Risk-Off Rotation: Tech & Crypto Decline, Gold & Silver Shine
Tech and crypto markets declined while gold and silver prices rose, with gold closing up 2.2% and silver up 4.7%. Gold's new floor is $4,000, and silver's support is $50. Nasdaq fell 4-5%, Treasuries sold off, and crypto dropped below 100K. Capital is shifting to safe havens and cash-generating miners. Fed indecision and inflation support metals, and policy changes are bullish for gold.
Photo by Dmitry Demidko on Unsplash
Wild week for precious metals: despite violent intraday swings, gold still closed up ~2.2% around $4,080 and silver up ~4.7% above $50—with silver briefly tagging $54+ overnight. The key: $4,000 is acting as gold’s new floor (just like $3,000 became the new $2,000), and $50 is emerging as support for silver. Meanwhile, risk is coming off across markets: Nasdaq down ~4–5%, Treasuries selling (yields up), and crypto cracked back below 100K. Capital is rotating toward real safe havens and cash-generating miners.
In this wrap: Asian session buying vs U.S. session selling, why the biggest drops happen late-week, how Fed indecision + sticky inflation support metals, and why policy gimmicks (tariff “dividends,” selective tariff cuts, attacks on producers, mortgage backstops) are bullish for gold in the real world. I also cover gap-up risk into Sunday night/Monday, and why the miners’ earnings torque is still being mispriced.
Video Length: 00:31:06
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