Gold and Silver Price Plunge as US Financial Crisis Signals Flash Red

Gold and Silver Price Plunge as US Financial Crisis Signals Flash Red

Lockridge Okoth  Thu, February 12, 2026

Gold and silver tumbled sharply on Thursday, rattling markets already on edge amid surging US financial stress.

Spot gold dropped by more than 3% while silver plunged by more than 10%, reversing a portion of their recent rally.

Bad News for Gold and Silver Amid Record US Debt and Rising Bankruptcies

As of this writing, gold was trading for $4,956, down 3.97% while silver exchanged hands for $76.74 after losing 10.65% in the last 24 hours.

 The sudden sell-off has prompted analysts and investors to question whether a broader repricing of hard assets is unfolding.

The metals’ retreat comes amid intensifying economic stress. Over the past three weeks, 18 US companies with liabilities exceeding $50 million have filed for bankruptcy.

Notably, this is the fastest pace since the pandemic and approaches levels last seen during the 2009 financial crisis.

Meanwhile, the New York Fed said in a press release that household debt has reached a record $18.8 trillion, with mortgages, auto loans, credit card balances, and student loan balances all at historic highs.

Serious credit card delinquencies climbed to 12.7% in Q4 2025, the highest since 2011, with younger households under particular strain.

Such conditions typically emerge late in the economic cycle, often preceding policy interventions like rate cuts or liquidity injections.

Bitcoin has also remained under pressure, falling to the $65,000 range as the pioneer crypto lags both equities and traditional safe-haven assets over the past few months.

While digital assets often present as a hedge against macroeconomic uncertainty, recent trends suggest they are not yet playing that role effectively in this cycle.

Analysts Split on Metals Sell-Off as Fed Watchers Eye Rate Cuts and Asset Repricing

Analysts are at a crossroads, offering differing interpretations of the metals’ pullback. Some argue it reflects short-term volatility within a broader trend of hard-asset repricing.

To Continue and Read More:  https://finance.yahoo.com/news/gold-silver-price-plunge-us-183512253.html

Taboola the same on the Bottom of Posts

Physical Metals Enter the State Economy: Texas Unveils Official Bullion Program

Physical Metals Enter the State Economy: Texas Unveils Official Bullion Program

Kitco News:  2-11-2026

In this Kitco News exclusive, Jeremy Szafron sits down with Josh Phair, CEO of Scottsdale Mint, live from the Texas State Capitol to break down a historic shift in state level finance.

 Texas has officially launched its own state branded gold and silver bullion program, integrating physical metal directly into the state economy through a first of its kind dot gov storefront.

Phair explains the mechanics of the new program, including the issuance of official Texas gold bills and commemorative coins tied directly to the Texas Bullion Depository.

With gold pushing 5,100 dollars and silver at 83 dollars, this move marks a transition from passive storage to active state distribution.

The interview also covers the impact of Basel Three regulations, which now classify physical gold as a 100 percent risk free asset, and how other states like Wyoming are positioning themselves in this new sovereign metals race.

 Interview Recorded: February 11, 2026

Timestamps:

 00:00 Introduction and Breaking News

00:57 Interview with Josh Fair: Insights from the Capitol

01:28 Historical Context and Legislative Background

02:56 Distribution and Sales Mechanics

05:28 Comparing State Initiatives: Wyoming vs. Texas

06:48 The Broader Impact on Precious Metals Market

11:32 State-Level Gold and Silver Strategies

14:14 Future of Precious Metals in State Economies

21:02 Market Dynamics and Future Predictions

29:15 Conclusion and Final Thoughts

https://www.youtube.com/watch?v=LrCsUQcJou8

Gold to Become the New Monetary Standard

Gold to Become the New Monetary Standard

VRIC Media:  2-10-2026

The United States is facing an unprecedented economic and manufacturing crisis, with far-reaching consequences for the nation’s future.

A recent video analysis by VRIC Media sheds light on the intricate web of factors contributing to this crisis, including the roles of gold, debt, and monetary policy.

