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🚨 “Development is where the edge is—not exploration.” — Don Durrett Don Durrett - goldstockdata.com In this Ask the Expert episode, Craig Hemke speaks with Don Durrett about how to approach mining stocks, where the real edge lies, and why development-stage projects offer stronger probabilities than exploration plays. TF... show more

Sprott Money

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🚨 “Gold and the S&P 500 shouldn’t both be at all-time highs… something’s got to give.” — Don Durrett Don Durrett - goldstockdata.com In this Ask the Expert episode, Craig Hemke speaks with Don Durrett about the unusual battle between gold and equities, and why both rising together could signal a major shift ahead. TF Metals Report 🔑 Key takeaways: 🔹 Gold and the S&P 500 hitting highs at the same time is highly unusual 🔹 Historically, gold rises when the economy struggles—not alongside equities 🔹 Gold has repeatedly rebounded to new highs despite corrections 🔹 The “final battle” narrative suggests one asset may ultimately outperform 🎥 Watch the full conversation on YouTube: #Gold #GoldPrice #S&P500 #StockMarket #SprottMoney

🚨 “Gold and the S&P 500 shouldn’t both be at all-time highs… something’s got to give.” — Don Durrett Don Durrett - goldstockdata.com In this Ask the Expert episode, Craig Hemke speaks with Don Durrett about the unusual battle between gold and equities, and why both rising together could signal a major shift ahead. TF Metals Report 🔑 Key takeaways: 🔹 Gold and the S&P 500 hitting highs at the same time is highly unusual 🔹 Historically, gold rises when the economy struggles—not alongside equities 🔹 Gold has repeatedly rebounded to new highs despite corrections 🔹 The “final battle” narrative suggests one asset may ultimately outperform 🎥 Watch the full conversation on YouTube: #Gold #GoldPrice #S&P500 #StockMarket #SprottMoney

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🚨 “This gold bull market is unlike anything we've seen before.” — Brien Lundin In this latest conversation with Craig Hemke, Brien explains why the current precious metals bull market is unique, how central banks have been driving gold higher, and why silver and mining stocks may still have significant catch-up potential. TF Metals Report 🔑 Key takeaways: 🔹 Central banks have been the primary force behind gold's rally 🔹 Gold has advanced with very few meaningful corrections 🔹 Silver and mining stocks have lagged the move so far 🔹 The disconnect may present a major opportunity for investors 🎥 Watch the full conversation on YouTube – #gold #goldprice #silver #investing #sprottmoney

🚨 “This gold bull market is unlike anything we've seen before.” — Brien Lundin In this latest conversation with Craig Hemke, Brien explains why the current precious metals bull market is unique, how central banks have been driving gold higher, and why silver and mining stocks may still have significant catch-up potential. TF Metals Report 🔑 Key takeaways: 🔹 Central banks have been the primary force behind gold's rally 🔹 Gold has advanced with very few meaningful corrections 🔹 Silver and mining stocks have lagged the move so far 🔹 The disconnect may present a major opportunity for investors 🎥 Watch the full conversation on YouTube – #gold #goldprice #silver #investing #sprottmoney

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🚨 “The long-term path for interest rates is higher, not lower.” — Stephanie Pomboy steph pomboy In this latest discussion, Stephanie Pomboy joins Craig Hemke to break down why deglobalization could reshape inflation, interest rates, and the broader financial system in the years ahead. TF Metals Report 🔑 Key takeaways: 🔹 Deglobalization may reverse decades of lower inflation and lower rates 🔹 The long-term trend for interest rates could continue moving higher 🔹 Inflation pressures may remain more persistent than many expect 🔹 Funding U.S. deficits may become harder as global trade slows 🔹 Structural shifts in the economy could support long-term demand for hard assets 🎥 Watch the full conversation on YouTube – #Gold #Silver #Inflation #PreciousMetals #SprottMoney

🚨 “The long-term path for interest rates is higher, not lower.” — Stephanie Pomboy steph pomboy In this latest discussion, Stephanie Pomboy joins Craig Hemke to break down why deglobalization could reshape inflation, interest rates, and the broader financial system in the years ahead. TF Metals Report 🔑 Key takeaways: 🔹 Deglobalization may reverse decades of lower inflation and lower rates 🔹 The long-term trend for interest rates could continue moving higher 🔹 Inflation pressures may remain more persistent than many expect 🔹 Funding U.S. deficits may become harder as global trade slows 🔹 Structural shifts in the economy could support long-term demand for hard assets 🎥 Watch the full conversation on YouTube – #Gold #Silver #Inflation #PreciousMetals #SprottMoney

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🚨 “The next stop for silver, technically, is actually $175 per ounce.” — Chris Vermeulen @TheTechnicalTraders In this latest clip with Craig Hemke, Chris explains why silver's long-term technical setup points to significantly higher prices, while cautioning that a short-term move toward $40 could still happen first before the next major advance. TF Metals Report 🔑 Key takeaways: 🔹 Silver's long-term technical target sits near $175 per ounce 🔹 A short-term correction toward $40 remains possible 🔹 Fibonacci extensions suggest substantial upside potential 🔹 Volatility could create opportunities before the next major move 🎥 Watch the full conversation on YouTube – #Silver #SilverPrice #PreciousMetals #Investing #SprottMoney

