Breakout Alert 🚨: Gold
Source: Barchart
Got Hard Assets?
Gold > Nvidia since Q1 2024 *Bloomberg terminal data. Lawrence McDonald @Convertbond
Stablecoin Tether bought more gold last quarter than every Central Bank.
Source: Sam Callahan @samcallah FT
Gold loves rising Japanese rates.
This remains a massive driver of the shiny metal, despite few talking about it on a daily basis. Source: The Market Ear
Only 5% of Fund Managers expect gold to trade above $5,000 by the end of 2026, none over $6,000
Source: BofA
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
