@KlendathuCap Issuance is an issue. Theyve been leaning on bills but they need to jump back on the bond train before the long end really leaves the station. YCC coming to a government near you soon"  
[X Link](https://x.com/burn1ngtheta/status/1815419316315324779)  2024-07-22T16:11Z [---] followers, [--] engagements


"@MythicalIberia @Sorenthek"  
[X Link](https://x.com/burn1ngtheta/status/1815705157956497662)  2024-07-23T11:06Z [---] followers, [--] engagements


"@TgMacro $NEM like a lot of women between high school and now. Date em dont marry them Can be a fun ride but need to know when to run away"  
[X Link](https://x.com/burn1ngtheta/status/1816483188337717378)  2024-07-25T14:38Z [---] followers, [---] engagements


"@nominallyrich Its out of the fed and treasurys hands now. Not to say they dont have cards left to play but the options are narrowing quickly and they will defend the status quo at all costs"  
[X Link](https://x.com/burn1ngtheta/status/1819395964773294316)  2024-08-02T15:32Z [---] followers, [--] engagements


"@Silverbark3 You picked a helluva week to quit Twitter 😂 😂 😂"  
[X Link](https://x.com/burn1ngtheta/status/1820413147204776264)  2024-08-05T10:54Z [---] followers, [--] engagements


"@StockMKTNewz Question is $CRWD to blame for the overnight sell off 😂 Feels eerily similar"  
[X Link](https://x.com/burn1ngtheta/status/1820433389800824969)  2024-08-05T12:15Z [---] followers, [---] engagements


"Yen carry trade is an exploitation of a failed experiment in gov/central bank policy that the US has been trying to emulate. The weakness is/was due to high levels of indebtedness and now the instability is a result of trying to even consider normalizing policy"  
[X Link](https://x.com/burn1ngtheta/status/1820867817891053730)  2024-08-06T17:01Z [---] followers, [--] engagements


"@nominallyrich In this environment probably not much. The safety trade is now big cap tech. Sure you can buy 2y bills and make a few % but can anyone comfortably own long bonds these days and not fear the duration risk with debt at these levels and no signs of spending to slow"  
[X Link](https://x.com/burn1ngtheta/status/1823355561897050232)  2024-08-13T13:46Z [---] followers, [--] engagements


"@Silverbark3 $IAG is really working hard to overtake $SILV as my biggest holding. #flippening"  
[X Link](https://x.com/burn1ngtheta/status/1823851511924871536)  2024-08-14T22:37Z [---] followers, [--] engagements


"@frankeff65 @Sorenthek I dont blame the millennials. The boomers rode the wave of the greatest generation along with a 40y bond bull market where rates only went down. They squandered it and are now refusing to step aside for the next generations"  
[X Link](https://x.com/burn1ngtheta/status/1825208201987396026)  2024-08-18T16:28Z [---] followers, [--] engagements


"For all of those saying dont worry about a shift to taxing unrealized gains for wealthy Americans with over $100M in assets @hkuppy"  
[X Link](https://x.com/burn1ngtheta/status/1826269474137518330)  2024-08-21T14:45Z [---] followers, [--] engagements


"@Investor_NICK_ Cmon over to the dark side and play these gold miners. Real move hasnt even started yet"  
[X Link](https://x.com/burn1ngtheta/status/1827021139094221065)  2024-08-23T16:32Z [---] followers, [--] engagements


"@Investor_NICK_ $NEM will do well base on PoG and as a beneficiary of flows into $GDX when things get going. The smaller players are waiting to catch 🔥. My biggest holding in GM is $IAG. Were punished for a bought deal financing round recently but now have huge upside with stake in COTE mine"  
[X Link](https://x.com/burn1ngtheta/status/1827038609670644010)  2024-08-23T17:42Z [---] followers, [---] engagements


"@pineconemacro @SquirrelMacro Probably depends on their dollar denominated debt levels. Could be a boon for some while others end up buried in yuan based debt. Either way lessens demand for dollars. Its at the margins for now but the trend will matter over time"  
[X Link](https://x.com/burn1ngtheta/status/1827183486085570628)  2024-08-24T03:17Z [---] followers, [--] engagements


"@JaguarAnalytics FWIW Anecdotally my 15y and 18yo buy plenty overpriced drinks but neither one of them want anything to do with a Celsius. Daughter liked them when they were new but still have several in the cupboard that have been sitting for close to a year now. The young consumer is fickle"  
[X Link](https://x.com/burn1ngtheta/status/1828080431826362852)  2024-08-26T14:41Z [---] followers, [--] engagements


"@Investor_NICK_ But if the economy is supported by $NVDA then where does that leave us"  
[X Link](https://x.com/burn1ngtheta/status/1828973875511669189)  2024-08-29T01:52Z [---] followers, [---] engagements


"@Investor_NICK_ Its all an illusion. Too much liquidity in the system"  
[X Link](https://x.com/burn1ngtheta/status/1831431390698852566)  2024-09-04T20:37Z [---] followers, [---] engagements


