Transcription
Folks, the next 14 days are going to be a massive opportunity for those who are positioned correctly. Over the next 14 days, you're going to see a massive wealth transfer from those who trade based on emotions to those who trade based on preparation and data.
As you know, today markets suffered their worst loss in 3 months. This Greenland situation is causing people to sell first and ask questions second. Many folks are taking very aggressive action to sell out of everything despite the fact that this is a pattern we've seen time and time again throughout the Trump administration.
In today's video, I'm going to lay out the exact playbook and the timeline of events that I foresee happening. And along with these, I'm going to present all of my reasoning and my receipts so that you can come to your own conclusion. I'll also be presenting the dates that you absolutely need to be aware of or you're going to be left blindsided.
And then it will be time for our sponsored segment on Zenitech. Ticker symbol ZNA on the NASDAQ. They're building the Netflix of drones. Instead of selling you a drone, they'll fly it for you. That's their drone as a service model, and they're rolling it out across America at exactly the right time. The US just effectively banned new Chinese drones from entering the market. DJI, the company that controlled 70 to 80% of our drone market, just got shut out. Someone has to fill that gap. And Xenotech is positioning itself to do exactly that. I'll present the company. And while you may want to take a look at it and as always, if you're the one taking the ultimate risk, you got to be the one doing the ultimate risk. Always do your own due diligence on all ideas presented.
Okay, let's get to work. So markets are getting hammered red, red, red across the board. And here's the key to watch. The VIX, Wall Street's fear gauge spiked to 20.69, 69, the highest level since November. When the VIX spikes above 20, that's when you know traders are starting to get nervous. And headlines across American media and global media are reading this is the sell America trade. The US dollar is getting crushed even faster than before. The dollar index fell nearly 1%. That's the biggest drop since liberation day last April when Trump's tariff roll out sent markets into that original chaos. The euro jumped 0.8% against the dollar. Investors are actively fleeing the green back this morning. Treasury bonds are selling off hard. The 10-year Treasury yield spiked to 4.29%. That's the highest level since last September. The 30-year yield hit its highest since October. Then you have more and more countries continuing to dump US treasuries, including, of course, Denmark, where they have major funds that are going and saying, "Look, we can't be in US treasuries anymore." And guess what's ripping? Gold and silver. Who would have thought? Gold and silver hit fresh record highs as investors piled into safe havens today.
So, why does all of this matter to you? Well, you have to understand that we saw this exact same pattern many times before, but most notably in April of last year with the original tariff liberation day where Trump put out extreme and largely nonsensical tariffs against basically every country on Earth and markets unanimously decided that you can't have an economy with these tariffs and that he would never walk them back. And so people sold first and asked questions second. That period of time was a massive wealth transfer from those that panic on headlines to those that are actually prepared and actually in the game for the long term and are actually looking at the data. And if you go back to all of our YouTube videos at the time, we said this. We said, "Look, this is going to be a great buying opportunity." And what happened after Liberation Day? Well, shortly Trump walked back most of the tariffs. He found a middle ground and we pumped up to all-time highs and then far above all-time highs. This time around is going to be the same exact thing. It might be more aggressive than the previous times, but it's going to be the same exact thing. It's just a question of timeline.
