The Fed Has Only One Way Out — Gold Revaluation Is Coming | Matthew Piepenburg

The Fed Has Only One Way Out — Gold Revaluation Is Coming | Matthew Piepenburg

MacroEdge:  1-29-2026

In this eye-opening analysis, we break down why the Federal Reserve may have only one remaining structural option — a gold revaluation, and what that means for gold, silver, currencies, and investors everywhere.

Based on key insights from Bond Markets Are Breaking and Gold Is Telling You First… partner Matthew Piepenburg explains why record central bank gold buying, historic silver delivery demand, and rising systemic risk are far more than just market noise.

 Piepenburg cuts through the headlines to show why gold prices aren’t simply rising — they’re signaling deep instability in global money, trust, and currency systems.

 In the face of ballooning debt, weakening fiat currencies, and a less trusted dollar, rising gold isn’t a “bubble” — it’s a structural response.

This video covers:

Why the Fed’s traditional tools may be exhausted

What central bank gold buying really signifies

The implications of a possible U.S. gold revaluation

What this means for investors in gold and silver today

 TIMESTAMPS (≈ 18 Minutes)

00:00 – Why gold is relevant again and the current market setup

 01:50 – The Fed’s problem: debt, liquidity, and eroding tools

04:20 – What central banks are doing in gold — and why it matters

07:10 – Silver markets, delivery demand, and market signals

10:30 – The truth behind potential gold revaluation talk

12:45 – Why transparency and audits are still absent

15:10 – What investors should watch in gold and silver next

17:20 – Key takeaways and preparation mindset

https://www.youtube.com/watch?v=c7dSKjzn4EY

Seeds of Wisdom RV and Economics Updates Thursday Morning 1-29-26

Good Morning Dinar Recaps,

Gold Breaks $5,500 as Dollar Weakens and BRICS Shift Accelerates

Precious metals surge signals structural change in global reserves and settlement

 Overview (Key Points)

• Gold surged above $5,500 per ounce, hitting an intraday record of $5,595.41 on January 29, 2026.

• Gold futures are now up more than 20% year-to-date, driven by dollar weakness and central-bank accumulation.

• BRICS gold reserves have surpassed U.S. Treasury holdings for the first time since 1996.

• Markets are increasingly pricing in a monetary realignment rather than a cyclical rally.

Key Developments

Historic Price Action:
Gold futures rallied sharply as the Federal Reserve held rates steady and the U.S. dollar fell to its lowest level since early 2022. The move reflects intensifying demand for hard assets amid declining confidence in fiat currencies.

Dollar Weakness Fuels Momentum:
Analysts point to sustained dollar depreciation as a key catalyst. As the greenback weakens against major currencies, gold has benefited from both safe-haven demand and debasement hedging.

BRICS Reserves Surpass Treasuries:
Foreign central bank gold holdings are now valued near $4 trillion, exceeding U.S. government bond holdings at approximately $3.9 trillion. BRICS nations collectively control about 50% of global gold production and hold more than 6,000 tonnes in reserves.

Gold-Backed Settlement Takes Shape:
In December 2025, BRICS launched the “Unit”, a pilot gold-backed settlement instrument composed of 40% physical gold and 60% BRICS currencies. The initiative represents the first operational step toward an alternative to dollar-centric settlement systems.

Why It Matters

Gold’s breakout is not being driven by retail speculation alone. Central banks are the dominant buyers, signaling a long-term shift in reserve strategy. The freezing of Russian assets in 2022 fundamentally altered how sovereign nations assess reserve safety, accelerating diversification away from dollar-denominated assets.

Why It Matters to Foreign Currency Holders

For foreign currency holders anticipating revaluation:

• Gold strength often precedes currency repricing and settlement reform.

• BRICS-aligned currencies tied to commodities and production capacity gain structural leverage.

• Reduced dollar weighting in reserves supports multipolar valuation frameworks over time.

Implications for the Global Reset

Pillar 1 — Reserve Reallocation:
Gold replacing Treasuries as a primary reserve anchor reflects declining trust in debt-based instruments.

Pillar 2 — BRICS as Monetary Architects:
By pairing gold accumulation with settlement infrastructure, BRICS is building functionality first, rhetoric second.