🚨 “The next stop for silver, technically, is actually $175 per ounce.” — Chris Vermeulen @TheTechnicalTraders In this latest clip with Craig Hemke, Chris explains why silver's long-term technical setup points to significantly higher prices, while cautioning that a short-term move toward $40 could still happen first before the next major advance. TF Metals Report 🔑 Key takeaways: 🔹 Silver's long-term technical target sits near $175 per ounce 🔹 A short-term correction toward $40 remains possible 🔹 Fibonacci extensions suggest substantial upside potential 🔹 Volatility could create opportunities before the next major move 🎥 Watch the full conversation on YouTube – #Silver #SilverPrice #PreciousMetals #Investing #SprottMoney

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🚨 “Gold's next breakout may already be taking shape.” — Chris Vermeulen @TheTechnicalTraders In this latest discussion with Craig Hemke, Chris explains the technical signal he's watching for to confirm gold's next major breakout and why patience could be rewarded before the next leg higher. TF Metals Report 🔑 Key takeaways: 🔹 Chris is watching for a strong impulse move through key resistance levels 🔹 A breakout above previous highs could signal a shift back to a bullish trend 🔹 The first pullback after the breakout may present an attractive buying opportunity 🔹 He believes the next major move in gold could be significantly higher 🎥 Watch the full conversation on YouTube: #Gold #GoldPrice #TechnicalAnalysis #PreciousMetals #SprottMoney

🚨 “Gold's next breakout may already be taking shape.” — Chris Vermeulen @TheTechnicalTraders In this latest discussion with Craig Hemke, Chris explains the technical signal he's watching for to confirm gold's next major breakout and why patience could be rewarded before the next leg higher. TF Metals Report 🔑 Key takeaways: 🔹 Chris is watching for a strong impulse move through key resistance levels 🔹 A breakout above previous highs could signal a shift back to a bullish trend 🔹 The first pullback after the breakout may present an attractive buying opportunity 🔹 He believes the next major move in gold could be significantly higher 🎥 Watch the full conversation on YouTube: #Gold #GoldPrice #TechnicalAnalysis #PreciousMetals #SprottMoney

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🚨 “People have gone to jail for manipulating the price of silver.” — Eric Sprott In this latest Ask the Expert Episode with Craig Hemke, legendary investor and our founder, Eric Sprott, shares his perspective on the recent silver correction, ongoing supply deficits, and the role COMEX trading may play in the precious metals market. TF Metals Report 🔑 Key takeaways: 🔹 Silver has been in a supply deficit for six consecutive years 🔹 Strong industrial demand continues to support the long-term outlook 🔹 Major financial institutions have faced consequences for manipulating silver prices 🔹 Margin increases may have amplified the recent market correction 🎥 Watch the full conversation on YouTube: 🎉 We’re giving away 5 oz of physical silver! Enter here for your chance to win: #EricSprott #Silver #SilverMiners #Gold #SprottMoney

🚨 “People have gone to jail for manipulating the price of silver.” — Eric Sprott In this latest Ask the Expert Episode with Craig Hemke, legendary investor and our founder, Eric Sprott, shares his perspective on the recent silver correction, ongoing supply deficits, and the role COMEX trading may play in the precious metals market. TF Metals Report 🔑 Key takeaways: 🔹 Silver has been in a supply deficit for six consecutive years 🔹 Strong industrial demand continues to support the long-term outlook 🔹 Major financial institutions have faced consequences for manipulating silver prices 🔹 Margin increases may have amplified the recent market correction 🎥 Watch the full conversation on YouTube: 🎉 We’re giving away 5 oz of physical silver! Enter here for your chance to win: #EricSprott #Silver #SilverMiners #Gold #SprottMoney

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🚨 “The dollar has entered a bull market—and that could put pressure on precious metals.” — Chris Vermeulen The Technical Traders In this latest discussion with Craig Hemke, Chris Vermeulen explains why he believes the U.S. dollar has established a long-term bottom, what that could mean for gold and silver, and why investors should pay close attention to the technical trends unfolding in the market. TF Metals Report 🔑 Key takeaways: 🔹 Chris believes the U.S. dollar has entered a new bull market 🔹 A stronger dollar could create headwinds for gold and silver in the near term 🔹 Long-term technical indicators suggest the dollar's trend has shifted higher 🔹 He emphasizes focusing on price action and market trends over short-term fundamentals 🎥 Watch the full conversation on YouTube: #Gold #Silver #GoldPrice #SilverPrice #SprottMoney

🚨 “The dollar has entered a bull market—and that could put pressure on precious metals.” — Chris Vermeulen The Technical Traders In this latest discussion with Craig Hemke, Chris Vermeulen explains why he believes the U.S. dollar has established a long-term bottom, what that could mean for gold and silver, and why investors should pay close attention to the technical trends unfolding in the market. TF Metals Report 🔑 Key takeaways: 🔹 Chris believes the U.S. dollar has entered a new bull market 🔹 A stronger dollar could create headwinds for gold and silver in the near term 🔹 Long-term technical indicators suggest the dollar's trend has shifted higher 🔹 He emphasizes focusing on price action and market trends over short-term fundamentals 🎥 Watch the full conversation on YouTube: #Gold #Silver #GoldPrice #SilverPrice #SprottMoney

