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๐’๐“๐Ž๐ ๐•๐ˆ๐‹๐‹๐€๐ˆ๐๐ˆ๐™๐ˆ๐๐† ๐†๐Ž๐‹๐ƒ! ๐’๐€๐‹๐”๐“๐„ ๐Ž๐”๐‘ ๐‰๐„๐–๐„๐‹๐„๐‘๐’ & ๐€๐‘๐“๐ˆ๐’๐€๐๐’! ๐Ÿ‡ฎ๐Ÿ‡ณ Why is the government turning GOLD into Indiaโ€™s newest economic villain? If a law-abiding citizen pays their honest taxes, they have the fundamental right to spend their post-tax money as they choose. The government has no business dictating that! Here...

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Keep your hands off our gold โ€œIn the rush to hoard stuff for a rainy day, thereโ€™s been scant discussion about the future of our existing mineral stockpile; the 80 tonnes of gold the Reserve Bank of Australia has sitting in vaults. The rapid surge in gold prices means the value of the RBAโ€™s gold has doubled in Australian dollar terms over the past two years and more than tripled over the past seven years. Which makes it a great time to sell those 80 tonnes of gold for just over $18 billion of cash. The analogy extends to physical capital; whatโ€™s the point of having a gold stockpile if you never sell it?โ€ โ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ข The AFR (no doubt acting as a proxy for Treasury) is arguing that Australia should sell its gold. This is a very dangerous thing to do. Some time in the future the U.S. dollar will stop being the worldโ€™s reserve currency and there will be reset of the monetary system. Itโ€™s highly likely that when this happens the new currency will be backed by gold. Those countries with the largest gold reserves will in the strongest financial position after reset. Gold is an appreciating asset, unlike bonds which depreciate due to inflation. Thatโ€™s why central banks manipulate the gold price by artificially shorting it via paper contracts on the Comex to prevent individuals from accumulating it. Letโ€™s not forget the U.S. outlawed the possession of gold in 1932 to prop up the paper markets. Articles like this remind us that the worldโ€™s financial system is on very shaky ground. Western government debt levels are unsustainable and the bond markets are on very shaky ground. Gold has always been insurance against reckless government spending/borrowing. Rather than sell our gold, the Australian government should be accumulating it. Any attempt by central banks to take our gold needs to be stopped stone cold dead. That includes bringing our gold back home, away from the clutches of the Bank of England.
3:34

Keep your hands off our gold โ€œIn the rush to hoard stuff for a rainy day, thereโ€™s been scant discussion about the future of our existing mineral stockpile; the 80 tonnes of gold the Reserve Bank of Australia has sitting in vaults. The rapid surge in gold prices means the value of the RBAโ€™s gold has doubled in Australian dollar terms over the past two years and more than tripled over the past seven years. Which makes it a great time to sell those 80 tonnes of gold for just over $18 billion of cash. The analogy extends to physical capital; whatโ€™s the point of having a gold stockpile if you never sell it?โ€ โ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ขโ€ข The AFR (no doubt acting as a proxy for Treasury) is arguing that Australia should sell its gold. This is a very dangerous thing to do. Some time in the future the U.S. dollar will stop being the worldโ€™s reserve currency and there will be reset of the monetary system. Itโ€™s highly likely that when this happens the new currency will be backed by gold. Those countries with the largest gold reserves will in the strongest financial position after reset. Gold is an appreciating asset, unlike bonds which depreciate due to inflation. Thatโ€™s why central banks manipulate the gold price by artificially shorting it via paper contracts on the Comex to prevent individuals from accumulating it. Letโ€™s not forget the U.S. outlawed the possession of gold in 1932 to prop up the paper markets. Articles like this remind us that the worldโ€™s financial system is on very shaky ground. Western government debt levels are unsustainable and the bond markets are on very shaky ground. Gold has always been insurance against reckless government spending/borrowing. Rather than sell our gold, the Australian government should be accumulating it. Any attempt by central banks to take our gold needs to be stopped stone cold dead. That includes bringing our gold back home, away from the clutches of the Bank of England.

Gerard Rennick

23,880 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 3 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

*THREE SUSPECTED GOLD SMUGGLERS ARRESTED BY GOLDBOD SECURITY TASKFORCE, REMANDED INTO CUSTODY BY CIRCUIT COURT* 29th April, 2025 Three (3) suspected gold smugglers have been arrested by the GoldBod security taskforce. The three suspects โ€” Goutam Katriya, 35, Miraj Sarvaych, 22, Manash Damani, 42, are Indian nationals who are in the business of trading gold in Kumasi and Accra for Unique MM, a company allegedly owned by one Musah Salifu. The suspects were arrested at their private residence around Atinga Junction in Kumasi, which has been converted into a gold trading center. The arrest was based on a tip off from a patriotic whistle blower that the suspects were purchasing gold at โ€œblack marketโ€ rate for the purpose of smuggling. The suspects were arraigned before the Achimota Circuit court yesterday and remanded into custody for a period of two (2) weeks. At a press conference in Accra, the Director of Investigations at National Security, Chief Superintendent Osman Alhassan, disclosed that an amount of 1.9 million cedis, 4,500 rupees, 4.363 kilograms of gold, two counting machines, a CCTV recorder and an Indian passport were found in the possession of the suspects. Preliminary investigations by National Security so far revealed, that none of the three suspects possess a valid license that allows them to purchase or deal in gold in the country. The suspects who been dealing in gold in Ghana for over a decade, have not been able to adduce any residence permit or work permit or tax payment records on their business operations. Additionally, itโ€™s been revealed that Musah Salifu, a Ghanaian, who is alleged to be the sole shareholder of the Unique MM, is only a front for Goutam Katriya, the real beneficial owner and alter ego of the company. Chief Superintendent Osman Alhassan cautioned both Ghanaians and foreign nationals against violating the provisions of the Ghana Gold Board Act and other laws governing the gold trading sector of the country. โ€œThis arrest is only the beginning of GoldBodโ€™s ruthless war against illegal gold trading and gold smuggling. We know that the arrested suspects smuggle gold through unapproved border points into India. This has serious negative consequences for the Ghanaian economy. We are still gathering intelligence on several illegal gold traders and smugglers. And very soon, we shall take necessary action.โ€ he said. The suspects are to remain in NIB custody until May 12, 2025, when they are expected to reappear before the court. In a related matter, the GoldBod has reiterated its directive for all foreigners in the gold trading sector to exit the market by 30th April, 2025. All persons dealing in gold have also been directed to trade in Ghana cedis and at the Bank of Ghana Reference Rate. A breach of these directive, shall constitute a punishable offense under the GoldBod Act, 2025 (ACT 1140). This was contained in a Press Release issued by the GoldBod dated 23 April, 2025.
7:05

*THREE SUSPECTED GOLD SMUGGLERS ARRESTED BY GOLDBOD SECURITY TASKFORCE, REMANDED INTO CUSTODY BY CIRCUIT COURT* 29th April, 2025 Three (3) suspected gold smugglers have been arrested by the GoldBod security taskforce. The three suspects โ€” Goutam Katriya, 35, Miraj Sarvaych, 22, Manash Damani, 42, are Indian nationals who are in the business of trading gold in Kumasi and Accra for Unique MM, a company allegedly owned by one Musah Salifu. The suspects were arrested at their private residence around Atinga Junction in Kumasi, which has been converted into a gold trading center. The arrest was based on a tip off from a patriotic whistle blower that the suspects were purchasing gold at โ€œblack marketโ€ rate for the purpose of smuggling. The suspects were arraigned before the Achimota Circuit court yesterday and remanded into custody for a period of two (2) weeks. At a press conference in Accra, the Director of Investigations at National Security, Chief Superintendent Osman Alhassan, disclosed that an amount of 1.9 million cedis, 4,500 rupees, 4.363 kilograms of gold, two counting machines, a CCTV recorder and an Indian passport were found in the possession of the suspects. Preliminary investigations by National Security so far revealed, that none of the three suspects possess a valid license that allows them to purchase or deal in gold in the country. The suspects who been dealing in gold in Ghana for over a decade, have not been able to adduce any residence permit or work permit or tax payment records on their business operations. Additionally, itโ€™s been revealed that Musah Salifu, a Ghanaian, who is alleged to be the sole shareholder of the Unique MM, is only a front for Goutam Katriya, the real beneficial owner and alter ego of the company. Chief Superintendent Osman Alhassan cautioned both Ghanaians and foreign nationals against violating the provisions of the Ghana Gold Board Act and other laws governing the gold trading sector of the country. โ€œThis arrest is only the beginning of GoldBodโ€™s ruthless war against illegal gold trading and gold smuggling. We know that the arrested suspects smuggle gold through unapproved border points into India. This has serious negative consequences for the Ghanaian economy. We are still gathering intelligence on several illegal gold traders and smugglers. And very soon, we shall take necessary action.โ€ he said. The suspects are to remain in NIB custody until May 12, 2025, when they are expected to reappear before the court. In a related matter, the GoldBod has reiterated its directive for all foreigners in the gold trading sector to exit the market by 30th April, 2025. All persons dealing in gold have also been directed to trade in Ghana cedis and at the Bank of Ghana Reference Rate. A breach of these directive, shall constitute a punishable offense under the GoldBod Act, 2025 (ACT 1140). This was contained in a Press Release issued by the GoldBod dated 23 April, 2025.