"@stevehouf PM story is lead by monetary metals. Only thing that matters is what CBs want on their balance sheet in place of UST. Silver is still trying to tell its monetary metal story but if no one is listening to silvers story platinum doesnt have much of a case beyond industrial use"  
[X Link](https://x.com/burn1ngtheta/status/1831661323114958860)  2024-09-05T11:51Z [---] followers, [--] engagements


"@SemperVigilant1 I had $10000 kicking around yesterday and I saw $AG sitting at $5.30. I thought to myself theyve been beat up so bad already and will have one of the best pumps if/when silver moves up so how can I go wrong just parking it here for now 🤣🤣🤣🤣 cant make this stuff up 🤣"  
[X Link](https://x.com/burn1ngtheta/status/1831723531773608323)  2024-09-05T15:58Z [---] followers, [---] engagements


"@Investor_NICK_ Reliving my NY memories (valley Stream 05-06 was a 40oz to Penn station) through your posts this week. Enjoy it while its happening That pace is meant for young men and old guys (44) still remember when we blazed those trails"  
[X Link](https://x.com/burn1ngtheta/status/1833360398260539881)  2024-09-10T04:22Z [---] followers, [----] engagements


"@pineconemacro @trader_ferg Put it in the Louvre"  
[X Link](https://x.com/burn1ngtheta/status/1833551456592339380)  2024-09-10T17:01Z [---] followers, [---] engagements


"@Silverbark3 @elonmusk Three options you can only pick one: A) Inflation B) Austerity C) Default (Trick question B & C are never options for political class.)"  
[X Link](https://x.com/burn1ngtheta/status/1837451596852084902)  2024-09-21T11:19Z [---] followers, [--] engagements


"@WarrenPies Gold been running away in USD all year but just waking up in CHF. This seems to be something that can indicate a new base forming and fuel for the next leg higher"  
[X Link](https://x.com/burn1ngtheta/status/1839285130738684219)  2024-09-26T12:45Z [---] followers, [---] engagements


"@SemperVigilant1 They love to stack Balance sheet is enjoying this increased PM prices"  
[X Link](https://x.com/burn1ngtheta/status/1840204679927447841)  2024-09-29T01:39Z [---] followers, [--] engagements


"@SemperVigilant1 Thats the bit I really dont get. Its more opaque than the USDT tether situation. At least theres a public ledger that can be followed and I think theyve even made good on the collateral side these days since their attestation audit days"  
[X Link](https://x.com/burn1ngtheta/status/1840460123199733906)  2024-09-29T18:34Z [---] followers, [--] engagements


"As a Minnesotan living under tyrant Timmys rule I assure you Minnesota should not be the standard for the country"  
[X Link](https://x.com/burn1ngtheta/status/1841299568203333797)  2024-10-02T02:10Z [---] followers, [----] engagements


"@Mark_IKN Wow. Mixed emotions. $SILV has been my biggest single name holding and frankly was looking forward to them running for the next year but I guess the acquisition cycle is now in effect"  
[X Link](https://x.com/burn1ngtheta/status/1842168696493449532)  2024-10-04T11:43Z [---] followers, [----] engagements


"@Mark_IKN I ditched $EQX early this spring after the disastrous guidance. It was cathartic & I immediately deployed the cash into $IAG and $SILV. I didnt even bat an eye when it ran up again because I was so happy to be out and to be away from a company that [--] respect for its shareholders"  
[X Link](https://x.com/burn1ngtheta/status/1846685973528412471)  2024-10-16T22:53Z [---] followers, [---] engagements


"@SemperVigilant1 $NEM is going to do some barking next week"  
[X Link](https://x.com/burn1ngtheta/status/1846705958623309857)  2024-10-17T00:13Z [---] followers, [--] engagements


"@joma_gc @Tim_Walz MN also taxes your social security check and he happily squanders the proceeds on more illegal aliens"  
[X Link](https://x.com/burn1ngtheta/status/1847068177118765541)  2024-10-18T00:12Z [---] followers, [--] engagements


"@Josh_Young_1 @YahooFinance @BloombergNRG Ironically the last barrel of oil pumped will go for $1 and not $100. Itll be a wild ride there though"  
[X Link](https://x.com/burn1ngtheta/status/1847068770134556899)  2024-10-18T00:14Z [---] followers, [---] engagements


"@AVG_84 @SantiagoAuFund @hendry_hugh @JuliaLaRoche @hendry_hugh is cooked. He got rich taking chances and now he wants to stay rich playing it safe. Not mad at it in any way but having money changes you. (Id say the say things as him if I resided in the caymans.)"  
[X Link](https://x.com/burn1ngtheta/status/1847449911748386956)  2024-10-19T01:29Z [---] followers, [---] engagements


"@davevermilion 60/60 is the new model. 60% stocks and 150% leveraged long commodities"  
[X Link](https://x.com/burn1ngtheta/status/1847491312729108789)  2024-10-19T04:13Z [---] followers, [--] engagements


"PM miners lining up for the start of earnings season waiting for the handoff. $SLV $GLD $SILJ $GDX Lets see what $NEM has to say today after the close"  
[X Link](https://x.com/burn1ngtheta/status/1849102875604984235)  2024-10-23T14:57Z [---] followers, [---] engagements


