Macro on Digital Asset Radar

Mining Stocks 2026: Tavi Costa's Automation Thesis

Sat, 04 Jul 2026 00:15:59 +0000

Tavi Costa, founder of Azoria Capital, argues that mining companies at today’s prices generate better profit margins than Google or Meta — and that automation over the next 10 to 15 years turns the highest-quality gold, silver and copper assets into an outright arbitrage for patient owners. He calls the moment “the rebirth of mining.”

China's New Gold System: Why Beijing Killed Paper Gold

Sat, 04 Jul 2026 00:15:42 +0000

On July 24, several of China’s largest banks will switch off retail paper gold trading — and pair it with a new physical-gold settlement system run out of Shanghai and Hong Kong. Taken together, the moves read less like consumer protection and more like the opening move in a long game to price gold in the East and challenge the dollar.

Economic Singularity: Raoul Pal's 2030 Crypto Thesis

Fri, 03 Jul 2026 22:28:28 +0000

Raoul Pal’s “economic singularity” is the point — he pegs it around 2030 — where AI, cheap energy, and robotics grow the economy so fast that our existing tools for measuring markets, business, and money stop working. His argument isn’t a doom prophecy; it’s a timing call, and it ends with a specific instruction: you have roughly six years to build wealth before the map you’re using becomes useless.

GENIUS Act: How Stablecoins Absorb US Treasury Debt

Fri, 03 Jul 2026 21:13:13 +0000

Dollar-pegged stablecoins are quietly becoming one of the largest buyers of US government debt — and new legislation is designed to accelerate that shift. Under the GENIUS Act, every compliant stablecoin issuer must hold US Treasuries as backing, turning each digital dollar into a claim on the American balance sheet.