Sammy Gyamfi

58,610 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 1 ะณะพะด ะฝะฐะทะฐะด

*Dr. Gideon Boako writes on Cedi Performance and the underpinning Bawumia Formula* *Like the typical NDC, our Goldbod CEO, Sammy Gyamfi, is failing to appreciate the issues and show gratitude for implementing the Bawumia Formula.* They steal your ideas and insult you on top of it!_ 1. First, why are we all celebrating a stronger cedi today? 2. Yesterday, the Finance Minister attributed the cediโ€™s strong performance to the NPPโ€™s Gold for Forex initiative! Well, he said the programme of the GoldBod to buy and sell gold. Yes, Gold4Forex! 3. โ But, how did it all begin? Whose idea was it to leverage our gold to stabilise our currency, the cedi? 4. โ It was Bawumia! He found a solution to the problem that the country had battled with since the 1960s without success, cedi depreciation. 5. โ *It was Bawumia who realised that we can use our own gold to protect our local currency* and he started on two fronts: (a) by doing what no government had done before, building up Ghanaโ€™s gold reserves heavily and (b) by selling gold to tackle a forex problem for buying the one commodity that affects the price of everything, petrol/diesel, with the Gold for Oil initiative. *Remember that G4O was a pilot scheme*. 6. โ The experiment worked, with the Central Bank accumulating gold reserves and releasing cedis for PMMC to buy gold for forex. Indeed, BoG used gold for forex (G4FX) for several items, including drugs, legitimate repatriation of profits for multinationals, eg, $211m for MTN stuck here for years. 7. โ *Bawumia promised in 2024 to institutionalise Gold for Forex to make it the main basic anchor for cediโ€™s stability.* 8. โ He laid out his plans in the NPPโ€™s 2024 Manifesto. The NDC read it. Liked it. 7. โ He did not win, but the NDC which won saw wisdom in it and, with the GoldBod, has made G4FX their only known key policy! Not even 24 Hour Economy has happened! 8. โ But, when Bawumia started this G4FX agenda, the NDC called him all sorts of names. They said it could not yield any results. They even described it as corrupt! But Bawumia believed in his ideas, and he had the support of his boss, President Akufo-Addo, to pursue the plan. Today, we are here because of Bawumiaโ€™s brains, his vision, and his ability to find solutions to Ghanaโ€™s problems. 9. โ *Today, not only NDC, all gold producing economies in Africa, including Namibia and Burkina Faso, are using the Bawumia Gold Formula to achieve macroeconomic stability and protect their economies.* 10. โ But, is the Mahama government going about it the right way? We doubt it. We are worried. 11. โ The aim of Bawumia and the NPP was to build both gold and gross international reserves to appreciable levels before seeking to inject dollars into the economy as a measure to contain depreciation. 12. โ The NDC has neglected building up our gold reserves since January and only focusing on buying gold for forex. This imbalance will cost us dearly if not fixed quickly. 13. โ You cannot continue injecting dollars without addressing the structural defects that keep the local currency on the depreciating path. 14. โ Gold for Forex is one thing, but where is the industrialisation policy too? 15. โ If todayโ€™s quantum of reserves had not been built by the previous government, there is no way the current government could pump such a huge amount of dollars into the market to contain the depreciation. 16. โ If the NPP government had not thought about the future, the cedi would have been suffering today. Mahama should think about the future like we did, start again to build higher gold reserves, and letโ€™s see his industrialisation programme as well. 17. โ For now, please thank Bawumia and the NPP for bringing the idea of using our gold to stabilise our cedi. Don't be ungrateful. Ghana succeeds for all of us. Shalom.
1:31

*Dr. Gideon Boako writes on Cedi Performance and the underpinning Bawumia Formula* *Like the typical NDC, our Goldbod CEO, Sammy Gyamfi, is failing to appreciate the issues and show gratitude for implementing the Bawumia Formula.* They steal your ideas and insult you on top of it!_ 1. First, why are we all celebrating a stronger cedi today? 2. Yesterday, the Finance Minister attributed the cediโ€™s strong performance to the NPPโ€™s Gold for Forex initiative! Well, he said the programme of the GoldBod to buy and sell gold. Yes, Gold4Forex! 3. โ But, how did it all begin? Whose idea was it to leverage our gold to stabilise our currency, the cedi? 4. โ It was Bawumia! He found a solution to the problem that the country had battled with since the 1960s without success, cedi depreciation. 5. โ *It was Bawumia who realised that we can use our own gold to protect our local currency* and he started on two fronts: (a) by doing what no government had done before, building up Ghanaโ€™s gold reserves heavily and (b) by selling gold to tackle a forex problem for buying the one commodity that affects the price of everything, petrol/diesel, with the Gold for Oil initiative. *Remember that G4O was a pilot scheme*. 6. โ The experiment worked, with the Central Bank accumulating gold reserves and releasing cedis for PMMC to buy gold for forex. Indeed, BoG used gold for forex (G4FX) for several items, including drugs, legitimate repatriation of profits for multinationals, eg, $211m for MTN stuck here for years. 7. โ *Bawumia promised in 2024 to institutionalise Gold for Forex to make it the main basic anchor for cediโ€™s stability.* 8. โ He laid out his plans in the NPPโ€™s 2024 Manifesto. The NDC read it. Liked it. 7. โ He did not win, but the NDC which won saw wisdom in it and, with the GoldBod, has made G4FX their only known key policy! Not even 24 Hour Economy has happened! 8. โ But, when Bawumia started this G4FX agenda, the NDC called him all sorts of names. They said it could not yield any results. They even described it as corrupt! But Bawumia believed in his ideas, and he had the support of his boss, President Akufo-Addo, to pursue the plan. Today, we are here because of Bawumiaโ€™s brains, his vision, and his ability to find solutions to Ghanaโ€™s problems. 9. โ *Today, not only NDC, all gold producing economies in Africa, including Namibia and Burkina Faso, are using the Bawumia Gold Formula to achieve macroeconomic stability and protect their economies.* 10. โ But, is the Mahama government going about it the right way? We doubt it. We are worried. 11. โ The aim of Bawumia and the NPP was to build both gold and gross international reserves to appreciable levels before seeking to inject dollars into the economy as a measure to contain depreciation. 12. โ The NDC has neglected building up our gold reserves since January and only focusing on buying gold for forex. This imbalance will cost us dearly if not fixed quickly. 13. โ You cannot continue injecting dollars without addressing the structural defects that keep the local currency on the depreciating path. 14. โ Gold for Forex is one thing, but where is the industrialisation policy too? 15. โ If todayโ€™s quantum of reserves had not been built by the previous government, there is no way the current government could pump such a huge amount of dollars into the market to contain the depreciation. 16. โ If the NPP government had not thought about the future, the cedi would have been suffering today. Mahama should think about the future like we did, start again to build higher gold reserves, and letโ€™s see his industrialisation programme as well. 17. โ For now, please thank Bawumia and the NPP for bringing the idea of using our gold to stabilise our cedi. Don't be ungrateful. Ghana succeeds for all of us. Shalom.

Dr Ekua Amoakoh

12,785 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 1 ะณะพะด ะฝะฐะทะฐะด

A caller asks Dave Ramsey what to do with required minimum distributions from his 401k that he doesn't need. His gut tells him to invest in gold. Dave's response is immediate and emphatic: "No, no, no, no, we don't put anything in gold." His reasoning starts with the math. "Gold is much more volatile. If you look at the price of gold on a chart, it's way up and way down, much more than the stock market is. It is a lot riskier, and it does not yield a good net return; the average annual rate of return on gold sucks." But Dave doesn't stop at performance. He wants to explain "why" gold underperforms. And this is where the conversation gets interesting. "Gold is a commodity; it's a rock that is yellow." He explains that commodities, whether barrels of oil, precious metals, or corn, are all traded 100% based on people's perception of shortage. If the perception is that there's too much of it, the price goes down. Compare that to a real investment: "An investment that creates revenue is a company that's running and making a profit, like Home Depot, Microsoft, or Apple. Their stock goes up because they are creating revenue. Gold, corn, and oil do not create revenue; they only trade based on scarcity and the psychology of the marketplace, greed and fear." In other words, when gold prices rise, the gold itself hasn't become more valuable. Dave puts it plainly: "If a whole bunch of people rush towards gold, it creates a shortage and the price goes up, but the gold did not become more valuable, just more people were chasing fewer bars." He extends the logic to income-producing real estate, which is priced based on the income it creates, not because it's a "golden rock." And he takes a swipe at diamonds while he's at it: "Diamonds are not necessarily a girl's best friend; that is a marketing slogan. Diamonds do not go up in value; there is no actual investment return on them." Then Dave addresses the headlines designed to scare people into gold, stories about the dollar being threatened by China, Russia, or Brazil: "You can't run to gold because there is nothing magical about it." His geopolitical take is sharp: "While Russia and Brazil are large landmasses, they are not large economies. Texas has a larger gross domestic production than Brazil; Texas is a bigger economy. These countries are going to have to do business with the '800-pound gorilla,' and we do business in dollars, so they are still going to be at our mercy." His advice to the caller? Pull the required distribution out of the 401k as the law demands, and move it into good mutual funds in the process.
5:48

A caller asks Dave Ramsey what to do with required minimum distributions from his 401k that he doesn't need. His gut tells him to invest in gold. Dave's response is immediate and emphatic: "No, no, no, no, we don't put anything in gold." His reasoning starts with the math. "Gold is much more volatile. If you look at the price of gold on a chart, it's way up and way down, much more than the stock market is. It is a lot riskier, and it does not yield a good net return; the average annual rate of return on gold sucks." But Dave doesn't stop at performance. He wants to explain "why" gold underperforms. And this is where the conversation gets interesting. "Gold is a commodity; it's a rock that is yellow." He explains that commodities, whether barrels of oil, precious metals, or corn, are all traded 100% based on people's perception of shortage. If the perception is that there's too much of it, the price goes down. Compare that to a real investment: "An investment that creates revenue is a company that's running and making a profit, like Home Depot, Microsoft, or Apple. Their stock goes up because they are creating revenue. Gold, corn, and oil do not create revenue; they only trade based on scarcity and the psychology of the marketplace, greed and fear." In other words, when gold prices rise, the gold itself hasn't become more valuable. Dave puts it plainly: "If a whole bunch of people rush towards gold, it creates a shortage and the price goes up, but the gold did not become more valuable, just more people were chasing fewer bars." He extends the logic to income-producing real estate, which is priced based on the income it creates, not because it's a "golden rock." And he takes a swipe at diamonds while he's at it: "Diamonds are not necessarily a girl's best friend; that is a marketing slogan. Diamonds do not go up in value; there is no actual investment return on them." Then Dave addresses the headlines designed to scare people into gold, stories about the dollar being threatened by China, Russia, or Brazil: "You can't run to gold because there is nothing magical about it." His geopolitical take is sharp: "While Russia and Brazil are large landmasses, they are not large economies. Texas has a larger gross domestic production than Brazil; Texas is a bigger economy. These countries are going to have to do business with the '800-pound gorilla,' and we do business in dollars, so they are still going to be at our mercy." His advice to the caller? Pull the required distribution out of the 401k as the law demands, and move it into good mutual funds in the process.

