Zcash could surge once the next four-year crypto cycle begins, expected in October 2026. ZEC rose about 500% from October 2025 through the market's down phase with the whole market against it, and the actual cycle tailwind has yet to arrive. x.com 

Gold and silver may benefit if yields ease a little further from their local high for a while longer. The FOMC meeting and minutes could be good for both. x.com 

Gold has formed a multi-year top at $5.6K and won't return there before 2030. It is in a high-timeframe distribution phase, with trillions of dollars rotating out of gold into US equities, bitcoin and Chinese equities, fueling the next risk-on environment. Silver showed a classic blow-off top, and the same applies to gold. x.com 

Gold is set to take off as energy-driven stagflation traps the Fed and negative real rates favor it. Today's dovish hold was likely its last chance to hike: once the AI bubble bursts, the Fed loses that option, while current debt-to-GDP rules out Volcker-style hikes without fiscal insolvency. Per Macrotrends' chart, gold rose eightfold from its 1976 low to its 1980 high, equivalent to $32,000 gold over five years in today's terms. x.com  x.com  x.com 

Gold, silver and bitcoin are set to run as the QE money printer heats up. x.com 

Rising Treasury yields make non-yielding gold less attractive, setting up one major selloff before the next big rally. Oil above $100 adds inflation and rate pressure; higher yields could lift the dollar, while gold ETF outflows and forced selling in a liquidity crisis add risk. The Benner Cycle flags 2026 as a potential selling period. The long-term bull market is not necessarily over: central banks are still buying and long-term demand remains strong. Gold is not worth chasing at these levels. … Show more

Bitcoin is entering the late-cycle window in which it has historically massively outperformed gold, and the reversal is well underway. Bitcoin rose 22.94% against gold over the last 30 days and 45% since its March 2 bottom. Gold should mean-revert over the next 12 months as risk-on appetite returns, while bitcoin faces a demand tsunami against increasingly locked-up supply. x.com 

Gold is extremely attractive now because rising market fear could make it a great hedge. It has fallen nearly 30% from its January all-time high and returned to the accumulation zone. If this level holds, expect a bounce soon. x.com 

Gold is under pressure because a sharply higher US 10-year yield, now 5.22%, makes holding a zero-yield asset expensive in opportunity cost. Gold fell 3% and silver 5% in a day after two weeks of rising yields. Gold has also moved inversely to bitcoin over the past week, a sign speculative flows are favoring crypto over real assets. x.com 

Gold's dip on rate-driven opportunity costs is a buying opportunity, because higher rates force faster money-supply growth. The system is designed that way, since letting defaults ripple through it is politically unfeasible, and that pressure will intensify until the great monetary reset. x.com