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Tag: tangible assets

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Analyse de marchéAnalyse de marché Etudes et réportages

Systemic Revaluation of Tangible Assets: Why Gold and Gold Miners Dominate the Market (« The Great Rotation into Reality »)

The current outperformance of gold (XAU) and mining stocks over the rest of the market (especially technology) is not a temporary anomaly. It results from the "double commoditization" of AI and software, which is destroying the monetization model of intellectual capital. As intelligence becomes a cheap and widely available commodity, the physical resources needed to…
mars 3, 20260Comments

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Analyse de marchéAnalyse de marché Cryptos

Critical Analysis of the Gold‑Bitcoin Thesis: Orchestrated Decorrelation Strategy

[1] The note outlines a macro strategy linking (i) Gold, (ii) Bitcoin (BTC) and (iii) Capital Rotation. [2] Gold at $3,700 shows a loss of confidence in fiat, prompting a flight to tangible assets (+7% real return on commodities). [3] BTC is “decoupling” temporarily: market makers break the correlation, create volatility and liquidate…
septembre 26, 20250Comments

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