Black Edge

83,185 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 3 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

INDIA IS DOING THE TRADE OF THE DECADE ๐Ÿ”ฅ FM Nirmala Sitharaman just indirectly gave it official blessing today (post-RBI board meet): โ€œAll goldโ€ฆ is importedโ€ฆ dependence on precious metals is very much from outside onlyโ€ฆ Gold has always been a favoured investment for householdsโ€ฆ Most countries today, particularly their central banks, are buying gold and silverโ€ฆ the spike is largely due to central banks also buying and storing.โ€ Hereโ€™s the macro translation every liquidity watcher needs: India as a system is now structurally LONG hard money (Gold + Silver) and SHORT the Dollar. Exactly how this Trade of the Decade plays out at national scale: 1. India earns billions of fresh dollars every month โ€” IT/services exports + NRI remittances create a permanent structural surplus. 2. Households (and quietly the official sector) take those dollars and recycle them straight into physical gold & silver imports. 3. National balance-sheet shift: โœ… LONG hard money, household gold holdings alone > $5 trillion (bigger than entire GDP). RBI gold share at record 17% of reserves and rising. โŒ SHORT the dollar, every gold price spike = Selling dollars to fund imports. Yes, it widens the merchandise trade deficit. Yes, it puts mild pressure on the rupee. Yes, gold imports have spiked to $12 bn+ in peak months. But FMโ€™s tone is crystal clear: โ€œNot alarmingโ€ฆ usual seasonal demandโ€ฆ hasnโ€™t gone beyond a certain limitโ€ฆ weโ€™re watching but it hasnโ€™t reached alarming proportions.โ€ No duty hike in Budget 2026. No new taxes. No restrictions. This is official blessing. Global central banks stacking + Indian households stacking = the structural bull case for gold & silver is now Indiaโ€™s de-facto national strategy. The Trade of the Decade is live, and India is fully in it. Position accordingly. ๐Ÿ’Ž
3:37

INDIA IS DOING THE TRADE OF THE DECADE ๐Ÿ”ฅ FM Nirmala Sitharaman just indirectly gave it official blessing today (post-RBI board meet): โ€œAll goldโ€ฆ is importedโ€ฆ dependence on precious metals is very much from outside onlyโ€ฆ Gold has always been a favoured investment for householdsโ€ฆ Most countries today, particularly their central banks, are buying gold and silverโ€ฆ the spike is largely due to central banks also buying and storing.โ€ Hereโ€™s the macro translation every liquidity watcher needs: India as a system is now structurally LONG hard money (Gold + Silver) and SHORT the Dollar. Exactly how this Trade of the Decade plays out at national scale: 1. India earns billions of fresh dollars every month โ€” IT/services exports + NRI remittances create a permanent structural surplus. 2. Households (and quietly the official sector) take those dollars and recycle them straight into physical gold & silver imports. 3. National balance-sheet shift: โœ… LONG hard money, household gold holdings alone > $5 trillion (bigger than entire GDP). RBI gold share at record 17% of reserves and rising. โŒ SHORT the dollar, every gold price spike = Selling dollars to fund imports. Yes, it widens the merchandise trade deficit. Yes, it puts mild pressure on the rupee. Yes, gold imports have spiked to $12 bn+ in peak months. But FMโ€™s tone is crystal clear: โ€œNot alarmingโ€ฆ usual seasonal demandโ€ฆ hasnโ€™t gone beyond a certain limitโ€ฆ weโ€™re watching but it hasnโ€™t reached alarming proportions.โ€ No duty hike in Budget 2026. No new taxes. No restrictions. This is official blessing. Global central banks stacking + Indian households stacking = the structural bull case for gold & silver is now Indiaโ€™s de-facto national strategy. The Trade of the Decade is live, and India is fully in it. Position accordingly. ๐Ÿ’Ž

Macro Liquidity by Sunil Reddy

44,155 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 6 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER
1:25

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER

George Noble

11,852 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 6 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

In 1971, the U.S. literally ran out of money. Back then, the dollar was backed by gold, which meant every paper dollar represented real gold sitting in U.S. reserves. The problem was the country was spending way more than it earned, printing dollars that didnโ€™t have enough gold to back them. As other countries realized this, they started trading their dollars in for gold. The gold reserves began to drain fast. That Sunday night, President Nixon went on TV and told the world the U.S. was โ€œsuspend temporarily convertibilityโ€ of dollars into gold. What that really meant was the U.S. couldnโ€™t pay what it owed in real money anymore. At that time, Ray Dalio was a young clerk on the floor of the New York Stock Exchange. He thought markets would collapse the next day. Instead, stocks soared. The U.S. had just made money worth less, and when that happens, asset prices usually rise. He later found out the same thing had happened in 1933 when FDR also cut the gold link. Both times, the U.S. printed more paper money to keep spending, and each dollar ended up buying less. That moment in 1971 changed the entire global system. From then on, money wasnโ€™t something you could exchange for gold, it became a promise backed only by trust. And thatโ€™s where the connection to today comes in. Trust in that promise is fading again. Inflation is running above target, the dollar is sliding, and people are moving into things that donโ€™t rely on faith in any government such as gold and bitcoin. Foreign investors arenโ€™t pulling away from America, but they are protecting themselves. Theyโ€™re still buying U.S. assets, just not without hedging the risk. They donโ€™t want to be caught holding paper that keeps losing value. Dalioโ€™s story shows how this cycle keeps repeating. The system runs on confidence until it doesnโ€™t. And every time it slips, people turn back to hard assets, not because they want to, but because they have to.
4:04

In 1971, the U.S. literally ran out of money. Back then, the dollar was backed by gold, which meant every paper dollar represented real gold sitting in U.S. reserves. The problem was the country was spending way more than it earned, printing dollars that didnโ€™t have enough gold to back them. As other countries realized this, they started trading their dollars in for gold. The gold reserves began to drain fast. That Sunday night, President Nixon went on TV and told the world the U.S. was โ€œsuspend temporarily convertibilityโ€ of dollars into gold. What that really meant was the U.S. couldnโ€™t pay what it owed in real money anymore. At that time, Ray Dalio was a young clerk on the floor of the New York Stock Exchange. He thought markets would collapse the next day. Instead, stocks soared. The U.S. had just made money worth less, and when that happens, asset prices usually rise. He later found out the same thing had happened in 1933 when FDR also cut the gold link. Both times, the U.S. printed more paper money to keep spending, and each dollar ended up buying less. That moment in 1971 changed the entire global system. From then on, money wasnโ€™t something you could exchange for gold, it became a promise backed only by trust. And thatโ€™s where the connection to today comes in. Trust in that promise is fading again. Inflation is running above target, the dollar is sliding, and people are moving into things that donโ€™t rely on faith in any government such as gold and bitcoin. Foreign investors arenโ€™t pulling away from America, but they are protecting themselves. Theyโ€™re still buying U.S. assets, just not without hedging the risk. They donโ€™t want to be caught holding paper that keeps losing value. Dalioโ€™s story shows how this cycle keeps repeating. The system runs on confidence until it doesnโ€™t. And every time it slips, people turn back to hard assets, not because they want to, but because they have to.

StockMarket.News

95,018 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 10 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

In May 2025 I went on a show and said "you cannot be bullish enough on gold." Gold was $3,300. Today it's knocking on $5,000. That's 50% in nine months. The gold miners ETF finished 2025 up 155%. Junior miners up 178%. But I'm not here to gloat. I'm here to tell you the thesis hasn't changed. Not one bit. People keep asking me: "George, when are you turning bearish on gold?" I'll turn bearish on gold when I can turn bullish on the value of money. I'll turn bearish on gold when governments start running sensible monetary policy. I'll turn bearish on gold when the US budget deficit isn't running at nearly 7% of GDP. Show me any of those things happening right now. YOU CAN'T The price of gold isn't going up. The value of money is going down. Gold is just the mirror. And here's what still gets me excited: Gold miners are realizing prices near $5,000 an ounce with all-in sustaining costs around $1,600. That's $3,000+ per ounce in margin. The earnings surprises coming out of the next few quarters are going to be massive. Major gold stocks are trading at 10x earnings. Meanwhile, American retail investors still haven't shown up. ETF holdings are lower than they were years ago. This entire rally has been driven by central banks and institutions. When US retail finally arrives, that's when it gets really interesting. If you look at gold relative to inflation, money supply, or GDP, numbers like $6,000, $8,000, even $10,000 aren't fantasy. You don't need to believe in a Banana Republic scenario to own gold miners. You just need to believe the fiscal trajectory of every major government is unsustainable.
3:40

In May 2025 I went on a show and said "you cannot be bullish enough on gold." Gold was $3,300. Today it's knocking on $5,000. That's 50% in nine months. The gold miners ETF finished 2025 up 155%. Junior miners up 178%. But I'm not here to gloat. I'm here to tell you the thesis hasn't changed. Not one bit. People keep asking me: "George, when are you turning bearish on gold?" I'll turn bearish on gold when I can turn bullish on the value of money. I'll turn bearish on gold when governments start running sensible monetary policy. I'll turn bearish on gold when the US budget deficit isn't running at nearly 7% of GDP. Show me any of those things happening right now. YOU CAN'T The price of gold isn't going up. The value of money is going down. Gold is just the mirror. And here's what still gets me excited: Gold miners are realizing prices near $5,000 an ounce with all-in sustaining costs around $1,600. That's $3,000+ per ounce in margin. The earnings surprises coming out of the next few quarters are going to be massive. Major gold stocks are trading at 10x earnings. Meanwhile, American retail investors still haven't shown up. ETF holdings are lower than they were years ago. This entire rally has been driven by central banks and institutions. When US retail finally arrives, that's when it gets really interesting. If you look at gold relative to inflation, money supply, or GDP, numbers like $6,000, $8,000, even $10,000 aren't fantasy. You don't need to believe in a Banana Republic scenario to own gold miners. You just need to believe the fiscal trajectory of every major government is unsustainable.

