pascal.charpentier

[Eric Yeung 👍🚀🌕 @KingKong9888]

Ignore the noise out there. My whole thesis is that China is trying to build a parallel system to the US Treasuries collateral system, using international physical gold from countries around the world as collateral.

This is a huge new use case for gold. Instead of gold sitting idle in sovereign central bank vaults, and instead of sovereigns being forced to swap or sell the gold whenever they need FX liquidity, central banks would be able to access FX liquidity by posting their physical #Gold as HQLA collateral at gold hubs like Hong Kong, Singapore, and potentially London.

Even if the gold is rehypothecated several times at the dealer level, the leverage is greatly reduced compared with the 400:1 legacy LBMA paper gold market.

Going forward, gold will first have to be repriced higher so there is enough of it to serve as global collateral. It will also have persistent upside because central banks will need to accumulate more gold as collateral as their economies expand over time.

#Gold #Silver

[TheGladiator @TheGladiatorHC]

Luke Gromen believes the United States will ultimately be forced to revalue gold to between $15,000 and $20,000 an ounce, or potentially $26,000 to balance trade with China. He argues that defending the dollar over the bond market risks deindustrialization and critical shortages, which will eventually force creditors to demand physical gold. In his view, a gold revaluation would eliminate sovereign debt burdens and revitalize domestic manufacturing, though it would create substantial inflation. He expects this reset to arrive either through proactive policy or via an acute bond crisis.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US M2 money supply jumped +$113 billion in August, to a record $23.41 trillion.

YoY, M2 grew +5.7%, its largest YoY increase since May 2022.

This also marks the 3rd consecutive month of accelerating growth.

So far in 2026, M2 has risen by an average of +$136 billion per month.

This is 89% above the average monthly growth of +$72 billion recorded throughout 2025.

US money creation is gaining momentum.

[Bai, Xiaojun @oriental_ghost]

The People's Bank of China increased its holdings of gold by 830,000 ounces=23.53 tons in October, marking the 24th consecutive month of increase.

[Don Durrett - goldstockdata.com @DonDurrett]

Any silver mining stock bulls out there (expecting $200 silver) who don't own enough Avino? 🤔

[Bai, Xiaojun @oriental_ghost]

Central banks expanded their gold reserves at the fastest pace since the end of 2024 in the third quarter, the World Gold Council says https://t.co/9GzhmNyVdV

[pascal.charpentier @pascalcharpent4]

@KingKong9888 Amazing explinations

[Don Durrett - goldstockdata.com @DonDurrett]

I think he's right. But I would go further. I would say it's the last window in our lifetime. 🧐

[Bai, Xiaojun @oriental_ghost]

Two types of selloff. One is when the trend turns bad and long-term investors are eliminated. One is that speculators flee due to fear. The latter selloff is an opportunity! Fiat currencies are expanding and debt are increasing are the foundation for gold's long-term bullish!

[The Dude @Thedudesetx00]

The silver market traded 395 million paper ounces yesterday to manipulate spot under $50. The comex had 1164 deliveries and the LBMA had 1272. When the force majuere happens they will have spot as low as possible to cash settle. Banks got monthly close for Au and Ag right where they wanted it!!

[Garrett Goggin, CFA & CMT @GarrettGoggin]

Remember December 2015. Gold was breaking down through all support. Dovish hike by Yellen sent Gold 30% higher over the following 6 months and GDX mooned 3X. Setup is very similar here. Breakdown through support is sucking in shorts who will get their faces ripped off when Gold soon turns higher.

[Aidan @BuyingMyFreedom]

Silvers move lower... do you think it matters?

[David Lee @DavidLe76335983]

It is time like this past weeks that we should understand any #Gold bull run will have retracement to shake out traders. If you are in and out constantly timing the market, Gold is a difficult asset to make money. You have to have conviction of your investment thesis to ride out the storm

The massive move of gold in 1921-23 in the Weimar Republic was exactly like that. Even when the economic conditions looked dire, investors could be optimistic about any news and dumped gold and large price pullbacks on gold came. Your mental toughness is critical for you to persist in such gyrations

[Otavio (Tavi) Costa @TaviCosta]

There is a fundamental difference between the 2011 peak in silver and what we are seeing today.

Back then, rising prices were accompanied by a massive increase in production.

Today, that supply response is completely missing.

Don’t confuse a violent correction with the end of a cycle.

https://t.co/VDC5mLf0ag

[Don Durrett - goldstockdata.com @DonDurrett]

One thing is evident: many of the big buyers of gold didn't exist in 2008: Central banks, hedge funds, insurance companies, stablecoins, sovereign wealth funds, billionaires, countries, etc.

The number of buyers of gold has expanded dramatically. They will not let gold go much below $3,500 -- if we get that low.

[Eric Yeung 👍🚀🌕 @KingKong9888]

This is a good take by TaoRay:

“I didn't originally want to say this—you won't find such a straightforward revelation anywhere else across the entire web. But since so many people have been asking, I'll just lay it out. The underlying reason for the pressure on gold prices is actually a massive positive signal. One major abnormal factor behind the recent gold price movements is that many major central banks are taking advantage of this window to "secretly" ship gold back from the US to their own countries. The method they're using is to sell off the US gold and then repurchase it in new markets, completing the swap. Why go about it this way? Because under the current market sentiment, the buildup of selling pressure would be even greater. For example, if you sell ten tons of gold, the price will immediately get smashed down. Then you use shadow buyers to gradually repurchase those ten tons in batches, and the price won't even climb back to its previous high. Rinse and repeat, and you'll end up buying even more at a better deal. That's exactly what I mean when I say that national-level forces are ramping up their gold reserves right now—but since they're buying by weight, of course they want it cheaper. This is a form of market manipulation: suppressing prices to accumulate. But you need to understand that they hammer the price down hard when selling, take it slow when buying, and keep the cycle going, so prices stay under pressure. Yet in reality, physical gold is getting scarcer and scarcer until it hits a tipping point—ultimately, supply and demand will dictate the price. It will explode upward in an instant. So smart investors should see through the market sentiment, realize that the sentiment itself is just a tactic, and at a time like this, follow the lead of those national-level forces. Of course, the prerequisite is to keep an eye on your cash flow.”

#Gold #Silver

[pascal.charpentier @pascalcharpent4]

@baldguymoney @DonDurrett Amazing interview BRAVO

[Ben Rickert @Ben__Rickert]

A currency reset is not a crash.

A crash is loud and you can see it. A reset is quieter and in some ways worse. It rewrites the value of everything priced in the old fiat currency, while you are still playing by the old rules.

[Thorsten Froehlich @FroehlichThors1]

Ray Dalio's family office sticks to what he believes and says in interviews - the decline of fiat currencies. Hence, he holds 87% in Gold ETFs.

[SilverTrade @silvertrade]

🏦Trump Admin Brought In Judy Shelton to Do The UNTHINKABLE With Gold‼️ - Eric Yeung

🎇The KING KONG of Gold & Silver reveals that Judy Shelton may be positioned to manage a new Chinese gold hub in Hong Kong & the far-reaching implications for U.S. debt, global gold markets, & monetary realignment:
https://t.co/eMCQXFMW03