@hannanshaikh
Gold at $5,560. Fed restarting QE at $40B/month. Real rates negative.
This isn’t a gold rally. It’s a currency debasement signal.
Institutions aren’t rotating into gold for safety. They’re positioning for the inevitable, when debt can’t be serviced, money supply expands.
Bitcoin, tokenized Treasuries, and crypto infrastructure are the other side of this trade.
The question isn’t if but when institutional capital flows into scarce digital rails.
Clarity Act in Senate Ag Committee isn’t coincidence. Regulatory clarity precedes capital deployment.
Watching: Stablecoin growth, RWA TVL, enterprise AI agent adoption.
The infrastructure is being built while everyone debates price.
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