So on Saturday, Trump dropped a bomb announcing 10% tariffs on eight European countries. Denmark, Germany, France, the UK, Sweden, Norway, Netherlands, and Finland. These tariffs take effect February 1st. If there's no deal to sell Greenland by June 1st, Trump says they're going to double to 25%. And right now, there's a diplomatic showdown happening at Davos. A lot of European countries and our closest allies are coming out and saying, "Look, this is unacceptable and they don't want to be blackmailed." And I mean, reasonably so. So, as a result, there's a massive sell America trade happening right now and a lot of fear-mongering and a lot of people saying sell, sell, sell. Now, this is a massive mistake. Many people will panic and sell out of all of their assets to protect themselves from the whims of the Trump administration and then Trump will ultimately find a solution and walk back a lot of these threats and things will pump again and these people will be left wondering where all their money went. I'm definitely no fan of strong arming allies, but you got to see it like it is. This, like almost all of the actions that Trump has taken previously, is a negotiation tactic. You threaten the absolute worst. You make everybody fearful for the worst. And then all of a sudden, what happens is you meet somewhere in the middle and that middle ground doesn't seem so ridiculous anymore. While everyday folks are panicking because what the news is telling them, well, Wall Street is going to be snapping up the deals. I believe that you're going to continue to see the massive volatility and the massive fear-mongering and so on and so forth until we get some kind of security deal that gets worked out with the US where the US gets expanded military access or partial control over strategic parts of the island of Greenland. Perhaps around the rare earth deposits, maybe expanded rights at the Patufik space. Denmark and Greenland will be able to save face by not selling anything. And Trump will be able to claim victory by saying that he got exactly what he wants, security positioning and mineral access.
Think about it. Trump is heading to Davos this week and he's already announced a meeting with various parties about Greenland after talking to NATO's Secretary General. NATO's Secretary General also was suggested that they can work something out on Greenland in publicly revealed texts that Trump had posted. Does that sound like to you the behavior of somebody that's trying to completely destroy NATO and invade a NATO territory? Does it sound like somebody who wants to fight a massive long-term trade war even? Of course not. Treasury Secretary Scott Bessant is at Davos right now saying, quote, "Why not preempt the problem before it starts?" That's deal language, not war language. >> Again, I would say this is the same kind of hysteria that we heard on April 2nd. Uh there was a panic. And what I am urging everyone here to do is sit back, take a deep breath, and let things play out. >> So, these are things to consider because when the media is screaming that you need to sell all of your assets and pour into cash, which of course has historically always been in a downtrend, well, you really need to question that. People always make the mistake of reacting to headlines instead of anticipating what's going to happen after all this headline drama blows away. When you're reacting instead of anticipating and preparing, you're not going to be able to come out ahead.
Okay. Next, the Supreme Court wild card. So, there's a massive piece to this puzzle that most people aren't even talking about. The Supreme Court could rule as early as tomorrow on whether Trump even has the authority to use emergency powers for tariffs at all. Trump's been using EPA, a 1977 law originally designed for sanctions, to impose these tariffs. Lower courts have already ruled that he has exceeded his authority. Now it's up to the Supreme Court. Now the Supreme Court has handed Trump a lot of wins, but even conservative justices have expressed skepticism. Justice Gorsuch, who Trump appointed, questioned whether Congress can ever get this power back. Justice Roberts told the government's lawyer that tariffs have always been the core power of Congress. And Coli shows just 28% probability the court rules in favor of Trump. Now, if Trump loses, that means a massive roll back on tariffs. and companies perhaps could get refunds on over $130 billion in collections. And you're probably going to see a big relief rally in hammered sections with massive amounts of supply chain exposure abroad. But at the same time, other members of the administration said they have three other statutory tools to keep tariffs in place. So tariff policy isn't going away, but the Supreme Court might throw a big wrench in his plans this week.
So what's the actual playbook here, Charlie? Phase one, the panic. This is what we're currently in. Headlines scream. Markets drop. Fear spreads. Accounts go red. Sell America. Trade kicks in. This is where we're at right now. Phase two, the escalation. The EU doubles down. Trump doubles down. Emergency meetings happen. Media goes into overdrive. Trump sends some very scary tweets/truths. Davos speech tomorrow. Davos meetings the next couple of days. World leaders talking about this. EU discussing some potential retaliation. Phase three, the negotiation. Back channel talks. Trump eventually saying, "I had a great discussion with blah blah blah person that he previously dissed." And then productive discussion language overall starts appearing from both sides. We're probably not going to see this stage at least for another week or two. Phase four, the resolution. Deal announced, tariffs paused or rolled back. Both sides claim victory, relief rally.
