Jerome Powell says gold is irrelevant to monetary policy and that the Fed doesn’t “get spun up” over asset prices. But gold is a monetary metal. When Alan Greenspan was Fed Chair, he said gold was the most important indicator he watched. Even without a gold standard, he used gold to judge whether policy was too loose or too tight. Rising gold meant rates were too low. Falling gold meant policy was too tight. Today, gold is above $4890 — over 10× higher than in Greenspan’s era. That’s the market screaming that monetary policy has been too loose for too long. Powell argues that if there were a real loss of confidence, the bond market would show it. But loss of confidence appears first in the most sensitive markets — gold and silver — just like subprime cracked before the broader mortgage market in 2007. Gold has been warning the Fed from $2,000 → $3,000 → $4,000 → $5,000. Instead of tightening, the Fed loosened. Powell says gold is “contained.” History says that’s how every crisis starts. $XAU $XPD #GOLD #bitcoin #ETH #DigitalAssets #Crypto
Gold closed at $5,414, up $235 in a single day – its largest dollar gain in history.
Yet gold mining stocks barely budged.
This disconnect tells you everything.
When gold drops, miners get crushed. When gold explodes, they hesitate. Why?
Because this isn’t a speculative “greed” rally. This is a systemic fear trade.
Investors aren’t buying gold for leverage—they’re buying it for survival. It’s capital fleeing:
▪️ A trapped Fed (hike into recession, or print into hyperinflation) ▪️ Currency debasement & central bank stockpiling ▪️ Escalating geopolitical fractures
So what would break gold’s momentum? Only a credible return to monetary & fiscal discipline—or a sudden peace. Neither seems likely soon.
The miners’ lag isn’t a sign of doubt in gold. It’s a sign of deep distrust in everything else.
They lose because of how they handle uncertainty. Fear isn’t the problem. Uncertainty is. When traders feel fear, they: enter lateexit earlyoversize positionsfreeze under pressure The solution isn’t confidence. It’s structure. Here’s a simple framework professionals use to reduce fear: 1. Define invalidation before entry Before clicking BUY, you should know exactly what proves you wrong. When the worst case is predefined, fear loses power. 2. Size so your nervous system stays calm If a position keeps you anxious or unable to sleep, it’s too large. Smaller size = clearer thinking = better decisions. 3. Test before committing Start with a small position. If price moves in your favor, scale in. If it doesn’t, exit early. You’re testing a thesis, not defending an opinion. 4. Wait for confirmation, not excitement Beginners rush in early out of FOMO. Experienced traders enter later — but with clarity. 5. Use rules to contain emotion Successful traders aren’t fearless. They operate with rules that stop emotions from making decisions. Trading without structure turns fear into control. Trading with structure turns fear into information. That’s the difference between gambling and running a process.
I was just scrolling through my LinkedIn feed and came across this post from Binance.
I agree that with the right skills, focus, and positions, it’s possible to earn a strong monthly income. Tools alone don’t define value — mindset and execution matter a lot.
At the same time, I’m a bit confused by the message that tools like MS Office 365 are shown as “fake jobs.” Many professionals across finance, tech, operations, product, compliance, HR, and other functions rely on tools such as Excel, PowerPoint, Teams, and similar platforms every day to do real, impactful work — including inside large global companies.
Yes, there are many AI tools today that can assist with or even automate parts of PowerPoint, Excel, and other office tasks. But AI still supports the work — it doesn’t replace the thinking, decision-making, analysis, and responsibility behind it.
I’m genuinely curious: how do Binance employees typically work day to day? Do most roles rely mainly on tools like TradingView and trading platforms, or is this post meant to be more symbolic than literal?
I think it’s important to recognize that “real work” looks different across roles, and dismissing commonly used professional tools may unintentionally undervalue the work of many people.
In his latest video, @CZ said President Trump will do everything possible to pump the stock market this year — and that’s structurally bullish for crypto.
Here’s why 👇
When equities are aggressively supported, it signals loose financial conditions: • Fiscal stimulus • Political pressure for market optimism • Liquidity over discipline
Markets don’t operate in isolation. Risk appetite flows.