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🚨 “If silver drops to $40, back up the truck.” — Chris Vermeulen @TheTechnicalTraders In this latest discussion with Craig Hemke, Chris Vermeulen explains why he believes a sharp correction in silver could create one of the best buying opportunities for long-term precious metals investors. TF Metals Report 🔑 Key takeaways: 🔹 Chris believes silver could briefly fall toward $40 per ounce 🔹 Margin calls may accelerate any short-term sell-off 🔹 He expects any sharp decline to be short-lived before a strong rebound 🔹 Volatility could present a rare opportunity to accumulate physical silver 🎥 Watch the full conversation on YouTube: 🎉 We're giving away 5 oz of physical silver! Enter here: #Silver #SilverPrice #MarketCrash #PreciousMetals #SprottMoney

🚨 “If silver drops to $40, back up the truck.” — Chris Vermeulen @TheTechnicalTraders In this latest discussion with Craig Hemke, Chris Vermeulen explains why he believes a sharp correction in silver could create one of the best buying opportunities for long-term precious metals investors. TF Metals Report 🔑 Key takeaways: 🔹 Chris believes silver could briefly fall toward $40 per ounce 🔹 Margin calls may accelerate any short-term sell-off 🔹 He expects any sharp decline to be short-lived before a strong rebound 🔹 Volatility could present a rare opportunity to accumulate physical silver 🎥 Watch the full conversation on YouTube: 🎉 We're giving away 5 oz of physical silver! Enter here: #Silver #SilverPrice #MarketCrash #PreciousMetals #SprottMoney

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🚨 “Gold tends to rally about 20%, pause, build a launch pad… and then break out again.” — Chris Vermeulen @TheTechnicalTraders In the latest Precious Metals Projections, Craig Hemke and technical analyst Chris Vermeulen break down gold’s repeating bull-market pattern and why the next breakout could still be ahead. TF Metals Report 🔑 Key takeaways: 🔹 Gold bull markets often move in 20% rallies followed by consolidation 🔹 Current volatility may be forming the next “launch pad” 🔹 Bull flag patterns often precede major breakouts 🔹 Fibonacci extensions point toward a potential $6,100 gold target 🎥 Watch the full episode on YouTube: #Gold #Silver #GoldPrice #SilverPrice #PreciousMetals #SoundMoney #MacroUpdate #TechnicalAnalysis #BuyGold #Investing #SprottMoney

🚨 “Gold tends to rally about 20%, pause, build a launch pad… and then break out again.” — Chris Vermeulen @TheTechnicalTraders In the latest Precious Metals Projections, Craig Hemke and technical analyst Chris Vermeulen break down gold’s repeating bull-market pattern and why the next breakout could still be ahead. TF Metals Report 🔑 Key takeaways: 🔹 Gold bull markets often move in 20% rallies followed by consolidation 🔹 Current volatility may be forming the next “launch pad” 🔹 Bull flag patterns often precede major breakouts 🔹 Fibonacci extensions point toward a potential $6,100 gold target 🎥 Watch the full episode on YouTube: #Gold #Silver #GoldPrice #SilverPrice #PreciousMetals #SoundMoney #MacroUpdate #TechnicalAnalysis #BuyGold #Investing #SprottMoney

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🚨 “This is the beginning, not the end.” — Tavi Costa Otavio (Tavi) Costa Tavi Costa explains why markets are entering the early stages of a major rotation — away from overvalued financial assets and toward hard assets. For the first time in years, the conditions are lining up: 🔹 Capital rotating out of crowded equity trades 🔹 Hard assets regaining leadership after long underperformance 🔹 Mining stocks are still historically cheap relative to metals 🔹 Global equity concentration signalling unfinished market shifts 🎥 Watch the full conversation: #TaviCosta #Gold #Silver #HardAssets #MarketRotation #MiningStocks #PreciousMetals #MacroTrends #Investing #SprottMoney TF Metals Report

🚨 “This is the beginning, not the end.” — Tavi Costa Otavio (Tavi) Costa Tavi Costa explains why markets are entering the early stages of a major rotation — away from overvalued financial assets and toward hard assets. For the first time in years, the conditions are lining up: 🔹 Capital rotating out of crowded equity trades 🔹 Hard assets regaining leadership after long underperformance 🔹 Mining stocks are still historically cheap relative to metals 🔹 Global equity concentration signalling unfinished market shifts 🎥 Watch the full conversation: #TaviCosta #Gold #Silver #HardAssets #MarketRotation #MiningStocks #PreciousMetals #MacroTrends #Investing #SprottMoney TF Metals Report

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🚨 “Technically, gold miners are in a bear market.” — Chris Vermeulen The Technical Traders Gold miners may be showing the first signs of short-term momentum, but Chris Vermeulen isn't calling a turnaround just yet. In his discussion with Craig Hemke, Chris breaks down what the moving averages are telling him and why the broader trend still points lower. TF Metals Report 🔑 Key takeaways: 🔹 Gold miners remain in a strong technical downtrend 🔹 The 50-day and 20-day moving averages continue to signal weakness 🔹 A shorter-term crossover is beginning to show some positive momentum 🔹 Chris believes miners could see a short-term move higher despite the broader bearish trend 🎥 Watch the full conversation on YouTube: Note: This clip is from the Precious Metals Projections podcast, recorded on Tuesday, August 4, 2026. #Gold #GoldMiners #MiningStocks #GoldPrice #SprottMoney

