Gold and gold miners together represent about 5% of total global assets.
That is approximately 7–5 times below the highs reached in prior cycles. Source: Tavi Costa, Bloomberg
Yesterday was officially the first day Bank of America stock has fully recovered from the Global Financial Crisis.
Source: Dividendology @dividendology
While everyone’s watching bitcoin… stablecoins quietly crossed $311 BILLION in circulation — processing more payments than Visa this year.
And nobody’s talking about it. Tether & Circle now hold $200B+ in U.S. Treasuries, earning $15B/year in interest — while moving $10 TRILLION across a system Wall Street can’t even see. Every stablecoin = a Treasury bond purchased. Every transaction = U.S. dollar dominance extended. Latin America runs on USD stables. The Middle East moves crisis liquidity through them. Corporates slash cross-border costs 70% — no banks, no permission, no friction. Welcome to the Eurodollar 2.0 era: faster, traceable, and Congress-approved. 📊 The numbers don’t lie: $1.5T Treasury demand by 2027 $50B+ in annual U.S. debt savings 55% growth in ten months 1-second settlement Meanwhile… China’s digital yuan? still not there. Where could we be heading by 2028? 💵 $2T in circulation? 🌍 25% of global remittances? 🏦 Trillions in tokenized assets? 🔗 A fully re-plumbed global financial system? The U.S. Dollar went digital — and didn’t even ask permission. Source: Shanaka Anslem Perera ⚡ @shanaka86 on X
Challenger Job cuts was one of the reasons for the equity market weakness yesterday..
Given the lack of government data, any report gets huge attention... Source: RBC, Bloomberg
Treasury TGA is about to break $1T. Only time bigger was during C-19.
Treasury can’t spend because of shut down. QT ends in December, $70B of buying per month. Potential liquidity tsunami is about to hit the system
Is bitcoin weakness signalling more downside ahead for the Nasdaq?
Source: Bloomberg
Robinhood $HOOD now has 11 separate business segments generating more than $100 Million of revenue on an annualized basis.
Source: Source: Evan @StockMKTNewz
$SPY S&P 500 is back at multi-month channel support.
Can the bulls pull off another stick save? Source: TrendSpider LLC
