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15 Jul 2025

Here's a funny one...

Vanguard, via its funds, is now the single largest shareholder of Strategy. Still can NOT buy spot bitcoin ETFs on their brokerage platform... Source: Bloomberg, @NateGeraci on X

15 Jul 2025

The electrification theme in 4 charts

Platinum, palladium, copper, uranium. Four key metals in the electrification of everything. As highlighted by @DimitryFarberov on X, their quarterly charts are starting to come alive. • Copper just broke out of a 15+ year base • Platinum finally cleared its downtrend • Palladium trying to bottom at major support • Uranium still in its handle, consolidating after a huge move Different charts, same theme.

15 Jul 2025

Silver surges above $39 for the first time since the first US downgrade in Aug 2011

Source: zerohedge

15 Jul 2025

BofA forgot to include bitcoin in their "best performing asset of the decade" table.

Bitcoin $BTC is up almost 1600% this decade 📈📈

15 Jul 2025

Yield on Japanese government hashtag#bonds are back to the highs they reached in May.

Japan was always held up by the MMT (Modern Monetary Theory) crowd as an example for how debt doesn't matter because governments can always cap yields. That view needs to be retired along with MMT. Fiscal space seems to be finite. Not infinite. Source: Robin Brooks, Bloomberg

15 Jul 2025

Federal Reserve just issued a joint statement with 2 regulators confirming that banks can offer Bitcoin and crypto custody.

Source: Bitcoin archive

15 Jul 2025

Oops... Jim Cramer just coined a new acronym PARC

Palantir $PLTR AppLovin $APP Robinhood $HOOD Coinbase $COIN Is it the end of the party for these 4 high flying stocks? Source: Evan on X

14 Jul 2025

Gold now outperforming the U.S. Stock Market (dividends included) over the last 25 years.

Incredible! Source: Barchart

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