"@GaricMoran Pulled this from the $NEM report. When do they update these to more current prices The miners still seem to be extremely conservative when it comes to projected PM prices"  
[X Link](https://x.com/burn1ngtheta/status/1849270241026810175)  2024-10-24T02:02Z [---] followers, [----] engagements


"@ttmygh The power of the federal reserve comes from its credibility. This is the key takeaway for me and the fact that the Fed is treating that power so flippantly is the going concern that risks it all coming undone"  
[X Link](https://x.com/burn1ngtheta/status/1849607868569297139)  2024-10-25T00:24Z [---] followers, [---] engagements


"@GaricMoran The numbers were the numbers but the management sounded completely inept on that call today. Did [--] to inspire confidence in their ability to control costs or even present a cohesive plan to start addressing any of the concerns. Not like they didnt have time to rehearse going in"  
[X Link](https://x.com/burn1ngtheta/status/1849627651318952276)  2024-10-25T01:42Z [---] followers, [---] engagements


"@dampedspring @BobEUnlimited Only referring to the take your money and run comment. I just see it as the only trade on the board that makes sense to me. Its still so unloved. Personally its the miners that have my attention. They need to pop so they can screw it up all over again"  
[X Link](https://x.com/burn1ngtheta/status/1851335091298975859)  2024-10-29T18:47Z [---] followers, [---] engagements


"@SwiftysBoat @EntanglementEnt @SemperVigilant1 The numbers werent great and their costs keep going up but the real damage was done on that earnings call. If you listen through it management had no answers for the poor performance and sounded just completely clueless. I think that shook confidence severely"  
[X Link](https://x.com/burn1ngtheta/status/1851592386314485951)  2024-10-30T11:50Z [---] followers, [--] engagements


"@Pfanner57 @BrightonCap The one who while he cried to his investors forgot to take off his $40k Rolex 🤡 🤡 🤡"  
[X Link](https://x.com/burn1ngtheta/status/1851951477272559918)  2024-10-31T11:36Z [---] followers, [--] engagements


"@GoldGrumpGranpa @SemperVigilant1 EXK 11/5 ASM 11/12 GATO 11/4-8 (flow though to AG) CDE 11/6 USAS 11/13-18 SVM 11/7 MAG 11/8-15 SILV 11/12 (flow through to CDE) HL 11/6 PAAS 11/15 AYASF 11/14 FSM 11/6 AG 11/7 FNLPF - TBD SSRM - 11/6"  
[X Link](https://x.com/burn1ngtheta/status/1851955761707893177)  2024-10-31T11:53Z [---] followers, [---] engagements


"@GoldGrumpGranpa @SemperVigilant1 Yeah I was just being lazy. Just posted what they all have listed via yahoo finance now"  
[X Link](https://x.com/burn1ngtheta/status/1851955947079442868)  2024-10-31T11:54Z [---] followers, [--] engagements


"@GoldGrumpGranpa Ironically I chose $AG to lighten up on going into election/fed/earnings this week. I needed to free up some cash and couldnt part with my $IAG and $SILV positions. Its all [--] trade but $AG is going to have to execute to perfection on its call this week or risk the $NEM treatment"  
[X Link](https://x.com/burn1ngtheta/status/1853500885722075520)  2024-11-04T18:13Z [---] followers, [---] engagements


"@Mojo_flyin @FT The inevitable coreweave ipo seems like a reasonable beginning to the end of the madness if $SMCI doesnt bring this down to earth sooner. Problem is the passive flows will continue to support $NVDA even more so now with DOW inclusion so the music plays on"  
[X Link](https://x.com/burn1ngtheta/status/1853579057096474714)  2024-11-04T23:24Z [---] followers, [---] engagements


"@SemperVigilant1 That $AEM buy after those earnings will age well"  
[X Link](https://x.com/burn1ngtheta/status/1854178963385446839)  2024-11-06T15:08Z [---] followers, [--] engagements


"@Investor_NICK_ Meanwhile here in Chaska"  
[X Link](https://x.com/burn1ngtheta/status/1861830135650955523)  2024-11-27T17:51Z [---] followers, [--] engagements


"@EquinoxGoldCorp $EQX complete disregard for its shareholders finally got me to seek earlier this year. Theres a lot of other miners out there who treat their shareholders with respect. This company is not to be trusted with your capital"  
[X Link](https://x.com/burn1ngtheta/status/1864054844090130545)  2024-12-03T21:11Z [---] followers, [---] engagements


"@JaguarAnalytics Gotta be $PLTR"  
[X Link](https://x.com/burn1ngtheta/status/1864055218817716609)  2024-12-03T21:12Z [---] followers, [---] engagements


"@ShortsellerST $IAG"  
[X Link](https://x.com/burn1ngtheta/status/1864830793433923645)  2024-12-06T00:34Z [---] followers, [--] engagements


"@SemperVigilant1 Cant let Costco keep making all the 💰"  
[X Link](https://x.com/burn1ngtheta/status/1864898665480876082)  2024-12-06T05:04Z [---] followers, [---] engagements


"@SELL_PUTS @KlendathuCap All depends on how much excess liquidity is in the market. Dont focus on the BTC price rather the market cap"  
[X Link](https://x.com/burn1ngtheta/status/1868303266100150554)  2024-12-15T14:33Z [---] followers, [--] engagements


