RT Joseph Chalom (@joechalom)There is $700T of financial assets that are about to be tokenized and brought on decentralized railsMy base case is majority of them will live on EthereumAs more assets get secured on Ethereum, the token securing the network should rise in value as well ...

Core Insights - A significant shift is occurring in the investment landscape, with gold miners outperforming tech stocks like Nvidia, indicating a migration of capital from overvalued financial assets to undervalued commodities [1][4][6] Group 1: Performance Comparison - Gold miners, tracked by the VanEck Gold Miners ETF (GDX), have surged by 93%, while silver miners, tracked by the Global X Silver Miners ETF (SIL), increased by 90% [3] - In contrast, Nvidia's stock, part of the Magnificent Seven, only rose by 14%, highlighting a stark divergence in performance [3] Group 2: Market Dynamics - The current market environment is characterized by sticky inflation, potential Federal Reserve rate cuts favoring hard assets, and geopolitical tensions driving gold prices towards $4,000 per ounce [4] - The market cap of Nvidia, at $4.34 trillion, significantly overshadows the combined market cap of all copper, gold, and silver producers, suggesting a potential for a painful correction in Nvidia's valuation [4] Group 3: Energy and Future Outlook - Nvidia's growth is hindered by an energy infrastructure that is "50 times smaller" than what is required for mega data centers, raising concerns about its sustainability [5] - Uranium and nuclear stocks, currently undervalued, are positioned as potential future leaders in energy supply, contrasting with Nvidia's high market cap [5] Group 4: Investor Sentiment - Despite gold reaching all-time highs, massive ETF outflows indicate that retail investors have not yet fully engaged, suggesting further upside potential for gold [6] - The prevailing sentiment among savvy traders is to pivot from Nvidia hype towards investing in hard assets like gold, as the market signals potential stagflation and debt crises [6]

Market Disruption - Markets for goods, services, financial assets, and labour are expected to be upended [1]

World’s Most Valuable Financial Assets(Measured in Trillions of Dollars)1) Gold = $22.7T2) Nividia = $4.0T3) Microsoft = $3.7T4) Apple = $3.1T5) Bitcoin = $2.4T <———6) Amazon = $2.3T7) Silver = $2.2T8) Alphabet = $2.1T9) Meta = $1.8T10) Saudi Aramco = $1.6T ...