This is not a spike — it is a repricing of trust.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

Watcher.Guru — “Gold Price Jumps Above $5,500 as Weak Dollar & BRICS Shift Align”

Reuters — “Central banks extend gold buying spree as dollar weakens”

~~~~~~~~~~

Silver & Copper Flash Follow-Up Reset Signal as Metals Reprice Reality

Industrial demand and monetary hedging converge outside the dollar system

Overview (Key Points)

• Silver surged above $116 per ounce, up nearly 50% year-to-date, outpacing gold on a percentage basis.

• Copper broke above $13,000 per tonne in London trading, a historic high tied to electrification and infrastructure demand.

• Both metals are signaling real-economy stress and settlement transition, not speculative excess.

• Markets are increasingly using hard assets as proxies for trust amid currency fragmentation.

Key Developments

Silver Reasserts Dual Role:
Silver’s breakout reflects its unique position as both a monetary metal and an industrial input. Rising demand from solar manufacturing, electronics, and military technology coincides with investor hedging against currency debasement.

Copper Sends Infrastructure Signal:
Copper’s surge past $13,000 highlights constraints in mine supply alongside aggressive global build-outs in grids, EVs, and defense infrastructure. Copper is increasingly viewed as a strategic material, not merely a cyclical commodity.

 Supply Concentration Risks:
Major copper and silver production remains concentrated in geopolitically sensitive regions, reinforcing concerns over resource nationalism and trade weaponization. These risks are now being priced into futures markets.

Reset Indicator Beyond Gold:
While gold anchors reserves, silver and copper reveal the operational side of the reset — manufacturing capacity, energy systems, and defense readiness. Together, they reflect a system shifting from financial leverage to physical control.

Why It Matters

Silver and copper are not reacting to rate cuts or stimulus expectations alone. Their moves indicate tight physical markets, rising sovereign demand, and the repricing of materials essential to modern economies. These metals expose pressure points where fiat systems meet real-world limits.

Why It Matters to Foreign Currency Holders

For holders awaiting currency revaluation:

• Silver often acts as a volatility amplifier during monetary transitions.

• Copper reflects industrial backing and productive capacity, a key metric in reset-era valuation.

• Rising metals prices support commodity-linked and resource-rich currencies over debt-dependent systems.

Implications for the Global Reset

Pillar 1 — Physical Scarcity Over Paper Claims:
Silver and copper markets are revealing cracks between futures pricing and real-world availability.

Pillar 2 — Infrastructure as Currency Backing:
Control of metals critical to energy, defense, and technology increasingly functions as implicit monetary support.

This is not inflation — it is repricing of the real economy.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

Reuters — “Silver jumps as industrial demand tightens global supply”

London Metal Exchange — “Copper prices hit record highs amid supply constraints”

~~~~~~~~~~

🌱 A Message to Our Currency Holders🌱

If you’ve been holding foreign currency for many years, you were not foolish.
You were not wrong to believe the global financial system would change.

What failed was not your patience — it was the information you were given.

For years, dates, rumors, and personalities replaced facts, structure, and proof. “This week” predictions created cycles of hope and disappointment that were never based on how currencies actually change.

That is not your failure.

Our mission here is different:   • No dates • No rates • No hype • No gurus

Instead, we focus on:
• Verifiable developments • Institutional evidence
• Global financial structure • Where countries actually sit in the process

Currency value changes only come after sovereignty, trade, banking, settlement systems, and fiscal coordination are in place. History and institutions confirm this sequence.

You will see silence. You will see denials. That is not delay — that is discipline.

Protect your identity. Organize your documents.        Verify everything.
Never hand your discernment to anyone who cannot show proof.

You deserve truth — not timelines.

