Group 1 - The core viewpoint of the news is that the A-share market's gold concept stocks experienced a significant decline, with major stocks like Xiaocheng Technology dropping nearly 18% and Feinan Resources over 15% [1] - The overnight prices of gold and silver saw a sharp drop, with spot gold falling from nearly $5,600 to around $5,100, and spot silver dropping from $121 to below $107 [1] - Analysts suggest that this rapid and substantial correction in gold and silver prices may indicate that the prices have reached recent highs, with implications for future market movements [1] Group 2 - Xiaocheng Technology's stock fell by 17.97%, with a total market value of 19 billion [2] - Feinan Resources experienced a decline of 15.23%, with a market capitalization of 11.6 billion [2] - Mankalon's stock decreased by 14.47%, with a market value of 5.205 billion [2] - Other notable declines include Diah Shares down 10.56% and Zuzhubao down 10.02%, with respective market values of 14.2 billion and 3.289 billion [2] - The overall trend shows that multiple gold and silver-related stocks are facing significant downward pressure, with many hitting the 10% limit down [1][2]

If Powell was trying to calm things down, it didn’t work on the hard‑money crowd. Peter Schiff, who has been hammering the case for gold and silver for years, immediately framed the market’s reaction as a referendum on the Fed.When I put those pieces together, it feels like the Fed is quietly saying, “We see it, but we’re not going to let gold bully us,” which is not the message metals traders wanted to hear.The combination of rate‑cut expectations, geopolitical stress and central‑bank diversification has d ...

Neils ChristensenNeils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada. He has worked exclusively within the financial sector since 2007, when he started with the Canadian Economic Press. Neils can be contacted at: 1 866 925 4826 ext. 1526 nchristensen at kitco.com @Neils_cShareDisclaimer: The views expressed ...

Core Insights - The cryptocurrency industry experienced significant excitement when Bitcoin reached a new all-time high of over $126,000 in early October 2025, with many claiming it had established itself as the world's top asset [1] - Bitcoin is often compared to gold, with proponents labeling it as "digital gold" due to both assets having limited supply and being viewed as stores of value against inflation [2] - Following a crypto flash crash on October 10, 2024, Bitcoin struggled to recover, while gold saw increased demand, reaching new all-time highs [3] Performance Comparison - Since 2022, Bitcoin has surged by 429%, outperforming gold's 177% increase, silver's 350% rise, and the Invesco QQQ's 140% gain [4] - Despite a challenging period, Bitcoin has been described as having "spanked everything so bad" in 2023-24, indicating its strong performance relative to other assets [5] - The current sentiment among Bitcoin maximalists is low, but analysts suggest this perspective may be short-sighted, as Bitcoin is seen to be taking a necessary pause to align with its institutional narrative [5]

ToplineGold and silver prices surged early Thursday morning, with silver toppling the $120 mark and gold nearing an all-time high of $5,600, up more than $200 from just one day ago as tensions between the United States and Iran mount and the dollar weakens. The prices of gold and silver have surged this week. (Photo by Yoray Liberman/Getty Images)Getty ImagesKey FactsThe price of gold is about $5,535.10 as of 9:30 a.m. EST, up more than 4.3% today but slightly down from an all-time high of $5,586.20 earlier ...

1月29日，尽管金银价格在触及历史高点后呈现出一定的超买迹象，但Mhmarkets迈汇认为，支撑贵金 属走强的底层逻辑已发生根本性改变。随着美元指数持续走弱，全球投资者的风险偏好正显著从传统信 用资产向硬资产转移。这种情绪的转变并非短期波动，而是对全球金融格局深度调整的直接反馈。 在特朗普政策议程引发的经济波动中，黄金与白银展现出了极强的防御属性。Mhmarkets迈汇表示，当 前白银已强势站上每盎司110美元大关，黄金则在5，300美元附近稳步交投。这一现象背后是"去美元 化"进程的提速以及对联储独立性的担忧。尤其是在2025年美元指数录得近50年来最差年度表现之一 （跌幅达9.4%）后，市场对美元作为主要储备货币的长期地位产生了深刻质疑。进入2026年1月，美元 指数进一步滑落至95.55点的多年低位，这种下行惯性为贵金属提供了充足的上涨动能。 针对近期出现的"抛售美国"情绪，激进的贸易关税政策和诸如购买格陵兰岛等具有高度不可预测性的行 动，正持续扰动全球供应链并加剧通胀预期。当美元购买力下降导致进口成本上升时，黄金作为通胀对 冲工具的吸引力便愈发凸显。Mhmarkets迈汇表示，此外，日本债券市场的剧烈 ...