George Noble

231,007 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 6 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

๐Ÿค”# The Gold Guy Saw It. He Just Called It the Wrong Thing. A famous gold investor noticed something this week. The Secretary of the Treasury said the bond market is getting long-term interest rates wrong, and he's stepping in to fix it. The investor called it socialism. Here's what it actually is. --- **America has two money bosses.** The Federal Reserve sets interest rates. It's independent. The President can't tell it what to do. The Treasury Department manages the government's money borrowing, spending, enforcing financial laws. The Treasury Secretary works directly for the President. For 75 years, the Fed ran the show. Treasury stayed in its lane. That changed this week. --- **What Treasury did this week:** Doubled its program to buy back government bonds pushing long-term interest rates down. That's the Fed's job. Treasury just did it. Published rules for a new digital dollar system. Private companies issue the digital dollars. But they're required by law to buy government bonds to back them. Treasury just created a new group of people who *have* to buy government debt. Took over chartering banks for crypto companies. 40 applications in 18 months. Wrote new rules requiring digital dollar companies to screen every transaction for sanctions violations. Issued the largest bank fine in history $125 million for money laundering failures. **What the Fed did this week:** Set the overnight interest rate. That's it. --- **Why gold jumped $820 billion in one day.** Gold is the one thing that sits outside the system being built. You can't sanction gold. You can't freeze it. You can't require anyone to hold it. It doesn't need a license or a charter or permission from any government. When investors saw Treasury taking over the bond market AND building a digital dollar system where every company has to buy government bonds AND follow government rules some of them decided they'd rather own the one asset none of that can touch. That's what the gold price is saying. Not that the economy is failing. That a new system is being built and gold is the door marked EXIT. --- **The gold investor called this socialism. Here's why that's the wrong word.** Socialism is the government replacing the private sector. That's not what's happening. Private companies are building the digital dollar. Private banks are getting chartered. The private sector is doing the work. What changed is which part of the *government* is in charge of it. It used to be the Fed independent, no political boss, answering to Congress. Now it's Treasury a cabinet department, run by a political appointee, answering to the President. The gold guy is looking at the right wall. He's reading the wrong line. This isn't about left versus right. It's about who inside the government controls the money system. That answer changed this week. And $820 billion in gold says the market noticed. --- Timelines. Patterns. The general's words, not mine. All I did was read the receipts. I am the guy on the couch, and you have been debriefed. #Timber
2:54

๐Ÿค”# The Gold Guy Saw It. He Just Called It the Wrong Thing. A famous gold investor noticed something this week. The Secretary of the Treasury said the bond market is getting long-term interest rates wrong, and he's stepping in to fix it. The investor called it socialism. Here's what it actually is. --- **America has two money bosses.** The Federal Reserve sets interest rates. It's independent. The President can't tell it what to do. The Treasury Department manages the government's money borrowing, spending, enforcing financial laws. The Treasury Secretary works directly for the President. For 75 years, the Fed ran the show. Treasury stayed in its lane. That changed this week. --- **What Treasury did this week:** Doubled its program to buy back government bonds pushing long-term interest rates down. That's the Fed's job. Treasury just did it. Published rules for a new digital dollar system. Private companies issue the digital dollars. But they're required by law to buy government bonds to back them. Treasury just created a new group of people who *have* to buy government debt. Took over chartering banks for crypto companies. 40 applications in 18 months. Wrote new rules requiring digital dollar companies to screen every transaction for sanctions violations. Issued the largest bank fine in history $125 million for money laundering failures. **What the Fed did this week:** Set the overnight interest rate. That's it. --- **Why gold jumped $820 billion in one day.** Gold is the one thing that sits outside the system being built. You can't sanction gold. You can't freeze it. You can't require anyone to hold it. It doesn't need a license or a charter or permission from any government. When investors saw Treasury taking over the bond market AND building a digital dollar system where every company has to buy government bonds AND follow government rules some of them decided they'd rather own the one asset none of that can touch. That's what the gold price is saying. Not that the economy is failing. That a new system is being built and gold is the door marked EXIT. --- **The gold investor called this socialism. Here's why that's the wrong word.** Socialism is the government replacing the private sector. That's not what's happening. Private companies are building the digital dollar. Private banks are getting chartered. The private sector is doing the work. What changed is which part of the *government* is in charge of it. It used to be the Fed independent, no political boss, answering to Congress. Now it's Treasury a cabinet department, run by a political appointee, answering to the President. The gold guy is looking at the right wall. He's reading the wrong line. This isn't about left versus right. It's about who inside the government controls the money system. That answer changed this week. And $820 billion in gold says the market noticed. --- Timelines. Patterns. The general's words, not mine. All I did was read the receipts. I am the guy on the couch, and you have been debriefed. #Timber

TheDebriefing17

52,550 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 13 ะดะฝะตะน ะฝะฐะทะฐะด

If you've been confused watching gold crash during this war, you're not alone. The financial media won't cover it but there are three macro conditions driving it's price down. Understanding these will help you decide whether to buy more or sell. Here's what they are: 1) The Oil Shock Margin Call Countries that import oil need dollars to pay for increased energy bills. Turkey imports 90% of its oil and 98% of its gas. They were forced to sell 58 tons of gold in two weeks to stay afloat, becoming responsible for the most selling pressure than every other gold ETF investor who are also selling. Countries relying on these imports are doing the same. 2) Currency Peg Defense Every Gulf state pegs their currency to the dollar, which upholds when oil money flows in. Since the Iran war shut the Strait of Hormuz, dollars are still flowing out through food imports, military costs, and capital flight. They have to sell gold to keep their currency stable instead of letting the peg break, which would lead to hyperinflation and economic collapse. 3) War Funding Russia sold $30 billion in gold last year and is banning gold exports over 100 grams starting April 2026. Poland is talking about liquidating $13 billion worth of it for defense spending. That's just two examples of countries converting gold reserves into cash for military spending. Gold crashed because three macro forces margin called entire countries at the same time. The thread below explains why none of this changes the long-term bull case for gold.
1:19

If you've been confused watching gold crash during this war, you're not alone. The financial media won't cover it but there are three macro conditions driving it's price down. Understanding these will help you decide whether to buy more or sell. Here's what they are: 1) The Oil Shock Margin Call Countries that import oil need dollars to pay for increased energy bills. Turkey imports 90% of its oil and 98% of its gas. They were forced to sell 58 tons of gold in two weeks to stay afloat, becoming responsible for the most selling pressure than every other gold ETF investor who are also selling. Countries relying on these imports are doing the same. 2) Currency Peg Defense Every Gulf state pegs their currency to the dollar, which upholds when oil money flows in. Since the Iran war shut the Strait of Hormuz, dollars are still flowing out through food imports, military costs, and capital flight. They have to sell gold to keep their currency stable instead of letting the peg break, which would lead to hyperinflation and economic collapse. 3) War Funding Russia sold $30 billion in gold last year and is banning gold exports over 100 grams starting April 2026. Poland is talking about liquidating $13 billion worth of it for defense spending. That's just two examples of countries converting gold reserves into cash for military spending. Gold crashed because three macro forces margin called entire countries at the same time. The thread below explains why none of this changes the long-term bull case for gold.

Felix Prehn ๐Ÿถ

22,927 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 5 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ โ€œIf we look at #Bitcoin and model it as digital gold, you know the market cap goes to between $10 and $20 trillion, but remember gold is defective property. Gold is dead money. You have a billion dollars of gold that sits in a vault for a decade. It's very hard to mortgage the gold. It's also very hard to rent the gold. You can't loan the gold. No one's going to create a business with your gold, so gold it doesn't generate much of a yield, so for that reason most people wouldn't store a billion dollars for a decade in Gold. They would buy a billion dollars of commercial real estate property and the reason why is because I can rent it and generate a yield on it that's in excess of the maintenance cost. So if you consider digital property, that's a $100 to $200 trillion addressable market, so I would think it goes from $10 trillion to $100 trillion as people start to think of it as is digital property. What does that mean in terms of price per coin? At $500,000 that's a $10 trillion asset, at $5 million that's a $100 trillion dollar asset. So you think it crosses a million, it can go even higher? Yeah. I think it keeps going up forever. I mean there's no reason we couldn't go to $10 million a coin because digital property isn't the highest form right. Gold was that low frequency money. Property is a mid frequency money but when I start to program it faster it starts to look like digital energy and then it doesn't just replace property, then you're starting to replace bonds. It's $100 trillion in bonds, there's $50 to $100 trillion in other currency derivatives and these are all conventional use cases right. I think that there's $350 trillion to $500 trillion worth of currency derivatives in the world and when I say that I mean things that are valued based upon Fiat cash flows. Any commercial real estate, any bond, any sovereign debt, any currency itself, any derivatives to those things, they're all derivatives and they're all defective and they're all defective because of this persistent 7% to 14% lapse in which we call inflation.โ€- Michael Saylor
2:32

