Mark J. Valek

A new era of monetary rivalry unfolding? As the East is doubling down on #gold to challenge the US dollar's supremacy, the West is considering to embrace #Bitcoin as a strategy to secure monetary dominance...

Left: Netanyahu posts at 9:50a ET Right: Trump posts at 10:10a Iran deal seemingly delayed.

Must read for the weekend! Our #WeeklyNuggets! open.substack.com/pub/soundmoney…?

Nochmal: Zentralbanken "bekämpfen" nicht die Inflation, sie erzeugen sie. Mal erzeugen sie mehr Inflation, mal weniger Inflation. Aber nie bekämpfen sie die Inflation. OK?

Thanks @RonStoeferle and @MarkValek! Now I have to choose between two pieces of artwork. Sincerely, many thanks for what will be another massive edition of the @IGWTreport. Gold is so coming back to the future.

Amazing new @IGWTreport ‘Back to the Monetary Future’ Another epic research report by our friends @RonStoeferle and @MarkValek ‘20,000 hours of work, 21 people, one mission: to publish "the gold standard of gold research" ‘ ingoldwetrust.report/in-gold-we-tru…

The unifying theme in this year’s In Gold We Trust report is gold’s role in a monetary transition that has only just begun. My essay starts on p.174 and argues that gold’s role is changing because the international system around it is changing. It provides the background logic for why the transition is happening, and why gold is likely to trade differently in the new regime. Honored to be included alongside brilliant contributions from @MarkValek , @izakaminska, @judyshel, @LukeGromen, @ctindale, @BullionBrief, @TedJButler and many others. #IGWT26 here: ingoldwetrust.report/wp-content/upl…

Since 2007, the dollar has lost 85% of its purchasing power. Gold is up 600% in the same period. The 2026 In Gold We Trust report just dropped. 460 pages, 330 charts, and the most thorough case for sound money ever published. Free. bit.ly/49cwl04 @IGWTreport

I'm Jewish, British & 64 All my life, I wondered how the Holocaust could have happened. I understood that Hitler & other leaders were EVIL, but how did millions of ordinary people go along with it? NOW, seeing how so many in the West rationalise & defend the Gaza Genocide, I think I have my answer and it is profoundly disturbing

3/33 – 🔖 One quote summarized the thesis 📜 “Is gold now already too expensive? We hear this question frequently, from customers, journalists and private investors. Given the current turbulent mixed situation, it is hard for us to imagine that we are at the end of a gold bull market. A comparison of various macro and market metrics at the time of the last two secular all-time highs in 1980 and 2011 with the current situation reinforces this view. The gold price definitely still has a lot of room to move up.” Looking back from 2026? That aged remarkably well. 💯 #GoldPrice #BullMarket

🚨 The wait is over! The In Gold We Trust report 2026 has just been released, marking the 20th edition of this landmark publication. 🪙📘 Dive into the latest insights on gold, silver, commodities, monetary shifts & the future of the global financial system. 🌍📈 📥 Get your free copy fresh off the presses here: ingoldwetrust.report/in-gold-we-tru… #InGoldWeTrust #20YearAnniversary #GoldReport #GoldInvesting #SilverRally #PreciousMetals #SoundMoney #Commodities #DeDollarization #MonetarySystem #FinancialMarkets #GlobalEconomy #Geopolitics #AustrianEconomics #MacroResearch #MonetaryFuture #IGWT26

Da ist das Ding: Der neue In Gold We Trust Report - das absolute Standardwerk zu Gold, Sound Money und der Revolution im Währungssystem, die wir gerade erleben. Der 20. Wurf von @RonStoeferle und @MarkValek - @IGWTReport Unbedingt reinschauen und runterladen - wir machen dazu natürlich auch noch Folgen auf "Was Bitcoin bringt" 🧡 ingoldwetrust.report/in-gold-we-tru…

Every year, the @IGWTreport is a must-read. 👇 I'm sure @RonStoeferle and @MarkValek made sure there are some gems in the 20th-anniversary edition.

