Silver is holding around $66 despite:
US 10Y: 4.8%
Brent: $98+
Fed hike odds: ~60%
The weaker dollar is helping.
Now it comes down to inflation.
Hot CPI = pressure on Silver.
Soft CPI = room to run.
Buying 1oz of Silver in the UK costs ~$91 with fees.
Buying the same oz of solana:SiLVFMgD3eD2rgK628NbTBq9MnuJF5FW2CRaVyTB35L (tokenized Silver) costs $66.
That’s a $25 difference in added fees. Treat yourself to the real deal.
It's almost been a decade since the last time this happened...
The last time BTC decoupled from stocks to this degree was 2015 (prelude to the 2017 bull market).
$JUP and $RAY both pumped CRAZY today
Here’s why:
$STONK from @LaunchOnSF ran to over $100M mcap in 24h
StonkFun just went live on Raydium LaunchLab (new coins launch and pool there)
RAY wins first, LaunchLab fees hit Raydium stack
JUP wins next, It routes the swaps including $STONK buybacks
While Pumpfun keeps volume on PumpSwap, StonkFun sends it through Raydium + Jupiter
What if it starts eating Pump market share?
@ZeusRWA Beauty is in the eye of the beholder
The market has spoken some want direct transferrable rights some just want a tracker and everything in between
🚨 DALIO’S SCARIEST LINE: THEY WILL MONETIZE THE DEBT AND CAPITAL WILL FLEE TO WHAT THEY CANNOT PRINT
When governments run deficits this large for this long, they eventually stop trying to sell all the new debt to willing buyers.
They create new money to absorb it. That extra money doesn’t stay contained. It leaks into prices.
Bond holders wake up holding paper that pays less than inflation. Savings that look “safe” quietly lose purchasing power year after year. People who thought they were conservative start realizing they were just lending at a loss.
That’s when capital starts moving.
Investors stop wanting to own the debt and start wanting things that cannot be created by a keystroke.
Gold has done this job for 5,000 years. They cannot print more of it. Its supply grows slowly. It has no CEO, no expiration date, and no promise that can be broken.
Ripple’s Brad Garlinghouse also sounded the alarm:
“Central Bank of Netherlands just spent months moving $11B in gold from New York to London.
~70% of it never actually left the ground. It was sold in NYC and repurchased in London. This reminded me of a story from 2013 – Germany took four years (!!) to move 674 tons of gold, worth $36 billion from vaults in Paris and New York.”
When paper assets deliver negative real returns, gold doesn’t have to “go to the moon.” It just has to hold value while everything else is being diluted. That’s the part most people miss until the dilution is already obvious.
RAY DALIO JUST TOLD YOU THE NEXT TWO YEARS ARE ALREADY DECIDED: MORE DEBT, MORE PRINTING, MORE GOLD
Silver deficits are piling up.
We are now in the sixth consecutive years of silver deficits.
Cumulative deficit are exceed one year of silver mine production.
At the same, time industrial demand is surging
How long can the market ignore these fundamentals?
BREAKING: The Fed is now expected to hike interest rates at their September 16th meeting after the August jobs report nearly tripled expectations.
Market expectations for a September rate hike are surging, now up to a 53% chance.