Core Insights - Gold prices have surged, approaching $5,600 per ounce, marking a significant increase of over 27% in the past year and nearly 100% year-to-date [1][2] - The rally is driven by geopolitical tensions, a weaker U.S. dollar, and speculation regarding potential monetary easing by central banks [2] - Tether has expanded its physical gold holdings to approximately 140 tonnes, valued at around $23 billion, positioning itself as one of the largest non-sovereign gold holders globally [2][3] Market Dynamics - The total market capitalization of gold is estimated at roughly $37 trillion, while Bitcoin's market cap is around $1.8 trillion [6] - A notable 5% increase in gold prices on a single day added the entire market cap of Bitcoin, highlighting the scale of the gold market's movement [4] Future Considerations - Potential scenarios that could trigger a rotation between gold and Bitcoin include renewed monetary expansion, stress in bond markets, and shifts in investor psychology [7] - If the Federal Reserve engages in large-scale balance sheet expansion, both gold and Bitcoin could benefit, with Bitcoin potentially outperforming due to its higher beta [7] - Stress in bond markets could enhance gold's appeal, while Bitcoin may regain its status as an uncorrelated hedge if market conditions worsen [7]

Core Viewpoint - The price of gold is experiencing an unprecedented rise, with predictions from JPMorgan suggesting it could reach between $8,000 and $8,500 if private investor allocations increase to 4.6% from the current 3% of their portfolios [2][3]. Group 1: Price Predictions and Market Sentiment - JPMorgan's global market strategist, Nikolaos Panigirtzoglou, indicates that an increase in private investor allocations to gold could lead to a significant price surge [2]. - Gold's price is on the verge of reaching $5,600 per ounce, following a 10% increase in just four trading sessions, reflecting a strong investor sentiment towards precious metals [4]. - The combined market value of gold and silver has surpassed $41 trillion, indicating a notable shift in investor focus towards these assets [4]. Group 2: Portfolio Allocation and Economic Context - Panigirtzoglou suggests that gold could serve as a partial replacement for bonds in a balanced portfolio due to current economic policies [3]. - The analyst has cautioned about potential risks, noting that commodity trading advisers are heavily invested in gold and silver, which may lead to near-term pullbacks due to profit-taking [3]. Group 3: Performance Metrics - Over the past year, the SPDR Gold Trust (NYSE:GLD) has seen a remarkable increase of 94.56% [5].

Core Viewpoint - Versamet Royalties Corporation has announced a bought deal offering of 9,100,000 common shares at a price of C$13.75 per share, aiming for gross proceeds of C$125 million, with an option for underwriters to purchase an additional 15% to cover over-allotments [1][2] Group 1: Offering Details - The offering is expected to close on or about February 9, 2026, pending necessary regulatory approvals [2] - The net proceeds from the offering and a concurrent private placement will be utilized to repay debt, fund future acquisitions, and for general corporate purposes [3] - The common shares will be offered via a prospectus supplement to the company's base shelf prospectus, available in all Canadian provinces except Quebec, and may also be offered in the U.S. under Rule 144A [4] Group 2: Company Overview - Versamet is an emerging mid-tier precious metals royalty and streaming company focused on creating long-term per share value for its shareholders through the acquisition of high-quality assets [6] - The company's common shares are traded on the Toronto Stock Exchange under the symbol "VMET" [6]

Core Viewpoint - Blackrock Silver Corp. has appointed Sean Thompson as Head of Investor Relations, aiming to enhance its market profile during a pivotal time for the company [1][6]. Company Overview - Blackrock Silver Corp. is a junior precious metal exploration and development company focused on adding shareholder value through its 100% controlled Nevada properties, which feature low-sulphidation, epithermal gold and silver mineralization [8]. Appointment Details - Sean Thompson brings over 17 years of experience in the metals and mining sector, with a strong background in strategic communications and stakeholder management for high-growth companies [2][6]. - Prior to joining Blackrock, Thompson held senior roles at successful precious metals developers, including Atlantic Gold Corp. and Kaminak Gold Corp., both of which were acquired in significant M&A transactions [3][5]. - Thompson was recognized for his excellence in investor relations, winning the "Best IR by a TSX Venture listed Company" award in 2018 and receiving a nomination in 2016 [4]. Compensation Structure - In connection with his appointment, Thompson has been granted 200,000 stock options at an exercise price of $1.53 per share, with vesting occurring over three years [7].