The discussion is both alarming and enlightening, offering a glimpse into the potential trajectory of America’s economic landscape.

At the heart of the issue lies Triffin’s Dilemma, a concept that highlights the inherent contradictions of the U.S. dollar’s status as the global reserve currency. This has led to trade imbalances and the outsourcing of manufacturing to countries with cheaper labor costs, ultimately eroding America’s industrial base.

 The rapid advancement of artificial intelligence (AI) further exacerbates the problem, threatening to eliminate millions of jobs and widening economic inequality in a K-shaped recovery.

Despite being overlooked or dismissed by many, gold is playing a pivotal role in the unfolding economic strategy.

 A significant surge in gold imports into the U.S. signals a substantial shift among central banks and sophisticated traders, who are accumulating physical gold in anticipation of dollar devaluation.

This movement, largely invisible to main stream media and retail investors, underscores the growing recognition of gold’s importance as a safe-haven asset.

The video analysis proposes a two-part plan to restore American manufacturing and economic stability.

The first component is the Genius Act, which aims to revolutionize money movement in the U.S. by mandating stablecoins backed by short-term U.S. Treasuries for instant payments. This will create synthetic demand for Treasury bills, suppressing interest rates and funneling the earned interest to stablecoin issuers, who are expected to reinvest heavily in gold.

 As a result, the price of gold is likely to rise, further devaluing the dollar.

The second element involves pegging long-term U.S. government bonds to gold, effectively linking the dollar’s value to the rising price of gold.

 According to Judy Shelton, a key economic advisor and former Fed nominee, this peg is expected to debut on July 4, 2026, the nation’s 250th anniversary. The introduction of zero-coupon, gold-backed bonds will enable the U.S. to borrow at ultra-low or zero interest rates, funding the return of manufacturing to American soil.

As the dollar’s value declines, American goods will become competitively priced globally, fostering economic recovery.

The speaker warns that failure to adopt this plan will lead to economic collapse, emphasizing that saving in dollars now will result in financial ruin.

The rising gold price and falling dollar value are inevitable, and only a contrarian understanding of these forces can protect wealth in the coming years.

The video concludes with a call to recognize the “golden dots” connecting America’s economic future, urging viewers to understand the critical role gold and innovative monetary policy will play in restoring prosperity.

The United States is at a crossroads, facing a complex economic crisis that requires a comprehensive solution. The proposed plan, centered on gold and monetary policy reform, offers a potential path forward.

 As the situation continues to unfold, it is essential to stay informed and adapt to the changing landscape. For those seeking to protect their wealth and navigate the uncertain economic future, understanding the critical role of gold and innovative monetary policy is crucial.

To gain a deeper understanding of the issues discussed in this blog post, watch the full video analysis by VRIC Media. The video provides a detailed examination of the United States’ economic crisis and the proposed plan to restore prosperity.

By staying informed and recognizing the “golden dots” connecting America’s economic future, viewers can position themselves for success in the years to come.

https://youtu.be/X9t1lurnnds

News, Rumors and Opinions Wednesday 2-11-2026

Dinar Recaps Note:

It has always been our policy to never post political or controversial topics. We were told that our server and posting host would/could cancel us if we did. So, we only share RV or financial related information.

Our goal is be around for the final RV and share what exchange information for our readers that we are allowed. If we are canceled…..we would not be here to do this.

So if any intel providers are political or controversial – we will not post their information for our own protection.  Thanks for understanding.    Sincerely Dinar Recaps

Note: All intel should be considered as "Rumors" until we receive official announcements ...and “Rates and Dates” could change anytime until we get to the banks/redemption centers.

RV Excerpts from the Restored Republic via a GCR Update as of Wed. 11 Feb. 2026

Compiled Wed. 11 Feb. 2026 12:01 am EST by Judy Byington

Tues. 10 Feb. 2026 ENDING INCOME TAX …Charlie Ward and Friends on Telegram https://t.me/CharlieWardFriends

People don’t get how big it is when Trump talks about getting rid of income tax. If you want America to be free and independent, getting rid of the income tax is one of the most important things you can do.