"@cf_trades Keyword Daily. All daily leveraged ETFs are designed to go to zero. Doesnt matter positive or inverse. They decay. Can perform in a trending market but ultimately are a zero even if the underlying does or doesnt work out"  
[X Link](https://x.com/burn1ngtheta/status/1871378195506925706)  2024-12-24T02:11Z [---] followers, [---] engagements


"@hasseshans @EquinoxGoldCorp My favorite $IAG and least favorite $EQX gold miners stock performance for the past year. Management is the difference"  
[X Link](https://x.com/burn1ngtheta/status/1873125109483061638)  2024-12-28T21:53Z [---] followers, [--] engagements


"@Sorenthek @patpecz Found this. Interesting read. https://uncpressblog.com/2012/01/11/michael-h-hunt-how-beijing-sees-us-policy-insights-from-the-past/ https://uncpressblog.com/2012/01/11/michael-h-hunt-how-beijing-sees-us-policy-insights-from-the-past/"  
[X Link](https://x.com/burn1ngtheta/status/1873157914682376550)  2024-12-29T00:03Z [---] followers, [----] engagements


"@unusual_whales $IAG"  
[X Link](https://x.com/burn1ngtheta/status/1873173037039927509)  2024-12-29T01:03Z [---] followers, [---] engagements


"@EquinoxGoldCorp How many more shares will be sold into the market to celebrate the occasion"  
[X Link](https://x.com/burn1ngtheta/status/1876782414652915806)  2025-01-08T00:06Z [---] followers, [--] engagements


"@dampedspring The Fed may not lose the bond markets but certainly risks turning Japanese. https://m.youtube.com/watchv=nGy9uomagO4 https://m.youtube.com/watchv=nGy9uomagO4"  
[X Link](https://x.com/burn1ngtheta/status/1876785212954177718)  2025-01-08T00:17Z [---] followers, [---] engagements


"@elonmusk https://x.com/arimatticomedy/status/1878646302743142844s=46&t=MNhO0umgT8MPzl-LmZU5Pw hey black guys -from kill tony #699 @KILLTONY https://t.co/B85z6nzlK7 https://x.com/arimatticomedy/status/1878646302743142844s=46&t=MNhO0umgT8MPzl-LmZU5Pw hey black guys -from kill tony #699 @KILLTONY https://t.co/B85z6nzlK7"  
[X Link](https://x.com/burn1ngtheta/status/1878788910962311337)  2025-01-13T12:59Z [---] followers, [---] engagements


"$NEM green on the day. #thingsthatmakeyousayhmmm"  
[X Link](https://x.com/burn1ngtheta/status/1878900409487761718)  2025-01-13T20:22Z [---] followers, [--] engagements


"@Investor_NICK_ Obama rode the coattails of bush who road the coattails of Clinton who rode the coattails of bush who roach the coattails of Reagan who fixed the mess of Carter. In the end the boomer rode the coattails of a 40y bond bull market and left us all with 💩 sandwich"  
[X Link](https://x.com/burn1ngtheta/status/1880392131011047820)  2025-01-17T23:09Z [---] followers, [--] engagements


"@Investor_NICK_ Depends on how you define debt and obliteration. If debt is just spending in excess of receipts and you cut that it would be hugely deflationary. If debt is just a nominal number and you debase the currency well thats a different story and you should leverage to the tits"  
[X Link](https://x.com/burn1ngtheta/status/1882511734604476550)  2025-01-23T19:32Z [---] followers, [--] engagements


"@Investor_NICK_ Short term yields have but the long end DGAF until powel steps in with the YCC hammer to capture that elusive long end where mortgage rates get their directions from"  
[X Link](https://x.com/burn1ngtheta/status/1882582033572213166)  2025-01-24T00:11Z [---] followers, [--] engagements


"@Mark_IKN I swear $EQX reason to exist is to take $ from its investors to put it in managements pockets via equity sales. Never fails. Im sure theyll ride the wave of higher gold prices along with the rest if/when we get going but assuredly they will be fleecing shareholders on the way"  
[X Link](https://x.com/burn1ngtheta/status/1884243325726908868)  2025-01-28T14:13Z [---] followers, [---] engagements


"@real_MikeBarnes They NEED to get costs in control. The board looked like absolute 🤡s on that last earnings call when they had no answers. They better come out swinging this time or they dont deserve a $.01 from investors"  
[X Link](https://x.com/burn1ngtheta/status/1885822586640015647)  2025-02-01T22:48Z [---] followers, [---] engagements


"@nominallyrich $NEM earnings next week will be the make or break"  
[X Link](https://x.com/burn1ngtheta/status/1889119718222532767)  2025-02-11T01:10Z [---] followers, [--] engagements


"@SemperVigilant1 @Silverbark3 They were successful in closing $AG below $7 yesterday. Lot of firepower this morning to get it back below that level while silver is still holding 2% gains so far. Battle is intensifying"  
[X Link](https://x.com/burn1ngtheta/status/1904562148774142016)  2025-03-25T15:52Z [---] followers, [---] engagements


