Gold 2.0 Rakes It In

Right on cue, as we’ve had bitcoin on the brain this week, Bloomberg notes the latest weekly flows into bitcoin ETFs.

Over the past three weeks? A cool $9 billion.

On some level, inflows make sense. Bitcoin, as a hard-coded asset that can preserve wealth in the digital age, should continue to see upside against fiat currencies.

But that isn’t happening in a vacuum.

There’s also an outflow in gold ETFs over the past few weeks:

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In other words, it’s possible that investors have taken $3 billion out of gold at the same time they’ve moved $9 billion into bitcoin. With gold prices holding up, we see room for both in an investor’s portfolio.

Should bitcoin have a speculative blow-off top later this year, as Andrew Packer noted in yesterday’s Grey Swan Live! for paid-up members, the current ETF flows may be running the other way 12 months from now.

~ Addison

The Left Hates This.
But It Could Make You Rich.

Elon Musk is dismantling the system — and tech investing expert Ian King says his next moves could spark a historic tech wealth surge. Even if he’s not a part of DOGE. Click here to see why Ian is predicting something he calls a “Dot-Gov Boom.”

P.S. We’ve recently released new research on today’s markets, and how President Trump is following through on a Great Reset of the U.S. economy. This first phase isn’t pretty – we call it the Great Fire – of which gold and bitcoin play a role for safety. Click here for more details on how it could play out.

As always, your reader feedback is welcome: feedback@greyswanfraternity.com (We read all emails. Thanks in advance for your contribution.)

Right on cue, as we’ve had bitcoin on the brain this week, Bloomberg notes the latest weekly flows into bitcoin ETFs.

Over the past three weeks? A cool $9 billion.

On some level, inflows make sense. Bitcoin, as a hard-coded asset that can preserve wealth in the digital age, should continue to see upside against fiat currencies.

But that isn’t happening in a vacuum.

There’s also an outflow in gold ETFs over the past few weeks:

Turn Your Images On

~ Addison

The Left Hates This.
But It Could Make You Rich.

As always, your reader feedback is welcome: feedback@greyswanfraternity.com (We read all emails. Thanks in advance for your contribution.)

As Bitcoin’s price has risen, it now trades for around $115,000, MicroStrategy’s stock has experienced an even greater parabolic rise.

Today the company, renamed Strategy, has a market cap of $103 billion – and investors have seen returns of more than 2,400% in a little over 5 years.

It’s one of the greatest growth stories of recent years and one that almost nobody could have seen coming.

For anyone who has ridden the MicroStrategy gravy train, congratulations.

And for those who missed it, I believe you could have a rare second chance.

Ultimately, as the one-two punch of “bad news equals good news on Wall Street” – inflation and employment data – kicked retail investors into gear, all three major indexes nudged to new record highs.

The S&P 500 is now up 31% in just five months, the third-largest five-month gain in the last two decades.

The old Wall Street saying, “The trend is your friend,” has played out beautifully over the past few months—at least in the stock market.

However, on Main Street, consumers are starting to show signs of tapping out. And as they do, the trend on Wall Street could reverse suddenly.

One source of alternative data showing consumer stress? Google search trends.

It’s one of those rare situations Warren Buffett would describe as “raining gold”… when all you have to do is step outside if you want to get rich. And it’s the type of setup Erez has built his entire investing career around.

The type of opportunity with the potential to make you a small fortune.