Seeds of Wisdom Team
Newshounds News

~~~~~~~~~~

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Thank you Dinar Recaps

Why the Current Silver Mania Is So Wild, and How I'm Playing It

Why the Current Silver Mania Is So Wild, and How I'm Playing It

Rob Isbitts  Barchart   Wed, January 28, 2026

If you think the silver (SIH26) market is acting “normal” right now, you haven’t checked the lease rates or the London vaults lately. We are witnessing a historic de-coupling where physical silver is trading at 50% to 80% premiums over the official paper spot price. In early 2026, the metal has already blasted past its 1980 record of $53.40, hitting intraday highs that remind me of that scene from the classic comedy movie Airplane. Silver, now arriving at $80, $90, $100…

But this isn’t just a speculative cornering of the market. This is a structural physical squeeze meeting AI-industrial desperation.

What’s Different Now Than in 1980?

When the Hunt brothers tried to corner silver, they were fought by the exchanges and eventually crushed by a wave of new supply. In 2026, the short sellers are the ones getting crushed. Why?

• Silver is no longer just “poor man’s gold.” It is an industrial necessity for AI data centers, electric vehicles, and solar panels. Manufacturers must have silver to keep production lines running, regardless of the cost. This is not a luxury now.

• The market has been in deep “backwardation,” meaning spot prices were higher than futures. That implies investors and industries are so desperate for the metal, they are willing to pay massively more to bypass the paper contracts.

• As of January 2026, China has tightened export licenses for silver, effectively choking off a major global supply artery just as the West needs it most.

How I’m Playing the ‘Silver Bullet’

To Read More: https://www.yahoo.com/finance/news/why-current-silver-mania-wild-140002483.html  

Ariel (@Prolotario1): The Silver Apocalypse, a New World Begins Soon

Ariel (@Prolotario1): The Silver Apocalypse, a New World Begins Soon

The Silver Apocalypse: The End Is Near (Rothschild’s Banking On The Edge) A New World Begins Soon

As our dear Renee @Reneefit97 stated earlier Gold was hovering around that $350 mark back in ’99, yeah feels like a lifetime ago, doesn’t it? I remember digging into those charts years back, and it’s wild how manipulated the markets were even then, with central banks dumping reserves to keep prices suppressed while the dot-com bubble distracted everyone.

Fast-forward to now, January 2026, and gold’s pushing $5k an ounce, silver’s already cracked $90 in after-hours trading last week amid those wild supply chain snarls from the Red Sea disruptions.

 If silver blasts to $130 and I’m betting it does by Q2, given the industrial demand from solar tech exploding in Asia and the hedge funds piling in like it’s the new Bitcoin that’s not just a rally; it’s the canary in the coal mine for a full-blown systemic meltdown.

We’re talking derivatives markets unwinding, pension funds hemorrhaging on leveraged bets, and sovereign debt defaults rippling from Europe to emerging markets.

The unconsidered angle here? It’s not just economic it’s vibrational. These metals aren’t mere commodities; they’re conductors of energy in esoteric terms, tied to ancient alchemical principles where silver disrupts illusionary constructs like fiat money.

As prices surge, it’s like the collective human psyche awakens, shattering the Rothschild-orchestrated veil of debt-based control that’s held sway since 1913.

Picture this playing out: silver hits $130 amid a black swan like a major cyber hit on SWIFT maybe from a rogue AI or Iranian proxies retaliating against Trump’s strikes and bam, stock exchanges halt trading globally for days.

 Banks freeze accounts, ATMs go dark, and hyperinflation kicks in for fiat currencies as people scramble for tangibles.

The Deepstate’s panic? It’s visceral; they’re hoarding physical bullion in underground vaults from Cheyenne Mountain to Swiss bunkers, but it’s too late their paper empires evaporate.

Transition to the new system? It’ll be swift, maybe 72-96 hours of martial law in key nations, with military oversight rolling out quantum-ledgers backed by gold/silver reserves.

Trump’s Board of Peace has already (allegedly) seeded prototype nodes in Greenland’s ancient bases, where crystalline tech from those subglacial chambers interfaces with blockchain to create unhackable asset tokens.

This upends everything currencies revalue overnight, with the dollar shedding 30-50% against a new basket, while dinar, dong, and zim skyrocket in a controlled reset.

Not everyone’s a winner; small holders get squeezed if they panic-sell, but edge cases like community silver pools in places like Shreveport could thrive as local barter hubs. Wealth transfers from elite hoarders to the masses, but watch for psy-ops faking alien invasions to distract during the switch. We all seen reports on this already.

Read Full Article:   https://www.patreon.com/posts/silver-end-is-on-149161059

https://dinarchronicles.com/2026/01/26/ariel-prolotario1-the-silver-apocalypse-a-new-world-begins-soon/

Failure to Deliver Gold and Silver Calamity Coming: Bill Holter

Failure to Deliver Gold and Silver Calamity Coming: Bill Holter

By Greg Hunter’s USAWatchdog.com

Financial writer and precious metals expert Bill Holter (aka Mr. Gold) has been predicting record high gold and silver prices. 

