Key TakeawaysGold prices have surged to a new record high, now trading at $3,748 per ounce, reflecting heightened global uncertainties and expectations of shifting monetary policies.Ukraine has accepted the International Monetary Fund's (IMF) revised forecast of a significantly larger $65 billion funding shortfall through 2027, a substantial increase from its earlier $38 billion estimate.Ford Motor Company (F) is relocating its world headquarters for the first time in nearly 70 years to a new 2.1-million-sq ...

🌍 46% of global users now use crypto as an inflation hedge (up from 29%)!MEXC Survey reveals sharp contrasts across regions: East Asia, LATAM, South Asia & more.👇 Full report:https://t.co/8ksRR2uwks ...

Group 1: Crypto as an Inflation Hedge - Nearly half of global crypto users (46%) now view digital assets as a way to guard against inflation, a significant increase from 29% earlier in the year, indicating rising concerns over price pressures and currency weakness [1] - East Asia saw the most substantial increase, with users citing crypto as an inflation shield rising from 23% to 52%, while the Middle East increased from 27% to 45%, highlighting the connection between macroeconomic stress and digital asset adoption [2][7] Group 2: Regional Trends in Crypto Adoption - Latin America has become a cultural hub for crypto, with ownership of memecoins like Dogecoin and Shiba Inu increasing from 27% to 34%, and 63% of new users motivated by passive income [3] - In South Asia, spot trading rose to 52% from 45%, with over half of respondents citing financial independence as their main motivation, and futures trading at 46%, compared to a global average of 29% [4] Group 3: Core Holdings and Investment Strategies - Bitcoin and Ethereum remain the core holdings for over 65% of investors globally, with the highest confidence in Latin America and Southeast Asia, reflecting a strong belief in blockchain infrastructure [5] - Stablecoin holdings are steady at about 50% worldwide, indicating a balance between caution and the pursuit of yield [5] Group 4: Wealth Distribution and Market Dynamics - There are notable regional differences in trading strategies, with South Asia and Southeast Asia favoring futures trading, while Latin America is shifting towards safer, lower-risk approaches [6] - High-value wallets above $20,000 in East Asia decreased from 39% to 33%, suggesting regulatory pressure and profit-taking, while mid-tier wallets are growing, indicating a broader asset distribution among retail participants [6]

The good news? You don’t need to buy a property outright to start earning rental income.Of course, most of us don’t own multimillion-dollar properties or have connections to production studios willing to pay $50,000 a week in rent.Beyond providing regular cash flow, real estate is also viewed as a dependable hedge against inflation. As inflation drives up the cost of materials, labor, and land, property values tend to rise as well. This not only preserves the purchasing power of the investment but also help ...

Core Thesis - Franco-Nevada Corporation (FNV) is positioned as a premier royalty and streaming company, providing unique exposure to gold while minimizing risks associated with mining operations [2][3] Financial Metrics - As of September 8th, FNV's share price was $197.27, with trailing and forward P/E ratios of 47.61 and 34.97 respectively [1] - The company boasts exceptional EBITDA margins of 70–80%, an expense ratio of just 0.1%, and negligible debt [2] Strategic Advantages - FNV offers perpetual call options on gold prices, with 62% of its assets in the exploration phase, indicating potential for significant upside as new discoveries occur [3] - The company benefits from miners' increased reliance on alternative financing in a higher interest rate environment [3] Cobre Panama Mine Catalyst - The Cobre Panama mine, historically accounting for 25–30% of FNV's production, was shut down in late 2023, leading to impairments and stock decline [4] - With the new support from Panama's President Mulino for reopening the mine, and both FNV and First Quantum halting arbitration, the prospects for resolution are improving [4] Economic Incentives - The economic importance of the Cobre Panama mine to Panama's GDP, exports, and employment creates clear incentives for a restart, potentially leading to a 30% re-rating in FNV's stock if operations resume [5] - Even without this upside, FNV is fairly valued at approximately 22x NTM EV/EBITDA, providing uncorrelated exposure to gold as a hedge against inflation and geopolitical instability [5] Long-term Investment Perspective - For long-term investors bullish on gold, FNV presents both resilience and significant optionality, making it a compelling core portfolio holding [5][6]

