Evidence
đ Historical data of gold's percentage in central bank reserves in the 1980s.
đ Current trend of central bank gold accumulation.
đ The argument that central banks are price-insensitive buyers.
Condition: If gold's percentage of total central bank reserves reverts to 1980s levels.
Central banks are increasingly buying gold and selling US treasuries due to fears of expropriation. This institutional demand, if it brings gold's share of reserves back to historical levels (1980s), would drive a significant price increase.
$IBIT #ETFs#Options#OptionsExpiration#UnderstandingOpenInterest
Probably one of the more blatant examples of market manipulation into/through derivatives expiration. There is little justification for this price action, unless you are on the hook & liable
#pma4tw
âĄď¸The oldest institution in American finance is quietly admitting that the era of closed ledgers is ending.
BNY Mellon is:
â˘the oldest bank in America
â˘the largest custodian on Earth
â˘the core settlement spine for multiple markets
â˘the most regulatory-integrated financial institution in the country
They do not chase trends.
They certify inevitabilities.
When the CEO says tokenization is a megatrend, it means one thing:
The old guard has already accepted the future and is repositioning itself to survive it.
Here is what that really means:
1. They are trying to control the transition, not embrace it
Tokenization is the final step in the shift from:
trusted intermediaries â cryptographic verification.
BNY knows this eliminates much of the value they historically extracted.
So they are doing what every legacy institution does at the edge of disruption:
â˘Accept the new system
â˘Wrap themselves around it
â˘Insert themselves as the âregulated gatewayâ
â˘Capture the standards before they lose relevance
This is self-preservation.
2. The timing is the tell
Why now?
Because the Trump administration has already signaled:
â˘a sovereign Bitcoin reserve
â˘a crypto-integrated treasury
â˘regulatory normalization
â˘reconciliation between TradFi and crypto rails
BNY Mellon is positioning to be the state-approved custodian of the tokenized layer.
This is a company applying for a role in the new regime.
3. The subtext: they know the USD system cannot handle the next decade without structural modernization
Tokenization lets them:
â˘compress settlement times
â˘reduce systemic friction
â˘securitize anything
â˘create programmable collateral
â˘manage debt rollover stress
â˘build Fed-compatible stable instruments
In other words:
tokenization is how the dollar survives its own scale.
BNY Mellon is admitting necessity.
4. This is the moment where TradFi stops resisting and starts integrating
When the quiet, conservative, system-first institutions shift posture, it means:
â˘resistance is over
â˘the standard is locked
â˘the incumbents have calculated that fighting crypto costs more than absorbing it
â˘the âmegatrendâ is already downstream from political decisions that are not public yet
Think about that.
The worldâs largest custodian is announcing inevitability before most of the market realizes the macro landscape has shifted.
5. The real meaning
This is capitulation.
BNY Mellon is bending the knee to the new substrate of finance, because the alternative is extinction.
6. The structural truth
Tokenization is the migration of the financial system from:
opaque ledgers â transparent ledgers
manual trust â algorithmic trust
elite access â programmable access
institutional custody â cryptographic custody.
And once that migration begins, there is no going back.
BNY Mellon is telling the world:
âThe new architecture is here. We will not be left outside of it.â
This is the highest signal you can get.
Because the institutions that speak lastâŚ
speak only when the outcome is already certain.
@PLAUDAI Why arenât you replying to comments, messages, emails, or discord general chat? Comments are saying youâre not shipping orders. Iâve been trying to get ahold of someone for a minute.
$1.4B Fartcoin is what you get when the "risk free" asset underpinning the entire banking & currency system is a bond issued by an insolvent govt w/debt of 7x revenues, off-bal sheet liabs of 20-30x revenues, peacetime deficits of 7% of GDP, that has not run a surplus in 24 yrsđ¤ˇââď¸
$IWM #Russell2000#SmallCaps#VC
Here ya go folks.
200% PG & Feigenbaum constant 4.669 are inevitable imho & oh btw, it happens to be a BFRN too. I've even thrown in a way for you to make a 5x off the move, for the gamblers out there in the world.
#pma4tw
https://t.co/YrXkz1uhsN
@NorthstarCharts@KinesisMonetary The chart looks different if you use BTCusdt/GC1!. Why did you use XAU as a pair as opposed to GC? This looks like an ascending triangle continuation pattern
Bitcoin was created by a CRIMINAL
He was a drug lord with encryption skills
Paul Le Roux was the one who created $BTC in 2008
Here's why Satoshi Nakamoto isn't who you thinkđđ§ľ
I have a question about this point I was hoping you could address. I often hear this concept âday trading is a fools errandâ & trading in larger timeframes i.e. days & weeks has better âoddsâ or makes more âmathematical senseâ. However, if the markets are fractal in nature how would the timeframe used to hunt a setup make a difference. 30 seconds, 30 minutes, 30 days the same patterns appear in the charts. See: Mandelbrot set. If the trader is following a systemic trading plan with a consistent setup how would the timeframe make a difference. If small timeframes werenât valid how would algorithms be able to high frequency trade? Wouldnât that invalidate their business model?
What do you do when you need to raise rates to double digits to stop gold's rise again...but 6% on the 10y will drive US Interest Expense + Entitlements to ~150% of tax receipts? What do you do?!
As our man Keanu said đ, "Shoot the hostage."
"The hostage" = USD value v. gold.
One more run up top before the cycle peak?
It's looking that way but ain't no 'bottom' yet,
We are still well above acceptable trade location (RLZ) & the most recent low was a 'V' bottom. So, just gotta be patient here, this will take a while imho
#pma4tw
https://t.co/YrXkz1uhsN
$BTC #Bitcoin
12 wks into the 'correction' & price is slowly working its way down into long trade location. I especially like the ab=cd PRZ/ 50% / 78.6 Fib / Top of VP / Wyckoff check area around $60k. All that is left now is to get there.
#pma4tw
https://t.co/YrXkz1uhsN
Let me make it clear in 3 easy steps:
1) Gold and silver are in bull markets.
2) Gold is also outperforming the stock market.
3) Silver set to outperform both gold and the stock market, after markets go through an important bear market and bottom.
Enjoy!