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69,892 Aufrufe • vor 5 Monaten •via X (Twitter)

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Profilbild von Becs
Becsvor 5 Monaten

and ya’ll complained at first that he wasn’t attractive enough

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𝐍𝐨𝐫 ❀vor 5 Monaten

Maaaan

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🚨 WARNING: SOMETHING EXTREMELY BAD JUST HAPPENED A U.S. startup has successfully produced the FIRST REAL LAB-GROWN GOLD. And its process already beat CERN’s gold production by 10X. And they are not stopping there. Their model says a future 1 GW fusion plant could produce around 2 TONNES OF GOLD PER YEAR. This changes everything: For thousands of years, gold had one advantage nobody could replicate: SCARCITY. New supply could only come from finding more deposits, building more mines and pulling more metal out of the ground. Now technology is attacking that assumption directly. And we have already seen what happens when technology destroys a scarcity premium. DIAMONDS. Lab-grown diamonds entered the market: - Production scaled. - Prices collapsed. Natural diamonds suddenly had to compete with something chemically almost identical that could be produced at a fraction of the cost. Gold could now be facing the same problem. But this could be much bigger: Gold is not just jewelry. Central banks hold it. Governments hold it. ETFs hold it. Investors use it as a store of value. And entire reserve strategies depend on one assumption: YOU CANNOT JUST MANUFACTURE MORE GOLD. That assumption is now being challenged. And here is the part almost nobody understands: Marathon is not talking about building factories that exist only to make gold. Gold could become a BY-PRODUCT OF FUSION ENERGY. The reactor generates energy. It also generates neutrons. Those neutrons can convert mercury into gold. And the gold itself could help make fusion plants more profitable. Now connect the dots: More fusion plants → more gold production → more gold revenue → better fusion economics → even more reactors Gold supply has always been limited by GEOLOGY. If fusion scales, it becomes limited by REACTOR CAPACITY. And markets will NOT wait until tonnes of lab-grown gold are sitting inside vaults. They will price the expectation first. That is exactly how the diamond repricing started. And if fusion gold becomes commercially viable at scale... THE GOLD MARKET WILL NEVER BE THE SAME AGAIN. Remember, I’ve been trading markets for over 15 years. When I see the next major shift developing, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

239,660 Aufrufe • vor 5 Tagen