🪈 Gameel

[The ₿itcoin Therapist @TheBTCTherapist]

$58,000 today feels exactly the same as $16,000 did in 2022. Nothing has changed.

Bitcoin is still the best asset in the world.

[Chaitanya Jain @CJ_Bitcoin]

We now have 32 years of dividend coverage through our $BTC Reserve and 10 months through our USD Reserve.

[Otavio (Tavi) Costa @TaviCosta]

A reminder that Jerome Powell was once considered a market-oriented hawk at first.

Then the Fed went on to become one of the most dovish central banks in history.

Everyone is a hawk until the economy starts to crack.

https://t.co/wOUMOsKJC0

[Otavio (Tavi) Costa @TaviCosta]

The next 25 years could require as much copper as humanity has produced throughout its entire history.

Every major leap in economic development has been accompanied by a surge in copper demand.

The Industrial Revolution.
The buildout of electrical grids.
The rise of telecommunications.
The rapid urbanization of emerging economies.

Each of these transformations pushed copper consumption to levels that previously seemed unimaginable.

Yet the demand requirements emerging today may be larger than anything the industry has faced before.

https://t.co/zlCUALIP42

[Jake Sherman @JakeSherman]

🚨🚨BREAKING NEWS: THE SENATE will go home until June, leaving the reconciliation bill unfinished.

THUNE just told senators in the room.

All because of the DOJ weaponization fund.

House is expected to follow suit soon.

me and @AndrewDesiderio

[Eleanor Terrett @EleanorTerrett]

This means the Clarity Act will now be competing for floor time in June with reconciliation, FISA, as well as the housing bill that passed the House this week.

The reality of whether the Senate can get two major pieces of legislation done amid time constraints and competing priorities is beginning to set in, and the question of whether one will inevitably slip into July is now being asked.

There are four working weeks in June and just three in July before the August recess.

[Rajat Soni, CFA @Rajatsoni]

I'm a proud buyer of Bitcoin at any price

I bought at $126K

But I also bought at $15.7K

I plan to keep buying forever, at any price, because I don't want fiat

[Otavio (Tavi) Costa @TaviCosta]

This remains one of the most important charts of the next few years ahead.

Do not underestimate the power of long-term decline in the dollar.

Ignore the near term moves in the counter direction, in the big picture the US dollar is at a critical juncture and US policymakers have no option but to devalue the currency.

The implications out of this move will be profound.

https://t.co/XiogYIdEzM

[Adam Livingston @AdamBLiv]

It's almost halfway through 2026 and we still have the opportunity of sub-$77k Bitcoin.

Pretty cool considering the asset is going to $1 million.

[Ray Dalio @RayDalio]

While Bitcoin gets a lot of attention, it hasn’t played the safe-haven role many expected. In my view, there are a few reasons why.

First, Bitcoin lacks privacy. Transactions can be monitored and potentially controlled, which is why central banks aren’t looking to hold it.

Second, it also has a high correlation with tech stocks. When investors get squeezed in other areas of their portfolio, they sell their Bitcoin to cover it.

Third, it’s a relatively small and controllable market, whereas gold stands alone. There is only one gold.

Ultimately, gold is more widely held, deeply established, and still plays a central role in the global system.

[Wall Street Mav @WallStreetMav]

The free cash flow for gold and silver mining companies is amazing right now, and that is even after the pullback from the high metal prices of January 2026.

I used to have 10 different gold/silver mining stocks in my portfolio, but now I have reduced that to only two.

Aya Gold & Silver is moving from the OTC to Nasdaq on Monday. The ticker is changing also. It was AYASF. Now it will be AYA starting tomorrow.

If you are going to pick one stock in this sector, I think Aya is the silver/gold mining stock to hold for the next 3 or 4 years.

- Producing 6 million oz silver now at Zgounder, their first mine.
- $250+ million in free cash flow

- Building 2nd mine, Boumadine, which will produce 37 million oz silver equivalent (gold, silver, lead and zinc) in 2029 or 2030.

- No stock dilution, 1st mine is so profitable that it funds the huge Boumadine project construction

- Revenue and profits will increase by 6x or 7x, even if silver and gold prices stay at the current levels. If silver and gold go up from here, Aya has even more upside.

[Jesse Myers @Croesus_BTC]

Update: Bitcoin bounced out of oversold, rallying against Gold.

Every time this has happened in Bitcoin's history, it was the start of a 2+ year bull market.

[Otavio (Tavi) Costa @TaviCosta]

Brazilian small caps have just poked their head above a 15-year resistance level.