🚨 “Technically, gold miners are in a bear market.” — Chris Vermeulen The Technical Traders Gold miners may be showing the first signs of short-term momentum, but Chris Vermeulen isn't calling a turnaround just yet. In his discussion with Craig Hemke, Chris breaks down what the moving averages are telling him and why the broader trend still points lower. TF Metals Report 🔑 Key takeaways: 🔹 Gold miners remain in a strong technical downtrend 🔹 The 50-day and 20-day moving averages continue to signal weakness 🔹 A shorter-term crossover is beginning to show some positive momentum 🔹 Chris believes miners could see a short-term move higher despite the broader bearish trend 🎥 Watch the full conversation on YouTube: Note: This clip is from the Precious Metals Projections podcast, recorded on Tuesday, August 4, 2026. #Gold #GoldMiners #MiningStocks #GoldPrice #SprottMoney

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13,186 Aufrufe • vor 13 Tagen

JUNIORS IN THE $5,000 GOLD ERA: RISK VS REWARD RIGHT NOW Gold smashing above $5,000 and silver in triple digits has created one of the strongest precious metals bull markets in history. Expert Don Durrett shares unfiltered views on juniors—where the real upside and hidden risks lie in this explosive phase. THE BULL MARKET IS FULLY ON: WIND AT OUR BACK ✅ Don Durrett: "We're in a full-fledged bull market... I don't see a path for 2026 where gold doesn't go higher." ➡️ Silver broke out in August at $35 and surged 200% in six months—this is rare strength. 📈 "This is the third bull market I've seen... we're early because miners are still cheap." THE REAL REWARD: MASSIVE UPSIDE IN QUALITY JUNIORS ✅ Quality producers lead the way—40-50% of portfolios should be here for the best risk-reward. ➡️ Developers are next: undervalued, with huge potential in the mania phase. 🔥 Don: "I'm looking for 5-10 baggers... developers haven't caught up yet, they're very cheap." 💰 "The upside is absolutely amazing... I see 10-baggers in the developer space." PULLBACKS? BUY THE DIP STRATEGY WINS ✅ In bull markets, expect higher highs—even after corrections. ➡️ October's 12-22% dip recovered in weeks—gold is now the "buy the dip" asset. 🚀 Don: "Ride the train and buy the dip... corrections last 4-12 weeks." 📉 "Volatility in silver will be higher, but as long as gold trends up, silver follows." THE BOTTOM LINE This bull market rewards quality and patience—focus on proven teams, solid projects, and good jurisdictions before everything gets pricey in the next 6 months. Seize the rare window—quality juniors won't stay this undervalued forever. Current personal portfolio for this commodity supercycle: HT: YouTube VRIC Media Don Durrett - goldstockdata.com #Gold #Silver #JuniorMining #PreciousMetals #BullMarket

JUNIORS IN THE $5,000 GOLD ERA: RISK VS REWARD RIGHT NOW Gold smashing above $5,000 and silver in triple digits has created one of the strongest precious metals bull markets in history. Expert Don Durrett shares unfiltered views on juniors—where the real upside and hidden risks lie in this explosive phase. THE BULL MARKET IS FULLY ON: WIND AT OUR BACK ✅ Don Durrett: "We're in a full-fledged bull market... I don't see a path for 2026 where gold doesn't go higher." ➡️ Silver broke out in August at $35 and surged 200% in six months—this is rare strength. 📈 "This is the third bull market I've seen... we're early because miners are still cheap." THE REAL REWARD: MASSIVE UPSIDE IN QUALITY JUNIORS ✅ Quality producers lead the way—40-50% of portfolios should be here for the best risk-reward. ➡️ Developers are next: undervalued, with huge potential in the mania phase. 🔥 Don: "I'm looking for 5-10 baggers... developers haven't caught up yet, they're very cheap." 💰 "The upside is absolutely amazing... I see 10-baggers in the developer space." PULLBACKS? BUY THE DIP STRATEGY WINS ✅ In bull markets, expect higher highs—even after corrections. ➡️ October's 12-22% dip recovered in weeks—gold is now the "buy the dip" asset. 🚀 Don: "Ride the train and buy the dip... corrections last 4-12 weeks." 📉 "Volatility in silver will be higher, but as long as gold trends up, silver follows." THE BOTTOM LINE This bull market rewards quality and patience—focus on proven teams, solid projects, and good jurisdictions before everything gets pricey in the next 6 months. Seize the rare window—quality juniors won't stay this undervalued forever. Current personal portfolio for this commodity supercycle: HT: YouTube VRIC Media Don Durrett - goldstockdata.com #Gold #Silver #JuniorMining #PreciousMetals #BullMarket

Mark

59,545 Aufrufe • vor 6 Monaten

🚀 “If I’m bullish on gold AND copper… how could I not be bullish on silver?” - Lobo Tiggre Everyone says he “hates silver” - but the math tells a different story. 🔹Gold has already hit a REAL all-time high (CPI-adjusted) 🔹Silver is nowhere near its inflation-adjusted peak 🔹If silver returned to its real high? It would need to be 4x from $50 With silver’s monetary value + industrial demand and tailwinds in gold and copper, the setup is explosive TF Metals Report 🎥 Watch the full insights: #Silver #Gold #LoboTiggre #SilverPrice #SilverBullRun #PreciousMetals #SilverStackers #SilverSqueeze #SilverInvesting #MarketAnalysis #SprottMoney

