I think what's really good here is just to start understanding there's different forms of money and then compare that to the different properties of money then you'll start to be like oh okay something there's like a wire circuit breaker that will start to happen. >> Yeah. And I think if you just keep asking why like why is scarcity important you know why is portability important um why is durability important and then you know kind of like go into I'd say almost each of these characteristics just thinking ...

Core Viewpoint - Blue Gold Limited has successfully completed the first minting of its genesis Standard Gold Coins (SGC), marking a significant operational milestone in its gold-backed digital asset framework [1][2]. Group 1: Minting and Operational Milestone - The initial minting of SGC corresponds to one gram of fully allocated physical gold, minted only upon verified custody intake and compliance procedures [2]. - This minting represents the first issuance of SGC fully backed by allocated physical gold held in professional custody, adhering to governance and operational controls outlined in the Company's Standard Gold Coin White Paper [2]. Group 2: Trust and Transparency - The combination of allocated physical gold, verifiable custody, and public-company oversight creates a level of trust essential for the success of digital gold at scale [4]. - SGC treats physical backing, verification, and transparency as prerequisites, ensuring a system designed for durability and scale [4]. Group 3: Market Readiness and Demand - The first minting was distributed across 100 individual holders, collectively representing the first on-chain ownership of SGC backed by fully allocated physical gold [3]. - Blue Gold has recorded over one million pre-registration indications of interest within five days of its initial launch announcement in November, indicating strong early demand for SGC [4]. Group 4: Company Mission and Values - Blue Gold Limited focuses on acquiring high-potential mining assets and aims to unlock untapped value in the gold sector through innovative monetization models, including asset-backed digital instruments [5]. - The Company prioritizes growth, sustainable development, and transparency in its business practices, aiming to create shareholder value while minimizing environmental impact [6].

RT Digital Gold Talk (@DigitalGoldTalk)DigitalGoldTalk Sunday with the Senators https://t.co/4hUIy8ibGN ...

Core Insights - Gold is a long-established store of value, particularly during times of political and economic uncertainty, leading to increased investor demand [1] - Bitcoin, launched in 2009, is viewed by some as a digital equivalent of gold due to its decentralized nature and fixed supply [2] - The correlation between gold and Bitcoin as safe-haven assets has weakened, with gold significantly outperforming Bitcoin in the face of economic challenges [3] Gold Market Analysis - The U.S. dollar has lost approximately 90% of its purchasing power since the abandonment of the gold standard in 1971, leading to a rise in gold prices in line with increased money supply [6] - In fiscal 2025, the U.S. government reported a budget deficit of $1.8 trillion, raising national debt to a record $38.5 trillion, which historically prompts investors to seek refuge in gold [7] - Gold prices surged by 64% last year, reflecting its status as a preferred asset during times of economic instability [7] Bitcoin Market Analysis - Bitcoin's value declined by 5% last year, raising doubts about its viability as a digital gold alternative, especially given its limited utility beyond speculation [8] - Despite being characterized as a digital version of gold, Bitcoin did not attract investor interest during heightened economic uncertainty, contrasting sharply with gold's performance [9]

Core Viewpoint - Ark Invest, led by Cathie Wood, has launched a spot Bitcoin exchange-traded fund (ETF) to provide investors with easy access to Bitcoin without the complexities of direct purchase and storage [1][2]. Group 1: ETF Overview - The ARK 21Shares Bitcoin ETF (NYSEMKT: ARKB) tracks Bitcoin's price by holding actual Bitcoin tokens and distributing shares based on ownership, facilitating investment for various types of investors [2]. - The ETF charges a management fee of 0.21%, which is the only fee incurred when purchasing the ETF [3]. Group 2: Investment Rationale - Bitcoin is viewed as a unique diversifier in investment portfolios due to its limited supply of 21 million tokens, positioning it as a potential digital gold [3][7]. - Bitcoin has shown correlations with both high-beta tech stocks and precious metals like gold, which has gained value amid geopolitical tensions and rising U.S. government debt [4]. Group 3: Economic Context - The U.S. government currently faces a fiscal deficit of nearly $1.8 trillion and total debt exceeding $38 trillion, with a significant portion of the budget allocated to interest payments [5]. - Economists suggest that ongoing fiscal policies may lead to U.S. dollar debasement and prolonged inflation, reinforcing the case for gold and potentially Bitcoin as a hedge against these economic challenges [6].

