Markets
Strive CEO: Bitcoin Could ‘Go to Infinity' as Dollar Debt Crisis Breaks
Strive CEO: Bitcoin Could ‘Go to Infinity' as Dollar Debt Crisis Breaks
opinion
Energy
Total Insecurity: How TotalEnergies’ LNG Trade Puts France and Europe at Risk - Oil Change International
Total Insecurity: How TotalEnergies’ LNG Trade Puts France and Europe at Risk - Oil Change International
macro
Bessent “I am the House” Has Failed
Scott Bessent, the US treasury secretary, announced that the treasury department would triple its buyback of US treasuries, increasing the operation from $2bn to $6bn. I have clients who can triple that in seconds. Bessent was part of the whole group of what I call “The Club.” They were never trade
macro
Iran Is Watching Its Economy Collapse in Real Time
Iran is now watching its economy unravel in real time. The Statistical Center of Iran reports that GDP collapsed 10.1% during the first quarter of the Iranian calendar year, from March 21 through June 20, compared with the same period last year. Take oil out of the calculation and the economy still
Markets
Gold’s bull run isn’t over: TD Securities sees next leg above $5,000 - Kitco
Gold’s bull run isn’t over: TD Securities sees next leg above $5,000 - Kitco
Geopolitics
The Fed and Treasury Are Finally Pulling in the Same Direction - The Dark Side Of The Boom
The Fed and Treasury Are Finally Pulling in the Same Direction - The Dark Side Of The Boom
macro
Fed must decide between rate cuts or hikes for long-end yields, Luke Gromen argues - Traders Union
Fed must decide between rate cuts or hikes for long-end yields, Luke Gromen argues - Traders Union
opinion
Money Supply Growth Continues at an Elevated Pace Despite Fed’s tough Talk - SchiffGold.com
Money Supply Growth Continues at an Elevated Pace Despite Fed’s tough Talk - SchiffGold.com
Markets
Gold price will hit $4,900/oz in 2026 on strong sovereign demand as China buys 75% more than reported in July – Goldman Sachs - kitco.com
Gold price will hit $4,900/oz in 2026 on strong sovereign demand as China buys 75% more than reported in July – Goldman Sachs - kitco.com
Crypto
BitGo CEO Mike Belshe: Why Dollar Debasement Fuels the K-Shaped Economy
Bitcoin Magazine BitGo CEO Mike Belshe: Why Dollar Debasement Fuels the K-Shaped Economy BitGo CEO Mike Belshe breaks down why tokenization is about expanding access, fixing a settlement system built during Wall Street’s 1960s paper crisis. This post BitGo CEO Mike Belshe: Why Dollar Debasement Fue
macro
Beijing now overdependent on exports, Michael Pettis notes - Traders Union
Beijing now overdependent on exports, Michael Pettis notes - Traders Union
macro
People Will Switch from Local Currencies to Dollars as Stablecoins Become More Prominent: Report - Crowdfund Insider
People Will Switch from Local Currencies to Dollars as Stablecoins Become More Prominent: Report - Crowdfund Insider