We are nowhere finished with record prices for the metals happening every week and sometimes every day.  Mr. Gold now has a new prediction about paper exchanges not being able to deliver physical metal. 

Holter says, “We exploded through $100 per ounce silver, and we went through $5,000 per ounce on gold, but that’s not the story.

The story is there are already over 40 million ounces standing for delivery in January.  January is a non-delivery month. 

If you go back in past years, you might see delivery in January that might be a million ounces, two million ounces or a small amount.  We are already at 40 million ounces of silver in January with only a few days left in the month. 

March is a delivery month.  That’s the month where I am going to be really interested to see what the number is for how much is standing for delivery at the beginning of the month. 

If you get 70 million or 80 million ounces of silver standing for delivery at the beginning of the month . . . that would be enough to knock out the inventory in March, which is a primary delivery month for COMEX..”

Holter goes on to say, “They reportedly have 110 million ounces to 120 million ounces registered for delivery.  Is any of that incumbered?  We just don’t know. 

If we get a failure to deliver that completely negates any and all value of a COMEX contract. . .. If the contract cannot perform, it is worth zero.  A failure to deliver wipes out any credibility of COMEX pricing. . ..

A failure to deliver in silver will immediately spill over into gold. 

A failure to deliver in gold will immediately spill over to the credit markets because gold is truly the anti-dollar or the anti-US Treasury.”

Holter says some of the big metal dealers and banks shorting the monetary metals are in financial trouble.  Holter says, “This is all caused by rising metals prices, mainly rising silver prices. . .. Some people may think the rally is over, and it’s not.  We are still early in this price rise. 

Any price you hear is going to be laughably too low, and I am going to include that $600 figure for silver that came out several years ago.  I think any number you put out there for gold or silver will end up being laughably low.”

Holter contends if you look at all the commitment and debt, there is $200 trillion for the US.  Holter says, “If you take just the $38 trillion in debt for the federal government and you want to back the debt with the 8,000 tons of US gold, you are talking around $200,000 per ounce for gold.”

In closing, Holter predicts, “There will be failure to deliver silver in the first part of March 2026.  The currencies will zero out.  It is a collapse of the entire financial system. . ..

The real economy runs on credit.  Everything you touch, everything you do . . . credit has been involved in its creation.  If credit becomes unattainable, the real economy completely shuts down, and that is where your Mad Max comes in.”

There is much more in the 39-minute interview.

Join Greg Hunter of USAWatchdog as he goes one-on-one with financial writer and precious metals expert Bill Holter/Mr. Gold as the financial system resets for 1.26.26.

https://usawatchdog.com/failure-to-deliver-gold-silver-calamity-coming-bill-holter/

What’s Next After $5,000 Gold?

What’s Next After $5,000 Gold?

Notes From the Field By James Hickman (Simon Black)  January 27, 2026

In the year 578 AD, a Korean immigrant named Shigemitsu Kongo arrived in Japan at the invitation of the royal family. Buddhism was flourishing, and the Japanese needed someone who knew how to build temples. Kongo was their man.

He founded a construction company—Kongō Gumi—that would go on to build some of Japan's most iconic Buddhist temples. And, somewhat miraculously, the company stayed within the same family for over fourteen centuries.

That's roughly 40 generations. The company lived through the rise and fall of the samurai, the Meiji Restoration, two World Wars, and the atomic bomb.

But in 2006, after 1,428 years of continuous operation, Kongō Gumi went bankrupt.

 Japan experienced a legendary financial bubble in the 1980s; asset prices exploded. And, like many Japanese companies during that decade, Kongo Gumi borrowed heavily to invest in real estate.

But eventually the bubble burst. Asset prices crashed. And all that remained was the debt... which Kongō Gumi could not repay.

The world's oldest company— which had survived 1400+ years of war, natural disaster, and literally even two nuclear strikes, was undone by too much debt.

It's a powerful reminder: it doesn't matter how long you've been around. What matters is your current financial reality. History doesn't protect you from math.

And this same principle applies to sovereign nations.

Japan has the worst debt-to-GDP ratio on the planet—256%— more than double the United States.

But, like the US, the Japanese government has gotten away with this insane debt level for a long time.

Part of the reason was that their central bank (the BOJ) held interest rates at near zero so that the government could borrow at almost no cost.

If interest rates are 0%, in theory you could borrow unlimited quantities of money without any consequences... but ONLY as long as interest rates remain at zero.

Unfortunately for Japan, the bond market looks like it has finally had enough.

On January 19th, Japan's new Prime Minister Sanae Takaichi announced a 21.3 trillion yen (about $140 billion) stimulus package. The bond market's response was immediate... and visceral.

Within days, Japan's 40-year government bond yield soared to 4.24%—a record high, and the first time a Japanese sovereign maturity has breached 4% in over three decades.