We are slaves to debt. The FED is not part of the government. It’s a world bank that is owned by one person. The US government does not own or control it. Congress gave the FED control of the US monetary system in 1913 and passed the 16th Amendment. We The People are the security. They can take your house, car, and freedom. If you don’t pay, they will send you to federal prison and take all your things. The government doesn’t make you pay income tax; the World Bank (FED) does.

If Trump gets rid of income tax, it will break the chains and make it possible to get rid of the IRS and the FED.

The end of the gold standard was the biggest con job in history. Instead of being backed by gold, the dollar became credit-based. The FED only needed paper, ink, and printers. They make money and lend it to us with interest. Think about going to buy a gold bar and getting a brick of fools gold instead. Then they break off a piece of chuck to pay for the work that goes into making it look like a real gold bar.

Before you say nothing is happening, think about the whole picture. You don’t have to agree with everything Trump does or says, but he is changing the rules. It’s just the first year. We can’t give the guy four years and then go crazy in the first year. I’m tired like everyone else (if not more), but we have to do this. There’s no way to avoid it.

~~~~~~~~~~~~~~

Global Currency Reset:

Tues. 10 Feb. 2026 Bruce, The Big Call The Big Call Universe (ibize.com)  667-770-1866, pin123456#, 667-770-1865:

Some of Bruce’s sources are (allegedly) connected directly to President Trump, others were (allegedly) in Space Force and other parts of his administration. Sometimes these sources differ in what they say.

Tier3 Bond Holders are to receive notification that they need to sign and send back to their paymaster and then funds will be in their account and available Wed-Thurs.-Fri.

One source said Tier4b would get notified 48-78 hours from today (Thurs.-Fri). We also have the premise from another source that we will have to wait a little bit longer.

Trump and the Military (allegedly) have the final say on when Tier4b goes. We were to go last Thurs. but the Military (allegedly) paused that because of things they were doing.

Read full post here:  https://dinarchronicles.com/2026/02/11/restored-republic-via-a-gcr-update-as-of-february-11-2026/

Courtesy of Dinar Guru:  https://www.dinarguru.com/

Militia Man  Execution is happening.  They're not doing it with a big hoorah or fanfare...quiet momentum.  There's no hype...Work advances steadily without speculation.  They're going to not tell you exactly how it is and pump it like this is the greatest thing in the world, but they do tell you what they're doing.  They try to keep it calm, cool and collected.

Frank26   President Trump conference paraphrase "Countries abuse the American dollar.  That's not good for American citizens.  Countries use the American dollar instead of their own currency to buy, sell and trade with.  That's not good for the American dollar or for the American citizens..." He points out you got these Asian counties, China...Japan, they don't play fair.  Same thing with Iraq.  They don't play fair.  They keep a low rate for their currency and they devastate everybody, themselves too.  Makes no sense... Trump wants counties to play fair with their currency against ours and basically stop using ours...Iraq, you're not playing fair.

Jeff   Article:  "Acknowledging the financial crisis...MP: Changing the dollar exchange rate is within the purview of the next government"  They're saying the next government is the one that's going to have the powers to control changing of the dollar exchange rate...What did I tell you?  We're waiting on the completion of the next government to change the rate.  Bam.  Right here, confirmed in print...They're the ones that introduce the rate change within the country of Iraq...I love it when my work is confirmed.

************

Silver Keeps Leaving Comex, As U.S. Secretary Of State Confirms Countries Are Leaving Dollar

Arcadia Economics:  2-10-2026

We finally have a day where the gold and silver prices aren't moving around that much, although the actual physical silver in the global inventories is moving plenty.

Meanwhile, even the US Secretary of State just confirmed that countries are leaving the dollar, and how they're just getting started.

https://www.youtube.com/watch?v=6CoTHAQutdA

As Silver Prices Plunge, This CIO Warns That Precious Metals Are Nothing More Than Meme Stocks

