Key Points While Bitcoin has dropped below the $100,000 price level, it could still hit $150,000 in 2026. If history is any guide, Bitcoin can rebound from a down year to post 75% gains the next year. A key catalyst for Bitcoin price appreciation in 2026 will be the Strategic Bitcoin Reserve. 10 stocks we like better than Bitcoin › Admittedly, it's not looking good for Bitcoin (CRYPTO: BTC) right now. The world's most popular cryptocurrency is down more than 7% for the year, and currently trades ...

Group 1 - The core viewpoint of the traders is a macro shift that will pressure the US dollar, with a cautious outlook for 2026 [3][7] - The stock market has seen upward momentum in 2025, largely driven by AI, but skepticism remains regarding its sustainability [3][4] - The traders are focusing on gold as a key investment, predicting its continued growth as the US dollar's status declines [4][5] Group 2 - Danny Moses emphasizes that gold is a critical indicator of economic stability and expects its price to rise alongside a weakened US dollar [5][6] - Vincent Daniel anticipates the continuation of the debasement trade in 2026, suggesting it will outperform the S&P despite potential volatility [6]

Gold Market Analysis - Gold is on pace for its best year since the 1970s, reminiscent of the years after abandoning the gold standard [1] - Central banks are moving out of dollar assets and into gold, hedging against economic uncertainty, trade wars, and geopolitical tensions [2] - Investors are starting to catch up to the gold trade, with flows entering into physical gold [3] - Geopolitical uncertainty and potential interest rate declines are expected to persist through 2026, driving gold prices higher [5] - Western investors have recently started moving into physical gold, suggesting further potential for growth [6] Silver Market Analysis - Silver is viewed as a complement to gold, typically rallying after gold's initial move [7] - Silver is increasingly recognized as an industrial metal, with growing industrial applications [7][8] - Investors are starting to allocate to silver, potentially due to gold's strong performance [9] - Silver miners offer more leverage than holding the physical commodity, but also carry execution risk [9][10] - Many silver miners have all-in sustaining costs below $15 per ounce [11] - Silver is often mined as a byproduct, making pure-play silver miners an area of investor focus [12] Copper Market Analysis - Copper is up approximately 35-37% year-to-date [13] - The copper market is evolving beyond its traditional ties to global economic health [14] - The energy transition, with nearly $2 trillion of investment last year, is providing underlying support for copper demand [14] - Increased electrification, artificial intelligence, and data center buildout are adding to copper demand [15] - Constrained supply and disruptions in the copper industry are likely to push the market into a deficit this year and in the medium to long term [16]

Market Trends & Investment Opportunities - Precious metals are experiencing a surge due to the "debasement trade," where investors seek assets other than fiat currency [3][5] - Platinum is highlighted as a potentially strong investment due to the EU's revised stance on internal combustion engines, removing negative pressure and opening upside potential [4] - The gold-platinum ratio suggests significant upside for platinum [4] Dollar Debasement & De-dollarization - The "debasement trade" reflects a desire to own assets other than fiat currency, while "de-dollarization" involves avoiding US dollars to evade US sanctions [5] - Central banks are driving gold demand as they seek to diversify away from the dollar and protect assets from potential seizure [6] Gold vs Bitcoin - Gold's long history and substantial market size ($30 trillion) provide a level of security preferred by central banks and individual investors, compared to Bitcoin's smaller market size ($15 trillion) [8][9] - Gold's proven resilience over millennia contrasts with Bitcoin's relative infancy as a 16-year-old market [8]

Core Viewpoint - The significant surge in silver prices, which increased by 126%, has raised concerns among analysts about the sustainability of this rally and whether it has outpaced fundamental factors [1][4]. Group 1: Drivers of Silver Price Surge - Silver's price increase in 2025 has been attributed to several established factors, including the debasement trade, lower interest rates, persistent inflation, geopolitical instability, dollar weakness, central bank demand, and strong industrial demand, particularly in solar and electric vehicle sectors [2]. - Physical shortages of silver at various times in 2025 have also contributed to notable price spikes [3]. Group 2: Analyst Perspectives - Analysts like Brett Donnelly express skepticism about the sustainability of the rally, suggesting that the gains appear disconnected from fundamental economic indicators, such as the U.S. deficit, which has not changed significantly [4]. - Donnelly notes that historically, after a 100% rally in a single year, subsequent returns tend to be poor, advising against holding silver into 2026 and recommending a shift to gold for those seeking debasement plays [5][6]. - Sameer Samana highlights technical indicators, noting that silver is close to being overbought, suggesting that investors may want to take profits and wait for a price pullback [7].

Group 1 - Gold has delivered returns of over 50% in 2025, marking one of its strongest performances in over a decade, with prices reaching record highs of almost $4,400 per ounce before stabilizing around $4,000 [1] - The term "debasement trade" reflects growing investor anxiety over global debt levels and the weakening U.S. dollar, which had its worst year in many [1] - Gold has outperformed bitcoin significantly in 2025, delivering returns that are eight times better than those of bitcoin [2] Group 2 - The market narrative has shifted between traditional safe havens like gold and digital alternatives such as bitcoin, with gold reaffirmed as a key store of value [3] - Peter Schiff, a prominent advocate for gold and critic of bitcoin, has seen his views validated by the market's performance in 2025 [2][3]

How would you you follow this obviously, at a granular level. How would you sum up the year in gold. There's been a remarkable year.It's kind of been one of those periods of time when gold, I think, has managed to punch its way into the mainstream of kind of the the debate in financial markets. And I think that has been mostly just a reflection of its price. You know, it's set it's up about 63% now or something like that, which, as you say, is its best year since 1979.And then I think as well as that, I thi ...

Core Viewpoint - Bitcoin was expected to double in value in 2025 but is currently down for the year, having fallen below both $100,000 and $90,000 price levels, raising concerns about a potential steeper decline [1] Short-term Investment Perspective - Gold has increased by 55% this year, outperforming Bitcoin, which is down 6% [2] - The argument that Bitcoin should track the price of gold is weakened as Bitcoin is declining while gold is rising, suggesting that investors may prefer gold over Bitcoin [2][3] Long-term Investment Perspective - For long-term investors, Bitcoin remains a viable investment due to its historical performance, having only three down years since 2010, with significant growth in other years [4] - Bitcoin is characterized by cyclical behavior, typically experiencing boom-and-bust cycles every four years, with a significant decline expected after substantial gains in 2023 and 2024 [5][6] - Despite recent price declines, Bitcoin still makes sense as a high upside investment for those with a five-year or longer time horizon [7]

Gold and Bitcoin have both been seen as beneficiaries of the "debasement trade" - as "insurance" assets for your wider broader portfolio, to the point where Bitcoin is sometimes described as "digital" gold. But how similar are they really? https://t.co/L7OstN2eQK ...

RT Nick Szabo (@NickSzabo4)Bitcoin since its inception has been climbing a learning curve : every year more long-term savers and investors learn about its superiority as a trust-minimized and dilution-minimized store of value. Its dominant signal thus resembles the price action of hot NASDAQ companies that are also climbing learning curves. And like hot stocks, that climb invites debt-funded speculation and the resulting volatility. Other signals are real and there but tend to get buried in the by the domin ...