"@Silverbark3 @SemperVigilant1 Meanwhile miners getting curb stopped on 2% silver up day. $HL $EXK $AG. $GDX up nearly 2% right now too. $SILJ still clinging to green in spite of its biggest holding be sold. Seems targeted specifically at these [--] miners today probably some others too but odd behavior"  
[X Link](https://x.com/burn1ngtheta/status/1904600944660373504)  2025-03-25T18:27Z [---] followers, [---] engagements


"Seeing the price action today across $AG $HL $EXK & $PAAS in the face of silver being up 2% on the day gives me confidence theres not an impairment at one of these single miners to be scared of rather coordinated effort to suppress price. Makes easier to hold with confidence"  
[X Link](https://x.com/burn1ngtheta/status/1904674485451841826)  2025-03-25T23:19Z [---] followers, [---] engagements


"@TheApeOfGoldST Currently $AG $IAG $NEM $EXK $NGD"  
[X Link](https://x.com/burn1ngtheta/status/1906025883858604298)  2025-03-29T16:49Z [---] followers, [---] engagements


"@DBclouds99 @TheApeOfGoldST Certainly has been but showing some real strength today compared to smaller miners. $NEM and the few other majors will be the beneficiaries of flows when/if money comes into the sector. They are the only ones big enough to handle the inflows from institutions. 👀 4/24/25"  
[X Link](https://x.com/burn1ngtheta/status/1906724925085261838)  2025-03-31T15:07Z [---] followers, [--] engagements


"@DBclouds99 @TheApeOfGoldST $NEM s last earnings call was a disaster. The management was unprepared to answer questions about rising costs and they were punished for it accordingly. Assuming that revenues follow the PoG the 24th will be their chance to redeem themselves. If costs are still 🔥 then 🤷♂"  
[X Link](https://x.com/burn1ngtheta/status/1906779302622028223)  2025-03-31T18:43Z [---] followers, [--] engagements


"Was listening to the @SquirrelMacro pod today and as an avid listener to the @MarketsWithMB realized I had one more thing in common with visually impaired rodent beyond an affinity for Pierce Brosnans finest work. Wore this button out weekly to get to the good stuff. Miss you MB"  
[X Link](https://x.com/burn1ngtheta/status/1911972368978673916)  2025-04-15T02:38Z [---] followers, [--] engagements


"@dampedspring Whats interesting is the outperformance of $GDX over $GLD YTD and yet the miners are just now looking to breakout from a decade of underperformance to gold. Earnings around the corner late April / early May will be the 🔑 thing to watch what they do with $2600+ gold"  
[X Link](https://x.com/burn1ngtheta/status/1913937074081669576)  2025-04-20T12:45Z [---] followers, [---] engagements


"@real_MikeBarnes $NEM is a stock. Overall market is down 3% $NEM is flat. Thats not necessarily a bad day"  
[X Link](https://x.com/burn1ngtheta/status/1914388154393514072)  2025-04-21T18:37Z [---] followers, [---] engagements


"@P_DiddyBarkio @Sorenthek Energy will be a part of it. My focus is heavily on the assets that are no one elses liabilities. The current financial system that is breaking down was based on the UST. While not ending I think the shift is happening now and youre seeing gold and BTC taking on responsibility"  
[X Link](https://x.com/burn1ngtheta/status/1917591862711378079)  2025-04-30T14:48Z [---] followers, [--] engagements


"@Silverbark3 Still holding. Was nice my $CDE carried the day today while my $AG 💀"  
[X Link](https://x.com/burn1ngtheta/status/1920663353946423571)  2025-05-09T02:13Z [---] followers, [---] engagements


"@dampedspring Bond yields will rise until deficits fall. It really is all about the debt at this point and no amount of monetary engineering by the Fed will out duel the fiscal excess. Frankly I think were even past the outgrow the debt phase so inflation is necessary and rates will reflect"  
[X Link](https://x.com/burn1ngtheta/status/1922275676587016604)  2025-05-13T13:00Z [---] followers, [--] engagements


"@pinkhasov @KlendathuCap A couple charts I created and a big picture look at rates. Debt:GDP is much higher now. Budget deficits are in a similar range but projected deficits for [--] and beyond are expanding (DOGE wont be enough). 40y bottoming pattern on the 30y that is just waking up"  
[X Link](https://x.com/burn1ngtheta/status/1923724715283141029)  2025-05-17T12:58Z [---] followers, [--] engagements


"@Investor_NICK_ With zero due diligence Id posit that recessionary winds are in play and even if the top couple percent of earners keep spending this will get pinched sooner than later"  
[X Link](https://x.com/burn1ngtheta/status/1936070888593510871)  2025-06-20T14:37Z [---] followers, [--] engagements


"@BuyingMyFreedom FYI $SILJ composition. $AG 10%. Why fight it. Skip $SILJ and just put a concentrated amount in $AG"  
[X Link](https://x.com/burn1ngtheta/status/1936185775579673039)  2025-06-20T22:13Z [---] followers, [---] engagements


"@dailydirtnap $IRAN"  
[X Link](https://x.com/burn1ngtheta/status/1936188977369038987)  2025-06-20T22:26Z [---] followers, [---] engagements