Stocks up → confidence up → capital rotates into higher beta assets. Crypto sits at the far end of that risk curve.
Historically: • Stock rallies expand liquidity • Liquidity seeks asymmetric returns • Crypto absorbs excess capital faster than any other asset class
If the administration prioritizes market performance, the Fed is less likely to overtighten, volatility stays suppressed, and speculation thrives.
That environment favors: • BTC as a liquidity hedge • ETH as growth beta • Alts as reflexive momentum trades
But zooming out — cycles still matter.
Historically, crypto follows a 4-year halving cycle: • Post-halving → bull market • Following year → peak • Year after → bearish / distribution phase
With 2024 as the halving and 2025 historically a peak year, 2026 has historically been bearish (2014, 2018, 2022).
That doesn’t mean collapse — it often means: • Lower returns • Choppy price action • Capital rotating back to safety
Crypto doesn’t need perfect fundamentals in a liquidity-driven market. It needs capital looking for upside — but timing matters.
This isn’t ideology. It’s flow mechanics + cycle awareness.
When stocks are politically protected, crypto becomes the leverage trade on optimism — until the cycle turns.
As I mentioned earlier, I opened a long position on $ETH /$USDT I’m still holding the position, and the trade is moving perfectly according to the plan.
China vs. the US in the AI “Decathlon”: Why Beijing Is Increasingly Seen as the Winner
The global AI rivalry between the United States and China is often framed as a race. But that metaphor may be misleading. According to analysts, what’s unfolding looks less like a sprint—and more like a decathlon. This week, Microsoft president Brad Smith joined Nvidia CEO Jensen Huang and Elon Musk in publicly warning that the US may be losing ground to China in the AI race. Not in cutting-edge models, but where it increasingly matters: real-world adoption beyond the West. Not One Race, but Many American companies still dominate advanced semiconductors, cloud infrastructure, AI platforms, and talent attraction. China, however, is pulling ahead in areas that translate faster into economic and geopolitical influence—industrial robotics, deployment of AI hardware, quantum communications, and battery technologies. Crucially, China is winning hearts and servers across the Global South. The Power of Cheap, Open AI Chinese firms, backed by state subsidies, are exporting low-cost open-source AI models that are highly attractive to developing economies. Models like DeepSeek R1 may not be the most advanced—but they are accessible, affordable, and deployable at scale. For over 140 countries, China is already a larger trading partner than the US. Through infrastructure, trade, and investment, Beijing is nudging these countries toward Chinese tech standards—AI included. Hardware: America’s Edge—and China’s Leverage The US still holds a major advantage in computing power. Nearly half of the world’s data center capacity is American, compared to roughly a quarter in China. Nvidia’s most advanced chips remain unmatched, and Chinese alternatives like Huawei’s Ascend still lag in performance and production scale. But there’s a catch: rare earths. China dominates the supply chain—controlling the vast majority of rare-earth mining, processing, and magnet production. The AI hardware of the future depends on materials Beijing already owns. Trump’s Gamble In December, the Trump administration reversed course and lifted some restrictions on exporting Nvidia’s H200 chips to China. The logic: better to keep China dependent on American hardware than to push it into full technological self-sufficiency. Chinese tech giants like Alibaba and ByteDance are reportedly lining up massive orders—millions of chips worth tens of billions of dollars. Supporters say this preserves US leadership. Critics warn it may accelerate China’s ability to close the compute gap. The Real Risk The core question isn’t who has the best models today—but who controls the ecosystem tomorrow. As one analyst put it: The US may own the blueprints and the code, while China owns the factories, the hardware, and the physical infrastructure. If that happens, the balance of economic and geopolitical power could shift far beyond artificial intelligence. The AI race isn’t being won in a lab.It’s being won in supply chains, emerging markets, and the real world. $BTC $ETH $BNB
$ETH In my view, reaching $5,300 is very realistic in the medium term, based on current market structure and historical price behavior. Even if the price temporarily revisits lower levels around $1,500, this would still fit within a larger accumulation phase before continuing the move upward toward $5,200.
I have opened a LONG position and will keep it open for now.