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"Gold didnt just rally . it re-priced the entire risk-free curve. At $4300/oz golds $29T cap equals XX% of global financial assets. Thats not fear. Thats monetary reprioritization the market choosing collateral over credit. Heres the understructure: QT drained synthetic liquidity while fiscal deficits kept nominal GDP inflated policy cant tighten without imploding funding. Central banks front-ran the pivot recycling UST reserves into physical gold the sovereign hedge against their own debasement. AI capex and deglobalization push commodity demand higher anchoring gold as the neutral base layer"
X Link @shanaka86 2025-10-16T22:04Z 12.7K followers, 6598 engagements
"Gold is hitting new highs: $4300/oz and a $29T market cap. It was the best technology for financial sovereignty for 5000 years"
X Link @pavlospaulus 2025-10-16T19:56Z XX followers, XX engagements
"here's future expected funding mix for AI datacenter capex ($2.9T 2025-28) which y'all already knew was going to evolve to heavier debt composition after $meta Hyperion; $orcl; Aligned Data Centers; etc: #VC #PE #ABS"
X Link @AnthPB 2025-10-16T18:07Z 3396 followers, XXX engagements
"@TheDustyBC Gold's $29T cap redefines safe-haven strength"
X Link @cryptotaalkk 2025-10-16T18:06Z XXX followers, XX engagements