He says he has learnt of large transactions which are about to take place in a week or so by a large ETF company that is disposing of a large amount of stocks and buying other gold and silver stocks instead.
Click to view in YouTube
N.B. Most of these changes will already be priced in by the market!
The sale of large amounts ($100 millions+) of any stock may affect it's price - but not if it is already priced in. The inclusion of new companies into an index ETF will however mean that anyone who buys that ETF will also be buying those new companies too.
He will be telling us the name of some gold and silver mining companies that will be possibly bought and sold by this large ETF company.
However, mining stocks are notoriously volatile and risky. Their share price tends to respond wildly to any news or rumour from any source (social media, news channels, tipsters, etc.).
So I would urge extreme caution if you are thinking of buying any of his miner tips and only bet what you can afford to lose!
The price of the shares that he tips may initially go up, but then quickly drop again as many day traders will take a quick profit. If the price of any of your mining shares rockets due to news or tips, you should think about selling for a profit quickly before everyone else does!
Stablecoins
The US dollar seems to be weakening and gold and silver is strengthening. Many stablecoins like Tether or USD1 are buying gold as a reserve asset which they have to have by US law (see Trumps Big Beautiful Bill) to back these vapourware coins.
What is a Stablecoin?
A stablecoin is a type of digital asset designed to maintain a stable value by pegging its worth to a reserve asset, such as a fiat currency like the U.S. dollar, a commodity like gold, or a basket of assets. This stability addresses the more inherent volatility often found in other cryptocurrencies, making stablecoins especially suitable for everyday transactions and financial services.
Stablecoins play a crucial role in payments, remittances, decentralized finance (DeFi), and cross-border payment solutions. Their stable value ensures that users can transfer funds without the risk of significant value fluctuations during the transaction, which is essential for both consumers and businesses.
America’s new law on stablecoins is so good, “They named it after me,” joked President Donald Trump as he signed the Guiding and Establishing National Innovation for US Stablecoins (GENIUS) Act on July 18th. While the administration and the crypto industry celebrate the dawn of a golden age, the mood across the Atlantic is darker. Stablecoins, tokens backed by conventional assets, are seen as scammy, deeply destabilising - or both. Andrew Bailey, governor of the Bank of England, has warned commercial banks against issuing their own coins. Christine Lagarde, head of the European Central Bank (ecb), cautions that stablecoins could become private money that risks one day dislodging central banks.
Eric Trump and Zach Witkoff, both co-founders of World Liberty Financial along with their fathers, are also taking on roles in a publicly traded Alt5 Sigma, which plans to buy $1.5 billion in WLFI.
Buying their own digital asset through Alt5 Sigma may have secured a $500 million payday, according to the Wall Street Journal.
- World Liberty Financial unveiled USD1 stablecoin in March
- To be used for $2 bln MGX investment in Binance, WLF co-founder says
- Use highlights World Liberty's growing clout in crypto industry
May 1 2025 (Reuters) - A stablecoin launched by Donald Trump's World Liberty Financial crypto venture (USD1) is being used by an Abu Dhabi investment firm for its $2 billion investment in Chinese crypto exchange company Binance, one of World Liberty's co-founders said on Thursday.
Basically, this is like forcing deals to use Mastercard for large payments when you own the company Mastercard! The president of the USA is asking for $billion payments to be made using USD1 when he and his family stand to make $100millions from the transaction charges alone!
Quite how this can be allowed is beyond me. It is no wonder that everyone in the world (except the gullible or greedy Americans) are turning to gold and silver rather than the US dollar when the USA President (Emperor Trump) is forcing through his own legislation and then stuffing as much $cash as he can into his own pockets in plain sight of Congress, the US Supreme Court, Governors and Senators and the American people!
Currency Hedging
The rush to buy gold and silver signals to me that there is a lack of confidence in the USA dollar, so it makes sense to buy currency hedged ETFs when buying USA or World index ETFs. e.g.
EQGB instead of EQQQ - NASDAQ
IGWD instead of SWDA - MSCI Core World
IGUS instead of CSP1 or CSPX - S&P 500
You should also think seriously about holding a large amount of non-US global ETFs (ex-US) to reduce your exposure to the US dollar.
Buying Gold Mines!
Buying shares in gold and silver mines is extremely risky, especially if buying the smaller AIM listed ones.
I have recently bought a few gold and silver shares (against my better judgement) - see below.
I advise you to not copy my trades however, unless you can afford to lose at least 50%!
When the crypto madness ends...
In the GENIUS act, stablecoins have to be backed by fiat such as the US dollar or Gold or Silver.
When the crypto madness ends and people realise that it is just the same as a country-backed fiat currency like the US dollar and just as stable or unstable (and transaction charges are higher than inter-bank charges), then as stablecoins are sold off by their holders, the stablecoin companies will no longer need to hold gold or silver to back their stablecoins so they will start selling off these assets.
This will cause a collapse of the gold and silver price and these miners will suffer a market crash.
This could set the economic world into a panic as the US dollar will weaken as will US bonds, gold and silver. There will be runs on stablecoins as the value of their gold/silver assets will not be sufficient and people fear they will go bust and leave them holding worthless stablecoins.
This could cause some financial institutions (incl. crypto) to collapse as there will be a run on crypto and the banks.
Just at the moment however, it seems to me that people have a lot of cash to invest (as no one wants to start or invest in a new business with such economic uncertainty around) and they see large US tech. companies as the best place to put their cash while interest rates are low. This is the start of a bubble (Broadcom AVGO has a P/E of nearly x100, Palantir over x500).
I am watching for signs of collapse very carefully.
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