Other than the market collapse of 2020, gold miners are near the five-year lows when the VanEck Gold Miners ETF is divided by the price of physical Gold. Shown below are three investment divided by the price of Physical gold. Historically, the price of Gold miners trade at large discounts and large premiums to the price of physical gold. Currently the price of gold and silver miners are trading at a historic discount levels to physical gold. The investments shown are 1) VanEck Gold miners (GDX) , the largest Gold miner ETF, 2) Barrick Gold (GOLD) the second largest gold miner in the world and 3) Pan American Silver (PAAS) the largest holder of silver reserves in the world.

Why Gold and Silver miners now in three images priced over 15-years. Continue reading →

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New Found Gold (NFGC*) $2.85

The stock has not had a good year. Not much to say… It has been a lousy year for NFGC “stock.

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Good Morning everyone:

I’ve been a bit quite. I had a respiratory infection for about three weeks that either stopped me cold or were variable periods of activity and fatigue. Mostly fatigue. I am much better now and getting back to “normal.”

The Market: Summer doldrums but we have gold, silver and mining stocks perking up and Crypto/Blockchain related stocks hanging in there while crypto itself is in a correction mode. That is very healthy. Basically, the accounts are doing very well so what’s to say – enjoy. If one is in mining companies and blockchain companies, LOTM focus at this time, you should be at least neutral and likely in a bullish mode. Continue reading →

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• Standard Chartered: tokenization market to reach $30.1 trillion by 2034.

June 27^th, 2024
Excerpt:  Standard Chartered and Synpulse released a report on tokenized real world assets (RWA) with a particular focus on trade finance. They estimate the tokenization market will reach $30.1 trillion within ten years, with trade finance making up 16% or $4.8 trillion. The segment will be amongst the top three classes of tokenized assets globally.

• Sergey Nazarov Outlines How Tokenization Will Transform Asset Ownership

June 18^th 2024
At this year’s Consensus, Chainlink co-founder Sergey Nazarov sat down with Kitco News’ lead anchor and editor-in-chief, Michelle Makori, for an in-depth discussion of how real-world asset tokenization paves the way toward transforming global finance and reformatting the world’s value onchain.

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June 9^th, 2024

• Mark Yusko of Morgan Creek Capital on CNBC – “Equities are Overvalued and what Mark’s Buying.”
• With same theme as our own thinking, this analyst is buying hated, feared and viewed with contempt, investment opportunities looking for out-sized gains.
• How ‘The Bitcoin President’ Has Turned El Salvador Into the Safest Country in the Americas in Just 5 Years. Interview by Tucker Calson with President Nayib Bukele
• LOTM Thoughts on S&P 500 (SPY)

Mark Yusko is a well-respected asset manager, especially with this writer. In this five minute CNBC clip, Yusko is slowly and in a disciplined manner, exiting over-valued growth equities and rotating to Cash (short term paper), Crypto Continue reading →

• Bitdeer (BTDR*) $6.45
• Chainlink (LINK) $17.68
• Galaxy Digital (BRPHF*) $10.81

Posted June 4, 2024: Lots of action happening in the market. I have been traveling with family events and am back to work. Quick thoughts we move into the day.

Bitdeer (BTDR*) $6.45 –

I’m looking at Bitdeer as a one to four-year opportunity. First price goal is $15.00 plus or minus a dollar or two. Potential is for a double short-term capital gain. More potential after that but let’s get the double first.

They just raised $150 million dollars, so they are cashed up. This following Q1 2024 where their EBITDA was around $100 million positive from operations. Most bitcoin miners had a great quarter due to tax law changes that allowed them to treat crypto appreciation from crypto held, as earnings gains. Bitdeer sells their bitcoin mined on the day they receive it. This is a big operational difference in ability to create income and asset appreciation. Bitdeer is the global leader in this area. Bitdeer also designed its own crypto computer chip. And machine. They have partnered with Nvidia (NVDA) $1150 to produce and sell this chip. They are also working with Continue reading →