1000x What's The Trade For 2026?
36 snips
Dec 30, 2025 Dive into 2026 predictions as hosts debate whether the metals rally is here to stay or nearing its end. Discover Bitcoin's potential recovery and trading strategies, including a bullish call for January. Explore the contrasting demand for gold versus silver, and get insights on speculative altcoin markets. Plus, the rise of privacy coins amid regulatory challenges and the fading NFT trend are examined. Get ready for a fascinating journey into the future of crypto and commodities!
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Commodities Rally Tied To Post‑COVID Inflation
- Avi argues metals have entered a structural rally driven by higher post‑COVID inflation and geopolitical fracturing.
- He says sovereign buying and multipolar dynamics make commodities a durable allocation, not just a short squeeze.
Gold Rally May Be Nearing Its End
- Jonah views the metals rally as late‑cycle, likely in the eighth/ninth inning timewise despite potential further upside.
- He warns sovereign buyers usually slow purchases to avoid forcing prices higher and to buy on pullbacks.
Bet A 50/50 Precious Metals Basket vs S&P
- Avi offers a trade: a 50/50 basket of gold and silver versus the S&P for 2026.
- He believes this basket has a high chance to outperform equities next year.