"@KYRRadio It was in March when #gold crossed through $3000 & hasnt looked back. $DXY was $104 then. $DXY now $96 & breaking down while #gold is at $3300+. How does gold pull back without a significant rebound in dollar BBB is going to still be an expansion of deficit. Gonna Grind Higher"  
[X Link](https://x.com/burn1ngtheta/status/1938291205663752258)  2025-06-26T17:40Z [---] followers, [--] engagements


"@KYRRadio I think the only thing that supports the 💵 will be geopolitical risk off which will coincidentally be pro gold. The $5T increase in deficit with the BBB will continue to put pressure on the 💵 . Plus rate cuts are coming sooner or later which will also weigh on the 💵"  
[X Link](https://x.com/burn1ngtheta/status/1938294600013103326)  2025-06-26T17:53Z [---] followers, [--] engagements


"@Investor_NICK_ $SLV $PCT"  
[X Link](https://x.com/burn1ngtheta/status/1943455209151176882)  2025-07-10T23:40Z [---] followers, [---] engagements


"@BuyingMyFreedom Just took a peak. Shame the options chain is 💩. No liquidity and mile wide spreads. $AG will do nicely for those that want to play the silver miners options games. Take a look at September delta .20 calls for upside plays. $12 strike. OI is light but good place put offer"  
[X Link](https://x.com/burn1ngtheta/status/1943708197618934241)  2025-07-11T16:25Z [---] followers, [---] engagements


"$NEM some perspective on todays sell off"  
[X Link](https://x.com/burn1ngtheta/status/1945254022614802840)  2025-07-15T22:47Z [---] followers, [---] engagements


"@Mike_Taylor1972 The happiest Ferrari face"  
[X Link](https://x.com/burn1ngtheta/status/1959793886231945724)  2025-08-25T01:44Z [---] followers, [---] engagements


"$NEM #context"  
[X Link](https://x.com/burn1ngtheta/status/1961857247975203234)  2025-08-30T18:23Z [---] followers, [--] engagements


"@SemperVigilant1 $NEM on the rise. PE TTM still only 14.8"  
[X Link](https://x.com/burn1ngtheta/status/1969371843489300595)  2025-09-20T12:03Z [---] followers, [--] engagements


"@Silverbark3 The price action has been interesting. Big moves premarket and early morning faded into the the afternoon. Each whole dollar level is a battle and theyve been taken down [--] by [--] so far. Loaded on shares and $13 December monthly calls. Here for the lid being lifted soon"  
[X Link](https://x.com/burn1ngtheta/status/1977893578207641981)  2025-10-14T00:25Z [---] followers, [--] engagements


"@SemperVigilant1 Lets all cheer on $AG now"  
[X Link](https://x.com/burn1ngtheta/status/1978578696261808502)  2025-10-15T21:48Z [---] followers, [---] engagements


"@Silverbark3 The yield curve has been saying this since June/July. Recession is coming CBs will be cutting in [--]. Hat tip @JeffSnider_AIP inflation has been supply driven all along"  
[X Link](https://x.com/burn1ngtheta/status/1603386027850301440)  2022-12-15T13:46Z [---] followers, [--] engagements


"@Mark_IKN Just when it looked like they were making some headway on the $7 level You cant get far enough away from $EQX"  
[X Link](https://x.com/burn1ngtheta/status/1893830209788420338)  2025-02-24T01:08Z [---] followers, [----] engagements


"@Silverbark3 Id attribute it to it putting a bottom in on this news from January: Certainly been accumulated since the convertible note offering on 1/23/25 Also for absolute volume its a $2-3 stock vs $45 stock so that has to contribute to vol disparity. https://www.b2gold.com/news-media/news-releases/default.aspx https://www.b2gold.com/news-media/news-releases/default.aspx"  
[X Link](https://x.com/burn1ngtheta/status/1904606921732092020)  2025-03-25T18:50Z [---] followers, [--] engagements


"@MacroVickie @WarrenPies @biancoresearch Thats what everyone thinks but remember $TLT is 20y +. $TUA would be my preferred play for bonds via etf"  
[X Link](https://x.com/burn1ngtheta/status/1908646068721512864)  2025-04-05T22:20Z [---] followers, [---] engagements


"@Bay_St_Wiseguy @SemperVigilant1 Huge volume at end of day on multiple miners last Friday gold and silver. I think it had something to do with the etf rebalancing. I know GDX was making adjustments last week with its holdings"  
[X Link](https://x.com/burn1ngtheta/status/1970141336100585556)  2025-09-22T15:01Z [---] followers, [--] engagements


"@FMSilverCorp @wmiddelkoop @keith_neumeyer @FirstMintLLC Im here for all this Just please dont let me hear some nonsense about hedged production at the call this quarter"  
[X Link](https://x.com/burn1ngtheta/status/1978602384700952587)  2025-10-15T23:22Z [---] followers, [---] engagements


"@Silverbark3 https://gifdb.com/images/high/cool-runnings-sanka-kissing-his-lucky-egg-zx2n5u4o6lrirwgu.gif https://gifdb.com/images/high/cool-runnings-sanka-kissing-his-lucky-egg-zx2n5u4o6lrirwgu.gif"  
[X Link](https://x.com/burn1ngtheta/status/1978778463583531274)  2025-10-16T11:02Z [---] followers, [--] engagements


