Thailand’s central bank said a gold tax is among measures under consideration to temper the baht’s gains https://t.co/hK7XIhMEhT ...

Bitcoin is waiting in the wings. Patience.zerohedge (@zerohedge):Gold $3675, new all time high ...

The Fed is going to cut rates this week.Stocks, bitcoin, and gold prices are going to fly higher. https://t.co/AAG6WHKSlq ...

Gold Market Outlook - Gold has experienced a stunning run, attracting attention [1] - A downside correction risk exists due to gold's volatility [2] - The US Federal Reserve's easing path and steady rates from the European Central Bank are key drivers [2] - Broader debasement of trade may support gold prices [3] US Dollar and Economic Factors - Tariffs impact financial flows, affecting the "exorbitant privilege" of the US [4][5] - This can lead to higher borrowing costs in the US and pressure on the Fed to lower rates [5] - The dollar index is down about 10% year to date [8] - A greater fragmentation of the global liquidity machinery is foreseen, potentially weakening the dollar [12][13] Investment Strategies - Gold historically performs well in an easing environment and during stock market corrections [7] - Diversification into gold is increasing [7] - Gold miners are more speculative investments compared to physical gold ETFs [14]

Bitcoin & Digital Asset Market Analysis - The US has a strategic advantage in Bitcoin individual holdings and Bitcoin businesses, which the government should mirror at the nation-state level [4][5] - There's a debate on the accuracy of Bitcoin ownership figures, with estimates suggesting 10-15% of US citizens (37 million to 50 million people) hold Bitcoin [7][9] - The launch of a Doge ETF signals a potential "end game" scenario, reminiscent of 2016-2017, driven by monetary incentives and a green light from the administration [16][18][19] - Tokenization of assets, including stocks and ETFs, is expected to increase, potentially leading to a boom-and-bust cycle and increased regulation [24][25][36] - CBOE plans to offer continuous futures for Bitcoin and Ether, indicating the integration of digital assets into global economies [39] Geopolitical & Economic Implications - Stablecoins are seen as a tool for extending dollar hegemony and control over global markets [38] - Central banks are exploring Bitcoin as a reserve asset to strengthen resilience against sanctions risk [103][104] - Some countries are adopting crypto reserves, while others may opt for different digital assets, similar to the historical gold vs silver standard [97][107] - The US Treasury Secretary is criticizing the Fed's monetary policy, potentially signaling a power grab and an endorsement of hard assets like gold and Bitcoin [136][137][139] - Major US companies are going bankrupt at the fastest pace since the global financial crisis, reflecting a bleaker economic reality than official narratives suggest [133] Bitcoin Adoption & Utility - Open-source freedom technologies like Bit Chat are being used for coordination during social media bans and government crackdowns, highlighting the real-world utility of decentralized tools [73][74][75] - A Nobel laureate economist predicts Bitcoin will become worthless, reflecting a resistance to rethinking established economic principles [111][112][116] - Bitcoin is seen as a parachute for the plane crash of fiat currency, with some anticipating a polarization where some blame the collapse on the Fed while others blame Bitcoin [125][126]

Market Trends - Gold price is moving to record highs in 2025 [1] Investment Strategy - Warren Buffett avoids gold [1] - The report discusses when gold might make sense for a portfolio [1]

Market Trends - Bitcoin is decoupling from Gold [1] - The next step is considered obvious [1] Investment Opportunities - The industry suggests to catch up with the trend [1]

Let's talk about that. Let's talk about crypto. Let's talk about more with one of our favorite guests.That is the CEO of Van Eek Associates, Yan Vanek. Yan, welcome. Great to be here.Brian, we got we got gold, we got silver, we've got crypto. Let's talk about a lot of things. Number one, why do you think that gold and silver, boring old expensive to hold metals are doing so well.Well, I mean, I think gold is in a multi-year trend of ddollarization where the demand for gold and gold holdings by foreign centr ...

Welcome to CNBC. com. I'm Frank Colin, anchor of Worldwide Exchange.We are looking at the ETF market, year-to- date, total net inflows to ETFs are at $820 billion on track for another trillion dollar year. And today I'm joined by Todd Rosenluth of Vetify to talk about some of the trends in the ETF market. Todd, you are actually the provider of this data.Thanks for joining us. My pleasure. All right.So, we're up to$ 820 million again on track for another trillion dollar year. Maybe even on pace for a record- ...

In the session yesterday. Is this bond rally going to continue. Yeah, Well, interesting.I mean, you've got to start asking yourself, how much further can it go based on, you know, the outlook for the economy, the outlook for inflation and so on and so forth. I think it's really interesting. Look at that five thirties curve.You know, how much lower can short term yields go. We were already pricing in something like six cuts by the end of next year. You know, will the Fed go any further than that.Would be qui ...