As Silver Prices Plunge, This CIO Warns That Precious Metals Are Nothing More Than Meme Stocks

Patrick Sanders   Tue, February 10, 2026

Precious metals have long been seen as a safe haven during any market uncertainty. And as the stock market flashes the occasional warning sign of stress, these commodities have been big winners over the last year. Gold prices are up 77% over the last 12 months, and the price of silver has done even better, rising 153%.

But it’s also noteworthy that both gold and silver stumbled lately. Gold dropped nearly 13% from its late January high before making a mild recovery; silver tumbled 31% from its high of $114 and is now drifting at $80.

That’s why a warning from Hank Smith, the CIO of Haverford Trust, is getting attention these days.  He warns that investors should be cautious about putting money into gold, silver, or any commodity. He says the run higher in 2025 and early this year is more fueled by momentum instead of substance, and investors should instead consider stocks that offer yield, such as dividend stocks.

"Those (commodities) are speculations. They're not investments," he told Business Insider. “Because physical commodities do not have earnings, they don't have an income statement, a balance sheet, they don't pay dividends or interest—you’re buying that with the expectation that someone's going to come along and buy at a higher price. That's the only way you're going to make money.”

Smith has a point—investors should never, ever consider putting all their investments into a single class such as commodities. And while I believe that gold, silver, and even cryptocurrency have a place in a well-diversified portfolio, I agree that investors should have the bulk of their investments in the stock market, looking for yield.

Here are two ways to capitalize on that strategy through exchange-traded funds. Each has a different strategy but is geared toward providing yield through proven strategies.

To Continue and Read More:  https://www.yahoo.com/finance/news/silver-prices-plunge-cio-warns-162551697.html      

Gold & Silver Takedown Was No Accident (What Comes Next Is Bigger

Gold & Silver Takedown Was No Accident (What Comes Next Is Bigger

Taylor Kenny:  2-7-2026

After hitting record highs, both gold and silver just got violently crushed. The mainstream media blames "profit-taking," a Fed nomination, or just "normal volatility."

The truth is far more dangerous: what we just witnessed was a cascade of forced liquidations, margin calls, and blatant financial manipulation—all triggered by a deeper liquidity and credit crisis that's still unfolding.

CHAPTERS:

00:00 – Gold & Silver Collapse: What Just Happened?

00:57 – Forced Liquidations & Margin Calls Explained

03:10 – CME’s Role: Raising Margin Requirements

04:41 – Bank Manipulation: Coordinated Market Rigging?

06:05 – Physical Crisis & Paper Market Distortion

07:02 – The Brewing Private Credit Crisis

09:28 – BlackRock & the Derivatives Domino Effect

11:19 – Liquidity Crisis: A Ticking Time Bomb

12:10 – Why Physical Gold & Silver Still Win

14:05 – Get Your Strategy in Place

https://www.youtube.com/watch?v=lmmizDwOT-8

Massive Fed’s Gold Revaluation! If You Own Gold or Silver, Watch Now! Mario Innecco & Clive Thompson

Massive Fed’s Gold Revaluation! If You Own Gold or Silver, Watch Now! Mario Innecco & Clive Thompson

Money Sense:  2-7-2026

A massive speculative bet has emerged in the precious metals market, targeting a gold price of $15,000 by November 3rd.

While hitting this strike price seems extreme, the strategy likely focuses on "gamma" exposure—profiting from a sharp, sudden move higher, such as a jump from $5,000 to $6,500 in a matter of weeks.

If such a spike occurs, the value of these deep out-of-the-money options could double rapidly, allowing traders to exit with massive gains well before the maturity date. This suggests an anticipation of a drastic market event rather than a slow grind higher.

However, this is a high-risk "all-or-nothing" play; if gold consolidates or moves slowly, these contracts will expire worthless.

Mario Innecco, financial analyst and host of Maneco64, and Clive Thompson, a seasoned wealth manager, debate whether this trade signals an imminent currency revaluation event or merely a gamble on extreme volatility.

They analyze the potential for a systemic shock that could validate such aggressive positioning before the year ends.

