Sentiment check. How you guys holding up? Silver defending $30 mining stocks getting rekt. I'm still going down with the ship. I dumped all my Jan2025 calls at the top this time. My portfolio is bleeding out tho but expirations are out in Jan2026. LFG?

Long New Found Gold Corp and short Nvidia completely wiped out all my massive mining stock wins for the entire year. I actually consider this a massive win if you remember what happened to me last year.

I'm hopeful we will all get paid in 2025 but I think The Masters of the Universe have these markets rigged to perfection. I don't see silver having a big year in 2025. Maybe a repeat of 2024. One big move, a 6 or 9 month ride to nowhere from the revaluation. Then a beat down to close the year.

Maybe tech and crypto will start to come undone in 2026? 2027?

Who the fk knows all I know is silver ratio is indestructible at the high 80s. We've been up here for 4 years (being very generous) and we may need to go back into the 90s and 100s if gold can get to 1 trillion valuation for US Treasury gold supply. Which is $3,800.

That's where my sentiment is at. Take it as a contrarian indicator if you like.