#Altcoins We're at a point where Altcoins are once again dead for the majority. However, this has proven to be the best entry point in the past. Cycles repeat themselves over and over again. don't forget that. Higher. $AUCTION $ZEC $ZKC #FedWatch #Mag7Earnings #ETHWhaleMovements
GOLD: New ATH ~ $5,100 SILVER: New ATH ~ $110 That’s how markets price total uncertainty. And the U.S. government shutdown risk is the trigger. The shutdown deadline is January 31. Polymarket is pricing ~80% odds of another shutdown by then. Now the market is finally reacting. Gold has already jumped roughly $100 on shutdown headlines. Silver is following — and usually with more volatility. Let’s break this down simply. A shutdown = uncertainty. Uncertainty destroys confidence. When confidence cracks, capital runs to what feels safe. That’s why gold pumps. That’s why silver pumps even harder. Because a shutdown isn’t just “politics”: Paychecks get delayed Government contracts stall Approvals freeze Economic data stops flowing Even the idea of it slows everything down. And when growth expectations weaken, the chain reaction is always the same: Liquidity thins Bonds get nervous Yields whip around Then the defensive trade appears. Gold gets bid first. Silver follows — with leverage. Most people wait for headlines. Markets move before the headlines. That’s what’s happening now.
New details coming out. According to ZachXBT, the alleged actor behind the $40M+ theft from U.S. government seizure wallets is reportedly the son of CMMDS’ owner.
For context: CMMDS is a firm contracted by the U.S. Marshals Service (USMS) to assist in managing seized crypto assets.
If accurate, this isn’t just a hack — it’s a serious internal security failure with major implications for how seized digital assets are handled.
Yesterday’s dip wasn’t random. Rising U.S. government shutdown fears combined with escalating U.S.–Iran tensions flipped markets into full risk-off mode. Crypto took the hit first — $BTC and alts across the board. That’s how it usually goes. When macro + geopolitics collide, crypto reacts before anything else. This isn’t a breakdown. It’s uncertainty pricing itself in. So the real question is 👇 Panic selling… or smart positioning before the next move? #USIranMarketImpact #BTC #USGovShutdown
🚨 UPDATE: $AUCTION Nearly $600M in crypto long positions wiped out in the last 12 hours as Bitcoin slips below $87,000. Leverage got punished hard — volatility is back in control. $ZKC $BANK
SUI is slowly sliding into a key weekly support zone around ~$1.00. AUCTION This is typically where long-term buyers start accumulating and setting a base. ASTR How price reacts here will be crucial — it could define the next major move.
So with Silver at $108 per oz, what does that mean for silver mining stocks?
They are likely selling mined silver at $108 per oz this week. Cost of mining is $20 per oz. Taxes are likely 1/3 of gross profit.
$108 - $20 = $88. Net free cash flow is about $60 per oz for most miners. They are each different.
1 year ago, when silver was at $30 per oz and their costs were $20 per oz, they might have had about $5 to $7 per oz in free cash flow.
The numbers on earning for these companies will be crazy high. And the longer prices stay at these levels, the more cash rolls in. Debt gets retired. Dividends increase. Share buybacks.
So the best are going to be those that are already producing and profitable, plus they can grow their production.
One of my favorites is Aya Gold & Silver. Ticker: AYASF 🇺🇸 AYA 🇨🇦
6 million oz of silver being produced now. Likely over $300+ million per year in free cash flow during 2026. And they are building their next mine Boumadine (2030) which will be 6x larger than their 1st mine, Zgounder.
Another is Silver X, which mines in Peru. Peru has the largest silver reserves on the planet. Silver X is producing 1 million oz of silver now, and planning expansions to reach 6 million oz per year.
🚨 NOW: The US Dollar's share of global foreign currency reserves dropped from 65% in 2001 to just 40% today, a 25-year decline as institutions reduce dollar exposure.
They’re pricing in a total collapse of trust in the US Dollar.
Here is exactly what happens next:
When the two oldest forms of money on Earth move like this simultaneously, it’s a clear sign that something has broken.
Silver is up nearly 7% in a single session, violently catching up to Gold.
People aren't buying metals because they want to… they’re buying because they’re terrified of holding anything else.
And here’s where things get even crazier…
The price you see on your screen isn’t even the real price. It’s the price people are willing to pay for paper promises, without ever touching the physical thing itself.
In China, good luck buying one ounce of physical silver for less than $134 per ounce.
And Japan? You’re gonna pay $139 minimum.
This is a premium we’ve never seen before.
As stock futures begin to bleed out, big funds will be FORCED to sell their Gold & Silver just to cover their losses in Tech and AI.
Don’t be fooled tho, metals won’t crash, it’s a forced liquidation before WE GO EVEN HIGHER.
The Federal Reserve is officially trapped.
If they cut rates to save the crashing stock market, Gold hits $6,000 instantly as inflation spirals.
If they hold rates to save the Dollar, the housing and equity markets collapse.
THE U.S. SHUTDOWN CLOCK IS TICKING — AND THE VIBE FEELS ALL TOO FAMILIAR
Let me be direct for a second.
This no longer feels like routine political noise. In less than a week, the U.S. government could shut its doors — and we’ve seen how this movie plays out.
Last time, while the crowd debated headlines and timelines, gold and silver quietly pushed into record territory. The move didn’t come with panic. It came with positioning.
If you’re holding stocks, crypto, bonds — even sitting heavy in cash — it helps to understand what a shutdown actually does to markets.
The real danger isn’t fear. It’s operating in the dark.
A shutdown doesn’t just slow government services. It cuts off the data flow.
No CPI. No jobs reports. No balance sheet clarity.
That creates a macro blind spot.
When the Fed loses visibility, policy models lose reliability. Decisions get postponed. And markets don’t price well when they can’t see.
Markets can digest bad news. They don’t handle uncertainty well.
Here’s what typically builds beneath the surface during a shutdown:
1) Uncertainty compounds With no fresh inputs, risk is repriced conservatively. Capital starts leaning defensive.
2) Credit stress sneaks in Shutdowns elevate downgrade risk — especially when balance sheets are already stretched. Institutions don’t wait for confirmation; they reduce exposure early.
3) Liquidity tightens The RRP cushion is already thin. If dealers hoard cash, funding markets can seize faster than most expect.
4) Growth takes a real hit Every week offline trims roughly 0.2% from GDP. In a cooling economy, that drag matters.
The key thing to remember:
Money doesn’t vanish in moments like this. It rotates.
First toward cash. Then toward perceived safety. Only later back into risk.
That rotation is rarely clean or comfortable.
This isn’t fear-mongering. It’s pattern recognition.