Cipher Mining (CIFR) Insider Trading & Ownership

The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month. The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine. Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar.

Whitney Tilson, former $200 million hedge fund manager, says drilling techniques from the shale boom are now targeting a new power source built to run 24/7. The first well took 70 days to drill; now it takes 21 days at nearly half the cost. The first commercial-scale power plant could go live as soon as October.