"@Dioclet54046121 https://www.perplexity.ai/search/b8071e36-6b71-4f0e-812b-f9370ab428ee https://www.perplexity.ai/search/b8071e36-6b71-4f0e-812b-f9370ab428ee"  
[X Link](https://x.com/burn1ngtheta/status/1978785793159164258)  2025-10-16T11:31Z [---] followers, [---] engagements


"@Sorenthek By I was told this weekend that after [--] years in the desert Moses wouldnt be allowed to enter the promised land"  
[X Link](https://x.com/burn1ngtheta/status/1980348569514308074)  2025-10-20T19:01Z [---] followers, [---] engagements


"@BuyingMyFreedom $NGD showing the way and hopefully helping the entire sector to shake off the stink of $NEM completely incompetent c-suite that cant communicate for 💩 $AEM and $AGI to set the tone after tonights earnings reports. FOMC just noise at this point"  
[X Link](https://x.com/burn1ngtheta/status/1983547668950659577)  2025-10-29T14:53Z [---] followers, [---] engagements


"@pmbug @VladTheInflator Boomers are the fed. Made up the rules stacked the deck and then even shut down the world on very slightest threat of economic slowdown in [----]. Worst generation ever"  
[X Link](https://x.com/burn1ngtheta/status/1985088847047254282)  2025-11-02T20:57Z [---] followers, [--] engagements


"@BuyingMyFreedom Are you following $AG (first majestic) on an individual miner level Thoughts on their prospects into earnings tomorrow"  
[X Link](https://x.com/burn1ngtheta/status/1985835412925931849)  2025-11-04T22:23Z [---] followers, [---] engagements


"@SemperVigilant1 Stink bids only. Put a few in Friday but was aiming for the June expiry. No fills but will keep throwing them out there. This thing is a $0"  
[X Link](https://x.com/burn1ngtheta/status/1987289345292644784)  2025-11-08T22:41Z [---] followers, [--] engagements


"@Sorenthek I mean if Austria and Argentina go for 100y 50y seems like a blink of an eye"  
[X Link](https://x.com/burn1ngtheta/status/1987704286307029078)  2025-11-10T02:10Z [---] followers, [--] engagements


"@DesertViewsCA @SemperVigilant1 Not closed out but the potential $500M liability was ruled to be only $153M. Not perfect news but the matter is well known and not as material as it could have been. The extra $10/oz they collected since the beginning of October helps to offset that"  
[X Link](https://x.com/burn1ngtheta/status/1988342354202309022)  2025-11-11T20:25Z [---] followers, [--] engagements


"@DesertViewsCA @SemperVigilant1 Agreed but its a name Im happy to sit in. If silver retakes the highs of the year in the next couple weeks $AG will do well regardless of the tax stuff"  
[X Link](https://x.com/burn1ngtheta/status/1988354437123817570)  2025-11-11T21:13Z [---] followers, [---] engagements


"@GoldStablecoins @goldseek Pretty sure its the the cash settlement clause in $SLV that generates most negativity towards it. The ease of use to trade it and the liquidity in the options market is why I like it but it is not a stackers play for holding physical"  
[X Link](https://x.com/burn1ngtheta/status/1988582223487103366)  2025-11-12T12:18Z [---] followers, [--] engagements


"@Sorenthek Or said Buy gold and silver with Fiat now. Buy energy in all forms with gold and silver later. At the end of the day gold and silver are simply the physical form of locking in todays energy prices for future use"  
[X Link](https://x.com/burn1ngtheta/status/1988948724761203089)  2025-11-13T12:35Z [---] followers, [---] engagements


"@MacleodFinance Silver now the release valve for gold Was watching them try to keep a lid on 🥇futures today at $4200 while 🥈 slipped through $53 without too much of a fight"  
[X Link](https://x.com/burn1ngtheta/status/1993824095075803289)  2025-11-26T23:28Z [---] followers, [----] engagements


"@JacobKinge Rule [--] is funny. I was for it before I was against it. Frankly not against it per se rather it has changed and financialization of bitcoin including saylors scheme is why I became disillusioned. Another great idea ruined by wall street"  
[X Link](https://x.com/burn1ngtheta/status/1995173691634991285)  2025-11-30T16:50Z [---] followers, [--] engagements


"@SemperVigilant1 @GoldGrumpGranpa I sold my Jan $SLV $48calls on Friday. Paid myself a tidy sum and bought some $NEM January $100 calls. Probably left a bunch on the table but after the whipsaw in October I needed to pay myself"  
[X Link](https://x.com/burn1ngtheta/status/1995225390265380917)  2025-11-30T20:16Z [---] followers, [--] engagements


"@SemperVigilant1 Not going to give up that GSR without a fight"  
[X Link](https://x.com/burn1ngtheta/status/1995308551112183844)  2025-12-01T01:46Z [---] followers, [--] engagements


"@SemperVigilant1 Curious to see how miners fair tomorrow if gold and silver continue to move up here and stock markets pull back. Would like to see them follow the metals and show themselves as alternative within stocks"  
[X Link](https://x.com/burn1ngtheta/status/1995308952771231843)  2025-12-01T01:48Z [---] followers, [--] engagements