So, right now, if you look at the media, almost everybody is unanimously saying you need to sell everything that you own, go all cash, and then wait for all these disputes to be solved. problem with that is by the time everything is solved and when it's even looking like it's about to be solved, well, markets will have recovered. Right now, we're still at the beginning of the fear stage, which means that it's very likely that you see at least another couple massive red days and perhaps some bull traps. However, when you're looking at the bigger picture, well, once this has been resolved, all of the money is going to have already been made. So, you want to make sure that you're positioning before the resolution and before they even start talking like there's going to be a resolution.
There's an interesting quote I read from Jonas Golterman at Capital Economics. He said, quote, "Cooler heads will prevail." He said, "The US economy remains healthy and markets retain key risk buffers." He added, "Given their deep economic and financial ties, both the US and Europe have the ability to impose significant pain on each other, but only at great cost to themselves. The more likely outcome in our view is that both sides recognize that a major escalation would be a lose-lose proposition and that the compromise eventually prevails." Now, that's exactly my view. And quite frankly, even if you were to assume the worst, like a World War III type of situation, well, in that situation, the US government would still have to print endless amounts of money. So, it would be stupid to sell out of assets. So, anyways, my view here is expect more volatility. Expect some bull traps, expect more fear, but don't think for a second that Wall Street isn't going to be snapping up the dip, that there's not going to be massive amounts of upside here.
So, here are your key dates to know. Wednesday, the Supreme Court tariff ruling is likely to drop. They've been saying this for a few weeks. Maybe it gets delayed to Thursday, but it would be crazy if they don't come out with this this week. Maybe it's already out by the time you watch this video. I don't know. Tomorrow, Trump's speech at Davos. Negotiations over the next couple of days with Trump. And February 1st, Greenland tariffs are potentially going to be taking effect if Trump's threats are to be walked through. February 7th, EU's $93 billion retaliation suspension expires. June 1st, tariffs potentially double to 25%. Again, at the end of the day, this timeline is a negotiation timeline. These are your volatility dates. And once we've passed these dates without massive tariffs and a complete decoupling of NATO, well, a lot of people are going to start buying back into markets. Before then, you could see more selling off. Sure, folks.
Anyways, bigger picture here. I think this Greenland situation is very much an overreaction. Wall Street and probability markets are ultimately expecting that the US is going to get some kind of security deal where the US gets expanded access, Denmark and Greenland can say face, and Trump claims victory. And I totally agree with that. Anyways, let us know what you think down below and what you think is coming next.
And now it is time for our sponsorship segment on Zeno Techch took a symbol Zena on the NASDAQ. They're building the Netflix of drones. Instead of selling you a drone, they'll fly it for you. That's their drone as a service model and they're rolling it out across America at exactly the right time. The US just effectively banned new Chinese drones from entering the market. DJI, the company that controlled 70 to 80% of our drone market, just got shut out. Someone asked to fill that gap and Zenitech is positioning itself to do exactly that. I'll present the company and why you may want to take a look at it.
So, let me put this into perspective for you. The global drone as a service market was valued at around $9.4 billion in 2022 and is projected to grow at over 36% annually through 2034. That's explosive. And here's the catalyst that just landed in their lap. In December of 2025, the FCC banned all new foreignade drones from entering the US market. The government determined that Chinese drones pose unacceptable risks to national security. China manufacturers somewhere between 70 to 90% of drones used in America. So when you ban new models from coming in, that creates a massive supply vacuum that American companies will have to fill.
