Reddit Posts
Mentions
Post is by: JamOzoner and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1og7nyy/us_foreign_debt_federal_reserve_tied_stable/ Your thoughts on this AI generated assessment... Two Gold Market Scenarios +/- Crypto Federal Reserve Tied Stable Crypto A: The Great Repricing Scenario This scenario integrates de-dollarization, declining U.S. foreign debt holdings, and accelerating global accumulation of gold reserves. The core premise is that gold will act as a neutral settlement asset in response to systemic debt saturation and geopolitical fragmentation. • Context: Central banks, particularly in Asia and the Global South, are shifting from U.S. Treasuries toward gold to reduce sanction and reserve risks. • Physical Tightness: Vault and refinery inventories are declining sharply. Silver shortages amplify gold demand as investors seek physical substitutes. • Price Outlook: Model projections point to a 3–10× repricing of gold — from $2,650 to potentially $30,000/oz — as global liquidity rebalances. • Macro Linkages: Lower Treasury demand → higher yields → weaker confidence in the dollar → stronger gold and commodities. • Political Resilience: Even major political transitions (e.g., leadership change in the U.S.) cannot undo the embedded inflation and debt structure driving gold’s long-term value. Investment Implications: - Core Holdings: Royalty and streaming firms (RGLD, SAND, GROY) for defensive compounding. - Producers: AGI, KGC, EGO, CGAU, EQX, NGD, GAU for free-cash-flow torque. - Developers/Explorers: SA, VGZ, USAU, NFGC, PZG, DC for takeover optionality. Economic Chain Reaction: Sell Treasuries → yields up → dollar volatility → safe-haven flows → central-bank bullion accumulation → physical scarcity → gold repricing. B: UST-Backed Stablecoin Redemption Shock Scenario In this scenario, stablecoins are collateralized not by cash but by U.S. Treasuries, embedding bond-market risk into the digital-asset system. Redemption stress in these stablecoins forces issuers to sell Treasuries, destabilizing yields and creating a chain reaction into gold markets. Mechanics: • Adoption Phase: Stablecoins buy Treasuries → modest yield suppression → slight support for gold. • Redemption Stress: Treasury sell-offs to meet withdrawals → higher yields → confidence loss → gold spike. • Systemic Event: Simultaneous redemptions trigger Fed backstops → currency debasement fears → multi-sigma gold repricing. Miner Leverage Bands: - Base Case: Royalties ≈ 1×, Explorers ≈ 1.6× gold move. - Stress Case: Royalties ≈ 1.3×, Explorers ≈ 3× gold move. - Systemic Event: Royalties ≈ 1.8×, Explorers ≈ 5× gold move. Strategic Allocation: - Defensive core: RGLD, SAND, AGI, KGC, EGO. - Beta exposure: EQX, CGAU, NGD, GAU. - Optionality sleeve: SA, VGZ, USAU, NFGC, PZG. Bottom Line: Backing stablecoins with Treasuries imports bond-market liquidity risk into the global currency system. When stress emerges, gold becomes the only universally trusted, unencumbered collateral. Thus, both de-dollarization and stablecoin evolution reinforce gold’s ascent from commodity to monetary anchor. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*
My answer is Ergo. It's GPU mined PoW L1 coin. Low Supply. Almost %80 in circulation. Has a bridge called "Rosen Bridge" which connects ERG-BTC-ADA-ETH one another. Plus DOGE and BNB bridges are on the way. A lot of unique dApp's are already built on top of Ergo blockchain. Including algorithmic stable coin sigUSD and gold-pegged stable coin GAU. DEXes, NFT projects, lending protocols etc. DYOR.
Dodge is simply not dead... My opunion, it is not relaible... Dodge should have touched 0.15 by now easily... Max 1$, even when i think market value ...not logical Watch GAU...