Gold 2.0 Rakes It In – For Now

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:

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.)