So what exactly is Zenitech doing? Think of it this way, most businesses that need drones face a problem. Drones are expensive. You need licensed pilots. Maintenance is a headache. And regulatory compliance is complicated. Well, Xenitech's drone as a service model eliminates all of that. You don't buy the drone. You don't hire the pilot. You don't deal with the FAA paperwork. You just subscribe to the service and they handle everything. It's like how you don't buy a movie theater to watch films, you just pay Netflix. Same concept, but for professional drone services. Here's what makes their approach very clever. Instead of building everything from scratch, they're acquiring existing service businesses that are already profitable and already have customers. Things like land surveying companies, power washing companies, and inspection services. Then they upgrade these businesses with their AI drone technology to make operations faster, safer, and more precise. Already established 19 US locations and three international locations. They're targeting 25 DAS locations by mid 2026.
Let me walk you through their technology and what they're working on. So, you got the Zena drone 1000. This is their flagship multi-function autonomous drone. It's a VTOL. That means vertical takeoff and landing with about a 40 kg lift capacity and roughly an hour of flight time. It's designed for heavy duty commercial and defense applications like surveillance inspection and cargo delivery. Then you have their IQ series drone, a medium class drone purpose built for survey grade mapping with 45minute flights, two to three kilogram payload and a 5 kilometer range. They also have the IQ Nano for indoor use like warehouse and inventory scanning and the IQ square for land surveys and infrastructure inspections. These drones incorporate AI machine learning and predictive modeling.
Then you've got the defense market push. This is where things get really interesting. Zenitech is pursuing green UAS and blue UAS certifications which are required to sell to the US Department of Defense. They also opened a Washington DC area office specifically to accelerate federal government engagement. They're also commissioning an expanded manufacturing facility in Mesa, Arizona that's expected to be operational in Q1 of 2026, designed to meet US and NATO standards for NDAA compliant drone production. And then you have the Zena AI division. They established a specialized AI division in Baton Rouge, Louisiana, focused specifically on next generation AIdriven solutions for defense and homeland security. This includes autonomous navigation, multi-drone coordination, and real-time decision-making analytics.
Now, let's talk numbers. In Q3 of 2025, they reported a record 1,225% year-over-year revenue growth. again, 1225%. Most of that came from their DAS expansion through acquisitions in Q3. DAS represented 82% of their total income, up from 60% in Q2. On the leadership side, the CEO is Dr. Sean Passley, who founded the company in 2017. He has a PhD and an MBA and importantly owns about 15% of the company. That's around $20 million worth at current prices. When the founder has that much skin in the game, that tells you he believes in what they're building. Here's some interesting timing on the regulatory front. One big beautiful bill that passed last year included $1.4 billion specifically for expanding the small unmanned aerial system industrial base. The 2026 National Defense Authorization Act authorizes over 900 billion for defense and includes specific provisions for augmenting drone manufacturing and counter drone capabilities. Defense Secretary Hexath issued a directive for the Army to have unmanned systems in every division by the end of 2026.
Now, let's talk about risks and you got to pay attention here. Zenitech is a growth stage company and is not yet profitable. They're executing an aggressive acquisition strategy that requires capital. They may need to raise money, which could dilute existing shareholders. The defense market is notoriously difficult to break into. And government contracts take time. They're also competing against more established players that have more resources. The stock is also a super small cap volatile company. So, these are risks that you do have to consider and you have to make sure that you're doing your own due diligence and coming to your own conclusion.
But anyways, in terms of the story of Zenitech, well, Zenitech is positioned at the intersection of three major trends. the ban on Chinese drones, creating a supply vacuum, massive government investment in domestic drone capabilities, and the shift towards drone as a service subscription models. They have a clear acquisition playbook that's generating real revenue. Their drone as a service model creates recurring revenue, the kind that Wall Street loves. They're pursuing defense certifications at exactly the time the government is looking for Americanmade alternatives, and they've got a founder CEO with significant ownership, and they're building manufacturing capacity in Arizona specifically designed to meet military standards.
Now, if you want to learn more, I'll put the link to their investor relations page down below. Make sure to go over their SEC filings and make sure to do your own due diligence overall. Anyways, that caps off today's video. Have a great rest of your day.