A massive speculative anomaly has emerged in the COMEX gold options market, with traders pouring millions into deep out-of-the-money calls for December 2026. Open interest data shows over 8,300 contracts at the $15,000 strike and nearly 7,800 contracts at the $20,000 strike, representing a combined bet of approximately $23 million.

This aggressive positioning indicates that a large entity anticipates a catastrophic repricing or "revaluation" event that drives prices vertically over a short timeframe.

The mechanics of this trade rely on "gamma" exposure rather than the expectation that gold will actually hit $15,000 by November.

By holding these cheap contracts, the investor stands to profit immensely if volatility spikes and gold moves sharply to $6,500 or $7,000. Such a surge would cause the option premiums to double or triple, allowing a profitable exit well before expiration.

 However, this high-stakes strategy requires immediate and violent momentum; otherwise, these contracts will likely expire worthless.

https://www.youtube.com/watch?v=rPfHlaZAafI

News, Rumors and Opinions Friday 2-6-2026

KTFA:

Clare: The US State Department told Shafaq News: We will use all our tools to prevent Maliki's return.

2/5/2026

 The US State Department revealed on Thursday evening a firm and strongly worded position regarding the upcoming political alliances map in Iraq, stressing that the US administration is prepared to use "a full range of tools" to ensure the implementation of President Donald Trump's vision regarding the Iraqi issue.

In a special and exclusive response to Shafaq News Agency, the US State Department spokesperson conveyed a direct warning against repeating past governance scenarios, indicating that current US policy requires an Iraqi government capable of working "effectively and respectfully" with the United States.

The State Department spokesman also relayed President Trump's warning, which read: "The last time Maliki was in power, the country slid into poverty and chaos... That should not be allowed to happen again."

The American response continued, quoting Trump, that the policies and ideologies he described as "crazy" would lead, if Maliki were re-elected, to a complete cutoff of American aid, warning that "if the United States is not there to help, Iraq will have no chance of success, prosperity, or freedom."

The State Department spokesman concluded by saying, "We have clearly communicated these intentions to the Iraqi political leadership," stressing that Washington is prepared to use "the full range of tools" to enforce this policy and prevent a repeat of governance experiences that harm common interests.   LINK

************

Clare:  Al-Karawi: Trump's rejection of Maliki confirms the existence of another figure he supports for the presidency.

 2/6/2026  Information/Baghdad...

Hussein al-Karawi, head of the Coordinating Committee for the Popular Movement for the Belt and Road Initiative, asserted that Trump's rejection of Maliki confirms the existence of another figure he supports for the position, noting that the scenario of rejecting Maliki may have been pre-planned.

Al-Karawi told Al-Maalouma, “The American president tweeted his rejection of Maliki’s presence in power, and this confirms that there is a figure supported by America for the premiership, in order to make him a tool for achieving its interests in Iraq.”

He added, "America seeks to bring in a prime minister who will lead Iraq towards the normalization project with the Zionist entity," indicating that "al-Sudani may have conceded to Maliki because he knows there is an American veto on Maliki's return to power."

He explained that "it is not unlikely that there is an agreement between Al-Sudani and the American envoy to Iraq to pave the way for Maliki's candidacy and then bring in the American veto against him assuming power as head of the new government."   LINK

************

Courtesy of Dinar Guru:  https://www.dinarguru.com/

Militia Man   This is the execution phase of the private sector.  It is the backbone of the strategy.  The gatekeepers are pleased... World Bank, IFC doesn't move...unless the IM, BIS, and the US Treasury are on board.  Their risk teams have done the homework.  Reserves are strong, inflation crushed, digital infrastructure is live...political continuity likely.  This is measured endorsement in action...Gatekeepers are scaling up when reforms prove real...They're ready to go...Now the money is flowing...This is reality.  Iraq's future is bright.  Gatekeepers are pleased.