Core Insights - The digital asset treasury (DAT) model has gained significant traction in 2025, with many companies adopting it and experiencing substantial stock price increases [5][6] - Strategy, formerly MicroStrategy, is a leading player in the DAT space but has seen its stock decline despite its pioneering status and substantial Bitcoin holdings [4][7] Company Overview - Strategy is valued at a market cap of $94.7 billion and focuses on acquiring and managing Bitcoin as its core treasury reserve asset, providing investors with exposure to Bitcoin [3] - The company has accumulated Bitcoin through equity and debt financing, positioning itself as both an inflation hedge and a potential value appreciation vehicle [3] - As of its latest report, Strategy holds 628,791 Bitcoins, representing about 3% of Bitcoin's total supply, with a total acquisition cost of $46.1 billion [13] Financial Performance - In Q2 2025, Strategy reported operating income of $14 billion, a year-over-year increase of over 7,000%, leading to a net income of $10 billion or $32.6 per share on an adjusted basis [12] - The company has already met its 2025 Bitcoin yield target of 25%, raising its guidance to project yields of up to 30% and anticipating $20 billion in gains from Bitcoin holdings this year [14] - The software business generated revenue of $115 million in Q2, with the subscriptions segment growing 69.5% year-over-year [15] Market Dynamics - Despite the hype around the DAT model, leading companies like Strategy have seen stock price declines, attributed to Bitcoin's pullback from record highs [7] - J.P. Morgan analysts have expressed concerns about the sustainability of the crypto treasury model, citing risks of overcrowding and investor fatigue [8] - Strategy was excluded from the S&P 500 index rebalance, which could have resulted in $2-3 billion in passive institutional inflows [9] Investor Sentiment - Wall Street analysts maintain a bullish outlook on Strategy, with a consensus rating of "Strong Buy" and a mean price target suggesting a 70.5% upside potential from the current price [16] - The recent pullback in Strategy's stock is viewed as an attractive entry point for investors who believe in the continuation of the Bitcoin rally [17]

Jeremy Siegel, a Wharton Business School professor and the chief economist at the investment management firm WisdomTree, stated to CNBC that Bitcoin may turn out to be a serious competitor to the U.S. dollar as the world's reserve currency. Speaking on the GENIUS Act, Siegel said, Bitcoin is 'a threat'. The GENIUS Act, enacted July 18 with bipartisan backing, demands a complete stablecoin regulatory framework. "What is interesting is that Bitcoin itself is a threat to the dollar as a reserve currency." ...

Home prices are rising, which is boosting American homeowners' net worth – though those gains may be eroded by stubbornly high inflation. Data from Realtor.com showed that median home listing prices were up 0.5% in July from a year ago, though the outlet noted in a report that inflation has outpaced those gains and is up 2.7% year over year. That dynamic is known as home equity erosion and occurs when the value of a home rises at a pace that isn't enough to keep up with inflation. As inflation rises at a f ...

🇮🇩 IS INDONESIA ABOUT TO PUT BITCOIN IN ITS NATIONAL RESERVE?The country is exploring BTC as a hedge against inflation and USD exposure…Full story here ⬇️https://t.co/xT2mtsDvR4 ...

Core Insights - Bitcoin has surpassed the $120,000 mark for the first time, marking a significant bullish trend and a breakout from previous trading ranges, with a nearly 30% increase since December and more than doubling in 2024 [1] Institutional Demand & ETF Inflows - There has been strong institutional demand for Bitcoin, with Bitcoin ETFs gathering $7.1 billion in capital over the past five trading sessions, and a total of $50.1 billion in inflows since their launch last year, including $14.9 billion this year [4] - Companies like MicroStrategy (MSTR) and GameStop (GME) are increasing their Bitcoin holdings, indicating a growing corporate interest in cryptocurrency [5] Regulatory Momentum - The U.S. House of Representatives is set to deliberate on crypto-focused bills, aiming to create a clearer regulatory framework for digital assets, which could enhance institutional inflows and reinforce Bitcoin's status as a macro asset [7][8] - The GENIUS Act, recently cleared by the Senate, proposes a federal framework for regulating stablecoins, reflecting a pro-crypto regulatory stance [8] Macroeconomic Factors - Bitcoin is increasingly viewed as a hedge against inflation and geopolitical uncertainty, particularly in light of ongoing tensions in Eastern Europe and Asia [9] Market Outlook - The current rally in Bitcoin reflects a resurgence in investor confidence, especially from institutional players seeking exposure to digital assets as both a hedge and growth opportunity, with analysts suggesting that the crypto bull cycle may have further potential [10]