Financial repression and monetary debasement are certainties. Therefore, bitcoin's continued ascent is a certainty. ...

Core Viewpoint - Investors should consider allocating up to 15% of their portfolios to gold as it serves as an effective diversifier and performs well when traditional assets decline [1][4]. Group 1: Gold Market Insights - Gold futures are currently trading at $4,005.80 per ounce, having increased over 50% this year due to a flight to safety amid rising fiscal deficits and global tensions [2]. - The current market environment is likened to the early 1970s, characterized by inflation, heavy government spending, and high debt, which undermined confidence in paper assets and fiat currencies [2][3]. Group 2: Investment Strategies - Ray Dalio's recommendation of a 15% allocation to gold contrasts with the traditional 60-40 stock-bond portfolio strategy typically advised by financial advisors, who usually suggest a low single-digit percentage for alternative assets like gold [3]. - Jeffrey Gundlach, CEO of DoubleLine Capital, has suggested an even higher allocation of up to 25% in gold, citing ongoing inflationary pressures and a weaker dollar as key factors [4]. Group 3: Gold as a Hedge - Gold is highlighted as a unique asset that does not require reliance on others for value, making it a strong hedge against monetary debasement and geopolitical uncertainty [4].

[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Monday 6th October.Coming up on the show, the federal shutdown enters another week, but equities look poised to build on their recent strong run. France's prime minister resigns after less than a month in the post. French stocks plunge and gold hits another record high.So grab your coffee and let's own the morning. [Music] Well, the first thing you need to know is that the first thin ...

Group 1 - Digital Asset Treasuries (DATs) collectively manage an estimated $105 billion in Bitcoin, Ethereum, and Solana, positioning them among the largest holders of digital wealth outside exchanges and custodians [1] - DATs are emerging as a cornerstone in the digital asset markets, indicating a shift from volatility-driven trading to sustainable, capital-intensive strategies [2] - The structural bid from treasuries is slowing as market net asset values (mNAVs) compress, with ETF flows becoming more significant in the current market cycle [3] Group 2 - Analysts compare DATs to traditional financial conglomerates like Berkshire Hathaway, highlighting their evolution from rainy-day funds to influential investment engines [4] - DATs are actively investing and shaping ecosystems, similar to how sovereign wealth funds operate in traditional markets, with examples like the Solana Foundation funding various initiatives [5] - Ethereum-aligned treasuries are underwriting research and experimenting with tokenized incentives, further embedding themselves as economic engines [6][7] Group 3 - DATs can recycle blockchain revenues into growth, akin to how Berkshire Hathaway reinvests profits, utilizing transaction fees, staking yields, and ecosystem revenues for strategic redeployment [8]