🚀 “If I’m bullish on gold AND copper… how could I not be bullish on silver?” - Lobo Tiggre Everyone says he “hates silver” - but the math tells a different story. 🔹Gold has already hit a REAL all-time high (CPI-adjusted) 🔹Silver is nowhere near its inflation-adjusted peak 🔹If silver returned to its real high? It would need to be 4x from $50 With silver’s monetary value + industrial demand and tailwinds in gold and copper, the setup is explosive TF Metals Report 🎥 Watch the full insights: #Silver #Gold #LoboTiggre #SilverPrice #SilverBullRun #PreciousMetals #SilverStackers #SilverSqueeze #SilverInvesting #MarketAnalysis #SprottMoney

Sprott Money

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🚨 “The banks that were always short finally lost control.” — Eric Sprott Eric Sprott explains why the gold and silver markets have entered a new phase, one where decades of paper suppression no longer work. TF Metals Report Here’s the key takeaway: 🔹 Banks were the dominant shorts for years, holding prices back 🔹 Once gold broke through key levels, that control snapped 🔹 Gold doubled from $2,000 to $4,000, and silver followed with explosive momentum 🔹 Physical demand now overwhelms available supply 🎥 Watch the full conversation: This isn’t a repeat of past cycles. It’s what happens when supply, demand, and reality finally collide. #EricSprott #Gold #Silver #PreciousMetals #SoundMoney #SilverDemand #GoldPrice #MarketOutlook #PhysicalSilver #SprottMoney

🚨 “The banks that were always short finally lost control.” — Eric Sprott Eric Sprott explains why the gold and silver markets have entered a new phase, one where decades of paper suppression no longer work. TF Metals Report Here’s the key takeaway: 🔹 Banks were the dominant shorts for years, holding prices back 🔹 Once gold broke through key levels, that control snapped 🔹 Gold doubled from $2,000 to $4,000, and silver followed with explosive momentum 🔹 Physical demand now overwhelms available supply 🎥 Watch the full conversation: This isn’t a repeat of past cycles. It’s what happens when supply, demand, and reality finally collide. #EricSprott #Gold #Silver #PreciousMetals #SoundMoney #SilverDemand #GoldPrice #MarketOutlook #PhysicalSilver #SprottMoney

Sprott Money

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How to Figure Out Whether a Crypto Token Is Worth Its Trading Price In this episode, José Maria Macedo and Ari Paul discuss: 😱 How upcoming token unlocks are about to flood the market with higher supply than demand for a long while 👍👎 Whether VCs are extractive to token projects or not 🚀 How to design tokens for long-term growth Timestamps 🔹 00:00 Intro 🔹 01:58 Why upcoming token unlocks are creating market jitters 🔹 10:22 How the ratio of unrealized gains to market cap influences token price movements 🔹 12:22 How some token projects manipulate their reported circulating supply 🔹 20:24 Whether and how everyday investors can uncover the truth about token projects 🔹 23:37 What secondary market trading says about the potential impact of upcoming token unlocks 🔹 34:50 Why Jose believes that the current token launch strategy, despite its flaws, is still favored by insiders and unlikely to change soon 🔹 41:02 Why some projects favor decisions that are more likely to result in short-term gains over long-term success 🔹 46:36 Why Jose believes that simple time-based token unlocks often work better than complex metrics, and how projects can balance funding with realistic success metrics 🔹 53:04 Why Ari believes the SEC's investigations into VCs for acting as securities dealers might be justified, and how these practices resemble pump-and-dump schemes 🔹 59:11 With numerous token unlocks looming, why the outlook is bearish for many projects, and what challenges they face in mitigating potential sell-offs 🔹 1:05:52 Why many crypto investors might end up holding the bag in the current cycle, despite plans to sell early and avoid losses 🔹 1:12:27 What the future role of VCs is in crypto, and how the influx of token unlocks and the rise of meme coins could shape the bull cycle

How to Figure Out Whether a Crypto Token Is Worth Its Trading Price In this episode, José Maria Macedo and Ari Paul discuss: 😱 How upcoming token unlocks are about to flood the market with higher supply than demand for a long while 👍👎 Whether VCs are extractive to token projects or not 🚀 How to design tokens for long-term growth Timestamps 🔹 00:00 Intro 🔹 01:58 Why upcoming token unlocks are creating market jitters 🔹 10:22 How the ratio of unrealized gains to market cap influences token price movements 🔹 12:22 How some token projects manipulate their reported circulating supply 🔹 20:24 Whether and how everyday investors can uncover the truth about token projects 🔹 23:37 What secondary market trading says about the potential impact of upcoming token unlocks 🔹 34:50 Why Jose believes that the current token launch strategy, despite its flaws, is still favored by insiders and unlikely to change soon 🔹 41:02 Why some projects favor decisions that are more likely to result in short-term gains over long-term success 🔹 46:36 Why Jose believes that simple time-based token unlocks often work better than complex metrics, and how projects can balance funding with realistic success metrics 🔹 53:04 Why Ari believes the SEC's investigations into VCs for acting as securities dealers might be justified, and how these practices resemble pump-and-dump schemes 🔹 59:11 With numerous token unlocks looming, why the outlook is bearish for many projects, and what challenges they face in mitigating potential sell-offs 🔹 1:05:52 Why many crypto investors might end up holding the bag in the current cycle, despite plans to sell early and avoid losses 🔹 1:12:27 What the future role of VCs is in crypto, and how the influx of token unlocks and the rise of meme coins could shape the bull cycle