Jeff  The overall elections right now...they're not telling you the truth...They're saying Maliki's in, Maliki's out, Sudani's still in running, Sudani's out. They're all over the board right now...We have to give it time and be patient...because the rate is not going to change till after the government is formed.

Frank26  Question: "Is it a remote possibility that Mark Savaya could be named Prime Minister?"  Mark is Iraqi...It should be Mark Savaya.  I don't know if it's going to be...My teams feel that of all the people we can consider, Mark Savaya would be the right one especially IOO Donald Trump groomed Mark for what is happening in Iraq as we speak...I think [Iraqis] would accept him with open arms because they know him.  They know him well.  Trump is smart.  He puts the right people in the right places.

SILVER ALERT! Paper Silver's Low Price is Causing the GLOBAL RUN ON PHYSICAL SILVER!

(Bix Weir) 2-6-2026

I have just one thing to say to the Silver Riggers..."Careful what you ask for!" Because of the dramatic rise and fall of the Silver price caused by the COMEX Silver Riggers the entire Global Silver Industry is in PANIC MODE!!

Word is that the Industrial Silver Panic was initiated NOT by the 35% price collapse BUT by the 70% price rise since January 1st!

Every large company that needs a constant flow of physical silver to make their products are in a massive BUY & STOCKPILE MODE!!

https://www.youtube.com/watch?v=zwyMh2H8k28

Bank of America Predicted Silver Prices Could Hit $309 in 2026. Is That Still in Play?

Bank of America Predicted Silver Prices Could Hit $309 in 2026. Is That Still in Play?

Pathikrit Bose  Barchart   Thu, February 5, 2026

Well, the party had to end sometime. After a searing rally in 2025, the bellwether precious metals of gold and silver have had a not-so-shiny start to 2026. Following the Trump administration's decision to appoint the relatively hawkish Kevin Warsh as the new Federal Reserve chairman after Jay Powell's tenure ends in May, there was an abrupt halt to the bullish freight train in gold and silver prices.

Dips of 2-4% for gold and a much sharper 33% in a single trading session for silver were widely attributed to a rebounding U.S. dollar and rising Treasury yields as investors adjusted to the prospect of a Warsh-led Fed, which many fear will be less inclined to provide the aggressive rate cuts that fueled the 2025 rally.

Now, Bank of America's head of metals research, Michael Widmer, has sounded another warning to silver fans. Remarking that the metal's price could cap at $309 for the year, he suggested that silver could still outperform gold this year.

So, should investors heed Widmer's caution about silver and steer clear of the precious metal, or has the stinging correction presented itself as an opportunity for a renewed uptick? Let's find out.

Silver Lining

It is quite ironic that it was Donald Trump's acerbic and loud “America First” economic policies, coupled with tariffs to and fro, that triggered the rally in the precious metals in the first place. Now, that has come full circle, with Trump's appointment of Warsh as Fed Chair marking the demise of the same rally.

Still, the silver futures contract for March 2026 (SIH26) is up more than 25% on a year-to-date (YTD) basis. Meanwhile, the biggest silver ETF in terms of AUM ($46.2 billion) and volume (daily volume of 175.5 million), the iShares Silver Trust (SLV), is up about 26% in the same period and 180% over the past year. In fact, at the start of 2025, SLV's AUM was about $13.4 billion. By the time the year closed, it had surged manifold to roughly $38 billion, with an average monthly inflow of about $2.02 billion per month in 2025.

Needless to say, SLV has outperformed the S&P 500 ($SPX) by a wide margin in the year.

Coming to the March futures contract, the recent selloff has come as a jolt and paints a more realistic picture, at least for the shorter term. The Put/Call Premium ratio for the contract stands at 0.92. What this essentially means is that even though more money is still in calls, the fact that the ratio is so close to 1.0 (at 0.92) shows that the "cost of protection" is rising rapidly. Bears are paying nearly as much for puts as bulls are for calls.

However, as the heading suggests, there is certainly a silver lining, and the appointment of Warsh does not change that. As a side note, Warsh has never launched a diatribe against silver, which is also a positive. Now to the other, more structural positives that would support silver prices and may even lead to a resumption of its upward journey in 2026.

