Loading ...It’d be like a game of chess. You are pitching your analytical brain against electronic security devices and software. How can I weasel my way past them? If I were them, how would I set up the protection? What’s their next move, and how can I counter it? I think it would be great fun, from the security of my armchair, no need to worry about explosives, armed guards, disposing of the stuff – however there wouldn’t be the fun of driving the getaway car. I can’t see them making movies about it though.
This Is Not a Gold Rally…It’s a Gold Phase Change – The End of the Dollar-Treasury Hegemony!
Luke Gromen, founder of Forest for the Trees (FFTT), has identified the most important monetary development of our lifetime: what we’re witnessing isn’t a gold rally…it’s a gold “phase change!
The global monetary system, dominated by the US dollar and US Treasuries for settlement in a hegemonic framework, is shifting toward a multipolar system. This transformation is driven by the weaponization of the dollar-Treasury system and the unsustainable debt load of the United States.
The world needs an asset that cannot be printed into oblivion, has no counterparty risk, and is universally accepted and owned. That asset is gold.
For the first time since 1996, foreign central banks now hold more gold than US Treasuries as a percentage of their reserves; a historic inflection point that signals the end of one monetary era and the beginning of another.
This isn’t cyclical; it’s structural. And it means gold prices are entering a completely new paradigm where traditional valuation metrics likely become irrelevant.
The Phase Change: From Rally to Monetary Revolution
Luke Gromen’s insight cuts through the noise of traditional gold analysis. Most investors and analysts view gold’s recent performance as another cyclical rally driven by inflation fears, geopolitical tensions, or currency debasement. They’re missing the forest for the trees.
Let’s dig into why this is a fundamental phase change, why gold is becoming the universal settlement asset of choice, critically important institutional recognition and record profits in this new paradigm……
Maddog
It seems that massive heists are a regularity in the crypto world! 🙂
Trump being incredibly naive again.
“Miriam and Sheldon would come into the office, they’d call me. I think they had more trips to the White House than anybody else I could think of. Look at her sitting there so innocently, she got $60 billion in the bank … and she loves Israel,” Trump said in his Knesset address, which Miriam attended.
“Her husband was a very aggressive man, but I loved him, very supportive of me. And he’d call up, ‘Can I come over and see you?’ I say, ‘Sheldon, I’m the president of the United States, it doesn’t work that way. He’d come in and do good, though. But they were very responsible for so much, including getting me thinking about Golan Heights,” Trump added.
“Miriam and Sheldon would come into the White House, probably more than almost anybody outside of people that worked there. And as soon as I’d give them something, always for Israel, as soon as I’d give them something, they’d want something else.”
I wonder what would, could, get Trump thinking about the West Bank?
https://news.un.org/en/story/2025/09/1165988
In the three months from 18th June to 19th September 2025, “In total, 46 Palestinians were killed during Israeli security force operations, armed exchanges, airstrikes, settler attacks, demonstrations and other incidents, while 890 were wounded, including due to tear gas inhalation, live ammunition, and by Israeli settlers and other civilians.”
Any comments here, Miriam?
Gold Back in the Game: Why More Than 30 States Are Moving Now | JP Cortez
A new currency regime is being demanded at a State level by the people …
Hang on to your jock straps … the trade is likely to get a little volatile … because da boyz won’t roll over without a fight.
Pay with cash whenever you can … your future literally depends on it.
It’s amazing nobody is talking about this except Catherine Austin Fitts.
Get off your butts people.
Cheers all
Demise of LBMA’s Silver Promissory Note Scheme Marks the End of the Fiat Currency Regime.
And the LMBA is on the ropes as we speak …
And these are the people (international banker crooks) that want us to buy their new currency regime?
We already have enough digital crap, and we don’t need a control currency to make our lives the living hell these nutbars want to deliver to us.
They are narcissistic psychos … no thanks … I like my freedom.
Gaffaw
Here we go …
I always wondered what the gold market would look like when the idiots in New Jerk and Washington started buying … now we know …
Record gold buying on the October contract for immediate delivery
Activity on the October gold contract has been sizzling as 10,274 contracts (32 tonne) have been written over just the last 5 trading days (Oct 7, 8, 9, 10 & 13). This is during the delivery period so all that activity is being bought for physical delivery.
That 5 day surge brings the total new contracts since first notice day to 13,953 which is far above average and a record at this point in the delivery period.
Record gold buying on the October contract for immediate delivery
Still a long way to go in the month.
Chuckle … snort
Ipso, Maddog
I think we’re starting to see tremors in the crypto biz before they have “the big one” that destroys most of the sector.
It’s amazing that every generation gets caught in some type of scam set by the TPTB.
Maddog and Treefrog
Treefrog I like mocha coffee too. Few yrs back saw the trouble coming in chocolate cuz you can bake things with it. I used to make a kinda breakfast cookie with oatmeal coffee and chocolate the HVAC guys loved. So hearing trouble I bought up a bunch of it few yrs back. You do have to watch the radiation in chocolate. Back then I found that Ghirardelli a more expensive kind had the least amount. It’s in the soil of the plants.
