U.S. debt has been growing much faster than the economy for over two decades
Since 2000, U.S. debt has compounded at 7.7% annually, far outpacing nominal GDP (~4.5%) and the 10-year Treasury yield (~4%). Meanwhile, gold supply has expanded by only about 1.5% per year. For central banks, the contrast is striking: one asset becomes increasingly abundant as debt issuance accelerates, while the other remains structurally scarce. That helps explain why many central banks have been steadily increasing their gold holdings in recent years. Source: Lukas Ekwueme @ekwufinance
BIGGER THAN GOLD: WHEN INNOVATION OUTVALUES THE WORLD’S MOST HISTORIC STORE OF WEALTH
Source: Investorsight
BREAKING: Gold is down -2% in the last 2 hours, falling below $3,950 and hitting a 34-week low.
Gold is now down -30% from its peak, wiping out over $12 trillion in market value. Source: Bull Theory @BullTheoryio
Gold isn't about cash flows or valuations. It's about trust.
For centuries, gold anchored monetary systems and provided confidence when fiat currencies eventually lost it. Today, global debt has exploded to $350 trillion, while only about 25% of all fiat money is backed by the value of all the gold above ground, down from 60–100% throughout most of history. At the same time, governments continue printing money to finance ever-rising debt. China appears to understand this dynamic: it is simultaneously expanding debt and aggressively accumulating gold. If history rhymes, gold may not simply rise in price—it may be revalued as confidence in fiat currencies is tested. Source: jeroen blokland
Could it be one of the most important breakouts developing in the entire commodity complex?
Source: Tavi Costa, Bloomberg
All the gold ever mined fits in a sphere 107 ft wide.
216,300 tonnes above ground. Worth around $29T That's it and that's the whole supply. It grows about 2% a year, and you can't print more. Source: Jack Prandelli on X, Visual Capitalist
A tough time for store of values
Source: Bitcoin Magazine
🚨Gold and silver are getting wrecked.
Last 30 hours: - Gold down -3.87%, wiping out $1.1 trillion. - Silver down -9.18%, wiping out ~$400 billion. Since the war started: - Gold down -25%, erasing $9.4 trillion. - Silver down -38%, erasing $2.7 trillion. From all time highs: - Gold down -28%, $11 trillion wiped. - Silver down -51%, $4.6 trillion wiped. Precious Metals were supposed to surge on war fear. Instead they crashed when the war started, and now they're crashing again as the war is ending. A buying opportunity ? Source: Bull Theory
