🥈 COMEX silver inventories keep shrinking

Registered silver on COMEX sits near 102M ounces, while open interest in the March contract is about 366M ounces. The delivery gap is large, even if it never fully closes in practice.

The March contract is now rolling fast. In the last 24 hours:

📊 Open interest fell by 2,943 contracts, about 15M ounces

📊 May contracts increased by 3,589, roughly 18M ounces

At this pace, March open interest could fall to registered inventory levels in about 18 trading days, around March 6. First Notice Day is February 27.

Silver can still move into vaults or be reclassified, but registered inventory keeps trending lower. Even after last week’s sharp selloff, that trend did not reverse.

That’s the signal.


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

Monday range setup


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

JUST IN: U.S hiring rate hits recession levels at 3.3%, matching 2020 crisis and near 13 year low.


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

Building a trader is deeply weird early on.

One day you crush it and you're convinced you've cracked the code. The next day you're wondering if you ever knew how to trade.

You're risking real capital, real years and effort on uncertainty.

Dealing with it takes a lot of time.


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

🌐 How a $100 domain turned into a $70,000,000 sale

In 1993, Arsyan Ismail registered AI.com for $100. He was 10 years old. The letters matched his initials. He held the domain for 32 years.

Ismail built early internet projects in parallel. He released Orennoscript as a teenager, shipped popular mIRC tools, launched a local social network, founded 1337 Tech, and became an early Bitcoin user with marketplace experiments.

Over time, AI.com became one of the rarest domains online. Two letters tied to the most valuable tech narrative. By 2023, it was redirecting between giants like ChatGPT and xAI, watched as a digital trophy.

In 2026, the sale closed. Crypto.com CEO Kris Marszalek bought AI.com for $70,000,000, paid fully in crypto. The deal was brokered by Larry Fischer.

$100 became $70M. Time did the work.


✔️ Subscribe on @venture

📉 Big Short investor Michael Burry warns of Palantir $PLTR stock plunging to $50.

💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

JUST IN: Trump is privately discussing a potential U.S. exit from the USMCA ahead of a July 1 joint review of the trade pact


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

JUST IN: January Nonfarm Payrolls rise 130,000, above expectations for 66,000.

The U.S. Unemployment Rate fell from 4.4% to 4.3%, beating estimates.


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

❕ The AI trade is bigger than $NVDA

Everyone keeps framing AI as a single stock story. But the actual spend moves through a long supply chain.

Big Tech capex flows in stages. It does not go straight to GPUs.

🖱 Tools and equipment first
ASML
Lam Research
Applied Materials

🖱 Then the fabs that make the silicon
TSMC
Intel
GlobalFoundries

🖱 Then the real choke points
Broadcom
Marvell
Credo Technology
Amphenol
Coherent
Lumentum

🖱 Servers ship at the end
Super Micro Computer
Hewlett-Packard Enterprise
Dell

Many of these stocks trade as if AI spending slows soon. Capex plans across Big Tech point the other way.

The middle of the chain looks underwatched.

✔️ Subscribe on @venture

📉 Why more trades don’t mean more money

More activity feels productive, but in trading it usually does the opposite. Most losses don’t come from missing opportunities. They come from taking too many low-quality trades.

Here’s what actually matters:

📊 The activity trap
Being busy hides the lack of edge. Overtrading slowly bleeds accounts through bad entries and stress.

📊 Selectivity wins
Profitable traders make money by saying no to 90–99% of setups. Capital goes only where the advantage is clear.

📊 A+ setups only
The best trades don’t need convincing. Structure, trend, and risk are obvious. Execution feels calm, not forced.

📊 Asymmetric risk–reward
Trades with 5:1 or 10:1 potential allow a few winners to cover many small losses. Frequency without asymmetry just multiplies mistakes.

📊 Patience is the edge
Waiting is not inactivity. Waiting is discipline. It keeps you out of marginal trades that quietly drain accounts.

📊 Quality over frequency
One well-timed, high-conviction trade can outperform weeks of random activity. Fewer trades often mean better results.

📊 Timing matters
Big gains usually come in short, explosive phases. You don’t need to trade all the time. You need to be ready at the right time.

📊 Boredom trades are expensive
Trading just to feel involved is costly. If the setup isn’t there, doing nothing is the correct decision.

📊 The obvious moments
The best opportunities feel clear. When everything aligns, hesitation disappears and execution becomes simple.

📊 The real secret
Trading success doesn’t come from constant action. It comes from patience, preparation, and the courage to wait.

Trading is not a game of constant action.
The traders who last are not the most active ones, but the most selective.
Doing less, at the right moments, is what actually moves the needle.


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

The trader who loves getting better at trading will always beat the trader who wants to get rich.


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

‼️ Large US Bankruptcies Spike to Pandemic Levels

9 large US companies filed for bankruptcy last week.

The 3 week average now stands at 6, the highest since 2020. At least 18 firms with liabilities of $50M+ have gone bankrupt over the past 3 weeks.

Historically, only the post-2001 slowdown, the 2008 financial crisis, and the 2020 pandemic saw higher readings.

The peak this century was a 3 week average of 9 in 2009.


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

Politicians vs. Average Person’s Net Worth.


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

Hedge fund manager addresses his clients after $150,000,000 loss.


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

Underrated trading skill:

Catching tilt early and knowing when to step away.

One emotional session can undo months of solid work in a handful of bad trades.

Discipline isn’t just entries. It’s knowing when you’re not fit to play.


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

The US collected a record $288 billion in customs duties over the last 12 months, which was over 3x higher than what was collected in the 12 months prior ($82 billion).

Who is paying this tax?


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

⚠️ US CPI in 1 Hour

📊 Core inflation is expected at 0.3% month over month, slightly higher than last month.

📊 Headline inflation is seen at 0.3% month over month, unchanged.

📊 Year over year CPI is expected at 2.5%, down from 2.7%.

If inflation comes in hotter, yields and the dollar can rise while risk assets pull back.
If it cools, markets may price in easier Fed policy.

How does the market react?
👍 Up
👎 Down


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

Headline CPI came in below expectations both m/m and y/y, pointing to easing price pressure. Core CPI matched forecasts, though it accelerated compared to the previous month.

Overall, the data is moderately positive for markets and may reinforce expectations of a softer Fed policy path.


💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading

📈 A Practical Way to Eliminate Overtrading

Overtrading is rarely a discipline problem. It’s a structure problem.

When your rules are vague, your brain fills the gaps. The chart “looks good.” The move “feels strong.” You convince yourself it fits. That’s where most bad trades come from.

Here’s what actually works.

📊 Turn every rule into a clear yes or no

Your setup must be a checklist, not a feeling.
You should be able to look at a chart and decide quickly if it fits. If you need to debate it, it’s not your trade.

📊 Reduce exposure to random charts

The more you scan, the more “opportunities” you see.
Limit your watchlist to what you truly trade.
Check the market at predefined times.
Let alerts bring you to the chart instead of staring at it all day.

Less stimulus means fewer impulse entries.

📊 Add friction before execution

Before entering, write down:
Which rule is this trade following?
Where is the invalidation?
What is the target?

If you can’t answer clearly, you don’t click.
That short pause filters out a surprising number of garbage trades.

📊 Automate where possible

If your rules are clear enough, parts of the process can be automated.
Alerts, conditional orders, partial system execution.
The less you rely on emotion at the moment of entry, the fewer unnecessary trades you take.

Overtrading dies when the system becomes boring.
Boring is where money is made.

💧 Sponsored by @rainbetcom - rainbet.com

✅ @trading