Firstly, there's no indication of a major increase in output this year. In fact, most data points toward stagnation or even a decline in production, which should provide a significant floor for prices despite the hawkish shift at the Fed.

The most telling indication came just a few days ago from Fresnillo (FNLPF), the world’s largest primary silver producer, which officially cut its 2026 silver production targets. They revised their guidance down to 42–46.5 million ounces (moz), from a previous forecast of 45–51 moz.

Moreover, according to the Silver Institute and recent 2026 outlooks, we are entering the fifth (and potentially sixth) consecutive year of a structural deficit. In fact, the cumulative deficit over the last few years has reached nearly 820 moz. Thus, even with the recent price crash, the "physical" market remains tight because miners simply cannot speed up the 7-to-15-year lead time required to open new mines.

Industrial Demand

And then there is the tailwind of industrial demand.

Notably, silver stands out as the finest electrical conductor of all metals, surpassing even copper (widely used in wiring and power grids) and gold. While it is not employed universally, this property drives very strong demand in select high-growth areas closely linked to emerging economic trends.

Electric vehicles, for instance, require nearly twice as much silver per unit as conventional internal combustion engine vehicles. Hybrids show a similar pattern, consuming elevated quantities of the metal.

Consumer electronics (smartphones, laptops, and other devices) also rely on silver for reliable performance. In defense applications, silver remains essential for components in radar systems, submarines, and missile technology. Lastly, silver plays a critical role in photovoltaic cells, and with solar power positioned to expand rapidly as a key energy source to support the ongoing AI infrastructure buildout, demand from this segment is expected to accelerate significantly.

To Continue and Read More: https://www.yahoo.com/finance/news/bank-america-predicted-silver-prices-123002375.html  

The Real Shock Wasn't the Correction, It Was the 'Unsettling' 30% Melt-Up in January

Cavatoni: The Real Shock Wasn't the Correction, It Was the 'Unsettling' 30% Melt-Up in January

Kitco News:  2-4-2026

The market is repricing risk as capital rotates from the "Paper Economy" of tech stocks into the "Managed Economy" of strategic hard assets.

In this episode of Kitco News, Anchor Jeremy Szafron is joined by Joe Cavatoni, Market Strategist for the World Gold Council, to break down the massive discrepancy in central bank gold buying data.

While official IMF data reports approximately 326 tonnes of net buying for 2025, Cavatoni reveals that the "true" demand—including unreported OTC flows—is tracking closer to 680 tonnes.

They discuss why sovereigns are "going dark" with their accumulation, the implications of the "Project Vault" price floors for critical minerals like Silver, and why the "violent" 30% melt-up in January was a bigger danger signal than the recent correction. Recorded: February 4th 2026.

CHAPTERS:

00:00 Introduction and Market Overview

00:08 Technology Trade Unwinds: The Rotation from AI to Hard Assets

00:29 Project Vault and Government Policy: The "Managed Economy"

01:49 Market Response and Gold Performance (Intraday Volatility)

 02:07 Interview with Joe Cavatoni: Gold Market Insights

02:54 Central Bank Gold Buying Trends: The "Unreported" 350 Tonnes

 06:04 Gold Market Volatility and Investor Behavior: The "Air Pocket" Rally

09:38 Silver as a Strategic Asset: Critical Mineral Risks

12:24 Central Bank Reserve Strategies: Uzbekistan & Price Insensitivity

 15:52 Macro Drivers and Gold Allocation: The Tech Rotation

22:44 Conclusion and Key Takeaways

https://www.youtube.com/watch?v=BTEdhchyI8E

News, Rumors and Opinions Thursday 2-5-2026

Note: All intel should be considered as "Rumors" until we receive official announcements ...and “Rates and Dates” could change anytime until we get to the banks/redemption centers.

RV Excerpts from the Restored Republic via a GCR Update as of Thurs. 5 Feb. 2026

Compiled Thurs. 5 Feb. 2026 12:01 am EST by Judy Byington

Summary:

According to Judy Byington’s report, “Restored Republic via a GCR Update as of Thurs. 5 Feb. 2026,” the world is on the cusp of a revolutionary change.

The Global Currency Reset (GCR), backed by gold and assets, is set to reshape the international financial system, bringing an end to the outdated fiat currency era.

