Kurt Hemecker

⚡️ NEW: Bitcoin Quantum has launched testnet v0.3 with the first live deployment of BIP 360, a quantum-resistant upgrade for Bitcoin.

Not sure what's more surprising, that gold is down so much or that Bitcoin is down so little. Don't look a gift horse in the mouth HODLers. Just sell your Bitcoin now and buy gold! schiffgold.com

@clairekart @HBO @SiliconHBO +1!

I urgently implore @HBO to reboot @SiliconHBO - what is needed? I will do anything I can to help, I’ll be your biggest fan, I’ll host watch parties…but I really can’t take this place anymore without some humor

.@spark in WDK is a big milestone for Bitcoin. Thrilled about our partnership with @tether to enable hundreds of millions of wallets with fast, cheap Bitcoin payments. 🤝 @paoloardoino & team

@_LeeHutchinson Time to put more ink in the printer.

Happy $39 Trillion Day!

Welcome to Day 9 of my DGLD series. So far, we’ve covered everything from what $DGLD is to how it’s stored, who owns it, how minting and burning works, the blockchain role, redemption, risks, and even comparisons to stablecoins. Today, let’s talk about the big picture: The future of tokenized gold. 🧵👇 First, why think about the future? Because $DGLD isn’t just a token. It’s an experiment in combining real-world assets with digital ownership. It shows what gold could look like in the age of blockchain. Imagine a world where gold isn’t locked in vaults that are hard to access. Instead: • You can hold a fraction of an ounce in your wallet • You can send gold digitally anywhere in the world • You can trade or redeem it without middlemen That’s what tokenized gold enables. Tokenized gold could also make gold more liquid and accessible. Today, owning gold usually means: • Buying bars or coins • Paying storage fees • Struggling with transfers Tomorrow, with tokenization: • Anyone can own tiny fractions • Anyone can transfer ownership instantly • Vaults handle the heavy lifting, you handle the ownership It also opens doors for integration with finance and crypto: • Gold-backed loans • Gold-backed stable assets • Digital gold ETFs • International payments The token acts as a bridge between the real world and digital systems. Important reality check: Tokenized gold does not change the metal. Gold still has weight, value, and risk. Blockchain and tokens only make it easier to access and transfer. It’s innovation in usability, not a new asset. So what could the future hold? 1. More adoption in crypto and finance 2. Fractional ownership for anyone, anywhere 3. Faster, safer, more transparent gold transactions 4. A world where digital and physical gold work together seamlessly Day 10: What we’ve learned & why it matters

@DeFi_Dad L1 foundations are going to rethink their treasury strategy after this. Staking yield plus burn 4 their treasury gets stronger every time someone pays a gas fee. Which foundation moves next?

@1CrypticPoet @coinbase Day one has been going on for a while now and it keeps getting earlier.

I don’t think people understand how massive this is. @coinbase is positioning to become the default investing platform. 🔹24/5 stocks 🔹Zero commissions 🔹$1 fractional shares 🔹Crypto + equities in one portfolio That’s how you build the everything exchange. The more investors onboard through Coinbase, the easier it becomes to introduce onchain experiences. When Coinbase becomes the default, @base becomes the expansion layer. It’s still day one.

@freedom_rpt Algorithms don't manipulate markets 4 they just expose how fragile the structure already is. One-sided order flow, no physical backstop, and a halt becomes inevitable. The metal was always going to win eventually.

Does the CME halt on metals and natural gas trading change your opinion on the market and whether it is rigged? What do you think is the cause?

@badcharts1 7% yields would reprice almost every asset class simultaneously. Gold's last sustained run happened in exactly that kind of environment.

Next IMPORTANT move for 30 year yields getting close. Consolidation STILL ongoing for 882 days. Can you imagine 7% yields?

@PeterSchiff The market pricing miners like gold goes back to $1,800 while central banks are buying it as a reserve asset is one of the stranger disconnects out there right now. The window Schiff is describing doesn't stay open long. It never does.

We first told our subscribers about a up-and-coming gold miner ~2 years ago. All-in production costs were around $1,000/oz. Profitable, debt-free. It's now up over 5x from our entry price. But here's the thing— even after quintupling, this gold miner STILL trades at < 3x earnings. Take a look at my premium investment research if you want to learn more: secure.schiffsovereign.com/go/?r=strategi…

@APompliano The same scarcity and sovereignty argument that drives bitcoin demand has supported gold for centuries.

Fear and uncertainty are causing panic in traditional assets. But oil and bitcoin continue to outperform. Investors want non-sovereign, geopolitical hedges.

The bit about Base not leaning on grants and instead offering distribution is interesting. Most ecosystems do the opposite and end up with a graveyard of grant-funded projects that never found users. Do you think that's a deliberate philosophy from the Base team or just how it evolved?

@VIhnatiuk Broadcasting your payroll cadence on a public ledger is the kind of thing that only sounds fine until a competitor starts watching. How long before that becomes a standard due diligence concern for finance teams?

@PeterSchiff Silver breaking out while the miners are down 25%. Do you think the equities catch up to the metal or does the operational risk keep them suppressed?

Silver just made a massive breakout, and the next explosive move could start any day. If you’ve been waiting for a “better entry,” this is the moment the market often doesn’t give you one. Meanwhile, gold & silver mining stocks (GDX / GDXJ) got hit hard—down about 25% from recent highs, which is basically bear-market territory… and that’s exactly why some investors see it as a buying opportunity, especially with YTD gains still positive. #Silver #Gold #Investing

Oil price spike + growing concerns around private credit are creating parallels to the GFC leadup. And with Gold now trading like a risk asset, with more headwinds from the US$ breakup/out, $4500 is near-term target before another leg higher. Tactically bearish, structurally still bullish

#Bitcoin on October 10th, 2025 #Gold and #silver on January 30th, 2026 #Oil on March 9th, 2026 All experienced massive intra day volatility. What this means is that, given the size of the global financial markets and the pace of automated trading, short-term volatility is no longer limited to a specific asset class — it has become the new normal across all traded asset classes. What remains essential, therefore, is the mid-term perspective of the asset. And unless you are a professional in this field, you should absolutely avoid leveraged trading. ft.com/content/6b0ada…

Gold trading like a risk asset (SPX) since US-Iran negotiations & ME military buildup in early Feb & post-Feb 28 invasion of Iran. Classic bull market sign: it internalizes various narratives to either hold (higher lows since January washout) or rally. The reduced participation (generalists/large capital pivot from overweight PMs to neutral due to volatility; retail is now largely sidelined) has NOT driven gold below $5K. What can't go down....

@_LeeHutchinson According to Dalio, gold is the clear winner vs Bitcoin. finance.yahoo.com/news/billionai…?

While the underlying code remains largely the same, the narrative used to justify Bitcoin's value has evolved through at least seven distinct phases as it collided with technical limitations and market realities. $BTC

@_LeeHutchinson ... the hallmark of an "open" system is that anyone can participate hence tradfi now is participating ... and seems like tradfi now also controls the liqudity and the market.