Kitco NEWS

20/11/2025

The 'Bloodbath' Signal: Why You Must Watch Junk Bonds | DiMartino Booth

Danielle DiMartino Booth (CEO, QI Research) joins Jeremy Szafron to issue a critical warning about the credit markets, urging investors to "follow junk bond ...

20/11/2025

Coming Up: Mark Moss
Kitco's Jeremy Szafron speaks with Mark Moss in our next, Can't Miss interview!
>> Catch it when it goes live: https://www.youtube.com//

20/11/2025

UBS raises upside case for gold to $4,900/oz by Q2 2026 on political and financial risks

“We expect gold demand to rise further in 2026, influenced by anticipated Fed rate cuts, lower real yields, continued geopolitical uncertainties, and changes in the domestic US policy environment,” UBS wrote in a note on Thursday...

>> Read the full story at Kitco:

The Kitco News Team brings you the latest news, videos, analysis and opinions regarding Precious Metals, Crypto, Mining, World Markets and Global Economy.

20/11/2025

The $8.5 Trillion Secret: FHA Debt Clash & Why Washington Canceled the Jobs Report

The Federal Reserve is flying blind - and Wall Street is ignoring the warning signs. In this explosive interview, market historian and Wellington Letter foun...

20/11/2025

Gold resilient despite dollar rally while Fed signals uncertainty over December rate decision

posted modest gains today, managing to edge fractionally higher despite facing pressure from an exceedingly strong U.S. dollar. With the dollar index breaking back above 100 and gaining 0.64% on the day, gold's resilience in the face of such pronounced currency strength is noteworthy...

>> Read the full commentary at Kitco:

The Kitco News Team brings you the latest news, videos, analysis and opinions regarding Precious Metals, Crypto, Mining, World Markets and Global Economy.

19/11/2025

Gold, silver up as FOMC minutes, U.S. jobs data on deck

Gold and silver prices are higher near midday Wednesday but down from their daily highs. Modest safe-haven demand is featured at mid-week, amid a jittery U.S. stock market and ahead of important U.S. economic data that starts with this afternoon’s FOMC minutes.

A rally in the U.S. dollar index today has tempered the stronger early gains in and . December gold was last up $25.30 at $4,091.40. December silver prices were up $0.904 at $51.415...

>> Read the full article at Kitco:

The Kitco News Team brings you the latest news, videos, analysis and opinions regarding Precious Metals, Crypto, Mining, World Markets and Global Economy.

19/11/2025

Jack Mallers: Massive Rotation Leaves 50% of Bitcoin Underwater Ahead of Liquidity Pivot

Bitcoin has triggered a "smoke alarm" for the global economy. With the price hovering around $90k, Jack Mallers (CEO, Strike & 21 Capital) joins Jeremy Szafr...

19/11/2025

Jack Mallers: Massive Rotation Leaves 50% of Bitcoin Underwater Ahead of Liquidity Pivot

has triggered a "smoke alarm" for the global economy. With the price hovering around $90k, (CEO, Strike & 21 Capital) joins Jeremy Szafron to explain why "over 50% of Bitcoin holders are now underwater" and argues this is a necessary market flush before the next leg up.

In this exclusive interview, Mallers predicts the "liquidity cycle bottoms on December 1st" when Quantitative Tightening (QT) officially ends. He also opens up about the "Treasury Wars," offering a sharp critique of Strategy Inc.’s (formerly MicroStrategy) preferred stock model - calling it "dubious" and "a really expensive bill to pay" - and explains how Twenty One Capital is building a treasury based on cash flow rather than perpetual debt.