Maddog there’s other things that can raise your heart rate and BP too. Best to get a automatic BP cup and O2 sat that takes your pulse. Amazon has the cheapest. After different meals check your vitals. As the body gets more wear and tear with time it needs more check ups and tune ups.
treefrog
Tks…but I did suffer from Atrial Fibrillation and was advised to cut/stop all stimulants…like Coffee..I did and then had Ablation , which worked……so now I just drink tea…..
ipsofacto
re that Crypto report…i love the way he casually says someone was out to steal a lot of money…but don’t worry it all gonna be ok in the end….!!!!!
maddog, re cocoa
i have been acutely aware of the price gyrations of cocoa. i have a coffee addiction as firmly entrenched in me as any junkie’s habit. over the years i have developed the habit of stirring a half teaspoon of cocoa powder (baker’s chocolate) into a cup of my brew along with cream and sugar. try it, you may like it. cocoa has a caffein content, so it gives the coffee a little boost.
life’s little pleasures add up.
treefrog
I agree, it will only be production/price that ends this squeeze ….Prices could well go crazy, like Cocoa did recently…..but way worse, because Cocoa being an annual crop you can increase production quite quickly, unlike any metal, that as you say takes years to get on stream…..
Cocoa went up nearly 6 times in 2 years….and then prices eased a bit as new supply was grown….Silver could take 6 to 8 years to get new production going…..so it will have to be price, which means we could see Lord knows how many times in price .
Silver
NY time between 6 am to noon continuing on silver formed a reverse head and shoulders pattern. Bullish See what happens after hours. Last night looked like profit taking plus dollar up a bit, China having problems. Now I hear a attack on Bitcoin except those held in self custody. I could wonder if the two were related but can’t see a comparison other than assets but Bitcoin remains a paper asset that even if it can’t be manipulated like banker did paper trading PMs without delivery although it can be bought by companies like Blackrock buying it up to perhaps trying to have controlling interest which makes it no longer free from control including price control but can be stolen on the computer.
treefrog
Yeah, I’ve been watching it. It dipped into the $6 range yesterday and I didn’t pull the trigger. Geesh.
Tower Hill is another one that has taken off – THM was $.60 not too long ago.
I was hoping silver might retake and close above $52, but it’ll need some short covering into the close.
Regardless, this is a win on the day. They were unable to pull off one of their famous waterfall events. Good to see. Silver shares doing well today too. Most of them anyway. NEM new lifetime highs.
Dollar failed at the 200 dma, I wonder if it starts to head back down?
D’oh!
$19B CRYPTO HEIST 🚨
Attackers exploited a flaw in Binance’s USDE stablecoin — timed perfectly with Trump’s tariff comments — to trigger cascading liquidations across crypto.
$19B wiped. Leverage traders destroyed. Cold storage holders untouched.
My full breakdown,
anybody else watching trilogy mining?
up over 50% !!!
captain hook
the prime driver of the silver shortage is the chronic structural deficit. silver (unlike gold) is not only a precious metal, it is also an industrial metal – it gets used and used up. for decades the world has been using more than was produced, slowly chipping away at the huge inventory that had been built up (strategic reserve, hoarding, coinage, tableware and jewelry etc.) that inventory has been largely depleted. thus the situation on the supply side.
the demand side? hoarding and jewelry demand will decrease with rising prices (economics 101). industrial usage? not so much. silver is the best conductor of both heat and electricity. it has excellent light reflecting ability and interesting musical and medical uses. in these usages, the cost of the silver is a very small fraction of the cost of production. a $500 computer may have a gram of silver in its chips and printed circuits. if the cost of silver doubles (ten – touples?) it will not greatly raise the cost of the computer. other industrial uses have a similar dynamic. civilian industrial demand will be relatively price – inflexible.
military – industrial (a tomahawk missile has 30 toz of silver, mostly in its batteries.) price seldom bothers military procurement.
yes, rising prices will restrain demand, but not as much as with other products.
An ongoing story
JB Slear
@JB_Slear
Illinois Democrats Caught Laundering Over $1 Billion Through NGOs
Lawmakers uncovered that more than $1 billion in taxpayer funds were funneled to politically connected NGOs with zero transparency. These groups aren’t subject to FOIA, meaning taxpayers can’t see where the money goes. Democrats buried the grants under vague budget language, hijacking the human services fund that once aided seniors and families — now redirecting it to partisan causes like immigrant support, LGBTQ advocacy, and race-based programs.
Guaranteeing their silver supply into the future …
Samsung invests in Silver Storm Mining
Silver Storm Mining (TSXV:SVRS) signed a definitive agreement with Samsung Construction and Trading Corporation (C&T) for US$7 million in offtake prepayment financing to restart the past-producing La Parrilla silver mine complex in Durango, Mexico
Besides La Parilla, the company owns the San Diego project, one of the largest undeveloped silver assets in Mexico
Silver Storm stock has added 89.58 per cent year-over-year
“Samsung will be granted the right to purchase 100 per cent of lead-silver and zinc concentrate produced at La Parrilla over a two-year period.”
https://stockhouse.com/news/the-market-online-news/2025/10/10/samsung-invests-silver-storm-mining
treefrog @ 10:36
What about the demand side of the formula? … now that silver has taken out 50+ year highs and is moving well … macro-momentum traders will increasingly have to have some.
It’s the same game they play with the tech stocks essentially … only actual decisions are made here … which is good because the index funds are going to suck for a long time.
Hopefully the asset managers too.
Cheers