Did a “broken fan” really take down the CME for 10 hours? In this exclusive interview, Clem Chambers (CEO of Online Blockchain PLC) joins Jeremy Szafron to discuss the historic 10-hour blackout at the CME Group. While conspiracy theories swirl, Chambers dismisses them as “noise,” arguing the reality is simpler but more dangerous: systemic fragility and “single points of failure” in the market’s infrastructure.
Chambers, who publicly exited Bitcoin at $100k, validates his “Crypto Winter” call as Bitcoin breaks $86k. He warns that while the sector is full of “jokers” and “casualties” are inevitable as liquidity drains, the real opportunity lies elsewhere. He argues that a “Retail Juggernaut”—not Central Banks – is the unstoppable force driving Silver to $100, and unveils his highest conviction trade: the “AI Energy Supercycle.” Chambers predicts the AI arms race will literally “boil the oceans” to find power, transforming abundant assets like Copper, Silver, and Platinum from commodities into scarce “luxury” goods.
CHAPTERS:
00:00 Intro: Market Chaos & The CME Blackout
01:28 Interview: Clem Chambers on “Single Point of Failure”
02:01 The CME “Glitch”: Why Incompetence Is The Real Risk
05:14 The Silver Squeeze: Why Retail Is The “Juggernaut”
08:48 Sovereigns Don’t Care: Why This Is A Retail-Led Rally
10:36 “Boiling The Oceans”: The AI Energy Crisis
15:00 Copper & Geopolitics: The “No Second Place” War
20:58 “Natural Stupidity”: Why AI Will Replace Incompetence
21:40 The Supercycle: Why Commodities Are Becoming “Luxuries”
23:26 “I Sold At $100k”: The Crypto Winter Is Here
26:03 Strategy Inc & The “Jokers”: Corporate Treasury Risks
29:30 The Japan Question: Why Liquidity Matters More Than Rates
34:37 Clem’s Portfolio: Defense Stocks, Copper & Oil
41:42 Final Verdict: How To Survive The Volatility
Credit to : Kitco NEWS