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Why are Bitcoin and especially gold performing so well right now?

Because every major power in the world is expanding government spending and running bigger budget deficits. The money printers might not be running at full speed yet, but the political pressure to “stimulate” and spend is stronger than ever.

And the central banks? They’re not putting out the fire they’re quietly pouring fuel on it. Not a single major central bank has raised rates in the last two months. It’s as if they’ve silently abandoned that magical 2% inflation target, even if they’ll never admit it publicly. Doing so would just spark panic and destroy confidence.
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But markets aren’t stupid. Investors are starting to sense that this might not be a temporary phase but a structural shift — a world where inflation runs a little hotter for a lot longer. In that kind of environment, owning assets that protect against currency debasement becomes the logical move.

That’s why gold keeps hitting new all-time highs. It’s why Bitcoin is back in full force, feeding off the same fear of dilution. The world is waking up to the idea that cash is melting ice, and anything scarce, whether it’s a bar of gold or a block on the Bitcoin ledger, is suddenly looking like the only safe place left to stand.

On a personal note, I’ve been buying the dips on a range of altcoins over the past few weeks and I’m now sitting comfortably, waiting to see how this plays out. I’m not rushing anything, just letting the market show its hand. If we get another round of deeper dips, I’m not afraid to go all in and fully allocate. The setup is there, the fundamentals are shifting, and patience feels like the smartest position right now.
 
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I doubt that is Bill Gates. He would not be saying he is buying dip when talking weekly. And he probably has little to do with that sort of investing. He would have a team of finance people managing day to day transactions.

But I agree with the whole of post 403. That is exactly how governments hide the debt they are spending and lay the wight of the rampant spending on the people. You turn it into inflation and decrease the value of the debt.

If your in the US, have you ever done simple math. What is 32 Trillion divided by 360 million. Look at all those 00000. Now consider only 30% of us work and are responsible to pay that debt. Unfortunately no one pauses to think about the amount when another bill to spend more to presumably make our life more comfortable is set in front of us. But quietly we are starting to see the cost as our saving vanish.
 
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I doubt that is Bill Gates. He would not be saying he is buying dip when talking weekly. And he probably has little to do with that sort of investing. He would have a team of finance people managing day to day transactions.

But I agree with the whole of post 403. That is exactly how governments hide the debt they are spending and lay the wight of the rampant spending on the people. You turn it into inflation and decrease the value of the debt.

If your in the US, have you ever done simple math. What is 32 Trillion divided by 360 million. Look at all those 00000. Now consider only 30% of us work and are responsible to pay that debt. Unfortunately no one pauses to think about the amount when another bill to spend more to presumably make our life more comfortable is set in front of us. But quietly we are starting to see the cost as our saving vanish.
Rarely does America spend to make your life more comfortable these days.
 
How can the US economy be growing so fast while the labor market is clearly under pressure?

Recent data and models show US economic growth hovering around 3%, possibly even pushing toward 4%. Yet, the Federal Reserve is still talking about cutting rates because the labor market is “cooling.” That sounds contradictory ,strong growth but weak jobs.

Torsten Sløk from Apollo offered an interesting breakdown of why job growth is slower than expected. First, lower immigration during the Trump era means fewer people are entering the country looking for work, which naturally limits new hires. Second, the rapid implementation of artificial intelligence is boosting productivity. Output is rising without needing more workers. And third, government hiring has fallen sharply. From 2022 to 2024, public-sector job creation was high compared to the private sector, but that reversed under the current administration.
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So the labor market’s weakness doesn’t seem to come from a lack of demand, but rather a lack of supply. Companies still want to hire and invest, there just aren’t enough people to fill the roles. That’s why, despite the noise, the jobs market probably isn’t the Fed’s biggest headache right now.
The real problem is inflation. That’s what’s lighting the fire under gold, which just broke through the symbolic $4,000 mark and sent half of finance Twitter into a full-blown gold fever.

Sure, we might see a short-term correction, whenever everyone starts screaming “buy gold,” you know a pullback isn’t far off. But longer term, I don’t see any reason why the gold bull run should stop here. Not if central banks keep stimulating growth and quietly letting inflation run hot. In that world, the real safe haven isn’t cash, it’s the shiny stuff that central banks themselves can’t print.
 
I bought the dip last Friday, though it wasn’t exactly a comfortable entry. The market was already uneasy, and then Trump dropped his so-called “bomb” on China. A move that rattled both Bitcoin and traditional markets. What’s frustrating is that several analysts now suggest it may have been completely unnecessary, more political theater than actual policy. It feels like the kind of chaos that serves headlines, not stability.