The 30-year yield surged to nearly 4%. Even Japan’s 10-year government bond hit 2.38%, the highest since 1999.

Higher rates are a five-alarm fire for any heavily-indebted country. And we've seen this movie before.

In October 2022, British Prime Minister Liz Truss announced a tax-cut plan that would have resulted in a higher budget deficit.  The bond market wasn’t having any of that. Government bond yields skyrocketed, and the British pound plummeted.

It was so bad that the Bank of England had to launch emergency interventions, and the Prime Minister resigned after just 49 days in office— the shortest tenure in British history.

You can probably see the pattern. Bond markets first revolted in Britain, the world’s sixth largest economy. Now it’s revolting in Japan, the world’s fourth largest economy.

How long until bond markets start to revolt against the world’s largest economy?

Billionaire investor Ken Griffin connected these dots explicitly when he said last week, "What happened in Japan is a very important message to the [US] House and to the Senate. . . You need to get our fiscal house in order."

We've been saying this for years: politicians in Congress think that, because America is the largest economy with the world’s reserve currency, the rules don’t apply to them... and that they can run endless, outrageously high deficits without any consequence.

This is completely delusional.

If the US doesn’t get its fiscal house in order, the dollar won’t be the world’s reserve currency for much longer. In many respects this shift is already happening.

Just look at China: right before the 2008 Global Financial Crisis, China held less than $500 billion of US government bonds— roughly 5% of the total US national debt at the time.

By 2011, just three years later, they had increased their holdings to $1.3 trillion—nearly 10% of total US government debt.

But China has been selling off its Treasury holdings rapidly over the past two years. They've cut their position by roughly 50%, down to about $682 billion, or less than 2% of the national debt.

To be clear, I'm not rooting for China to own a larger share of the US national debt. I'm rooting for a lower national debt.

But that ultimately requires Congress to be sensible and realistic.

And it’s not like cutting the deficit is some impossible task.

A 23-year old YouTuber was able to singlehandedly uncover billions of dollars of fraud in just one city. All Congress has to do is stop it.

But they are unwilling to do so.

With such unserious, low IQ politicians in Congress, foreign governments and central banks are thinking twice about investing in US Treasury bonds. Many (like China) are selling and starting to diversify in other asset classes... including gold.

In fact, rising demand from governments and central banks around the world has been one of the key drivers in gold’s rising price.

But it's not just central banks anymore. Pension funds and insurance companies have been increasing their gold allocations as a long-term asset.

And this makes sense. Pension funds and insurance companies traditionally invest in very long–term bonds (like the 30-year) because they have to match their assets to long-term policy liabilities (like life insurance).

Clearly these companies are worried that after adjusting for taxes and inflation, owning US government bonds for THREE DECADES is simply too risky. So they’re turning to gold instead.

I don’t know where gold prices are going today, tomorrow, or next month. But the long-term trend is pretty clear: as long as Congress continues to be unserious about fixing the deficit, gold will keep going higher.

And that means companies in the real asset (especially gold) business are primed to do extremely well.

To your freedom,   James Hickman  Co-Founder, Schiff Sovereign LLC

https://www.schiffsovereign.com/trends/whats-next-after-5000-gold-154208/?inf_contact_key=86fdde82004debf359cb0327261254797c981c2f99e1cf7586cea13df5aa4037

Is the US Dollar Collapsing? Peter Schiff Issues De-Dollarization Warning as Metals Surge and BRICS Advances

Is the US Dollar Collapsing? Peter Schiff Issues De-Dollarization Warning as Metals Surge and BRICS Advances

Kurt Robson  CCN   Mon, January 26, 2026

Key Takeaways

• Fears of de-dollarization are growing.

• Peter Schiff has issued a stark warning that the U.S. dollar is getting “crushed.”

• However, some analysts noted that the metals rally may face short-term pullbacks.

Economist Peter Schiff has warned of a weakening U.S. economy as gold and silver prices surged to record highs over the weekend, intensifying debate over whether confidence in the U.S. dollar is beginning to erode.

While most economists maintain that the dollar remains deeply entrenched at the center of global trade, the growing influence of the BRICS bloc and rising demand for precious metals are fueling renewed concerns of de-dollarization.

Schiff Delivers Warning

Longtime Bitcoin critic Peter Schiff said the rally in precious metals reflects underlying weakness in the U.S. economy and the dollar, rather than speculative excess.

“Trump may think the U.S. has the hottest economy in the world, but financial markets prove it’s the coldest,” Schiff wrote on Monday.

“Gold is surging above $5,020, silver is over $104.65, and the U.S. dollar is getting crushed against other fiat currencies, hitting a record low against the Swiss franc,” he added.

Schiff also warned last week that both U.S. dollar–denominated assets and cryptocurrencies could suffer significant losses in the months ahead.