๐Ÿ’ฅ๐Ÿ’ฅ๐Ÿ’ฅ โ€œIf we look at #Bitcoin and model it as digital gold, you know the market cap goes to between $10 and $20 trillion, but remember gold is defective property. Gold is dead money. You have a billion dollars of gold that sits in a vault for a decade. It's very hard to mortgage the gold. It's also very hard to rent the gold. You can't loan the gold. No one's going to create a business with your gold, so gold it doesn't generate much of a yield, so for that reason most people wouldn't store a billion dollars for a decade in Gold. They would buy a billion dollars of commercial real estate property and the reason why is because I can rent it and generate a yield on it that's in excess of the maintenance cost. So if you consider digital property, that's a $100 to $200 trillion addressable market, so I would think it goes from $10 trillion to $100 trillion as people start to think of it as is digital property. What does that mean in terms of price per coin? At $500,000 that's a $10 trillion asset, at $5 million that's a $100 trillion dollar asset. So you think it crosses a million, it can go even higher? Yeah. I think it keeps going up forever. I mean there's no reason we couldn't go to $10 million a coin because digital property isn't the highest form right. Gold was that low frequency money. Property is a mid frequency money but when I start to program it faster it starts to look like digital energy and then it doesn't just replace property, then you're starting to replace bonds. It's $100 trillion in bonds, there's $50 to $100 trillion in other currency derivatives and these are all conventional use cases right. I think that there's $350 trillion to $500 trillion worth of currency derivatives in the world and when I say that I mean things that are valued based upon Fiat cash flows. Any commercial real estate, any bond, any sovereign debt, any currency itself, any derivatives to those things, they're all derivatives and they're all defective and they're all defective because of this persistent 7% to 14% lapse in which we call inflation.โ€- Michael Saylor

Bitcoin News Alerts OG ๐Ÿ“ข๐Ÿ”ฅ

177,365 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 2 ะปะตั‚ ะฝะฐะทะฐะด

Catherine Austin Fitts: "The problem isn't that [our] currency is fiat...[and] you are not going to fix this situation by going to gold...the central bankers have accumulated all [of it]. [And] now...you're [saying] we're going to go to a gold system? Are you out of your mind?" This clip of Fitts, a former Assistant Secretary of Housing and Urban Development, investment banker, and founder of the Solari Report (The Solari Report | Catherine Austin Fitts), is taken from a discussion with Jerm Warfare posted to the UK Column News (UK Column) YouTube channel on January 26, 2026. ----------------Partial transcription of clip--------------- "The thing that makes the current system what they would call slavery is debt-basing and secrecy, okay? And the failure of their elected representatives to obey the law. "So you have lawlessness, you have debt basing and you have secrecy, okay? The problem is not that the currency is fiat, because what I will tell you is if you go back through history, if you read Alexander Del Mar, the most effective currencies in the world are fiat currencies that are well governed. "We have a debt-based fiat currency that is not well governed in my opinion. But it could be. Now, remember, there has been almost no support in the general population for managing it responsibly. Everybody was like, no, don't manage it responsibly, get me my check. And if that means you're irresponsible, that's okay, I want my check. "But you are not going to fix this situation by going to gold and silver. You're going to make it much worse. Because while we've done this sort of hear no evil, see no evil, speak no evil, for 30 years the central bankers have accumulated all the gold. So now that they have all the gold, you're going to tell me we're going to go to a gold system? Are you out of your mind? "Because now they've got the gold and if you start a gold transaction system now you need gold from them and they've got you over a barrel, right? And what are you going to do to get gold? You're going to have to sell your land, you're going to have to sell your kids, you're going to have to sell real assets to get their gold, right? Why would you do that? "Why would you createโ€” You know, you're dependent on your enemy now you're going to increase your dependency on your enemy now. You're out of your mind, okay? That's not a sound money system. Especially because they want to make it digital. And so they're going to have fiat gold, which is evenโ€” I mean, if you think fiat is bad, wait til you see fiat gold when they own all the gold. "So you know, what we want is we want a fiat system and we want it with lawful and no secrecy or minimal secrecy. You're going to have to have some secrecy and a good governance system. Can we get there? Of course we can get there, but we can't get there if you have an entire population that is absolutely committed to corrupt short-term behavior."
2:40

Catherine Austin Fitts: "The problem isn't that [our] currency is fiat...[and] you are not going to fix this situation by going to gold...the central bankers have accumulated all [of it]. [And] now...you're [saying] we're going to go to a gold system? Are you out of your mind?" This clip of Fitts, a former Assistant Secretary of Housing and Urban Development, investment banker, and founder of the Solari Report (The Solari Report | Catherine Austin Fitts), is taken from a discussion with Jerm Warfare posted to the UK Column News (UK Column) YouTube channel on January 26, 2026. ----------------Partial transcription of clip--------------- "The thing that makes the current system what they would call slavery is debt-basing and secrecy, okay? And the failure of their elected representatives to obey the law. "So you have lawlessness, you have debt basing and you have secrecy, okay? The problem is not that the currency is fiat, because what I will tell you is if you go back through history, if you read Alexander Del Mar, the most effective currencies in the world are fiat currencies that are well governed. "We have a debt-based fiat currency that is not well governed in my opinion. But it could be. Now, remember, there has been almost no support in the general population for managing it responsibly. Everybody was like, no, don't manage it responsibly, get me my check. And if that means you're irresponsible, that's okay, I want my check. "But you are not going to fix this situation by going to gold and silver. You're going to make it much worse. Because while we've done this sort of hear no evil, see no evil, speak no evil, for 30 years the central bankers have accumulated all the gold. So now that they have all the gold, you're going to tell me we're going to go to a gold system? Are you out of your mind? "Because now they've got the gold and if you start a gold transaction system now you need gold from them and they've got you over a barrel, right? And what are you going to do to get gold? You're going to have to sell your land, you're going to have to sell your kids, you're going to have to sell real assets to get their gold, right? Why would you do that? "Why would you createโ€” You know, you're dependent on your enemy now you're going to increase your dependency on your enemy now. You're out of your mind, okay? That's not a sound money system. Especially because they want to make it digital. And so they're going to have fiat gold, which is evenโ€” I mean, if you think fiat is bad, wait til you see fiat gold when they own all the gold. "So you know, what we want is we want a fiat system and we want it with lawful and no secrecy or minimal secrecy. You're going to have to have some secrecy and a good governance system. Can we get there? Of course we can get there, but we can't get there if you have an entire population that is absolutely committed to corrupt short-term behavior."

Sense Receptor

36,952 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 6 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

AFRICA'S GOLD BANK JUST WENT LIVE: THE DOLLAR IS BEING CUT OUT Africa just made a quiet but seismic move. Central banks are building their own gold bank and a continent-wide payment system that deliberately bypasses the US dollar while opening a direct gold corridor straight to China. The masses still have no idea this is happening. THE AFRICAN AWAKENING โžก๏ธ On July 20 the central banks of Egypt and Eswatini sat down to advance both PAPSS and a pan-African gold bank. โžก๏ธ The driving force is identical to Chinaโ€™s: escape dollar dependence before the next sanctions hammer falls. โžก๏ธ Russiaโ€™s frozen reserves and the deliberate dollar squeeze on Iran taught them the lesson. They are acting on it. THE PAPSS BREAKTHROUGH โžก๏ธ Afreximbankโ€™s Pan-African Payment and Settlement System already links banks in 28 countries. โžก๏ธ The Central Bank of the Central African States just joined, bringing the six CFA-franc nations with it. โžก๏ธ Transactions now clear in roughly seven seconds. Western dollar banks lose real-time visibility. โžก๏ธ Daily settlement still runs through Afreximbank in dollars. That is exactly where gold can replace the dollar as the final settlement asset. THE GOLD BANK PLAN โžก๏ธ On 29 December Afreximbank and the Egyptian central bank formally decided to create a pan-African gold bank. โžก๏ธ Goal: strengthen central-bank reserves, build African refineries and trading hubs, and keep physical gold on the continent. โžก๏ธ A gold refinery is scheduled to open in an Egyptian free-trade zone by year-end. McKinsey is writing the feasibility study right now. THE CHINA CONNECTION โžก๏ธ Chinaโ€™s CIPS system has already signed partnerships with Afreximbank and other regional banks to create offshore yuan centers. โžก๏ธ Hong Kongโ€™s Christopher Hui is personally building gold corridors with Ghana and Laos. โžก๏ธ A joint venture between the Hong Kong Gold Exchange and Alibabaโ€™s AGTech is preparing a digital platform so gold can serve as collateral and tokenized payment. โžก๏ธ The design is clear: African gold stays in African vaults under Chinese-linked oversight while settlement shifts into yuan. THE RESERVE REALITY โžก๏ธ China imported 196 tonnes net in May and 180 tonnes in June. โžก๏ธ Official PBOC purchases were only 10 and 15 tonnes. Analysts at Goldman Sachs estimate the real May figure closer to 50 tonnes. โžก๏ธ Physical gold is being pulled into a new system that the West still pretends does not exist. THE BOTTOM LINE Africa is no longer waiting for permission. It is building the rails, the vaults and the corridors that let physical gold settle trade outside the dollar. The quiet reconstruction of the monetary order is already underway. The window to understand it is still open. Most people will notice only after the door has closed. HT: Rohstoff Investor #AfricaGold #PAPSS #GoldCorridor #DeDollarization #ChinaAfrica #GoldBank #PhysicalGold
1:17