Still, the setup looked too interesting to ignore. I kept my position size moderate and went in with a clear plan. I’m not chasing anything here. I'm just taking advantage of what looked like a temporary overreaction. If the market does turn higher from here, I’ll be taking profits a bit earlier than usual. No need to overstay a good trade when the broader picture is still foggy.

For now, I’m calm, positioned, and watching closely. Whatever happens next, it’s clear that politics, not fundamentals, caused most of last week’s turbulence.
 
The market is not rational .
Short time trading / day trading is impossible , nobody understands the day to day / week to week fluctuations
I started to really make money with compound investing .
Warren Buffet style but then with Gold / Silver miners ( whole portfolio )
 
The Friday Shockwave

The correction everyone feared has arrived. “China” and “tariffs” were mentioned in the same breath and that was enough to trigger panic across the financial markets.
Gold, Bitcoin, and stocks all plunged on Friday.
Still, there’s no reason to panic. These moments are part of the final phase of a rising market. Those who stick to their plan and avoid panic selling often come back stronger.
Many investors took profits after months of gains, but that doesn’t automatically mean the bull market is over.


What caused the crash?

Comments about new import tariffs on China sparked fears of an economic slowdown. At the same time, oil prices and interest rates dropped, both signs that investors are worried about slowing growth.
In crypto, the reaction was even sharper: since a lot of trading is done with leverage, price drops get amplified.
Once Bitcoin falls, loans lose collateral value, forced liquidations kick in, and a domino effect of auto-sells accelerates the decline.
However, Bitcoin often recovers once the panic subsides. Less leverage in the system means a healthier base for the next growth phase.


Risks are stacking up

The current correction is exposing some deeper vulnerabilities. Not every market is keeping pace with the euphoria in equities.
Take a look at the divergence between the U.S. stock market (S&P 500, in green) and private credit (Blackstone Secured Lending Fund, in red).
While stocks hit new records, private credit has fallen sharply. That market is now worth trillions, but it’s opaque and problems there can spread quickly into traditional banking.
The recent bankruptcy of First Brands was a warning shot. The damage seems contained for now, but fear of more incidents is growing.


China plays its card

Geopolitical tension between the U.S. and China is adding pressure to the markets.
Starting December 1, China introduced new export permits for rare earth metals, materials crucial for semiconductors, electronics, and defense.
Meanwhile, the U.S. imposed a 100% import tariff on Chinese goods.
Markets initially panicked, but a full-blown economic war still looks unlikely.
The technological supply chain between both nations is so deeply intertwined that a total break would be almost impossible.

Looking ahead

Friday’s sell-off showed how nervous the markets still are — but the fundamentals remain strong.
Economic growth is solid, consumers are still spending, and major tech firms have low debt and plenty of cash.
That said, risks are rising.
The U.S.–China tension, higher interest rates, and cracks in the private credit market are all flashing warning signs that shouldn’t be ignored.

For investors, this calls for cautious optimism.
The bull market doesn’t appear to be over, but the ride is getting bumpier.
Taking small profits or trimming high-risk positions can help you stay calm when the next shock hits.
 
I bought the dip last Friday, though it wasn’t exactly a comfortable entry. The market was already uneasy, and then Trump dropped his so-called “bomb” on China. A move that rattled both Bitcoin and traditional markets. What’s frustrating is that several analysts now suggest it may have been completely unnecessary, more political theater than actual policy. It feels like the kind of chaos that serves headlines, not stability.

Still, the setup looked too interesting to ignore. I kept my position size moderate and went in with a clear plan. I’m not chasing anything here. I'm just taking advantage of what looked like a temporary overreaction. If the market does turn higher from here, I’ll be taking profits a bit earlier than usual. No need to overstay a good trade when the broader picture is still foggy.

For now, I’m calm, positioned, and watching closely. Whatever happens next, it’s clear that politics, not fundamentals, caused most of last week’s turbulence.
Nobody who is calm gives a blow by blow of their trading strategy. Calm traders keep their thoughts to themselves.
 
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Gold 3400 again , silver looks like it went finally through resistance around 35 $ on its way to 50 $
Nearly 4400 now.
Is it already a bubble???
I am thinking of closing 10 % of my position.
Pls share your thoughts.
 

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If the EU is allowed to sell frozen Russia's money and gold to support Ukraine, the situation will escalate economically and in other areas. Then the time has come to sell.
 
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