Bitcoin2026-09-29 20:49:46Tracy Shuchart Says BTC Sits in a Commodities Supercycle as Oil and Refining Pressures BuildBitcoin Magazine has published a video feature titled "Tracy Shuchart: BTC the Commodities Supercycle," written by Patrick Green, centered on a wide-ranging macro discussion led by NinjaTrader Live senior economist Tracy Shuchart. In the segment, Shuchart says 6 million barrels of oil per day still are not moving through the Strait of Hormuz and argues that energy markets remain tight. She also lays out why lost Gulf Cooperation Council production is unlikely to return quickly, why crack spreads are flashing signs of strain, and why the global refining shortage may worsen as winter approaches. The program is structured around a series of topics that extend beyond crude alone. These include Russian refineries, autumn refinery maintenance, the risk that a US diesel export ban could backfire, and the relative resilience of hard assets such as gold and Bitcoin. Later chapters turn to Venezuela’s oil discount and its implications for US refiners, Venezuela’s geopolitical and critical minerals relevance, debt tied to AI data centers, stress in the bond market, and an expected copper shortage linked to AI demand. The episode closes by asking whether the US can grow its way through a supply shock. Bitcoin Magazine notes that the views expressed are those of the participants and do not necessarily reflect the position of BTC Inc. or affiliated entities.270
Bitcoin2026-09-04 16:56:49Bitcoin-Gold Correlation Hits Six-Year High as Investors Seek Safe HavensBitcoin's correlation with gold has climbed to a six-year high, driven by investors seeking stability amid economic and monetary concerns, according to Crypto Briefing. The trend highlights a shift in preference toward hard assets.750
Bitcoin2026-09-04 05:10:34One Bitcoin Now Buys Over 18 Ounces of Gold, Highest Since JanuaryBitcoin's purchasing power relative to gold has risen to its highest since January, with one BTC now buying more than 18 ounces of the precious metal. Both hard assets are rallying on fears of government debt monetization, but Bitcoin is outpacing gold.840
Bitwise2026-08-21 13:43:25Bitwise CIO says Treasury buybacks highlight Bitcoin’s hard-asset appealOn Aug. 21, Bitwise Chief Investment Officer Matt Hougan commented on Bessent’s move to step up U.S. Treasury buybacks, arguing that government efforts to push down long-term interest rates erode the value of savings. In that setting, he said, investors need hard assets to escape the pressure on stored wealth. Hougan framed Bitcoin as the strongest option in that race, writing that it is 「the fastest horse」 among hard assets. The remarks were cited by BlockBeats and centered on Bitcoin’s role as a store of value when policy action suppresses long-dated yields.1010
Bitwise2026-08-21 13:44:00Bitwise CIO Matt Hougan says Bitcoin is the fastest horse as low long-term rates erode savingsBitwise Chief Investment Officer Matt Hougan commented on Bessent’s move to step up U.S. Treasury buybacks, arguing that artificially suppressed long-term interest rates weaken the value of savings. In his post, Hougan said investors need to buy hard assets to escape that environment. He added that, in his view, Bitcoin is 「the fastest horse in this race」. The remarks were cited by ChainCatcher in a brief market analysis update and focused on Bitcoin’s role in a period of policy-driven pressure on long-dated yields.1040
Bitcoin2026-08-21 09:17:15Treasury’s Latest Move Isn’t QE or YCC, but Bitcoin Is Still SurgingCoinDesk says the latest rally in hard assets is not necessarily about what the U.S. Treasury is doing. The bigger driver, the piece argues, is the signal that move sends to markets. The article does not spell out the Treasury measure itself, and it does not provide price details beyond saying bitcoin is skyrocketing. It also frames the move as something other than quantitative easing or yield curve control. In short, the market is reacting to the message, not just the policy action.1080
Bitcoin2026-08-21 04:21:26BIT Research Links Gold and Bitcoin Breakouts to $40 Trillion U.S. Debt OverhangBIT Research said gold and Bitcoin have both broken higher as the macro backdrop shifts around the U.S. debt market. In its latest note, the firm said Bitcoin has moved above the downtrend line formed during the current bear cycle and reclaimed the 21-week moving average, while gold has resumed its climb after hitting a record high earlier in the year and then pulling back sharply. The report ties those moves to a rise in U.S. government debt beyond $40 trillion and a jump in the 10-year Treasury yield to around 4.70%, developments that have kept pressure on long-term funding costs globally. BIT also highlighted a series of Treasury actions aimed at the long end of the market. On Aug. 19, the U.S. Treasury said it would at least double the size of liquidity support buybacks for nominal coupon securities with maturities of 10 to 30 years, lifting the maximum per operation from $2 billion to at least $4 billion between Sept. 9 and Nov. 4. The report said the move is not the same as the Federal Reserve’s 2011 Operation Twist, but argued that the intended market effect is similar: easing pressure on the long end and limiting further increases in long-term borrowing costs.1110
Robert Kiyosa2026-07-22 21:40:14'Rich Dad' Author Kiyosaki Bets Big on Silver: Opens at $100 Tomorrow, Then All-Time HighsRobert Kiyosaki, author of *Rich Dad Poor Dad*, predicted on X that silver would open at $100 per ounce on Jan. 5, 2026, and soar to all-time highs, with $200 possible in 2026. Spot silver currently trades around $73, making the short-term target highly speculative.480
