Global Battle Ignites for Cobalt and Sound Money

‍“Whoever controls cobalt controls the future.”

The 2020s are unfolding as a battle of resources, currencies, and credibility takes hold.

From Congo’s cobalt mines to Wall Street’s bloated balance sheets, power is being renegotiated. And for investors paying attention, a new supercycle may already be underway - one built on hard assets, shrinking trust in fiat, and a widening fracture between the old world and what’s coming next.

Below are four micro-crises and macro-trends that every investor should be watching. Click the links to watch the YouTube Shorts that inspired each section.

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1. Cobalt: The Weakest Link in the EV Revolution

In 2024, more than 17 million electric vehicles hit global roads - roughly 1 in 5 new cars sold. But beneath the surface of this green transition lies a fragile supply chain, and cobalt is its Achilles' heel.

Nearly 80% of global cobalt is mined in the Democratic Republic of Congo (DRC), a country tightening export controls amid mounting geopolitical pressure. That’s left the West scrambling.

From Idaho’s Blackbird district to Ontario’s mining belt, the U.S. and Canada are trying to reboot domestic cobalt production - fast.

But this isn’t just about EV batteries. Whoever controls cobalt, controls the terms of the future industrial economy. The U.S. Department of Energy has deemed cobalt a critical mineral. Meanwhile the U.S. has granted $15 million to boost Idaho cobalt project, while the role of critical minerals in clean energy transitions becomes more important by the day.

📺 Watch the short video on Cobalt’s Strategic Role:

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2. The Debt Spiral and the Rise of Structural Inflation

The post-COVID stimulus era was supposed to be temporary. Instead, it opened the door to chronic fiscal abuse. Today, debt is exploding, central banks are boxed in, and inflation isn’t transitory: Diego Parrilla argues, it’s structural.

Gold is once again knocking on the door of a new all-time high above $3,500. Bitcoin just punched through $120K, buoyed by ETF flows and institutional demand.

When money becomes infinite, scarcity becomes king.

This short explains in 60 seconds how unchecked stimulus breeds inflation, destroys purchasing power, and widens the wealth gap.

📺 Watch the short on debt, inflation, and hard money

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3. Inflation: The Silent Killer You’re Told to Ignore

Inflation isn’t just about CPI headlines. It’s a mathematical trick, weaponized to shrink government debt, transfer wealth, and punish savers.

If you’re holding cash or long-term bonds for the long-term you may not be “playing it safe” - you may be the frog in the pot 🐸🔥. Just look at the cost of, well... everything.

This short unpacks how inflation really works:

• Why CPI is misleading
• How it acts as a hidden tax
• And why real returns - not nominal - are all that matter in the end

As central banks talk tough but print quietly, gold and Bitcoin are doing the only rational thing: rising.

📺 Watch the short on inflation’s hidden damage

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4. Marc Faber: The Perfect Storm for Gold and Commodities

Dr. Marc Faber, legendary contrarian investor and author of Gloom, Boom & Doom, believes the U.S. is on the verge of a 6% interest rate environment, a weaker dollar, and a historic shift in global capital flows.

In this short, Faber warns that Trump’s return to power - with his debt denialism and aggressive fiscal stance - could turbocharge inflation and create a bullish backdrop for precious metals and commodities.

With the dollar’s credibility wobbling and real yields turning negative (again), money is flowing into hard assets.

📺 Watch the Marc Faber short on gold’s bullish setup and why he is betting on assets that can't be printed.
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Final Take: The Macro is Clear. The Clock is Ticking

• Cobalt is more than a mineral - it's access and security.
• Inflation isn’t going away -it’s the new baseline.
• Gold and Bitcoin aren’t just hedges - they’re acting like lifeboats in a world of declining fiat currencies.

The market is shifting. Ignore the noise. Watch the signals. Clearly, those who've been long what can't be printed have outperformed.