>> Watch the full interview at Kitco:
https://www.youtube.com/watch?v=j5PciTodGZ8

Chapters:
00:00 Introduction and Market Overview
00:48 Interview with Jack Mallers: Market Volatility
01:34 Liquidity and Market Dynamics
04:24 Bitcoin's Role and Future Expectations
05:54 ETF Impact and Market Reactions
17:58 Treasury Models and Financial Engineering
18:26 21 Capital's Approach and Market Philosophy
21:40 Ambitions of a Treasury Company
22:19 Bitcoin Holdings and Strategy
23:13 Leveraging and Financing Plans
25:55 Tether's Gold Royalty Push
26:35 Tether's Vision and Strategy
34:56 Bitcoin's Role in the Financial System
37:38 Market Dynamics and Institutional Involvement
41:04 Bitcoin-Backed Lending and Future Prospects

19/11/2025

Jack Mallers: Massive Rotation Leaves 50% of Bitcoin Underwater Ahead of Liquidity Pivot

Bitcoin has triggered a "smoke alarm" for the global economy. With the price hovering around $90k, Jack Mallers (CEO, Strike & 21 Capital) joins Jeremy Szafron to explain why "over 50% of Bitcoin holders are now underwater" and argues this is a necessary market flush before the next leg up.

In this exclusive interview, Mallers predicts the "liquidity cycle bottoms on December 1st" when Quantitative Tightening (QT) officially ends. He also opens up about the "Treasury Wars," offering a sharp critique of Strategy Inc.’s (formerly MicroStrategy) preferred stock model - calling it "dubious" and "a really expensive bill to pay" - and explains how Twenty One Capital is building a treasury based on cash flow rather than perpetual debt.

>> Watch the full interview at Kitco:
https://www.youtube.com/watch?v=j5PciTodGZ8

Recorded on November 18, 2025

Follow Jeremy Szafron on X: ( / jeremyszafron )
Follow Kitco News on X: ( / kitconewsnow )
Follow Jack Mallers on X: ( / jackmallers )

Chapters:
00:00 Introduction and Market Overview
00:48 Interview with Jack Mallers: Market Volatility
01:34 Liquidity and Market Dynamics
04:24 Bitcoin's Role and Future Expectations
05:54 ETF Impact and Market Reactions
17:58 Treasury Models and Financial Engineering
18:26 21 Capital's Approach and Market Philosophy
21:40 Ambitions of a Treasury Company
22:19 Bitcoin Holdings and Strategy
23:13 Leveraging and Financing Plans
25:55 Tether's Gold Royalty Push
26:35 Tether's Vision and Strategy
34:56 Bitcoin's Role in the Financial System
37:38 Market Dynamics and Institutional Involvement
41:04 Bitcoin-Backed Lending and Future Prospects

Bitcoin has triggered a "smoke alarm" for the global economy. With the price hovering around $90k, Jack Mallers (CEO, Strike & 21 Capital) joins Jeremy Szafr...

19/11/2025

Solid price gains in gold, silver on safe-haven buying

Gold and silver prices are sharply up in early U.S. trading Wednesday. Safe-haven demand is featured at mid-week, amid a jittery U.S. stock market and ahead of important U.S. economic data. December was last up $50.70 at $4,117.10. December prices were up $1.549 at $52.07...

>> Read the full story at Kitco:

The Kitco News Team brings you the latest news, videos, analysis and opinions regarding Precious Metals, Crypto, Mining, World Markets and Global Economy.

19/11/2025

China-led central bank gold buying spree could stress global markets - SocGen

Robust physical demand for platinum and silver has highlighted the fragility of global supply chains. While the gold market has not seen the same kind of disruption, it may not be immune to similar volatility, according to one investment bank.

In their latest report, commodity analysts at Société Générale said they are closely watching official-sector demand, as they believe ongoing central bank purchases could lead to another short squeeze similar to what was seen in and platinum...

>> Read the full article at Kitco:

The Kitco News Team brings you the latest news, videos, analysis and opinions regarding Precious Metals, Crypto, Mining, World Markets and Global Economy.

19/11/2025

Gold recovers from session lows despite intraday weakness

demonstrated resilience today, closing higher despite trading to both a lower low and lower high during the session.

Prices opened under pressure, reaching an intraday low of $3,997 before staging a recovery. This rebound prevented what would have been the fourth consecutive day of declining prices...

>> Read the full analysis at Kitco:

The Kitco News Team brings you the latest news, videos, analysis and opinions regarding Precious Metals, Crypto, Mining, World Markets and Global Economy.