Laura Shin

180,501 Aufrufe • vor 2 Jahren

The Junior Mining Trade is Finally On and Here's Why For junior mining investors, 2024 has been a mixed bag of patience and promise. While the price of gold and silver has been skyrocketing to levels unseen in over 20 years, junior mining stocks haven’t kept pace. Many investors who poured money into smallcap exploration companies expecting them to follow gold’s surge are getting restless. But things are finally looking up for this lagging sector, and it’s all about where we’re at in the natural resource cycle. Let’s break down what’s happening and what might be on the horizon. Gold and Silver Are Shining—So Where Are the Juniors? Over the past year, the price of gold has climbed nearly 38%, with silver up a stunning 42.5%. Yet, despite these record-breaking moves, the smaller companies focused on exploration and discovery, the juniors, have barely moved. The S&P TSX Global Mining Index is up a respectable 23%, but the TSX Venture Metals and Mining Index, where most juniors trade, has only eked out a 9% gain. What gives? The answer lies in understanding how large and small mining companies navigate their roles in the precious metals cycle. Large mining firms like Newmont have been basking in higher prices, increasing production, and capitalizing on high margins. But for smaller companies, the real opportunity often comes when large producers start feeling the need to secure future supply. And here in late 2024, that moment is just arriving. The Resource Equation: Why Giants Like Newmont Look to the Smaller Names To understand how the big miners influence juniors, let’s look at Newmont Corporation, the world’s largest gold miner, operating across four continents. Newmont’s primary goal is to produce as much gold as possible at the lowest possible cost. But mining is unlike most industries—every ton of ore that comes out of the ground depletes reserves. Once Newmont extracts an ounce of gold, it’s gone for good. And unless it adds new ounces to its portfolio, production eventually declines, and so does the stock price. For a giant like Newmont, replacing these reserves through new discoveries is costly, risky, and time-consuming. Companies like Newmont prefer to purchase assets that are already developed or nearly so. Recently, Newmont acquired Newcrest in a $28.8 billion deal, marking the largest gold merger to date. Newcrest itself grew through acquisitions, buying up promising mines like Red Chris and Brucejack to shore up its reserves. By buying Newcrest, Newmont added high-quality, low-cost ounces to its portfolio, but the global giant still needs to continually replenish reserves to meet production demands. That’s where the juniors come in. Agnico-Eagle and the Depletion Dilemma Agnico-Eagle, the second largest gold producer, faces similar challenges. After its own string of acquisitions, including a merger with Kirkland Lake Gold and the purchase of Yamana’s assets, Agnico has continued to produce significant volumes of gold. But high production volumes mean reserves are also dwindling fast. Take Agnico’s mines in Mexico, Pinos Altos and La India, which once held nearly 80 million tonnes of gold and silver ore. After a decade of operation, these assets are close to depletion. Agnico has exploration projects, but it’s unclear if they’ll be able to replenish the company’s gold supply at the rate it’s being depleted. For Agnico, acquiring developed assets is a faster solution, but with competition increasing, the company may soon have to look at even smaller players—putting junior mining companies back in the spotlight. The Junior Mining Cycle: Positioned for Growth? As long as gold and silver prices remain high, big mining companies will be on the lookout for acquisitions to secure future production. In fact, the 23% gain in the S&P TSX Global Mining Index and the 45% one-year return on the GDX signal that the metals rally is starting to reach mining stocks. The trend is only beginning to impact juniors, but it’s gaining momentum. Soon, even higher-risk, earlier-stage exploration companies may become prime acquisition targets for larger miners. For juniors, this translates into real opportunity. As big miners get hungrier for reserves, they’ll go further up the risk curve to secure assets, bringing much-needed capital into the space. Exploration companies that prove their resource quality, viability, and production potential may see increased valuations and potentially, acquisition offers. And with investor attention gradually returning to the sector, the right companies could see significant price moves. How to Navigate the Junior Mining Space The challenge, of course, is identifying which juniors have what it takes to make it. As some veteran mining investors will tell you, success often depends less on the project itself and more on the people managing it. I’ve spoken with Rick Rule, Doug Casey, and Frank Giustra over the last year and they all emphasize the importance of strong management teams in mining. A great deposit in the hands of an inexperienced team can lead to wasted resources, while an average deposit managed well can turn into a profitable operation. The Deep Dive has hosted numerous junior mining CEOs who’ve given us insight into their companies, strategies, and outlooks. One example is Silver Tiger Metals, which has been developing a promising silver asset in Sonora, Mexico, close to Agnico’s Pinos Altos. We spoke with their CEO, Glenn Jessome, about how he plans to bring the project to fruition. For investors, hearing directly from these leaders can provide a clearer sense of who knows what they’re doing and who might struggle if challenges arise. 2025: A Big Year Ahead for Junior Mining? The signs are there—2025 could be a pivotal year for junior miners. The macroeconomic backdrop is favorable, with sustained demand for gold and silver likely as inflationary pressures and a strong dollar drive more investors into metals. Meanwhile, big mining firms are looking to juniors to secure their future production, meaning higher acquisition interest and more money flowing into exploration companies. If you’re watching the junior mining space, keep an eye on the fundamentals: Who has strong management? Which projects are positioned in promising jurisdictions? And crucially, who has the financing and expertise to make the most of their assets? Where to Start If you want to follow our efforts, subscribe to The Deep Dive to stay updated on all things junior mining. We’ll continue to feature CEOs and industry experts to bring you insights directly from the companies on the frontlines of this cycle. And if you have questions for our guests, let us know in the comments—chances are they’re reading too.