The report suggests that we are witnessing a climactic moment in the war between good and evil, with the Global Military Alliance, led by Trump, playing a crucial role in the transition.

The alignment with the BRICS Alliance (Brazil, Russia, India, China, and South Africa) has facilitated the implementation of a gold/asset-backed Global Currency Reset across 209 nations.

As of February 1, 2026, this new system was (allegedly) activated, marking a significant milestone in the journey towards a more equitable and transparent financial framework.

The introduction of the gold/asset-backed Quantum Financial System (QFS) is a game-changer.

This cutting-edge technology (allegedly) ensures that all transactions are traceable, and corruption is minimized. The QFS is (allegedly) already live globally, and individual financial accounts are being secured on the new Star Link Satellite System.

As the new system takes hold, banks are undergoing a significant transformation. Central Banks have been migrated, and some banks are (allegedly) closing or changing their roles.

Customers of Bank of America have reported missing funds, while other banks are freezing accounts. However, it’s essential to remain calm, as all personal bank accounts have(allegedly)  been mirrored onto the new system, including frozen funds.

It’s advised to withdraw any money from existing bank accounts to have cash on hand, as access to accounts may be delayed.

The report also highlights the significance of NESARA/GESARA, a set of reforms aimed at bringing about debt jubilee and prosperity to individuals and nations. Debt jubilee packets are (allegedly) being uploaded and processed, and prosperity funds are flowing to rebuild families and nations.

The report also touches on the recent JPMorgan silver scam, where the bank allegedly manipulated the market, causing a significant collapse in silver prices. This incident highlights the need for a more transparent and equitable financial system, which the Global Currency Reset aims to provide.

The Global Currency Reset is a significant step towards creating a more just and transparent financial system.

 As we navigate this transition, it’s essential to remain informed and prepared. By understanding the implications of this change, we can better navigate the new financial landscape and look forward to a brighter future.

Read full post here:  https://dinarchronicles.com/2026/02/05/restored-republic-via-a-gcr-update-as-of-february-5-2026/

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Courtesy of Dinar Guru:  https://www.dinarguru.com/

Jeff   Nothing in Iraq is moving forward until the government is formed and the rate is changed.  The rate has to change before things will move forward.

Militia Man  Aside for the political noise they're still doing what they're doing...follow the money.  Follow the largest financial institutions in the world.  That's where you should be...

Mnt Goat   Iraq still waits for a breakthrough in the election cycle. Meanwhile the Central Bank is still moving ahead with its banking reforms...we know that the Central Bank is ready to move ahead with the currency reform project and make tangible evidence to us. They are ready right now!  Yes, the Project to Delete the Zeros still sits in the wings waiting the election to show positive results. Certainly, if Iraq insists on Nori al-Maliki...this process may take some more time. If he backs down and al-Sudani is nominated we could see the rest of the process fly ahead very quickly.

"BRING THE GOLD HOME!" - Germany Plans to Withdraw $450 BILLION in Gold Reserves from the US

Lena Petrova:  2-5-2026

Is Germany preparing to bring its gold home from U.S. vaults?  What once sounded impossible is now being discussed openly in Berlin and Brussels.

Germany holds the second-largest gold reserves in the world, worth nearly €450 billion — yet over a third of it remains stored at the Federal Reserve Bank of New York, with more in London and Paris.

That made sense during the Cold War. Today, it’s being questioned.

Rising US–EU tensions, trade wars, sanctions, and Washington’s increasingly transactional approach to alliances have reignited concerns over sovereignty, trust, and strategic dependence.

Economists, lawmakers, and senior EU officials are now asking a once-taboo question: Is Germany’s gold really safe abroad?

This debate isn’t just about gold bars — it’s about power, leverage, and the future of transatlantic relations.

https://www.youtube.com/watch?v=s-5L2gvwNtI