In a world of unlimited money printing and new taxes on unrealized gains, the only way to win is to own assets your government cannot print or debase. In this episode, I'm joined by Jeroen Blok, a professional investor with over 20 years of experience managing institutional wealth. Today we're unpacking his new book, The Great Rebalancing in three parts.From the systemic failure of the 6040 portfolio to the scarce asset solution involving Bitcoin and gold. We discuss why safe government debt has become a we ...

Peter Schiff on the dollar: Central banks are dumping treasuries and stacking gold. The coming crisis won't be global—it's American. And it'll make 2008 look like a Sunday school picnic. https://t.co/ySecSrEVo4 ...

Currency volatility will keep fading into the new year, traders say, with the policy paths of major central banks looking clearly defined for the foreseeable future https://t.co/k3m3IdvinE ...

Welcome back to Fast Money. Gold's rally shining even brighter. The precious metal hitting a fresh all-time high today as the US dollar continues to weaken.Gold miners also climbing the GDX up 20% over the past month and riding an 8-week winning streak. All these moves coming as the US gold reserve surpasses more than $1 trillion in value. Guy, >> yeah, that we'll shove that for a second.But you know, the dollar's lost I it's been the worst year for the dollar since 1973. dollar's lost 95% of its value sinc ...

Central banks are a cancer.Bitcoin is the answer. ...

Macroeconomic Analysis - Macroeconomic data suggests a clear path for central banks, with CPI & PPI showing no significant change [1] - Annual revision of job data reveals a drop of 911,000 jobs, the largest in history [1] - The fund suggests that monetary expansion and rate cuts are likely as the FED aims to stimulate the economy and prevent a recession [1] Investment Strategy - The fund indicates that this environment is typically favorable for risk-on assets [2] - The fund continues to seek opportunities in the markets through ETH and Altcoins [2]

Central banks are buying lots of gold.They realize fiat is fake and sound money will protect them. https://t.co/vkVbXksdpR ...

Crypto Adoption in Sub-Saharan Africa - Sub-Saharan Africa accounts for 2.7% of global crypto transactions between July 2023 and June 2024 [1] - Nigeria ranks second globally in crypto adoption, following only India; Ethiopia, Kenya, and South Africa are also significant players [1] - Stablecoins account for almost half of the region's total transaction volume, driven by their utility as a workaround for currency shortages [2] Stablecoins Market Dynamics - Stablecoins have a market capitalization of approximately $250 billion [3] - Estimated $5 trillion in stablecoin transaction volumes were settled last year [3] - About 50% of blockchain activity is related to stablecoins, with similar percentage observed in Africa [3] - Yellow Card has processed approximately $6 billion in transaction volume in the last several years, with 99% in stablecoins [4][5] Regulatory Landscape - Several African nations are developing digital asset regulatory frameworks, with some already established [6] - Kenya, Zambia, and Rwanda published draft legislation in March [6] - Morocco, which banned crypto transactions since 2017, recently presented draft legislation to lawmakers and the central bank [6] - Kenya's Finance Committee invited Yellow Card to help draft digital asset legislation [8] Market Influences - 70% of African economies have faced crisis levels of U S dollar liquidity in the last year [10] - Approximately 80% of intra-Africa payments are cleared outside the continent in U S dollars [11] Central Bank Engagement - The Central Bank of Ghana is working closely with the ecosystem to gain insights on innovation within the digital asset space [13] - The Central Bank of Ghana collaborated with stakeholders for over a year to establish a balanced policy framework [14] - A crypto chamber in Ghana is focused on consolidating the fragmentation between the ecosystem and the central bank [20] Interoperability and Financial Inclusion - Interoperability is crucial, especially between francophone and anglophone countries [17] - Stablecoins are important for interoperability and integration with potential CBDC projects [18] - Digital assets promote financial inclusion, particularly for the unbanked population [18]