This is shaping up to be a major breakout that still remains largely off the radar.

Small caps have drastically lagged large cap companies in Brazil, and ignoring them here could be a costly mistake in my view.

When a secular move begins to unfold, underperforming assets often turn into the biggest opportunities.

https://t.co/qt4cl5Or19

[Gary Savage @garysavage1]

I think this correction is going to turn out to be the half 8 year cycle low. It will convince everyone the bull is dead and in the process will build the fuel for the next (possibly last) phase of the secular bull market.

The good news is we've rebuilt the wall of worry which means the next bull phase should have several more years to run rather than several more months.

I'm still in the camp that the final bubble run will occur during this 8 year cycle. So maybe around 2028/29 we get that $10,000-$15,000 blow off top.

[Otavio (Tavi) Costa @TaviCosta]

Yesterday, Kevin Warsh said he favors using trimmed-average inflation measures...

Of course he does....

It’s probably the only “inflation” gauge still somehow trending lower.

Yep.... I’ll say it again:

None of us own enough hard assets.

https://t.co/psqdXXGW7Q

[Otavio (Tavi) Costa @TaviCosta]

Hearing Kevin Warsh talk about Fed independence, and watching hard assets sell off on that, feels a lot like the hype around DOGE.

Great in theory, but ultimately unrealistic.

The reality is that government debt has reached a scale that no brilliant policymaker can solve.

Mute the noise here.

There’s only one job left:

Lower rates to make the federal debt more affordable.

None of us own enough hard assets.

https://t.co/IoinIYVcyL

[Adam Livingston @AdamBLiv]

STRC just hit 90% of MSTR's daily trading volume.

5 months ago it was 10%.

Let that sink in.

A 11.5% fixed income instrument backed by Bitcoin is becoming one of the most liquid preferred stocks in America.

$100 par. 11.5% coupon. Volume going parabolic.

This is what happens when you give the world a way to earn yield on the hardest money ever created - without the volatility.

[🪈 Gameel @mari9602]

When Bitcoin breaks all time highs again this year,

1. The 4 year cycle will be proven decisively wrong.
2. The Quantum FUD will fade into background.
3. The nonsense that MSTR "must sell BTC" will die.
4. None of the people who sold will have bought back in.

Have a great day.

[Jordan Roy-Byrne CMT, MFTA ⛏⛏ @TheDailyGold]

I refined my Gold analog chart to improve the target.

Gold’s only three major breakouts: 1972, 2005, and 2024.

The 2024 breakout most closely mirrors 1972, not 2005 (which broke a long base but not to new all-time highs).

Performance is slightly weaker than 1972 and ~6–7 months behind.

I’ve shifted my model weight from 50/50 (’72/’05) to 75/25, reflecting stronger similarity to 1972.

The 75/25 analog peak in 1973 (Point B) aligns with Gold’s recent top before this correction. Gold corrected 29% then and corrected 27% in past few months.

The analog projects an $8,000 target in Q4 2027. 📈

[Wall Street Mav @WallStreetMav]

I am extremely bullish on silver prices long term. There are clearly supply shortages in this market which has caused the increase in the silver prices from $30 last year to over $70 today.

The issue is global silver mine supply. It is in decline. All of the mines in the world produced 900 million oz in 2015. In 2026 it will be about 820 million oz. Production is steadily declining. The best mines have been found and depleted.

Meanwhile silver demand is still increasing. EVs, solar panels, electronics, Ai chips, etc.

I have invested in physical silver, but I also invest in a few silver mining stocks. Most mining stocks are struggling just to maintain current silver production. The key is to find the companies that can increase production.

My top silver stock in my portfolio is Aya Gold & Silver (ticker AYASF). The reason why is because this company is one of the few that can seriously increase it's production in the coming years.

They are already producing 6 million oz of silver per year from their first mine, Zgounder. They mine at a cost of $20 per oz, they are selling their silver at over $70 per oz. That is over $50 per oz profit margins on 6 million oz.

They are building their next mine, Boumadine, which is currently projected to produce 37 million oz AgEq in 2030.

So this is a company that will increase revenue and profits by about 6x to 7x even if gold and silver prices remain at current levels. If gold and silver prices increase from here, the upside for AYASF is even higher.

Here is a brief clip from an interview last week where the CEO, Benoit La Salle, walks through the numbers and the comparison to other silver miners. Benoit has built multiple mines in his career and he is doing it again with Aya (ticker AYASF).

I will leave the link to the full interview in the replies below. This is just a brief clip.

Bookmark this post. I will be posting about Aya regularly in the coming years.