Gold Plunges 7% Erasing $3 Trillion in Market Value
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$XAU Spot gold peaked at $5,625 before dropping to around $5,135 and settling near $5,318 by late afternoon UTC on Thursday. The sharp swing followed a 90% yearly surge driven by geopolitical tensions, a weaker dollar, and central bank buying, prompting traders to take profits. Silver fell over 10%, while equity futures like S&P 500 contracts dipped 1.2% and Nasdaq off 2.5%, amid a Microsoft earnings slump. Even after the drop, gold stays sharply higher year-to-date as investors eye rebounds amid volatility. #USIranStandoff #ZAMAPreTGESale #FedHoldsRates
$XAU The reason gold is ripping and btc isn’t is because the debasement trade is more vibes and the real marginal mover here is china capital flight and Chinese aren’t interested in Bitcoin aka the American trump coin
$XAU Gold Hits Record Highs Near $38 Trillion as Bitcoin Slips Below $90,000
Spot gold surged above $5,500 per ounce on January 29, up over 4% in a day, fueled by a weaker U.S. dollar, inflation worries, and central bank buying. Bitcoin traded around $88,000, down 1% with a $1.78 trillion market cap, despite tailwinds like Fed rate cuts and a pro-crypto president. The BTC-to-gold ratio hit near multi-year lows at 16 ounces, sparking debate: some see a buying opportunity for Bitcoin as digital gold, while others question if capital will flow from gold profits.#GoldOnTheRise #FedHoldsRates #ZAMAPreTGESale
Gold Hits Record Highs Near $38 Trillion as Bitcoin Slips Below $90,000. 🔥
$XAU Spot gold surged above $5,500 per ounce on January 29, up over 4% in a day, fueled by a weaker U.S. dollar, inflation worries, and central bank buying. Bitcoin traded around $88,000, down 1% with a $1.78 trillion market cap, despite tailwinds like Fed rate cuts and a pro-crypto president. The BTC-to-gold ratio hit near multi-year lows at 16 ounces, sparking debate: some see a buying opportunity for Bitcoin as digital gold, while others question if capital will flow from gold profits.#GoldOnTheRise
$BTC They’ve just realized that some autistic crypto startup in a WeWork with $20 million in T‑Bills and a React front-end is about to nuke the entire $17 trillion U.S. deposit base…
…by offering 4.9% yield on a stablecoin while JPMorgan gives you 0.01% and a debit card that expires in two years.
“BUT THAT’S NOT FAIR” – every bank lobbyist ever
Now the banking system, this Godzilla made of soy, duct tape, and 11,000 physical branches, is whining to Congress like:
“This isn’t fair! If people can earn yield on dollars outside the bank… they might leave the bank!”
No shit. That’s the point. You locked everyone into a zero‑yield Ponzi for a decade while printing $7 trillion, and now you’re shocked people want out?
What’s next, are you gonna sue water for being wet?
This is a regulatory street fight between code and bureaucracy, between global liquidity that settles in five seconds and the rotting husk of Bretton Woods wearing a suit made of FDIC pamphlets.
And guess what?
The White House is hosting peace talks.
Yes.
Trump’s team just invited Circle and Coinbase to sit down with Jamie Dimon and tell him that the future of dollars may not involve Jamie Dimon.
Can you imagine the mood in that meeting?
“Hi Jamie, meet Brian from Circle. He tokenizes T-Bills with six engineers and a Discord server. He’s taking 3% of your deposits and none of your regulatory costs. Thoughts?”
The reality is that every time one of these banks says “we’re concerned about financial stability,” what they mean is:
“Please don’t let these crypto goblins disrupt our ability to harvest yield off the lower-middle class with 18% credit cards and 0% checking accounts.”
They want protection rackets codified into law.
Like “you can’t offer yield on stablecoins unless you’re a licensed bank,”
aka:
“We missed the boat, so let’s blow up the dock.”
Banks can’t compete.
Let’s model it:
A bank: 11,000 branches, 75,000 tellers, legacy core systems from 1982, and a CFO who thinks Solana is a fish.
The guys with marble lobbies or the protocol that turns dollars into yield-bearing bearer assets?
The banks are playing defense against stablecoin yield... but what happens when it clicks that stablecoins are just a transition vector to full monetary exit?
What happens when people use stablecoins to bootstrap into Bitcoin treasuries with self-custody?
You go from “5% yield off Circle’s T-Bill stack” to “30% CAGR in purchasing power in a bearer asset that can’t be diluted and lives outside the IMF death loop.”
That’s endgame stuff.
The banks are scared of USDC + USDT.
Wait until every mom in Omaha is yield farming STRC dividends from their Roth IRAs using a Lightning app.
We’re replacing the entire fiat architecture with a monetary black hole.
$BTC JUST IN: Coinbase CEO Brain Armstrong announces Coinbase is joining President Trump's investment initiative for children and wants to pay it in Bitcoin 🇺🇸
$BTC We buy real bitcoin. We audit our custodians. We don’t rehypothecate. You shouldn’t either.#GoldOnTheRise #FedHoldsRates {future}(BTCUSDT) {future}(ETHUSDT) {future}(BNBUSDT) #ZAMAPreTGESale
$XAG Spot silver reached $120.07 on Comex futures Thursday, up more than 3% that day, while prices in India topped Rs 410,000 per kilogram for the first time. The surge ties to booming industrial demand in solar panels, EVs, and Al data centers amid supply shortages, plus safe-haven buying fueled by inflation fears and geopolitics. Gold nears $5,600 an ounce and copper exceeds $6.30 per pound in the wider commodity boom, though some analysts warn of potential pullbacks due to thin liquidity. #ZAMAPreTGESale #GoldOnTheRise
Shutdown Odds Drop to 43% as Trump-Schumer Talks Advance
$BTC Prediction markets on Polymarket saw shutdown odds fall sharply from 80% earlier this week to 43%, fueled by plans to pass most spending bills while extending key Department of Homeland Security operations like TSA and FEMA. The compromise addresses Democratic demands for immigration reforms, including body cameras and ending warrantless searches, sparked by the fatal shooting of U.S. citizen Alex Pretti, a 37-year-old VA nurse, during a Minneapolis raid. Senate leaders expressed optimism ahead of a Thursday test vote, though GOP resistance lingers and trading volume has topped $18 million. #ZAMAPreTGESale #FedHoldsRates #GoldOnTheRise