Key Points Bitcoin has dropped nearly 30% from its all-time high. Strategy’s Michael Saylor expects it to soar more than 1,000% this year. It could struggle to hit that ambitious price target in this choppy market. 10 stocks we like better than Bitcoin › Bitcoin's (CRYPTO: BTC) price hit an all-time high of $126,210.50 on Oct. 6, 2025, but it now trades at about $90,000. The world's top cryptocurrency pulled back nearly 30% as many investors booked profits, triggering leveraged liquidations. Geopo ...

Core Insights - Metaplanet is rapidly growing its Bitcoin holdings, targeting 210,000 BTC by 2027, which would represent 1% of the total Bitcoin supply, while currently holding 35,102 BTC valued at approximately $3.78 billion [1][6][7] - The company has generated $55 million in revenue for fiscal year 2025 through innovative options-based strategies that monetize Bitcoin volatility without selling the underlying asset [2][5][15] - As regulatory clarity improves, 2026 is expected to see increased corporate adoption of Bitcoin treasury strategies, with Metaplanet's model serving as a template for other companies [4][20][24] Company Strategy - Metaplanet's strategy involves transforming Bitcoin from a passive holding into a productive asset through options and lending strategies [2][15] - The company has pivoted from traditional operations to a Bitcoin-focused treasury model, demonstrating a commitment to aggressive accumulation [3][6] - Metaplanet's revenue generation strategies include lending protocols, covered calls, using Bitcoin as collateral, and carry trades, which have shown significant growth [15][17] Market Position - With the recent purchase of 4,279 BTC for $451 million, Metaplanet has solidified its position as the fourth-largest corporate Bitcoin holder globally [6][7] - The company's average purchase price for Bitcoin is $107,606 per coin, indicating a strategic approach to accumulation [3][7] - Metaplanet's success in combining aggressive accumulation with yield generation is being closely monitored by other companies [4][21] Industry Trends - The trend of corporate Bitcoin treasury adoption is expected to accelerate in 2026, driven by improved regulatory clarity and institutional interest [20][24] - Other companies, such as Marathon Digital and Tesla, are also adopting similar strategies, indicating a broader shift in how corporations view Bitcoin [19][20] - The maturation of custody solutions, lending platforms, and derivatives markets is facilitating sophisticated strategies for Bitcoin investment [22]

It's believed that Bitcoin lags gold by around 3 months. If this is indeed the case, then gold's massive rally at the end of 2025 should translate to a massive rally for Bitcoin at the beginning of 2026. However, this assumes that there's rotation between Bitcoin and gold since Bitcoin is seen as digital gold by investors.The truth though is that the relationship between Bitcoin and gold is much more complex. That's why today we're going to do a deep dive into the dynamics between Bitcoin and gold to figure ...

Core Insights - The financial markets experienced significant volatility following the detention of Venezuelan President Nicolás Maduro, with gold prices surging and Bitcoin breaking out of a prolonged trading range [1][5]. Bitcoin Market Analysis - Bitcoin (BTC) is currently trading at $93,958, reflecting a 2.69% increase for the day and surpassing the 200-day exponential moving average for the first time since October, indicating a potential trend reversal [2]. - The recent price action is crucial for traders, as Bitcoin had previously struggled under a "death cross" formation since November [2][3]. - Despite a bullish first half of 2024, Bitcoin ended 2025 with a negative 6% performance, highlighting the market's tendency to "buy the rumor, sell the news" [4]. Geopolitical Impact on Markets - The geopolitical situation, particularly the detention of Maduro, has led to increased interest in traditional safe havens like gold, while Bitcoin has struggled to maintain levels above $90,000 [5]. - The chaos in geopolitical landscapes is prompting a renewed interest in Bitcoin as a decentralized asset that is less susceptible to government control, aligning with its original purpose [6]. Price Movement and Technical Analysis - Bitcoin's price had been consolidating between $85,000 and $90,000 before breaking out to $93,925, indicating strong bullish momentum with no resistance wicks in today's candlestick [7].

Key Points Donald Trump's election turned out to be a buy-the-rumor, sell-the-news situation for the cryptocurrency industry. After softness in 2025, can Bitcoin bounce back in 2026? 10 stocks we like better than Bitcoin › On paper, 2025 should have been a banger year for Bitcoin (CRYPTO: BTC). Over the last 12 months, the Trump administration has supported the crypto industry with legislation and regulatory changes designed to help it break into the mainstream. Meanwhile, falling interest rates and ...