“By the end of the year, holders of U.S. dollar–denominated assets and cryptocurrencies, including Bitcoin, will be substantially poorer than they are today,” Schiff wrote.

“In contrast, holders of non-dollar–denominated assets and precious metals will be significantly richer. Which will you be?”

Is De-Dollarization Incoming?

Some market commentators have framed the rally in precious metals as evidence of a broader loss of confidence in fiat currencies.

An account known as NoLimit wrote on X that the simultaneous surge in gold and silver suggests markets are “pricing in a collapse of trust in the U.S. dollar.”

“When the two oldest forms of money on Earth move like this simultaneously, it’s a clear sign that something has broken,” the post said.

“People aren’t buying metals because they want to — they’re buying because they’re terrified of holding anything else.”

The account also warned that volatility in equity markets could force large funds to liquidate metals holdings to cover losses elsewhere, potentially triggering short-term pullbacks before further gains.

To Continue and Read More:  https://www.yahoo.com/finance/news/us-dollar-collapsing-peter-schiff-114216214.html

How the System BROKE When Gold Was Removed | Dr. Stephen Leeb

How the System BROKE When Gold Was Removed | Dr. Stephen Leeb

Lynette Zang:  1-25-2026

What really changed when gold was removed from the monetary system?

In this interview, Dr. Stephen Leeb explains how abandoning gold led to short-term thinking, exploding debt, lost innovation, and growing systemic risk.

 From the collapse of long-term research to the erosion of fiscal discipline, this conversation connects money, power, and societal decline.

 If history is any guide, gold doesn’t disappear forever — it returns when systems break.

Chapters:

00:00 Why Gold Still Matters More Than Ever

03:01 How the Gold Standard Was Quietly Destroyed

06:20 America’s Innovation Collapse After Leaving Gold

09:00 Central Banking, Short-Term Thinking, and Endless War

 11:54 Inflation, Broken Families, and Social Decay

 17:01 How Russia and China Passed the United States

22:52 Gold as Money, Power, and Spiritual Anchor

30:18 Why Gold Forces Governments to Behave

39:59 Venezuela, Resources, and the Global Reset Ahead

https://www.youtube.com/watch?v=AazCmJqd5CA

Seeds of Wisdom RV and Economics Updates Monday Morning 1-26-26

Good Morning Dinar Recaps,

Gold Breaks $5,100 as Silver Signals Safe-Haven Stampede

Precious metals surge as confidence in fiat systems visibly fractures

Overview

Gold prices surged past $5,100 per ounce, while silver hit fresh record highs as investors rapidly shifted capital toward hard assets. The move reflects escalating geopolitical uncertainty, renewed U.S. trade tensions, fiscal instability fears, and a weakening confidence backdrop for fiat currencies.

The scale and speed of the metals rally suggest this is not a speculative move, but a structural repositioning toward value preservation amid systemic stress.

Key Developments

• Gold surpassed $5,100/oz, setting a new all-time high amid intense safe-haven demand

• Silver reached record levels, confirming broad-based precious metals inflows

• Capital rotated out of equities as global equity fund inflows sharply slowed

• U.S. tariff threats and shutdown risks fueled risk-off sentiment

• Central bank purchases and ETF inflows amplified upward momentum

Why It Matters

This surge is not isolated price action — it is a signal event.

• Safe-haven flows historically precede systemic stress points, not follow them

• Precious metals rallies often reflect waning confidence in policy stability and fiat credibility

• The metals move aligns with rising geopolitical fragmentation and fiscal uncertainty

Markets are behaving as if traditional safeguards may fail, accelerating the search for assets outside political control.

Why It Matters to Foreign Currency Holders

For those holding foreign currency in anticipation of a Global Reset-style revaluation, this movement is highly relevant:

• Gold and silver rallies often precede reserve diversification by central banks

• Currency realignments historically follow periods of hard-asset accumulation

• Rising metals prices signal value migration away from paper promises

• Precious metals strength reinforces the case for currency repricing in a multipolar system

This environment favors tangible-backed value, not debt-based instruments.

Implications for the Global Reset

Pillar 1: Asset Repricing & Store-of-Value Shift
Gold and silver are reasserting themselves as monetary anchors as trust in fiscal discipline erodes.

Pillar 2: Confidence Erosion in Fiat Systems
When capital abandons equities for metals en masse, it reflects institutional doubt about policy control, not short-term volatility.

This is not just market turbulence — it is capital voting against uncertainty.

What to Watch Next

• Central bank disclosures on gold accumulation

• Physical silver premiums and delivery delays

• Further weakness in equity inflows

• Policy responses to rising commodity-driven inflation pressure

When trust fades, money remembers what lasts

This is not just market volatility — it’s monetary behavior adjusting to a fractured global order.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• The Guardian – “Gold soars past $5,100 an ounce, silver hits new record on tariff and US shutdown fears”

• Reuters – “Gold hits record as investors seek safety amid geopolitical and fiscal risks”

