Are Drones The New Psy Op?
360: Parabolic Markets, Black Swans, and Global Shifts
Morning savages.
As we head into the thick of the holiday and Christmas season — people are going to get busier and busier. Fortunately, or maybe unfortunately, there’s a lot of shit going on around us.
Political games, shifts in government, unknown objects in the sky, a big inauguration coming up, a fresh administration that should hopefully bless our bags, geopolitical conflicts overseas, and more.
Best way to stay up to speed in my opinion - is to have all updates and intelligence in one place to streamline your ramp up, so that’s what we will do today.
Today’s post is going to cover quite a few important updates across several topics including:
US Security considerations - the New Jersey drone/UAP phenomenon has gotten even weirder and slightly more concerning. There are some alarming theories floating around as to what’s going on and new context to share. I have an unsettling prediction to share in today’s post
Crypto markets - my thoughts as we head into year end, how I am positioning myself, Bitcoin’s ATH pop this week to $107,000 and more including my thoughts on Ethereum (which is finally ripping again) TLDR here is we are going so much higher — congrats again to the premium subs who invested, studied, took action, and printed so far
Equity Markets - names I am buying through year end and reasons why I see these picks ripping in 2025 ($PLTR got a nice feature at the Army Navy Game)
Geopolitical updates - from massive strikes in Syria by Israel to a rumored resignation by Canadian PM Trudeau, things are moving quickly. There is quite a bit to be aware of as these events play out as they tell us what’s likely to come next year
New Jersey Drone/UAPs
Before we get into the abundant crypto gains we’re going to see — we need to address the elephant in the room.
Much to the disappointment of the folks that kept saying all of the drone and UAP sightings were just planes or mass hysteria, several major updates in the last few days have pretty much debunked that “nothing ever happens” low effort viewpoint.
Kathy Hochul of New York confirmed runways were closed at the New York Stewart Airport for about an hour Friday night due to nearby drone activity.
New York police recovered a massive 5 foot long drone abandoned in the Brooklyn Navy Yard, media is saying this belonged to a company that just threw it on the sidewalk…. lol.
Aside from the sightings over New Jersey military facilities — military officials confirmed “unmanned aerial systems” or drones were spotted near Hill Air Force base in Utah. Bob Purtiman, chief of public affairs for the 88th Air Base Wing at Wright-Patterson Air Force Base in Ohio, has said that the airspace was restricted for approximately four hours from late Friday into early Saturday after sightings of drones or UAPs (CNN).
Sightings have continued all over the US and the world.
At least four commercial airline pilots have encountered mysterious, colorful, circular lights “moving at extreme speeds” through the skies above Oregon this past weekend, according to local reports (NYPost). There have been sightings in Washington DC as well. In the UK unmanned aerial vehicles and/or drones were seen hovering over RAF bases Lakenheath and RAF Mildenhall, in Suffolk, and RAF Feltwell in Norfolk.
Bottom line — these are not isolated incidents. This is not a matter of people all across the US and world confusing drones for airplanes, nor is it a bunch of hobbyists on an online forum launching at the same time lol.
The major red flag here in my opinion — is how cagey the US government is being. Sure — it’s true that they likely wouldn’t share anything with us in any of the situations I outlined in Risk On last week (below)
Our craft
Enemy craft
Extraterrestrial craft
While initially it seemed like #2 could fit the bill — the longer this has gone on the less likely it seems that this is any of our geopolitical foes. #3 in my opinion is still possible (I want to believe!) but also less likely. That being said check out the U.S. Navy Insider Urgent Statement on UAP Transparency (I talked about these UAP hearings on Risk On recently). Wild stuff.
But — I think most of us can agree option #1 is likely what’s going on here — these craft are our own government’s.
They sure are getting good at lying to us aren’t they?
That almost makes this MORE concerning because if it was a military test or a private company, you’d expect them to maybe share something, but instead it’s ambivalence and just complete denial and shady answers.
John Kirby of the DOD is working overtime to reassure all of us that nothing is going on:
“We have not identified anything anomalous or any national security or public safety risk over the civilian airspace” he said on Fox yesterday.
Then the DHS, FBI, FAA and DoD released a joint statement Monday:
"The sightings to date include a combination of lawful commercial drones, hobbyist drones, and law enforcement drones. We have not identified anything anomalous."
Insert Anchor Man “I don’t believe you” meme.
According to several X account multiple sources have confirmed the House Intelligence Committee will get a classified briefing on the drone situation in North America tomorrow afternoon at 2pm.
So what’s actually going on is the big question. Some of the theories are highly unsettling and some are a bit more expected. We will run through the best I have seen online and cover the implications of each so you have the most accurate idea of what might be going on in our skies.
Let’s get into what seem to be the most popular explanations online right now. Then we will move on to crypto.
Crowdsourced theories:
While I don’t have one formal theory here I think the one that deserves the most scrutiny and attention is also the most alarming. Whether it was 4Chan, political commentators, or somewhere else, one of the primary theories online right now that I see is that these drones are US Government owned and are looking for something. But they aren’t looking for Nicholas Cage and his posse of Constitution stealing hooligans, they are looking for something much more serious — in this case, the theory is a dirty bomb, nuclear weapon, or components of such a weapon.
The logic is a nuclear weapon or components to make one/jerry rig some type of WMD are loose and lost, potentially smuggled into the US from Ukraine or other locales.
With the inauguration coming quickly — we deserve to know what is going on in our country. The scary part is, if it is something this serious we will likely be given no advanced warning or head’s up…
“Government that had no secrets could not function.”
― Tom Clancy, The Sum of All Fears