"@SemperVigilant1 @GoldGrumpGranpa @Sorenthek @BuyingMyFreedom @pmbug @profitsplusid [--] year inverted head and shoulders or chart crime $NEM"  
[X Link](https://x.com/burn1ngtheta/status/1998528215829413896)  2025-12-09T23:00Z [---] followers, [---] engagements


"@Sorenthek $JPM still in play"  
[X Link](https://x.com/burn1ngtheta/status/2002384160560746841)  2025-12-20T14:22Z [---] followers, [----] engagements


"@Silverbark3 Also interesting that while my feed is starting to get flooded on here no normal people are talking about this yet. Starting to see some coverage on Bloomberg tv finally but the fever pitch hasnt happened yet"  
[X Link](https://x.com/burn1ngtheta/status/2003075329146204321)  2025-12-22T12:09Z [---] followers, [--] engagements


"@Silverbark3 Im suspecting Q1 advisors will be talking to their clients in January about moving some nominal amount of their $ from big tech into commodities. This will open the flood gates for the next leg up and the eventual exit liquidity for those of us that have been riding the 🌊"  
[X Link](https://x.com/burn1ngtheta/status/2003075928982000066)  2025-12-22T12:11Z [---] followers, [--] engagements


"@KingKong9888 Ive been leaning towards this based on the price action since the Oct breakout and following consolidation. Silver physical shortage has played out while gold was quiet. Now were moving through the $4500 level on resumption of CB demand as [----] looks to be a run it hot year"  
[X Link](https://x.com/burn1ngtheta/status/2004182430891249797)  2025-12-25T13:28Z [---] followers, [---] engagements


"@BuyingMyFreedom If theyve been shorting the miners well see a cover rally in the first half of January prior to earnings season in late January / early February"  
[X Link](https://x.com/burn1ngtheta/status/2005432324281057436)  2025-12-29T00:14Z [---] followers, [---] engagements


"@nickgiva1 So if there were cracks forming in the banking system what signs would you be looking for and what would be your tell that something isnt as it should be Not end of the world stuff but enough of a shake that markets would be roiled"  
[X Link](https://x.com/burn1ngtheta/status/2005987486875672910)  2025-12-30T13:01Z [---] followers, [---] engagements


"@Silverbark3 This is going to be fun 🍿 Over 1/3 of the way to cash settled futures now and future hikes will have lessening impact as we reach the upper 100% bound. Meanwhile physical tightness persists and the powers that be cant risk a recession which is really the only cure"  
[X Link](https://x.com/burn1ngtheta/status/2006361792415703410)  2025-12-31T13:48Z [---] followers, [--] engagements


"@dampedspring Soon youll be buying your BTC from $MSTR at a liquidation price 🤣"  
[X Link](https://x.com/burn1ngtheta/status/2008699549221842949)  2026-01-07T00:37Z [---] followers, [---] engagements


"@FibonacciInves1 I dont know. You should probably look at the inverse chart and zoom out. 30y approaching breakout levels with fiscal spending on the precipice of exploding higher with tariff ruling pending Friday"  
[X Link](https://x.com/burn1ngtheta/status/2008712131026514085)  2026-01-07T01:27Z [---] followers, [---] engagements


"@SemperVigilant1 @BankerWeimar Was my biggest holding. Didnt sell but $AG has surged past recently 🤣"  
[X Link](https://x.com/burn1ngtheta/status/2008732299798704446)  2026-01-07T02:47Z [---] followers, [--] engagements


"@realTimHack Incredible this has a 10% divy too"  
[X Link](https://x.com/burn1ngtheta/status/2008735050448453949)  2026-01-07T02:58Z [---] followers, [---] engagements


"@qussl3 @pmbug I understand the restrictions on who can/cant redeem but did you catch the part about shedding ozs while price continues to climb. At some price this inventory is worth more than a trading vehicle"  
[X Link](https://x.com/burn1ngtheta/status/2008740471766741413)  2026-01-07T03:20Z [---] followers, [--] engagements


"@TgMacro @KlendathuCap Boots on the ground here in Minnesota and its frustrating to see how quickly yesterdays incident allowed the local media to bury the fraud story that was just gaining traction and pivot back to orange man bad"  
[X Link](https://x.com/burn1ngtheta/status/2009273071446712589)  2026-01-08T14:36Z [---] followers, [--] engagements


"@goldseek Just one more step on the way to a cash settled market. This has been the trend all along since the breakout was no longer containable"  
[X Link](https://x.com/burn1ngtheta/status/2010892070991675441)  2026-01-13T01:50Z [---] followers, [---] engagements


"@YavorMarinov91 @ThHappyHawaiian I think the key to it is dividend adjusted"  
[X Link](https://x.com/burn1ngtheta/status/2011836162936050188)  2026-01-15T16:21Z [---] followers, [--] engagements


"@hkuppy @kingdomcapadv @ClarkSquareCap"  
[X Link](https://x.com/burn1ngtheta/status/2011922001934291050)  2026-01-15T22:02Z [---] followers, [--] engagements

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