Marin Katusa and the “Silicon Valley Gold Rush”

What caught my eye today, as the world is focused on NVIDIA and whether or not we’re at a real inflection point for AI spending, was something completely different: A teaser pitch about gold and Tether from Marin Katusa. His tease was fairly light on the “promotion,” this wasn’t a big splashy presentation — but in his free letter late last week he talked up the inevitability of gold’s rise as the central banks keep buying to diversify away from the U.S. dollar, and as the cryptocurrency companies find ways ...