AFRICA'S GOLD BANK JUST WENT LIVE: THE DOLLAR IS BEING CUT OUT Africa just made a quiet but seismic move. Central banks are building their own gold bank and a continent-wide payment system that deliberately bypasses the US dollar while opening a direct gold corridor straight to China. The masses still have no idea this is happening. THE AFRICAN AWAKENING โžก๏ธ On July 20 the central banks of Egypt and Eswatini sat down to advance both PAPSS and a pan-African gold bank. โžก๏ธ The driving force is identical to Chinaโ€™s: escape dollar dependence before the next sanctions hammer falls. โžก๏ธ Russiaโ€™s frozen reserves and the deliberate dollar squeeze on Iran taught them the lesson. They are acting on it. THE PAPSS BREAKTHROUGH โžก๏ธ Afreximbankโ€™s Pan-African Payment and Settlement System already links banks in 28 countries. โžก๏ธ The Central Bank of the Central African States just joined, bringing the six CFA-franc nations with it. โžก๏ธ Transactions now clear in roughly seven seconds. Western dollar banks lose real-time visibility. โžก๏ธ Daily settlement still runs through Afreximbank in dollars. That is exactly where gold can replace the dollar as the final settlement asset. THE GOLD BANK PLAN โžก๏ธ On 29 December Afreximbank and the Egyptian central bank formally decided to create a pan-African gold bank. โžก๏ธ Goal: strengthen central-bank reserves, build African refineries and trading hubs, and keep physical gold on the continent. โžก๏ธ A gold refinery is scheduled to open in an Egyptian free-trade zone by year-end. McKinsey is writing the feasibility study right now. THE CHINA CONNECTION โžก๏ธ Chinaโ€™s CIPS system has already signed partnerships with Afreximbank and other regional banks to create offshore yuan centers. โžก๏ธ Hong Kongโ€™s Christopher Hui is personally building gold corridors with Ghana and Laos. โžก๏ธ A joint venture between the Hong Kong Gold Exchange and Alibabaโ€™s AGTech is preparing a digital platform so gold can serve as collateral and tokenized payment. โžก๏ธ The design is clear: African gold stays in African vaults under Chinese-linked oversight while settlement shifts into yuan. THE RESERVE REALITY โžก๏ธ China imported 196 tonnes net in May and 180 tonnes in June. โžก๏ธ Official PBOC purchases were only 10 and 15 tonnes. Analysts at Goldman Sachs estimate the real May figure closer to 50 tonnes. โžก๏ธ Physical gold is being pulled into a new system that the West still pretends does not exist. THE BOTTOM LINE Africa is no longer waiting for permission. It is building the rails, the vaults and the corridors that let physical gold settle trade outside the dollar. The quiet reconstruction of the monetary order is already underway. The window to understand it is still open. Most people will notice only after the door has closed. HT: Rohstoff Investor #AfricaGold #PAPSS #GoldCorridor #DeDollarization #ChinaAfrica #GoldBank #PhysicalGold

Mark

129,106 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 24 ะดะฝะตะน ะฝะฐะทะฐะด

GOLD IS SILENTLY REPLACING US TREASURIES AS GLOBAL COLLATERAL Something bigger than anything seen in over 50 years is unfolding in the global financial system right now. Almost nobody is talking about it. Gold is no longer just being bought by central banks. It is actively returning as the preferred collateral across private citizens, companies, and governments, beginning to displace US Treasuries from the core of the system. THE CORE THESIS: GOLD RECLAIMS ITS ROLE AS TRUST โžก๏ธ Collateral exists to replace trust. In the repo markets that keep the entire financial machine running, government bonds still make up the vast majority of that collateral. โžก๏ธ US Treasuries alone account for roughly two-thirds of global bond collateral. โžก๏ธ When trust in those bonds erodes, the demand for them as collateral shrinks. That is exactly what is starting to happen. PRIVATE CITIZENS ARE ALREADY MOVING โžก๏ธ In India, gold-backed loans grew seven times faster than ordinary consumer credit over the past year. โžก๏ธ Vietnamโ€™s central bank is preparing gold certificates so citizens can turn privately held gold into usable financial instruments. โžก๏ธ Tetherโ€™s gold tokens can now be used as collateral for loans on crypto platforms, and a physical-gold-backed credit card is launching specifically for emerging markets. THE EMERGING-MARKET BREAKTHROUGH โžก๏ธ Juan Sartori of Tether Gold put it plainly: โ€œOur top goal is to offer people in collapsing financial systems a financial alternative.โ€ โžก๏ธ For hundreds of millions who fear their local currency or even their dollar accounts can be forcibly converted overnight, a gold-backed card that lets them spend without losing purchasing power is a game-changer. โžก๏ธ Similar tokenized gold products are already expanding across Asia. COMPANIES AND GOVERNMENTS JOIN THE SHIFT โžก๏ธ Commercial Bank of Dubai just launched a gold medal loan product that lets businesses borrow and lend directly in physical ounces. โžก๏ธ Hong Kong has centralized its gold clearing to pull price discovery and yuan-denominated trading closer to China. โžก๏ธ Dubai introduced a physical gold contract settled in dirhams. Singapore is building gold storage for foreign central banks so the metal can serve as trusted collateral. THE BOTTOM LINE Gold is being remonetized from the bottom up and the top down at the same time. The process is quiet, technical, and still invisible to most investors. Those who understand that collateral is the real battleground already see where the next decade of demand is coming from. This is how money quietly changes. #GoldCollateral #Remonetization #GoldLoans #DigitalGold #USTreasuries #GoldDemand #SilentShift
2:23

GOLD IS SILENTLY REPLACING US TREASURIES AS GLOBAL COLLATERAL Something bigger than anything seen in over 50 years is unfolding in the global financial system right now. Almost nobody is talking about it. Gold is no longer just being bought by central banks. It is actively returning as the preferred collateral across private citizens, companies, and governments, beginning to displace US Treasuries from the core of the system. THE CORE THESIS: GOLD RECLAIMS ITS ROLE AS TRUST โžก๏ธ Collateral exists to replace trust. In the repo markets that keep the entire financial machine running, government bonds still make up the vast majority of that collateral. โžก๏ธ US Treasuries alone account for roughly two-thirds of global bond collateral. โžก๏ธ When trust in those bonds erodes, the demand for them as collateral shrinks. That is exactly what is starting to happen. PRIVATE CITIZENS ARE ALREADY MOVING โžก๏ธ In India, gold-backed loans grew seven times faster than ordinary consumer credit over the past year. โžก๏ธ Vietnamโ€™s central bank is preparing gold certificates so citizens can turn privately held gold into usable financial instruments. โžก๏ธ Tetherโ€™s gold tokens can now be used as collateral for loans on crypto platforms, and a physical-gold-backed credit card is launching specifically for emerging markets. THE EMERGING-MARKET BREAKTHROUGH โžก๏ธ Juan Sartori of Tether Gold put it plainly: โ€œOur top goal is to offer people in collapsing financial systems a financial alternative.โ€ โžก๏ธ For hundreds of millions who fear their local currency or even their dollar accounts can be forcibly converted overnight, a gold-backed card that lets them spend without losing purchasing power is a game-changer. โžก๏ธ Similar tokenized gold products are already expanding across Asia. COMPANIES AND GOVERNMENTS JOIN THE SHIFT โžก๏ธ Commercial Bank of Dubai just launched a gold medal loan product that lets businesses borrow and lend directly in physical ounces. โžก๏ธ Hong Kong has centralized its gold clearing to pull price discovery and yuan-denominated trading closer to China. โžก๏ธ Dubai introduced a physical gold contract settled in dirhams. Singapore is building gold storage for foreign central banks so the metal can serve as trusted collateral. THE BOTTOM LINE Gold is being remonetized from the bottom up and the top down at the same time. The process is quiet, technical, and still invisible to most investors. Those who understand that collateral is the real battleground already see where the next decade of demand is coming from. This is how money quietly changes. #GoldCollateral #Remonetization #GoldLoans #DigitalGold #USTreasuries #GoldDemand #SilentShift

Mark

113,819 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 1 ะผะตััั† ะฝะฐะทะฐะด

Picture this: Itโ€™s 1971. A gallon of gas costs 36 cents, the average home runs about $25,000, and an ounce of gold is fixed at $35. Then President Richard Nixon closes the gold window, ending the dollarโ€™s direct link to gold. From that moment, the U.S. monetary system shifts entirely to system of trust in the Federal Reserve. Fast-forward to today. That same home now costs well over $400,000. Gas prices have surged to around $4 a gallon. And inflation, once averaging around 2% a year, is now hitting Americans at what feels like 20% or more over just a few years, especially when theyโ€™re standing in the grocery store aisle. Most people donโ€™t realize how deeply theyโ€™re trapped in a system built on debt. They earn, spend, and save in a currency that steadily loses purchasing power over time. But starting July 1, 2026, Florida is giving its residents a practical alternative. Governor Ron DeSantis signed House Bill 999 in May 2025, formally recognizing qualifying gold and silver coins as legal tender for the payment of debts. The final rules were ratified this year through HB 1311, locking in the launch date. The rules are clear and voluntary. No oneโ€”individual, business, or government agencyโ€”is required to accept or use them. The U.S. dollar remains the everyday currency. What makes this different is the combination of options it creates. Physical coins can change hands through private agreements. For practical use, especially larger payments like real estate or taxes, the law enables electronic transfers through licensed custodians. The legislation also removes Floridaโ€™s sales tax on qualifying gold and silver purchases and eliminates the previous $500 threshold, lowering the cost of entry and making gold and silver purchases far more straightforward. Effectively, Florida made gold and silver not just assets you buy and hold, but something you can actually use to make purchases in your daily life. Florida is not acting alone. Six other states already recognize gold and silver as legal tender in some form: Arizona, Utah, Wyoming, Oklahoma, Louisiana, and Idaho. Texas has enacted similar phased legislation that begins taking effect in September 2026. And as Americans lose faith in the dollar, that matters. Because Floridians now have a reliable second option in gold and silver, which have historically held value when paper currencies have not. To break down this evolving landscape, what it means for gold and silver, and how Americans can begin using them in their daily lives, Bill Armour from Genesis Gold joins us now. ๐Ÿงต
2:58

