That old line — you either own paper or you own hard assets — made sense in a world where inflation cycles were shorter, balance sheets were smaller, and capital still respected gravity. I heard it constantly when I started in this business back in 1982. You picked a side. Paper meant you thought growth was coming. Hard assets meant you thought trouble was coming.What’s changed is not the rule, but the environment it operates in.As we head into the final stretch of 2025, both stocks and precious metals are ...

Core Insights - The article emphasizes the potential of small-cap stocks, particularly micro-cap stocks, which are often overlooked by Wall Street, presenting significant investment opportunities [1] - It advocates for investing in undervalued stocks that are backed by hard assets such as land, natural gas, oil, real estate, gold, and silver, which are expected to yield profitable returns [1] - The article highlights the importance of companies maintaining a strong balance sheet, specifically those with zero long-term debt, to better withstand economic downturns [1] Investment Strategy - The investment strategy focuses on purchasing undervalued, emerging stocks before they gain popularity, which can lead to lucrative gains, although patience is required [1] - The article suggests that the Federal Reserve's policies of creating digital and paper money contribute to the devaluation of the dollar, making gold a reliable store of value [1] - Companies with significantly more cash assets than debt are positioned to survive economic challenges, providing an opportunity for investors to capitalize on their undervalued status [1]

Bitcoin (BTC) has disappointed investors this year, trailing both gold and the tech-heavy Nasdaq 100 stock index, despite expectations that it would benefit from fiat currency devaluation. But according to a VanEck manager, the largest crypto asset could be setting up for a major comeback next year. "Bitcoin is lagging the Nasdaq 100 Index by roughly 50% year-to-date, and that dislocation is setting it up to be a top performer in 2026," said David Schassler, head of multi-asset solutions at VanEck, in th ...

Welcome to Morning Brief presented by Robin Hood, the home [music] to commission free trading. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures edging higher to kick off the holiday shortened trading week. Investors still hoping for [music] a Santa Claus rally to close out the last five trading days of the year. Plus, gold and silver [music] are climbing to new highs.rate cut bets fueling the surge, capping off a banner year with gold and [music] silver on tra ...

Long term: Inflation and valuation splits.If subsidies meet higher tariffs, inflation pressure could creep back. Hard assets and cash-flow-rich companies may lead the next cycle.The best part? You can trade the ones you believe in directly onchain: https://t.co/MSexjlLhsK https://t.co/Iv55QfzLwX ...

Market Overview - The cryptocurrency market capitalization has decreased by 0.9%, now at $4.33 trillion, with fewer than 10 of the top 100 coins appreciating in the last 24 hours [1][2] - Total crypto trading volume is reported at $193 billion [1] Price Movements - 92 of the top 100 coins are down, including 9 of the top 10 coins; Bitcoin (BTC) is down 1.1% to $123,375, and Ethereum (ETH) has fallen 1.2% to $4,535 [2][3] - Dogecoin (DOGE) experienced the largest drop of 3.4%, while Binance Coin (BNB) is the only coin in the top 10 that appreciated, rising by 2% to $1,200 [3] Top Gainers and Losers - Among the top 100 coins, only eight are up, with Provenance Blockchain (HASH) leading at a 13.4% increase to $0.03745 [4] - The largest declines are seen in Pump-fun (PUMP) and Ethena (ENA), which dropped by 9.4% and 8.5%, respectively [4] Market Sentiment and Trends - The "debasement trade" is gaining traction due to rising national debts and political instability, leading to a shift from fiat assets to cryptocurrencies [5] - Bitcoin's recent surge past $125,000 and gold's new highs indicate increasing demand for hard assets [5] Future Projections - Analysts predict that Bitcoin could reach $145,000 by the end of the year or early next year, following its recent high above $125,000 [6] - There is an expectation of a potential bear market next year, with the depth of the sell-off yet to be determined [6] - Spot ETF inflows are seen as a significant factor driving Bitcoin's price, indicating strong interest from institutional investors [6]

Investment Strategy - A barbell strategy involves investing in crypto and tech, holding Bitcoin as hard assets, and keeping fiat for working assets [1] - Fiat currency is primarily used for optimizing the lack of downside rather than upside potential, unless one is a forex trader [1] Currency Strength - The currency is considered one of the strongest [1]

Economic Concerns - The US is facing an almost $3 trillion deficit [1] - Potential consequences of the Federal Reserve cutting rates to 1% are being questioned [1] Investment Strategy - Recommendation to invest in long hard assets [1] - Suggestion to "relax and enjoy the ride," implying a long-term investment horizon [1]

📊 YTD Performance:• Gold: +32.47%• Silver: +31.77%• Bitcoin: +23.34%• USD: -9.53%"When the dollar falls, hard assets rise." — CryptoQuant https://t.co/m2hDxAqcc1 ...

Market Trends - Hard assets such as gold and Bitcoin are expected to benefit from multi-decade tailwinds due to a global bond exodus [1]