⛏ Goldman Sachs Predicts Stablecoin Gold Rush

Goldman Sachs Predicts Stablecoin Gold Rush
With the GENIUS Act delivering clarity for stablecoins, Goldman Sachs forecasts an industry explosion—transforming them into major players in global payments. Treasury Secretary Scott Bessent believes this could elevate U.S. Treasuries by creating consistent demand. However, some analysts remain skeptical of the long-term impact on debt markets. Read on »

Gold Market Strengthens Ahead of Festive Season
As India’s festive calendar begins, jewelry sales are expected to rebound. Retailers report strong restocking, ETF demand remains solid, and July gold imports surged. Gold has gained 31% year-to-date in INR terms, further supporting interest. With a stable price environment and optimistic buyer sentiment, gold’s role in the economy is strengthening. Read on »

$400B AI Spend Faces Harsh Cash Flow Reality
AI adoption is accelerating, but financial returns are deteriorating. Current capex outpaces revenues by multiples, risking a repeat of the Dot Com and shale cycles. With datacenter costs far exceeding AI-generated revenue, investors may be sleepwalking into another historic capital destruction event. The parallels to past bubbles are impossible to ignore. Read on »

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