Picture this: Itโ€™s 1971. A gallon of gas costs 36 cents, the average home runs about $25,000, and an ounce of gold is fixed at $35. Then President Richard Nixon closes the gold window, ending the dollarโ€™s direct link to gold. From that moment, the U.S. monetary system shifts entirely to system of trust in the Federal Reserve. Fast-forward to today. That same home now costs well over $400,000. Gas prices have surged to around $4 a gallon. And inflation, once averaging around 2% a year, is now hitting Americans at what feels like 20% or more over just a few years, especially when theyโ€™re standing in the grocery store aisle. Most people donโ€™t realize how deeply theyโ€™re trapped in a system built on debt. They earn, spend, and save in a currency that steadily loses purchasing power over time. But starting July 1, 2026, Florida is giving its residents a practical alternative. Governor Ron DeSantis signed House Bill 999 in May 2025, formally recognizing qualifying gold and silver coins as legal tender for the payment of debts. The final rules were ratified this year through HB 1311, locking in the launch date. The rules are clear and voluntary. No oneโ€”individual, business, or government agencyโ€”is required to accept or use them. The U.S. dollar remains the everyday currency. What makes this different is the combination of options it creates. Physical coins can change hands through private agreements. For practical use, especially larger payments like real estate or taxes, the law enables electronic transfers through licensed custodians. The legislation also removes Floridaโ€™s sales tax on qualifying gold and silver purchases and eliminates the previous $500 threshold, lowering the cost of entry and making gold and silver purchases far more straightforward. Effectively, Florida made gold and silver not just assets you buy and hold, but something you can actually use to make purchases in your daily life. Florida is not acting alone. Six other states already recognize gold and silver as legal tender in some form: Arizona, Utah, Wyoming, Oklahoma, Louisiana, and Idaho. Texas has enacted similar phased legislation that begins taking effect in September 2026. And as Americans lose faith in the dollar, that matters. Because Floridians now have a reliable second option in gold and silver, which have historically held value when paper currencies have not. To break down this evolving landscape, what it means for gold and silver, and how Americans can begin using them in their daily lives, Bill Armour from Genesis Gold joins us now. ๐Ÿงต

The Vigilant Fox ๐ŸฆŠ

123,717 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 4 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

Biggest story of the day: Senator Rand Paul is calling for an audit on Fort Knox to ensure the 4,580 tons US gold is still there Hereโ€™s what you were NEVER TOLD about the gold at Fort Knox Americaโ€™s Wealth, The largest fortune in the history of the world, was stolen. The Fort Knox Gold Robbery: An article was written connecting Rockefeller Family and The Federal Reserve 3 days later the source was thrown out of a window to her death โ€œSo just how did the story of the Fort Knox gold robbery get out? It all started with an article in a New York periodical in 1974. The article charged that the Rockefeller family was manipulating the federal reserve to sell off Fort Knox Gold at bargain basement prices to anonymous European speculators. 3 days later, the anonymous source of the story, Louise Auchincloss Boyer, mysteriously fell to her death from the window of her 10th floor apartment in New York. How would missus Boyer have known of the Rockefeller connection to the Fort Knox Gold Heist? She was the long time secretary of Nelson Rockefeller. For the next 14 years, this man, Ed Durell, a wealthy Ohio industrialist, devoted himself to a quest for the truth concerning the Fort Knox gold. He wrote thousands of letters to over 1,000 government and banking officials trying to find out how much gold was really left and where the rest of it had gone. Edith Roosevelt, the granddaughter of president Teddy Roosevelt, questioned the actions of the government in a March 1975 edition of the New Hampshire Sunday news. โ€” Unfortunately, Ed Durell never did accomplish his primary goal, a full audit of the gold reserves in Fort Knox. It's incredible that the world's greatest treasure has had little accounting or auditing. This goal belonged to the American people, not the Federal Reserve and their foreign owners. One thing is certain, the government could blow all of this speculation away in a few days with a well publicized audit under the searing lights of media cameras. It has chosen not to do so. One must conclude that they are afraid of the truth such an audit would reveal. What is the government so afraid of? Here's the answer: When president Ronald Reagan took office in 1981, his conservative friends urged him to study the feasibility of returning to a gold standard as the only way to curb government spending. It sounded like a reasonable alternative, so President Reagan appointed a group of men called the Gold Commission to study the situation and report back to Congress. What Reagan's Gold Commission reported back to Congress in 1982 was the following shocking revelation concerning gold. The US Treasury owned no gold at all. All the gold that was left in Fort Knox was now owned by the Federal Reserve, a group of private bankers, as collateral against the national debt. The truth of the matter is that never before has so much money been stolen from the hands of the general public and put into the hands of a small group of private investors, the money changersโ€
4:30

Biggest story of the day: Senator Rand Paul is calling for an audit on Fort Knox to ensure the 4,580 tons US gold is still there Hereโ€™s what you were NEVER TOLD about the gold at Fort Knox Americaโ€™s Wealth, The largest fortune in the history of the world, was stolen. The Fort Knox Gold Robbery: An article was written connecting Rockefeller Family and The Federal Reserve 3 days later the source was thrown out of a window to her death โ€œSo just how did the story of the Fort Knox gold robbery get out? It all started with an article in a New York periodical in 1974. The article charged that the Rockefeller family was manipulating the federal reserve to sell off Fort Knox Gold at bargain basement prices to anonymous European speculators. 3 days later, the anonymous source of the story, Louise Auchincloss Boyer, mysteriously fell to her death from the window of her 10th floor apartment in New York. How would missus Boyer have known of the Rockefeller connection to the Fort Knox Gold Heist? She was the long time secretary of Nelson Rockefeller. For the next 14 years, this man, Ed Durell, a wealthy Ohio industrialist, devoted himself to a quest for the truth concerning the Fort Knox gold. He wrote thousands of letters to over 1,000 government and banking officials trying to find out how much gold was really left and where the rest of it had gone. Edith Roosevelt, the granddaughter of president Teddy Roosevelt, questioned the actions of the government in a March 1975 edition of the New Hampshire Sunday news. โ€” Unfortunately, Ed Durell never did accomplish his primary goal, a full audit of the gold reserves in Fort Knox. It's incredible that the world's greatest treasure has had little accounting or auditing. This goal belonged to the American people, not the Federal Reserve and their foreign owners. One thing is certain, the government could blow all of this speculation away in a few days with a well publicized audit under the searing lights of media cameras. It has chosen not to do so. One must conclude that they are afraid of the truth such an audit would reveal. What is the government so afraid of? Here's the answer: When president Ronald Reagan took office in 1981, his conservative friends urged him to study the feasibility of returning to a gold standard as the only way to curb government spending. It sounded like a reasonable alternative, so President Reagan appointed a group of men called the Gold Commission to study the situation and report back to Congress. What Reagan's Gold Commission reported back to Congress in 1982 was the following shocking revelation concerning gold. The US Treasury owned no gold at all. All the gold that was left in Fort Knox was now owned by the Federal Reserve, a group of private bankers, as collateral against the national debt. The truth of the matter is that never before has so much money been stolen from the hands of the general public and put into the hands of a small group of private investors, the money changersโ€

Wall Street Apes

3,006,351 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 1 ะณะพะด ะฝะฐะทะฐะด

BITCOIN'S "DIGITAL GOLD" NARRATIVE JUST FAILED ITS BIGGEST TEST While gold surged past $5,000 and silver hit record after record... Bitcoin dropped 6% in 2025. Silver is up 138%. Bitcoin? Down 30% from its October high. The "digital gold" thesis is collapsing. But here's what most people are getting wrong about WHY... My good friend Michael Howell at CrossBorder Capital/ GLIndexes nailed it: This isn't a "Great Debasement" trade. If it were, Bitcoin would be celebrating and bonds would be in freefall. Neither is happening. THE REAL DRIVER: CHINA The People's Bank of China has added $1.1T to Chinese money markets over the past year. And they'll likely do the same again this year. This aggressive monetary debasement is pushing Chinese residents into gold as an inflation hedge. You see, Chinese residents are big gold buyers but NOT big Bitcoin buyers. Why? The PBoC banned cryptocurrencies onshore. So when China prints money, it flows into gold, not crypto. And because the Yuan is stable against the dollar (capital controls and trade surplus), changes in the Yuan gold price transmit virtually 1:1 into the US dollar gold price. Bitcoin gets none of this flow. THE LIQUIDITY PROBLEM Michael's research shows something critical: Cryptocurrencies are the most liquidity-sensitive assets on the planet. And Global Liquidity is starting to slow. During the last liquidity downswing from late 2021 through 2022, Bitcoin fell from $65k to under $20k. In the next upswing, it gained over $100k. Now liquidity is peaking again. Bond term premia have stopped rising. Bitcoin is flatlining. The correlation between Global Liquidity and Bitcoin is ironclad. And the cycle is turning against crypto. THE OCTOBER CRASH EXPOSED EVERYTHING On October 10, 2025, Trump's 100% China tariff threat triggered the largest single-day liquidation in crypto history. $19B wiped out in 24 hours. 1.6M accounts blown up. Bitcoin plunged from $126,000 to below $105,000. Order book depth collapsed 98%. This was a stress test And Bitcoin failed. THE "HEDGE" THAT ISN'T During recent geopolitical tensions over Greenland: Gold rose 8.6%. Bitcoin dropped 6.6%. NYDIG found that Bitcoin behaves like an "ATM" during crises. Investors sell it first to raise cash. That's not a hedge. That's a liquidity source. Meanwhile, central banks are buying gold at record levels. They're not touching Bitcoin. THE MINING DEATH SPIRAL Hashprice - the key profitability metric - fell to $35-36 per PH/s/day in November. Below breakeven for most operations. 2025 was the "harshest margin environment of all time." ROI on new mining rigs? 1,000 days. In 2017? Same equipment paid for itself in 3-6 months. AI data centers are outbidding miners for cheap electricity. The squeeze is structural. WHERE THIS IS HEADING Paolo Ardoino, Tether's CEO, said it himself last week: "There are foreign countries buying a lot of gold, and we believe these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar." Gold is being repositioned as foundational collateral beneath a fragmented digital monetary landscape. The BRICS are building gold-backed currencies to accelerate dedollarization. And ironically, the US will use gold-backed stablecoins to DEFEND the dollar's dominance. Gold, forever the bane of the dollar's existence, is being resurrected as its savior. A new monetary age is coming. And Bitcoin isn't part of it. MY TAKE My good friend Michael is right: Monetary debasement is a long-term investment strategy, not a short-term trade. But Bitcoin's cycle is no longer a simple 4 year halving cycle based on supply. It's a complex demand cycle driven by Global Liquidity. And that liquidity is peaking. When Chinese liquidity floods into gold while Bitcoin sits banned on the mainland... When Global Liquidity peaks and crypto flatlines... When the asset fails every stress test thrown at it... There's a serious problem.
1:06