The Junior Mining Trade is Finally On and Here's Why For junior mining investors, 2024 has been a mixed bag of patience and promise. While the price of gold and silver has been skyrocketing to levels unseen in over 20 years, junior mining stocks haven’t kept pace. Many investors who poured money into smallcap exploration companies expecting them to follow gold’s surge are getting restless. But things are finally looking up for this lagging sector, and it’s all about where we’re at in the natural resource cycle. Let’s break down what’s happening and what might be on the horizon. Gold and Silver Are Shining—So Where Are the Juniors? Over the past year, the price of gold has climbed nearly 38%, with silver up a stunning 42.5%. Yet, despite these record-breaking moves, the smaller companies focused on exploration and discovery, the juniors, have barely moved. The S&P TSX Global Mining Index is up a respectable 23%, but the TSX Venture Metals and Mining Index, where most juniors trade, has only eked out a 9% gain. What gives? The answer lies in understanding how large and small mining companies navigate their roles in the precious metals cycle. Large mining firms like Newmont have been basking in higher prices, increasing production, and capitalizing on high margins. But for smaller companies, the real opportunity often comes when large producers start feeling the need to secure future supply. And here in late 2024, that moment is just arriving. The Resource Equation: Why Giants Like Newmont Look to the Smaller Names To understand how the big miners influence juniors, let’s look at Newmont Corporation, the world’s largest gold miner, operating across four continents. Newmont’s primary goal is to produce as much gold as possible at the lowest possible cost. But mining is unlike most industries—every ton of ore that comes out of the ground depletes reserves. Once Newmont extracts an ounce of gold, it’s gone for good. And unless it adds new ounces to its portfolio, production eventually declines, and so does the stock price. For a giant like Newmont, replacing these reserves through new discoveries is costly, risky, and time-consuming. Companies like Newmont prefer to purchase assets that are already developed or nearly so. Recently, Newmont acquired Newcrest in a $28.8 billion deal, marking the largest gold merger to date. Newcrest itself grew through acquisitions, buying up promising mines like Red Chris and Brucejack to shore up its reserves. By buying Newcrest, Newmont added high-quality, low-cost ounces to its portfolio, but the global giant still needs to continually replenish reserves to meet production demands. That’s where the juniors come in. Agnico-Eagle and the Depletion Dilemma Agnico-Eagle, the second largest gold producer, faces similar challenges. After its own string of acquisitions, including a merger with Kirkland Lake Gold and the purchase of Yamana’s assets, Agnico has continued to produce significant volumes of gold. But high production volumes mean reserves are also dwindling fast. Take Agnico’s mines in Mexico, Pinos Altos and La India, which once held nearly 80 million tonnes of gold and silver ore. After a decade of operation, these assets are close to depletion. Agnico has exploration projects, but it’s unclear if they’ll be able to replenish the company’s gold supply at the rate it’s being depleted. For Agnico, acquiring developed assets is a faster solution, but with competition increasing, the company may soon have to look at even smaller players—putting junior mining companies back in the spotlight. The Junior Mining Cycle: Positioned for Growth? As long as gold and silver prices remain high, big mining companies will be on the lookout for acquisitions to secure future production. In fact, the 23% gain in the S&P TSX Global Mining Index and the 45% one-year return on the GDX signal that the metals rally is starting to reach mining stocks. The trend is only beginning to impact juniors, but it’s gaining momentum. Soon, even higher-risk, earlier-stage exploration companies may become prime acquisition targets for larger miners. For juniors, this translates into real opportunity. As big miners get hungrier for reserves, they’ll go further up the risk curve to secure assets, bringing much-needed capital into the space. Exploration companies that prove their resource quality, viability, and production potential may see increased valuations and potentially, acquisition offers. And with investor attention gradually returning to the sector, the right companies could see significant price moves. How to Navigate the Junior Mining Space The challenge, of course, is identifying which juniors have what it takes to make it. As some veteran mining investors will tell you, success often depends less on the project itself and more on the people managing it. I’ve spoken with Rick Rule, Doug Casey, and Frank Giustra over the last year and they all emphasize the importance of strong management teams in mining. A great deposit in the hands of an inexperienced team can lead to wasted resources, while an average deposit managed well can turn into a profitable operation. The Deep Dive has hosted numerous junior mining CEOs who’ve given us insight into their companies, strategies, and outlooks. One example is Silver Tiger Metals, which has been developing a promising silver asset in Sonora, Mexico, close to Agnico’s Pinos Altos. We spoke with their CEO, Glenn Jessome, about how he plans to bring the project to fruition. For investors, hearing directly from these leaders can provide a clearer sense of who knows what they’re doing and who might struggle if challenges arise. 2025: A Big Year Ahead for Junior Mining? The signs are there—2025 could be a pivotal year for junior miners. The macroeconomic backdrop is favorable, with sustained demand for gold and silver likely as inflationary pressures and a strong dollar drive more investors into metals. Meanwhile, big mining firms are looking to juniors to secure their future production, meaning higher acquisition interest and more money flowing into exploration companies. If you’re watching the junior mining space, keep an eye on the fundamentals: Who has strong management? Which projects are positioned in promising jurisdictions? And crucially, who has the financing and expertise to make the most of their assets? Where to Start If you want to follow our efforts, subscribe to The Deep Dive to stay updated on all things junior mining. We’ll continue to feature CEOs and industry experts to bring you insights directly from the companies on the frontlines of this cycle. And if you have questions for our guests, let us know in the comments—chances are they’re reading too.

