Jesse Day

.@cryptonomista , Co-Founder of @hodlwithLedn, believes the world is experiencing a paradigm shift when it comes to reserve assets and he sees the rapid accumulation of gold by central banks globally as a signal that US debt is no longer considered a risk free proposition. Mauricio dives into how Ledn is playing a role in the gold market, with gold-backed tokens and financial services that revolve around gold. Ledn Website: ledn.io Follow Ledn on X: xitter.twitterapi.xyz/hodlwithLedn Disclaimer: This interview was produced on behalf of Ledn and Commodity Culture was compensated by Ledn for production.

"There was a lot of buying of United States government debt. Nobody wants to hold those reserves anymore ... that part of the portfolio is being replaced with gold." @cryptonomista from @hodlwithLedn on the trend of #gold replacing US Treasuries. Full Interview up TOMORROW.

On today's Commodity Culture, @TheMichaelEvery doesn't think the American empire is collapsing but he does think the old paradigm of the US as a global hegemon could be coming to an end and he unpacks the implications for the world at large. youtu.be/0_CzLKp58vY

"When you come back to that long term structural issue of a $40 trillion debt in the US and where interest rates need to go to manage that, you can't believe that it's anywhere but downwards." Watch my full interview with @ErdeneRes CEO Peter Akerley: youtu.be/MfdDStzb868

"There are multiple energy crises happening right now ... control of energy will give you power." @TheMichaelEvery on how access to energy is shaping the geopolitical landscape. Full interview up TOMORROW.

Peter Akerley, CEO of @ErdeneRes believes the recent lull in the gold price is set to reverse, as he sees no way out of the $40 trillion debt trap, a rapidly deteriorating US dollar, and the voracious appetite central banks have developed for stacking #gold. Peter unpacks how Erdene fits into the picture, with their high-grade, low-cost Bayan Khundii Gold Mine in underexplored and highly prospective Mongolia. Erdene Website: erdene.com Disclaimer: This interview was produced on behalf of Erdene and Commodity Culture was compensated by Erdene for production. $ERDCF $ERD.TO

.@realsteveeisman sees striking similarities between today's markets being driven by AI hype, and the 2008 financial crisis: people getting overly optimistic and moving full speed ahead without much thought for the consequences. Steve warns that the big AI names are way over their head in spending commitments, without the revenue to back their capex and once the market realizes this and the narrative shifts, the results could be catastrophic. 🪙 Trade Gold and Silver Perpetual Futures and Get a $50 Sign-Up Bonus If You Trade $25: kalshi.com/p/commoditycultur… Join the Commodity Academy: skool.com/commodityacademy The Real Eisman Playbook on Youtube: youtube.com/@RealEismanPlayb… The Real Eisman Playbook on Substack: realeismanplaybook.substack.…

Agree with this assessment over the long term, understanding we will likely see tremendous volatility in hard assets and markets in general if a major escalation in Iran does occur.

A lot of talk out there that the bottom is in for #uranium and now is the time to buy. If the broad market keeps falling and enters bear market territory, uranium stocks will fall too. So it depends on your time horizon, risk tolerance, and cash on hand. I wouldn't go all-in.

.@SimonDixonTwitt believes the politicians being paraded in the media are not running the show and he reveals the real power brokers behind the scenes who are manufacturing civil unrest, sparking forever wars, and establishing a surveillance state globally to serve their dark agenda. Visit our sponsor, ARK Silver Gold Osmium: arksgo.com Contact them at (307) 264-9441 Ian@ArkSGO.com 🪙 Join the Commodity Academy: skool.com/commodityacademy Simon's Website: simondixon.com Simon's Youtube Channel: youtube.com/@SimonDixon21

My precious metals equities are soaring as my oil and gas equities get slaughtered.. mixed emotions here but I think investors are overconfident that the Dems will somehow wind down the war in Iran. Personally, I don't see that as a high probability event.

On today's Commodity Culture, @realsteveeisman sees striking similarities between today's markets being driven by AI hype, and the 2008 financial crisis: people getting overexcited and moving full speed ahead without much thought for the consequences. youtu.be/thGMAoxkhd8

"Incentives trump ethics every time ... Anthropic has made over $800 Billion in commitments. You're not even close to getting to that revenue." @realsteveeisman draws parallels between the GFC and today's AI bubble. Full interview up TOMORROW.

On today's Commodity Culture, @SimonDixonTwitt believes politicians are not running the show and he reveals the real power brokers behind the scenes who are manufacturing civil unrest, sparking forever wars, and establishing a surveillance state. youtu.be/uAR99koWtXM

"All media is propaganda ... I don't ask whether it's true. I ask, who wants me to believe this?" @SimonDixonTwitt on how the media feeds the agenda of the military industrial complex. Full interview up TOMORROW.

Leigh Goehring of @Go_Rozen has been through multiple gold bull cycles and while he thinks the one we're in now might take some time to resume its course, he ultimately believes that the world is in the midst of a monetary regime change that could see #gold's value soar to $25,000 ahead. 🪙 Join the Commodity Academy: skool.com/commodityacademy Goehring & Rozencwajg: gorozen.com

On today's Commodity Culture, Leigh Goehring of @Go_Rozen warns that he sees further potential downside ahead for #gold but ultimately, he thinks a monetary regime change will take place that could send the metal as high as $25k. youtu.be/Qm34vP7kkPA

Matthew Piepenburg counts himself among those who believe there is massive price fixing in #silver markets today and he thinks that although the manipulation is blatant, the large commercial traders doing this know their time is coming to an end. 🪙 Trade Gold and Silver Perpetual Futures and Get a $50 Sign-Up Bonus: kalshi.com/p/commoditycultur… Join the Commodity Academy: skool.com/commodityacademy Von Greyerz: vongreyerz.gold

"One of the things that's going to be the big underlying driver of this upcoming gold bull market is that there's going to be a monetary regime change." Leigh Goehring of @Go_Rozen on what will drive the next leg of this #gold bull cycle. Full interview up TOMORROW.

On today's Commodity Culture Matthew Piepenburg counts himself among those who believe there is massive price fixing in #silver markets today and he thinks that the large commercial traders doing this know their time is coming to an end. youtu.be/3FMY-zStkTs