BITCOIN'S "DIGITAL GOLD" NARRATIVE JUST FAILED ITS BIGGEST TEST While gold surged past $5,000 and silver hit record after record... Bitcoin dropped 6% in 2025. Silver is up 138%. Bitcoin? Down 30% from its October high. The "digital gold" thesis is collapsing. But here's what most people are getting wrong about WHY... My good friend Michael Howell at CrossBorder Capital/ GLIndexes nailed it: This isn't a "Great Debasement" trade. If it were, Bitcoin would be celebrating and bonds would be in freefall. Neither is happening. THE REAL DRIVER: CHINA The People's Bank of China has added $1.1T to Chinese money markets over the past year. And they'll likely do the same again this year. This aggressive monetary debasement is pushing Chinese residents into gold as an inflation hedge. You see, Chinese residents are big gold buyers but NOT big Bitcoin buyers. Why? The PBoC banned cryptocurrencies onshore. So when China prints money, it flows into gold, not crypto. And because the Yuan is stable against the dollar (capital controls and trade surplus), changes in the Yuan gold price transmit virtually 1:1 into the US dollar gold price. Bitcoin gets none of this flow. THE LIQUIDITY PROBLEM Michael's research shows something critical: Cryptocurrencies are the most liquidity-sensitive assets on the planet. And Global Liquidity is starting to slow. During the last liquidity downswing from late 2021 through 2022, Bitcoin fell from $65k to under $20k. In the next upswing, it gained over $100k. Now liquidity is peaking again. Bond term premia have stopped rising. Bitcoin is flatlining. The correlation between Global Liquidity and Bitcoin is ironclad. And the cycle is turning against crypto. THE OCTOBER CRASH EXPOSED EVERYTHING On October 10, 2025, Trump's 100% China tariff threat triggered the largest single-day liquidation in crypto history. $19B wiped out in 24 hours. 1.6M accounts blown up. Bitcoin plunged from $126,000 to below $105,000. Order book depth collapsed 98%. This was a stress test And Bitcoin failed. THE "HEDGE" THAT ISN'T During recent geopolitical tensions over Greenland: Gold rose 8.6%. Bitcoin dropped 6.6%. NYDIG found that Bitcoin behaves like an "ATM" during crises. Investors sell it first to raise cash. That's not a hedge. That's a liquidity source. Meanwhile, central banks are buying gold at record levels. They're not touching Bitcoin. THE MINING DEATH SPIRAL Hashprice - the key profitability metric - fell to $35-36 per PH/s/day in November. Below breakeven for most operations. 2025 was the "harshest margin environment of all time." ROI on new mining rigs? 1,000 days. In 2017? Same equipment paid for itself in 3-6 months. AI data centers are outbidding miners for cheap electricity. The squeeze is structural. WHERE THIS IS HEADING Paolo Ardoino, Tether's CEO, said it himself last week: "There are foreign countries buying a lot of gold, and we believe these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar." Gold is being repositioned as foundational collateral beneath a fragmented digital monetary landscape. The BRICS are building gold-backed currencies to accelerate dedollarization. And ironically, the US will use gold-backed stablecoins to DEFEND the dollar's dominance. Gold, forever the bane of the dollar's existence, is being resurrected as its savior. A new monetary age is coming. And Bitcoin isn't part of it. MY TAKE My good friend Michael is right: Monetary debasement is a long-term investment strategy, not a short-term trade. But Bitcoin's cycle is no longer a simple 4 year halving cycle based on supply. It's a complex demand cycle driven by Global Liquidity. And that liquidity is peaking. When Chinese liquidity floods into gold while Bitcoin sits banned on the mainland... When Global Liquidity peaks and crypto flatlines... When the asset fails every stress test thrown at it... There's a serious problem.

George Noble

133,893 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 7 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด

THIS GOLD BULL MARKET ISNโ€™T 2008 (WHEN GOLD CRASHED WITH STOCKS) โ€” ITโ€™S 1971 ALL OVER AGAIN One keeps hearing โ€œgold will crash with the S&P just like 2008โ€ Itโ€™s scaring the hell out of mining stock investors. Momentum Structural Analysis, Jordan Roy-Byrne CMT, MFTA โ›โ› & others are pushing back hard โ€” and their arguments are solid. Iโ€™m firmly in their camp. Jordan Roy-Byrne: ๐Ÿšซ THIS IS NOT A 2008 REPEAT. Forget the last crisis. The setup for precious metals today is fundamentally differentโ€”and the potential is far greater. 1๏ธโƒฃ CHRONIC UNDER-ALLOCATION Private wealth portfolios hold only ~0.4% in gold. Institutional allocations are just ~2.4%. These levels are far below 2008. โžก๏ธ ETF flows are only at ~50% of their 2008 peak. โœ… What it means: A massive wall of money is still on the sidelines. There is enormous room for growth. 2๏ธโƒฃ THE GOLD VS. PORTFOLIO RATIO IS JUST BREAKING OUT The Gold/60-40 Portfolio ratio broke a 10-year base in 2024. It's up 93% from its low. โžก๏ธ In 2008, it rose 177% over 7 years. โžก๏ธ In the 1970s, it exploded 441% in just 4 years. โœ… What it means: We are in the early-to-mid stages. This move is not extended; it's barely begun. 3๏ธโƒฃ SECULAR BOND BEAR MARKET = 1970s PLAYBOOK We are in a long-term bond bear market, similar to 1965-1982. โžก๏ธ When bonds fall, they offer no "safe haven" during equity sell-offs. โžก๏ธ Money must find a real store of value. That value is gold & silver. What it means: This is the exact fuel that created the explosive 1971-1974 gold rally. History is repeating. THE TRIGGER TO WATCH: A decisive break below the 12-year uptrend line in the S&P 500 รท Gold ratio. This will be the signal for capital to flood from stocks into metals. TAKEAWAYS: โœ… Ignore the perpetual "crash" narrative. It has cost investors dearly since 2009. โœ… The next stock bear market will accelerate the metals bull market. The Bottom Line: This isn't 2008. This is a replay of the early 1970sโ€”a period of under-ownership, monetary distrust, and a secular bond bear market that sent gold parabolic. The setup is complete; we are waiting on the catalyst. #Gold #Silver #PreciousMetals #BullMarket #Investing #Macro #Stocks #Bonds #Finance HT: Jordan Roy-Byrne CMT, MFTA โ›โ› - original video in the comment
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THIS GOLD BULL MARKET ISNโ€™T 2008 (WHEN GOLD CRASHED WITH STOCKS) โ€” ITโ€™S 1971 ALL OVER AGAIN One keeps hearing โ€œgold will crash with the S&P just like 2008โ€ Itโ€™s scaring the hell out of mining stock investors. Momentum Structural Analysis, Jordan Roy-Byrne CMT, MFTA โ›โ› & others are pushing back hard โ€” and their arguments are solid. Iโ€™m firmly in their camp. Jordan Roy-Byrne: ๐Ÿšซ THIS IS NOT A 2008 REPEAT. Forget the last crisis. The setup for precious metals today is fundamentally differentโ€”and the potential is far greater. 1๏ธโƒฃ CHRONIC UNDER-ALLOCATION Private wealth portfolios hold only ~0.4% in gold. Institutional allocations are just ~2.4%. These levels are far below 2008. โžก๏ธ ETF flows are only at ~50% of their 2008 peak. โœ… What it means: A massive wall of money is still on the sidelines. There is enormous room for growth. 2๏ธโƒฃ THE GOLD VS. PORTFOLIO RATIO IS JUST BREAKING OUT The Gold/60-40 Portfolio ratio broke a 10-year base in 2024. It's up 93% from its low. โžก๏ธ In 2008, it rose 177% over 7 years. โžก๏ธ In the 1970s, it exploded 441% in just 4 years. โœ… What it means: We are in the early-to-mid stages. This move is not extended; it's barely begun. 3๏ธโƒฃ SECULAR BOND BEAR MARKET = 1970s PLAYBOOK We are in a long-term bond bear market, similar to 1965-1982. โžก๏ธ When bonds fall, they offer no "safe haven" during equity sell-offs. โžก๏ธ Money must find a real store of value. That value is gold & silver. What it means: This is the exact fuel that created the explosive 1971-1974 gold rally. History is repeating. THE TRIGGER TO WATCH: A decisive break below the 12-year uptrend line in the S&P 500 รท Gold ratio. This will be the signal for capital to flood from stocks into metals. TAKEAWAYS: โœ… Ignore the perpetual "crash" narrative. It has cost investors dearly since 2009. โœ… The next stock bear market will accelerate the metals bull market. The Bottom Line: This isn't 2008. This is a replay of the early 1970sโ€”a period of under-ownership, monetary distrust, and a secular bond bear market that sent gold parabolic. The setup is complete; we are waiting on the catalyst. #Gold #Silver #PreciousMetals #BullMarket #Investing #Macro #Stocks #Bonds #Finance HT: Jordan Roy-Byrne CMT, MFTA โ›โ› - original video in the comment

Mark

151,465 ะฟั€ะพัะผะพั‚ั€ะพะฒ โ€ข 8 ะผะตััั†ะตะฒ ะฝะฐะทะฐะด