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
Tokenized gold just flipped Gold ETFs in performance.
Same metal in the same vaults, but one lives on ETH and suddenly performs 60% better because it trades 24/7. Gold bugs just became crypto users and they don't even know it yet Source: Katusa Research
💰 How Much Gold Is Left to Mine?
To visualize: • 🟨 All the gold ever mined would fit inside a cube just 22.3 meters wide — smaller than the Great Pyramid of Giza. • 🟨 Remaining reserves would form a cube of 15.2 meters per side. • ⛏️ Two-thirds of all gold in human history has been extracted since 1950, a period of accelerated mining and financialization. 📊 Source: World Gold Council, Britannica, Live Science Source: INVEST
The Bitcoin / Gold pair rebounded perfectly off resistance (the election and liberation day marked the other lows)...
Source: zerohedge
JP Morgan: “After taking 12 years to double from $1,000 to $2,000 (2008–2020), gold doubled again in just 5 years, crossing $4,000 this month.
The move from $3,000 to $4,000 took ~200 days — and from $3,300 to $4,300 only ~60.” Source: The Market Ear, JPM
Gold to Silver ratio through history
Source: Ali C on X
Goldman's gold forecast
"We remains structurally bullish on gold, and still see upside risk to our 4,900/toz End-2026 forecast" Source: zerohedge
Goldman on gold's Tuesday flush:
"The best answer we have for the largest % move in 10 years is (simply) positioning, and that we’ve rallied for 9 consecutive weeks. The ease of trading an ETF for quick exposure has been on full display; as of [Tuesday's] close $GLD accounted for 8% of all notional US-listed ETF volumes, its largest share of activity in our dataset. Flows on the ETF desks skewed (unsurprisingly) strongly better for sale today". Source: Neil Sethi