SmallCapSteve

52,868 Aufrufe • vor 1 Jahr

#Silver 😳 #Australia Wow, as Don Durrett - goldstockdata.com usually says: probably nothing.. 🚨 AUSTRALIA’S NATIONAL BROADCASTER THE ABC JUST AIRED A PROGRAM ON SILVER! “We are in the third silver bubble in a century and this could well be the biggest” PS: ABC News Australia reaches about 5 million weekly TV viewers and around 12–14 million digital users monthly, making it the country’s most-watched and most-read news source. You better own silver stocks like: $AGMR.v - Silver Mountain Resources $SSV.v - Southern Silver Exploration $APGO.v - Apollo Silver $BCM.v - Bear Creek Mining $EXN.v - Excellon Resources $GSVR.v Guanajuato Silver $DEF.v - Defiance Silver $EQTY.v - Equity Metals Corp $KTN.v - Kootenay Silver To name a few…. Dropping a new #silver nanopick aswell this week that is sub $10M with the potential to rip faces this bullrun. I smell 10x that has the potential to be reached within 12-18 months as it’s such a low mcap and very mispriced/undervalued, it should be atleast $20-30M Mcap today already, add a bullrun in silver and 3-4x for a 30M Mcap company and you have a 120M Mcap fast… that’s what this company will do, but first we need to put it on the map and see it re-rate to $30M, I smell that’s coming in short order coming months here.

#Silver 😳 #Australia Wow, as Don Durrett - goldstockdata.com usually says: probably nothing.. 🚨 AUSTRALIA’S NATIONAL BROADCASTER THE ABC JUST AIRED A PROGRAM ON SILVER! “We are in the third silver bubble in a century and this could well be the biggest” PS: ABC News Australia reaches about 5 million weekly TV viewers and around 12–14 million digital users monthly, making it the country’s most-watched and most-read news source. You better own silver stocks like: $AGMR.v - Silver Mountain Resources $SSV.v - Southern Silver Exploration $APGO.v - Apollo Silver $BCM.v - Bear Creek Mining $EXN.v - Excellon Resources $GSVR.v Guanajuato Silver $DEF.v - Defiance Silver $EQTY.v - Equity Metals Corp $KTN.v - Kootenay Silver To name a few…. Dropping a new #silver nanopick aswell this week that is sub $10M with the potential to rip faces this bullrun. I smell 10x that has the potential to be reached within 12-18 months as it’s such a low mcap and very mispriced/undervalued, it should be atleast $20-30M Mcap today already, add a bullrun in silver and 3-4x for a 30M Mcap company and you have a 120M Mcap fast… that’s what this company will do, but first we need to put it on the map and see it re-rate to $30M, I smell that’s coming in short order coming months here.

TheApeOfGoldStreet

146,100 Aufrufe • vor 10 Monaten

John Feneck excited about Guanajuato Silver Guanajuato Silver $GSVRF / $GSVR.V just showed how to execute strategic growth. Their recent acquisition of the Bolanitos mine from Endeavour is a case study in adding immediate value. ✅ The Price: They bought it "for a song." A heavy cash transaction that was clearly accretive. ✅ The Timing: The market figured it out fast—the stock took off on the news. ✅ The Logic: This isn't a hopeful exploration project; it's a near-term path to significant added silver production as early as next year. ➡️ This isn't a "wait-and-see" permit story. They have the team and the track record to move aggressively now. THE LEADERSHIP FACTOR In a hot market, mindset is everything. "I like aggressive CEOs that see the opportunity." The critique of passive management is clear: "You're over $50 silver. This is the time when you spend the money... and tell your story." THE BOTTOM LINE Guanajuato Silver used its capital not just to grow, but to make a shrewd, immediately value-accretive acquisition. Combined with an aggressive, experienced team on the ground, it's a blueprint for success in this cycle. HT: original YouTube video link at Jesse Day Don Durrett - goldstockdata.com #Silver #MiningStocks #GSVRF #Mexico #Acquisition #Growth #Investing #Juniors

John Feneck excited about Guanajuato Silver Guanajuato Silver $GSVRF / $GSVR.V just showed how to execute strategic growth. Their recent acquisition of the Bolanitos mine from Endeavour is a case study in adding immediate value. ✅ The Price: They bought it "for a song." A heavy cash transaction that was clearly accretive. ✅ The Timing: The market figured it out fast—the stock took off on the news. ✅ The Logic: This isn't a hopeful exploration project; it's a near-term path to significant added silver production as early as next year. ➡️ This isn't a "wait-and-see" permit story. They have the team and the track record to move aggressively now. THE LEADERSHIP FACTOR In a hot market, mindset is everything. "I like aggressive CEOs that see the opportunity." The critique of passive management is clear: "You're over $50 silver. This is the time when you spend the money... and tell your story." THE BOTTOM LINE Guanajuato Silver used its capital not just to grow, but to make a shrewd, immediately value-accretive acquisition. Combined with an aggressive, experienced team on the ground, it's a blueprint for success in this cycle. HT: original YouTube video link at Jesse Day Don Durrett - goldstockdata.com #Silver #MiningStocks #GSVRF #Mexico #Acquisition #Growth #Investing #Juniors

Mark

30,670 Aufrufe • vor 8 Monaten