~~~~~~~~~~

Davos Reflections Signal Cracks in the Global Economic Order

Elite consensus shifts from coordination to containment

2026 World Economic Forum exposes strain across alliances, finance, and strategy

Overview

Reflections emerging from the 2026 World Economic Forum in Davos reveal a notable change in tone among global leaders and financial elites. Rather than projecting confidence in a unified rules-based system, discussions increasingly acknowledged fracturing alliances, strategic mistrust, and geopolitical recalibration.

Transatlantic relations, defense responsibilities, and capital allocation strategies dominated conversations as Europe and other partners adjusted to an increasingly uncertain U.S. posture. Investors, meanwhile, began reassessing risk exposure amid growing acceptance that global fragmentation is no longer temporary.

Key Developments

• Rising transatlantic strain surfaced in defense, trade, and diplomatic expectations

• European leaders openly discussed reduced reliance on U.S. strategic guarantees

• Financial institutions signaled portfolio adjustments reflecting geopolitical risk

• Davos discussions shifted from global coordination to resilience and hedging strategies

• Investors increasingly framed fragmentation as structural, not cyclical

Why It Matters

Davos has long functioned as a bellwether for elite consensus. This year’s reflections mark a psychological inflection point.

• Acceptance of systemic fracture replaces assumptions of eventual reunification

• Alliance cohesion weakens as self-reliance and regional blocs gain priority

• Financial strategy increasingly reflects political risk rather than growth optimism

When elite forums adjust expectations, policy and capital tend to follow.

Why It Matters to Foreign Currency Holders

For those holding foreign currency in anticipation of revaluation or systemic realignment:

• Fragmentation often precedes currency diversification and repricing cycles

• Reduced faith in unified policy coordination supports multipolar currency frameworks

• Capital shifts toward hard assets and non-dollar settlement channels accelerate

• Davos tone shifts historically align with early-stage reset dynamics

Foreign currency holders should note that confidence erosion, not collapse, is what drives long-term valuation changes.

Implications for the Global Reset

Pillar 1: Alliance Fragmentation & Power Rebalancing
Davos reflections suggest global leadership is preparing for a world of competing blocs, not shared governance.

Pillar 2: Financial Strategy Reorientation
Investor and institutional behavior is adapting to persistent geopolitical risk, reinforcing parallel systems rather than unified ones.

This is not rhetoric — it is strategic repositioning in real time.

What to Watch Next

• European defense and fiscal coordination outside U.S. frameworks

• Capital flow data showing regional concentration vs global dispersion

• Increased emphasis on resilience, autonomy, and hedging in policy language

• Further normalization of multipolar economic assumptions

When Davos stops preaching unity, the system is already changing

This is not just politics — it’s global finance restructuring before our eyes.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Reuters Breakingviews – “The Week in Breakingviews: Davos makes history”

• Bloomberg – “Davos Leaders Confront a World of Fragmentation and Strategic Risk”

~~~~~~~~~~

🌱 A Message to Our Currency Holders🌱

If you’ve been holding foreign currency for many years, you were not foolish.
You were not wrong to believe the global financial system would change.

What failed was not your patience — it was the information you were given.

For years, dates, rumors, and personalities replaced facts, structure, and proof. “This week” predictions created cycles of hope and disappointment that were never based on how currencies actually change.

That is not your failure.

Our mission here is different:   • No dates • No rates • No hype • No gurus

Instead, we focus on:
• Verifiable developments • Institutional evidence
• Global financial structure • Where countries actually sit in the process

Currency value changes only come after sovereignty, trade, banking, settlement systems, and fiscal coordination are in place. History and institutions confirm this sequence.

You will see silence. You will see denials. That is not delay — that is discipline.

Protect your identity. Organize your documents.       Verify everything.
Never hand your discernment to anyone who cannot show proof.

You deserve truth — not timelines.

Seeds of Wisdom Team
Newshounds News

