TRUMP: If Canada makes a deal with China, it will immediately be hit with a 100% Tariff against all Canadian goods and products coming into the U.S.A.

The Week Ahead: infinityhedge

Mon:
*Saylor expected announce another BTC purchase
*For the first time in over a decade the Fed conducted rate ​check on yen (around midday on ‌Friday); Yen Intervention coming?
*Do Kwon Trial

Tue:
*India-EU historic Free Trade Agreement after ~18 years of negotiations, EU President Ursula von said ‘mother of all deals’
*SEC- CFTC to Hold Joint Event on Crypto Era at 10am ET
*Trump speaks in Iowa on economy
*Senate Agriculture Committee to hold hearing on its version of the crypto market structure bill (could be delayed due to snowstorm)
*STX earnings

Wed:
*FOMC Meeting (expected to leave rates unchanged); focus will on timing of the next rate cut as recent data show signs that the economy is improving (Economists now expect the Fed won’t cut interest rates until June); BI Says: “The most interesting figures to watch are Governors Waller and Bowman: If they vote with the majority to hold steady, they’ll be signaling to Trump that they side with Powell — including on Fed independence. We expect Waller to vote with the majority, but Bowman to dissent.” Powell’s press conference will be the first since he disclosed DOJ subpoenas affecting the Fed
*Earnings: ASML, MSFT, META, TESLA, IBM

Thu:
*UK’s Starmer set to visit China to boost trade ties (trump okay with this??, another round like US vs Canada over china)
*Earnings: Apple, SNDK, nasdaq, WDC (more details on supply shortage)

Fri:
*U.S. government runs out of funding (shutdown odds at 75% on polymarket)
*NumerCon 2026 12:30 PST

TBA/Whole Week:
macro: Fed chair decision; AI earnings, more trump tantrums after ICE murdered another citizen?;
crypto: lighter to make series of announcements; crypto market structure bill

ICYMI:
*Crypto Bill Delayed (likely to further postpone to until late February or March) as Senate Panel Pivots to Housing Push
*Small Caps Notch Longest Win Streak Over S&P 500 Since 1996
*Samsung increases NAND flash memory prices by 100% in the Q1... “Supply cannot keep up with demand.”; Intel shares plunged 14% on Friday after the company struggled to meet strong AI-driven demand for datacenter chips ​due to supply constraints

https://infinityhedge.substack.com/p/the-7-days-e6a

GOLD HITS $5,000

GOLD ON TRACK FOR BIGGEST MONTHLY GAIN SINCE 1999: <INFINITYHEDGE>

*GOLD HITS RECORD HIGH OF $5,100

CHINA COMMERCE MINISTRY OFFICIAL: CHINA AND US TO MANAGE DIFFERENCES AND PROMOTE STABLE TRADE TIES

BOJ MONEY MARKET DATA SUGGESTS JAPAN DID NOT INTERVENE IN FX MARKET ON FRIDAY

*SILVER SET FOR THE BIGGEST MONTHLY GAIN SINCE 1979: INFINITYHEDGE

ALIBABA RELEASES QWEN3-MAX-THINKING, THEIR MOST CAPABLE REASONING MODEL YET: INFINITYHEDGE

MICROSOFT UNVEILS LATEST AI CHIP: INFINITYHEDGE

Microsoft: Maia 200 is an AI inference powerhouse

Maia 200 to support various AI models, including GPT-5.2. Chip is starting to roll out to Microsoft’s data centers

Microsoft Superintelligence team will use Maia 200 for synthetic data generation and reinforcement learning to improve next-generation in-house models.

DEBASEMENT TRADE IN FULL SWING: INFINITYHEDGE

GOLD ON TRACK FOR THE BIGGEST MONTHLY GAIN SINCE 1999

SILVER ON TRACK FOR THE BIGGEST MONTHLY GAIN ON RECORD?

PALLADIUM ON TRACK FOR THE BIGGEST MONTHLY GAIN SINCE 2008

PLATINUM ON TRACK FOR THE BIGGEST MONTHLY GAIN SINCE 1974

AND supply shortage: infinityhedge
*INDIUM, TIN UP 33% ON MONTHLY
*NATURAL GAS HITS 3-YEAR HIGH
*COPPER HITS RECORD HIGH OF $13,400
*ALUMINIUM HITS ALMOST 4-YEAR HIGH
*LITHIUM HITS 2-YEAR HIGH
*SAMSUNG RAISED NAND PRICES BY 100% IN Q1

Let me put this scale in perspective for the ct: Gold up almost 18% this month that's roughly 2x the entire valuation of the BITCOIN in just 26 days of 2026

And S&P 500 largely unchanged for the past 3 months

BTC remains unchanged for past 2 months

(THIS IS CRAZY!)

Trump: increasing South Korean TARIFFS on Autos, Lumber, Pharma, and all other Reciprocal TARIFFS, from 15% to 25%: infinityhedge

Trump: South Korea's Legislature is not living up to its Deal with the United States. Because the Korean Legislature hasn't enacted our Historic Trade Agreement, which is their prerogative, I am hereby increasing South Korean TARIFFS