sport football: Bear Markets Are Where You Get Rich

Fear. Uncertainty. Doubt.

The market is stewing in all three.

Bitcoin's been cut in half… Silver has plunged as much as 47%… Gold has dropped as far as 21%… And Big Tech names like Amazon and Microsoft have been hammered down as much as 23% and nearly 30%, from their respective highs.

Over $10 trillion worth of investment gains have been wiped out over the past few weeks.

Is this the end? Should we all go to cash and ride out the storm in our own personal bunkers? Heck no.

Let's look at what is actually going on…

Big Tech is getting pounded on fears that artificial intelligence (AI) will make software-as-a-service (SaaS) companies obsolete.

The accumulated gains in these stocks have been so huge that we've seen a "sell first, ask questions later" mentality take hold.

Since the start of the year, software companies like Intuit, Oracle, and Salesforce have dropped as much as 33%, 26%, and 27%, respectively, on those fears.

Maybe AI will make them obsolete. But it ain't happening overnight.

The internet killed a lot of businesses, too… but it took years. If the market follows its normal script, it'll over-discount the AI fear, and we may have some incredible deals open up in the software space in the weeks ahead.

More troubling is the market is finally waking up to a stark reality: Companies once viewed as asset-light cash machines – Alphabet, Amazon, Meta, and their peers – have transformed into massive CAPEX money incinerators.

Big Tech has committed to spending $7 trillion on AI infrastructure by 2030, with no clear sign of a return on investment.

Again, these stocks are up hundreds of percent over the last five years.

So it makes sense folks are thinking it's better to cash in now and pop back in later when there's more earnings visibility on the massive AI investments. These stocks needed a little air taken out of them. They were (and many still are) insanely overvalued.

If the market does its job properly, it'll create tremendous moneymaking opportunities for us as valuations finally come back to Earth.

Silver and gold are experiencing their first meaningful pullback in what was a highly crowded and overleveraged trade. And bitcoin is performing a volatility baptism on an entire new cohort of crypto investors.

I'll chat more about precious metals in a moment. Let's dig into BTC a bit more first.

What's Driving Bitcoin Lower

Every cycle, I see the same set of fears trotted out to explain why bitcoin has no value.

Once again, weak hands are crying that bitcoin has failed as a store of value because it's volatile. And another fear has reemerged: quantum computing.

I've explained why I believe bitcoin will eventually rebound in value here. So let me address the other concern, quantum.

Quantum computers can solve complex problems much faster than supercomputers. That's why some believe they're a threat to bitcoin's incredibly robust cryptography.

This isn't a new concern, and it resurfaces from time to time. In fact, I've been writing off and on about it since 2019. Experts have been debating quantum computing's ability to crack bitcoin and modern cryptography for years.

Let's be clear: If quantum computing were ever capable of breaking modern cryptography, bitcoin would be the last place it shows up.

Why?

Because the bitcoin network is open-source, monitored by millions, and runs across nearly 25,000 nodes. Any real quantum threat would be identified years in advance – giving the network plenty of time to upgrade long before real damage could occur.

Now, I want you to think like a criminal for a moment.

If you had a tool that could hack modern cryptography, would you attack the most transparent, heavily monitored monetary network ever created?

Of course not.

You'd go after the global banking system. These stodgy traditional institutions can't react as fast as the bitcoin network.

And because global banks are centralized, they're attractive honey pots. For context, global banks custody $317 trillion in assets. Bitcoin's market cap is just $1.4 trillion.

From an attacker's perspective, bitcoin is a terrible target compared to the banks.

And here's the real irony…

If quantum computing ever becomes a real issue, it won't destroy bitcoin. It'll expose just how fragile the legacy financial system really is.

That's why the "quantum kills bitcoin" narrative is pure fear mongering.

The Gold Playbook

This is how the game is actually played

While the media debates what gold will do next, the banks have already made their move.

And when they move, they don't just buy gold. They move the market.

For over a decade, one man has been at the very heart of it. Inside the machine, working directly for the banks and institutions that buy gold in the millions.

He's traded over $3.5 billion for hedge funds, sovereign wealth funds, and billionaire family offices. They even pay him enormous sums every year to build the algorithms that helps them extract gains from gold's price swings.

Now he's ready to show you how they do it.

He'll reveal:

The exact playbook institutions use to profit from gold's every move
How to turn volatility into opportunity using the same strategies the ultra-wealthy rely on
The secret algorithm and decision-making rules that cost institutions hundreds of thousands per year to access.
Insider timing techniques that reveal the moments most investors miss and why they matter.
How he extracts consistent gains from gold, no matter which direction it moves

This Is How The Game Is Played

What's Up With Gold and Silver?

Last week was some of the craziest trading anyone younger than 50 has ever seen in gold and silver. The volatility reminded me of bitcoin in 2017.

It was crazy.

Gold is a $34 trillion asset. When you lose 20% in a day, you erase nearly $7 trillion in value. Silver's drop was even wilder – from $120 to $64 in seven days.

I'm not going to bore you with the full macro story explaining why these metals are likely headed much higher over time.

The thesis is simple… Gold is hard money and central banks are dumping U.S. Treasury bonds and buying the yellow metal instead. That trend isn't going away.

Industrial demand for silver is going parabolic as the world builds out AI data centers and accelerates the shift toward electric vehicles.

If you're long gold and silver, stay calm. Prices will recover. Long-term investors should absolutely be using this pullback to buy more. Be smart and buy on the down days when everyone is freaking out.

Buy in tranches. If volatility rattles you, place limit orders below the market and layer them in at different levels.

Don't allocate money you'll need next month. That means make sure you are position-sizing correctly. You do that by getting clear on how much portfolio exposure you want to gold and silver.

If you're looking for a faster way to turn precious metals volatility to your advantage, I've uncovered one.

Precious Metals Volatility: A Trader's Dream

While most retail traders got smoked by the recent volatility, institutional traders made a killing feeding off retail FOMO and FUD.

That's because institutional traders don't trade off emotion. They trade levels.

I was just chatting with one of the best institutional gold traders I know of, and he was crushing it last week.

Last Monday, he made $8,400 in 26 minutes trading gold. The next day, he made $6,100 in just 8 minutes. And a third trade netted him $5,450.

The guy is a trading monster. To him it's easy. He just follows the levels. He doesn't know anything about mining or the supply dynamics of the silver market. He couldn't care less about that stuff.

I've asked him to explain what he does and, more importantly, how he does it.

It has nothing to do with insider trading or access to better research. According to him, none of that matters. Instead, it's all about knowing where the levels are. They tell institutional traders when to buy, when to sell, and when to do nothing.

He's so confident in his approach, he's arranged for my readers to get access to a 50k account to trade his signals where they can share in 80% of the profits and none of the losses.

Friends, gold and silver are clearly headed higher. If you're looking for the best way to wring as much trading profit as you can from what will be a historic rally, I urge you to hear what he has to say.

Let the Game Come to You!

Big T