Hello everyone. The great rotation from gold to Bitcoin may be upon us. Jordi Vitzer is going to break down the AI bubble. Retail investors can't stop buying the dip. And Elon Musk proves once again why he's the hardest worker in the room. We're live today from the desk of Anthony Pompiano. [Music] Before we get into today's episode, I need your help. My goal is to get to 1 million subscribers on YouTube. The people are saying it's not possible, but with your help, we're going to get there. We have 31,683 s ...

Summary of Key Points from the Conference Call Industry Overview - The focus is on the copper and tin markets, with revised price forecasts indicating bullish trends for both metals through 2026 [1][2]. Key Insights and Arguments 1. **Price Forecasts**: - Copper is expected to rise to $11,000 per ton in the near term (0-3 months) and average $12,000 per ton by Q2 2026, up from a previous forecast of $10,500 per ton [1][2]. - Tin is forecasted to reach $40,000 per ton by Q4 2025 and maintain this average through 2026 [3]. 2. **Market Drivers**: - The upward revisions in price forecasts are driven by anticipated stronger demand and constrained supply growth for both metals [1][2]. - Factors such as currency debasement concerns and expected physical market deficits are expected to overshadow near-term growth fears [2]. 3. **Catalysts for Price Increases**: - Several potential catalysts could accelerate copper prices to $12,000 per ton sooner than Q2 2026: - A new, more dovish Federal Reserve Chair could be announced soon [2][7]. - A potential China-US trade deal may be outlined around the APEC meeting in late October or early November [2][7]. - The US Supreme Court's decision on reciprocal tariffs could create temporary market optimism [2][7]. - A proposed $2,000 rebate per taxpayer could boost risk assets if tariff revenues continue at a high pace [2][7]. - Concerns regarding Federal Reserve independence could lead to lower real rates in the US [2][7]. - Significant cuts to copper mine supply guidance for 2026 may be announced, impacting supply dynamics [2]. 4. **Tin Market Dynamics**: - An expanded crackdown on Indonesia's informal tin mining sector is expected to prolong supply constraints, leading to a more formalized and state-controlled mining sector [3]. Additional Important Information - The report emphasizes the importance of considering macroeconomic factors and potential policy changes that could impact metal prices [2][7]. - The analysis includes a detailed forecast table summarizing the latest base metal price forecasts and revisions, highlighting the expected price movements for copper, tin, and other base metals [6]. This summary encapsulates the critical insights and forecasts regarding the copper and tin markets, providing a comprehensive overview of the expected trends and influencing factors.

It is time for Bitcoin to shine. Right now is the kickoff time. Let's dig into some of this data.First, we have James Lavish. He says that if you say you don't believe in Bitcoin, you might as well say you don't believe in inflation. Just look at this chart.That tight correlation, well, it suggests that investors are using Bitcoin as an inflation hedge asset. Now, JP Morgan analysts are now calling Bitcoin and gold the debasement trade. Now, this all makes sense, right.Investors are scared that governments ...

Bitcoin is trading near a record high. Joining us now, Anthony Pompiano, professional capital management founder and CEO. Anthony, it's good to uh good to see you. So, I have to tell you when I when we talk about crypto, Bitcoin, um it's you want to keep up to date. It's a big important market now with massive participation, but the story is always the same, isn't it? I mean, it's sort of like store of value, more people know about it and want to participate in it. Is there anything that's kind of moving th ...

Hello everyone. It's time for Bitcoin to shine. The debasement trade that's not going to stop anytime soon. Jordy Vist is going to break down the catalyst for Bitcoin through the end of the year. And Elon Musk released a new robot video that is going to scare the heck out of you. We're live today from the desk of Anthony Pompiano. [Music] Before [Music] we get into today's show, I need your help. My goal is to get to 1 million subscribers. Right now, we only have 28,089 subscribers. Hit the button and let's ...

Core Insights - Investors allocated a record $5.95 billion to Bitcoin and other crypto investment products last week, driven by global currency debasement concerns [1][4] - Bitcoin investment products alone attracted $3.55 billion, marking the highest weekly inflow ever recorded [1][4] - The price of Bitcoin reached a new all-time high of $125,506, reflecting a 10% increase over the past week [2][4] Investment Trends - Over $3.2 billion of the inflows were directed towards U.S. Bitcoin ETFs, indicating strong domestic interest [2] - Ethereum ETFs also saw significant inflows, totaling $1.48 billion, contributing to a rebound for both Bitcoin and Ethereum funds after previous outflows [4] - Altcoin investment vehicles, including Solana and XRP, received record amounts of $706.5 million and $219.4 million, respectively [4] Market Conditions - The inflows were attributed to a delayed reaction to the Federal Open Market Committee (FOMC) interest rate cut, weak employment data, and concerns regarding U.S. government stability amid a shutdown [3][6] - The ongoing U.S. government shutdown and anticipated interest rate cuts have led to a rally in Bitcoin, gold, and other cryptocurrencies as investors seek to hedge against currency weakening [6]

The spot gold price jumped 1.47% on Monday as investors sough refuge from political and economic uncertainty amid a U.S. government shutdown. | Credit: Pexels. Key Takeaways A weak dollar and inflation concerns have fueled a rally in the gold market. The spot gold price jumped 1.47% on Monday. An ongoing government shutdown adds to uncertainty about the health of the U.S. economy. Amid an ongoing U.S. government shutdown, investors have flocked to gold as a hedge against currency debasement. Un ...

RT Real Vision (@RealVision)Ok babe, so since the Treaty of Versailles, the world has been in a debt cycle loop. This makes governments debase their currency at ~8% a year.Now, if you add inflation, currently around ~3%, the new hurdle rate is 11%.Stocks, houses, diamonds, even my fancy Patek babe, they’re all peanuts next to the exponential gains of tech and crypto. You gotta be prepared, you have 5 years to marry me or unfuck your future…It’s all part of the Everything Code from legends @BittelJulien & @R ...

Gold has been on an absolute tear recently and many investors are wondering what has been going on. It's supposed to be a stable store of value with very little volatility on a day-to-day basis. That's why a 15% move in just a month has put all eyes on the precious metal.As a result, gold is on track for its seventh quarterly gain over the last eight quarters, which is its best streak since 2020 as well. Now, these large inflows are noteworthy, but they don't explain why so much capital is flocking to an as ...

Gold is up 40% in 2025. This is the single best year that gold has had since 1979. And people want to know why is the precious metal going higher.Well, I think there's two things. The first is that central banks are buying a lot of gold. And some of that may be because of geopolitics or they're worried about some sort of sanctions type risk.But I actually think the bigger driver is that this chart M2 money supply, it continues to go higher. M2 money supply just hit a brand new all-time high of $22.2% trilli ...