~~~~~~~~~~

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How Silver Cracked $100 And Added More Than Bitcoin's Entire Market Cap In 3 Months

How Silver Cracked $100 And Added More Than Bitcoin's Entire Market Cap In 3 Months

Parshwa Turakhiya   Benzinga   Sat, January 24, 2026

Silver crossed the psychological $100 per ounce Friday, driven by solar panel demand and a historic supply squeeze, while Bitcoin (CRYPTO: BTC) has crashed 30% from its $126,000 peak to $89,000.

The Numbers: Silver Added $2.83 Trillion

Silver closed October 31, 2025 at $48.68 per ounce. By Friday afternoon, it had crossed $100—a 104% surge in three months.  The total above-ground silver supply is estimated at approximately 56 billion ounces, including bullion, coins, jewelry, and industrial products.   At October’s price, silver’s total market value stood at roughly $2.73 trillion.

At today’s $99 price, that valuation has exploded to approximately $5.56 trillion—an increase of $2.83 trillion in three months.  That’s 1.5 times Bitcoin’s entire $1.84 trillion market cap added to silver’s value in 90 days.

Meanwhile, Bitcoin tumbled from above $126,000 in October to roughly $89,000 today.  The cryptocurrency’s market cap fell from over $2.4 trillion to $1.84 trillion, shedding more than $600 billion in value.

What’s Driving The Silver Rally

The silver rally is driven by an industrial necessity colliding with a supply crunch.

Solar panels now account for 29% of industrial silver demand, up from just 11% in 2014, according to the Silver Institute’s World Silver Survey 2025.

Each solar panel requires 15-25 grams of silver, and global solar capacity is forecast to hit 665 gigawatts in 2026.

Moreover, electric vehicles use 25-50 grams of silver versus 15-28 grams in conventional cars.

That demand isn’t going away—it’s accelerating as the green energy transition shifts from future trend to current reality.

The supply side is even tighter. The Silver Institute reports 2024 marked the fourth consecutive year of supply deficits:

• Mine production: 819.7 million ounces

• Total demand: 1.16 billion ounces

• Industrial demand: 680.5 million ounces (record high)

The deficit is structural. Over 70% of silver is produced as a byproduct of mining lead, zinc, and copper—meaning production can’t simply ramp up when prices spike.

Research from Ghent University and Engie Laborelec projects that by 2030, global silver demand could hit 48,000-52,000 metric tons annually while supply reaches only 34,000 metric tons.

The solar industry alone could consume 29-41% of projected global supply by decade’s end.

What Happens Next

To Continue and Read More: https://www.yahoo.com/finance/news/silver-cracked-100-added-more-003147330.html

Silver Finally Hits $100 An Ounce — And Some Experts Say That’s Just The Beginning

Silver Finally Hits $100 An Ounce — And Some Experts Say That’s Just The Beginning

Myra P. Saefong     MarketWatch   Fri, January 23, 2026

Silver’s climb to the $100-an-ounce mark on Friday — a level it hit for the first time on record — was met with much fanfare by just about everyone who closely watches the market for the precious metal.

Silver has the characteristics of both a precious and an industrial metal and is in short supply. That’s why many investors believe in its potential for further price gains.

 The market “could still be closer to the beginning of the silver move rather than the end,” said Stefan Gleason, president and chief executive officer at Money Metals Exchange, given the breakdown in the gold-to-silver ratio and breakout in mining stock indexes. The ratio represents the relative value of gold to silver.

 “The silver market continues to show incredible momentum, with each pullback or pause being bought quickly,” Gleason told MarketWatch.

On Friday, silver for March delivery SI00 SIH26 traded as high as $101.86 an ounce on Comex, the highest intraday level on record. It settled at $101.33, up 5.2%. It has gained nearly 44% so far this month and is on track for its best month since December 1979, according to Dow Jones Market Data.

“Silver has been breaking milestone after milestone, with traders happy to buy every dip they could get their hands on,” said Fawad Razaqzada, market analyst for global macroeconomics at Forex.com.

To Continue and Read More:  https://www.yahoo.com/finance/news/silver-finally-hits-100-ounce-202800451.html