Sprott is pleased to support the In Gold We Trust Report as a premium partner—one of the most widely followed and in-depth annual analyses of the gold market. Now in its 20th anniversary milestone edition, the report continues to provide comprehensive insights into monetary policy, inflation dynamics and the evolving role of gold in portfolios. We’re proud to collaborate with its authors to help bring these perspectives to a global audience. (@IGWTreport @RonStoeferle @MarkValek) ingoldwetrust.report/wp-content/upl…

@18loddi Jetzt werden die 5% auch noch zum running gag 🙂. Die grössten 5% allerzeiten... 😅

Fondsmanager über die Zukunft von Gold & Bitcoin im Portfolio @MarkValek von der Incrementum AG ist bullish auf #Bitcoin, hält den Anteil im Portfolio aber bei max. 5 %. Provokant oder kluges Risikomanagement? Im Gespräch erklärt er, warum das Fiat-Geldsystem strukturell wankt, weshalb Gold historisch unterbewertet bleibt und welche strategische Rolle Bitcoin in einer zunehmend geopolitisch angespannten Welt einnimmt. Incrementum veröffentlicht den weltweit viel beachteten "In Gold We Trust Report" + mittlerweile auch den "Incrementum Bitcoin-Kompass". #Gold oder #Bitcoin - welches Asset hat künftig die Nase vorn? 🔗Link zum Video im obersten Kommentar

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Ach Fidi...

@AgendaAustria Sorry, ohne dabei die monetäre Inflation und das gesamte ungedeckte Fiatgeld zu kritisieren, ist das nicht ernst zu nehmen.

Verbaute Zukunft?! Die Materialkosten – zusammengesetzt aus Energie, Rohstoffen und Transport – schossen nach der COVID-Krise in die Höhe, beruhigten sich kurz, und steigen jetzt erneut auf nahezu historische Höchststände. Großer Treiber diesmal: Der Iran-Krieg. Die blockierte Straße von Hormus hat Öl- und Energiepreise massiv verteuert – mit direkten Folgen für energieintensive Baustoffe wie Zement, Stahl und Beton sowie für Transportkosten. Dazu kommen zweitere Kostentreiber: Die Zinswende hat Investitionen zusätzlich verteuert. Der steile Anstieg der Lohnkosten macht die Sache nicht besser. Die Folgen sind messbar: Hohe Bau- und Finanzierungskosten machen Projekte unrentabel. Regulatorische Eingriffe wie Mietpreisdeckel machen Vermieten – und damit auch Bauen – zusätzlich unattraktiv. Die Baugenehmigungen sind massiv zurückgegangen – So verbauen wir unsere Zukunft.

Roosevelt's 1933 gold confiscation stands as the most brazen theft in American economic history. Executive Order 6102 forced citizens to surrender their gold coins, bullion, and certificates to the government at $20.67 per ounce under threat of $10,000 fines and ten years imprisonment. The government then immediately revalued gold to $35 per ounce, pocketing a 69% gain on wealth stolen directly from American savers. Roosevelt's stated justification was ending the Great Depression. His actual target was monetary freedom itself. Gold represented the ultimate constraint on government spending and money printing. Citizens holding gold could escape currency debasement by converting dollars into real money. This terrified a political class desperate to finance massive new spending programs without the inconvenience of taxation or borrowing at market rates. The mechanics reveal the operation's true nature. Roosevelt declared a "bank holiday," closed all banks, then announced that reopening required surrendering gold reserves. Citizens faced a choice: comply or lose access to their own bank accounts. Meanwhile, the Treasury exempted itself, foreign governments, and certain industrial users. Jewelry and small amounts remained legal, but only because confiscating wedding rings would have triggered outright rebellion. Free market economists warned this would unleash permanent inflation and government expansion. They were right. Removing gold backing eliminated the final restraint on Federal Reserve money creation. What followed was decades of currency debasement, with the dollar losing over 95% of its purchasing power since 1933. The precedent remains active law today under the Trading with the Enemy Act. Your government already granted itself the power to confiscate your savings whenever "emergency" provides sufficient cover.

@Croesus_BTC perhaps you want to rename the category "money" to "currency", while you re at it.

In the last year, the world has printed 9.3% more money. Global M2 money supply has reached $141T in 2026. When inflation starts to run hotter again, they will blame it on Iran and other proximate factors. But the root driver is the money printer has been running hot for the last year. Where? China increased their money supply by 13.6% in the last 12 months. Their M2 is now $50T, making it the largest global driver of fiat inflation. US growth in M2 is just 4.6% over the last 12 months, making the US comparatively responsible. (But make no mistake, this means your dollars have been debased by almost 1/20th of their value in just a year.) Since we live in a global economy, we're subject to the aggregate impact of GLOBAL money printing. The US has been accustomed to being the largest monetary base and therefore largely controlling global debasement. But China's money supply is now 2x as large as the USA's. Your savings are being debased by Chinese monetary policy decisions and you have no control. Nobody asked your permission. Nobody told you it was happening. But your savings just got diluted by 9.3% in one year. Note: I'm currently updating the Global Asset Landscape for 2026 (see prior tweet). It will be out in the next few weeks, stay tuned!