EFUND GOLD MI-R

MODERN LAND

CAPITAL VC RTS

JIU RONG HOLD

UNITAS HOLD

UNI PRINTSHOP

KFM KINGDOM

MACAU E&M

WAI CHUN GROUP

SHEUNG YUE GP

C&D NEWIN

09824

159562

518850

600547

600489

82824

The South African rand fell to 16.1225 against the dollar, down 0.3%, as global risk aversion led to a selloff in emerging-market assets. Analysts noted that the rand was one of the worst-performing currencies due to a stronger U.S. dollar and declining gold and platinum prices. The market's cautious mood was exacerbated by reduced expectations of Fed rate cuts, causing South Africa's benchmark 2035 government bond yield to rise to 8.06%.

Reuters

EFUND GOLD MI-U

VanEck Junior Gold Miners ETF

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

ChinaAMC Gold ETF

SD-GOLD

Sprott GLD Miners Etf

Sprott JR Gold Miners ETF

VanEck Gold Miners ETF

SPDR Gold Shares

Agnico Eagle Mines

Abrdn Platinum ETF Trust

YieldMax Gold Miners Opt Inc Strgy ETF

Roundhill Gold Miners Weeklypay ETF

ZHONGJIN GOLD

iShares MSCI Global Gold Miners

EFUND GOLD MI ETF

Kinross Gold

iShares Gold Trust

ISHRS MSCI S Africa

South African rand pares gains as markets become risk averse

601899

Economist Peter Schiff criticized President Trump's ambition to make the U.S. the global leader in Bitcoin, arguing that China prioritizes investments in manufacturing and gold over cryptocurrencies. Schiff believes that Chinese leaders are indifferent to Bitcoin, contrasting Trump's view that U.S. dominance in crypto is essential to outpace China. His critique highlights a focus on tangible assets rather than digital currencies, as detailed on Benzinga.com.

Unusual Whales

GraniteShares 2x Long MARA Daily ETF

ProShares Bitcoin Strategy ETF

ARK 21Shares Bitcoin ETF

Galaxy Digital

Franklin Bitcoin ETF

Mara

Grayscale Bitcoin Mini Trust ETF

Hut 8 Mining

Zijin Mining

Bitwise Bitcoin ETF

CoinShares Bitcoin ETF

WisdomTree Bitcoin Fund

Coinbase

Gold.com

Fidelity Wise Origin Bitcoin Fund - ETF

Bitfarms Canada

Defiance Daily Target 2X Long RIOT ETF

Grayscale Bitcoin Trust BTC - ETF

VanEck Bitcoin ETF

iShares Bitcoin Trust ETF

Amplify Transform Data Sharing ETF

Economist Peter Schiff criticizes Trump's push for US dominance in crypto against China, arguing China's focus on industries like factories and gold, not Bitcoin.

SGOL

159934

Gold prices are expected to stabilize before potentially reaching new highs, as analyzed by Rick de los Reyes from T. Rowe Price Group. He noted that the recent price surge was due to a typical 'squeeze' and historically, such volatility is followed by consolidation. Despite risks from overcrowded positions, the demand drivers for gold remain strong.

CoinLive

Abrdn Gold ETF Trust

E Fund Gold ETF

Abrdn Precious Metals Basket ETF Trust

Us Gbl GLD & Met

Direxion Daily Gold Miners Bull 2X

Invesco Db Precious Metals ETF

Direxion Daily Jr Gold Miners Bull 2X

Newmont

Pro Ultr GLD

GLOBAL X Gold Explorers

Gold Prices Expected to Stabilize Before Reaching New Highs

002716

The Asia-Pacific market generally declined, continuing the sell-off trend of technology stocks on Wall Street. The South Korean Kospi index fell over 3%, with Samsung Electronics and SK Hynix both dropping more than 4%. Spot silver fell over 16% during the day, breaking below the $74 mark. Spot gold fell below $4,800 during the session, down more than 3%

- On Thursday, the Asia-Pacific markets broadly declined, continuing the sell-off trend of technology stocks from Wall Street, with chip stocks severely affected.  
- The South Korean Kospi Index led the decline, dropping 3.68%, while major firms like Samsung Electronics and SK Hynix fell over 4%.  
- Additionally, gold and silver experienced significant declines, with silver dropping more than 15% and gold falling below $4,800 amid the broader market turmoil.

Wallstreetcn

Global X Silver Miner

Samsung Electronics 

Sprott Silver Mnrs & Physical Silver ETF

ISHRS MSCI Glb Slct Met & Mining

Silvercrest Metals

iShares MSCI Global Silver Miners

SPDR S&P Mtls & Mng

Sprott Active Gold & Silver Miners ETF

Abrdn Silver ETF Trust

Hunan Silver

Silverbox Corp IV

Panic in software stocks spreads to Asian stock markets, with South Korean stocks falling over 3%, silver plummeting 16%, and gold dropping below $4,800

Precious metals, particularly silver and gold, saw significant price declines on Thursday, with silver dropping 10% to below $74 per ounce and gold falling below $4,900 per ounce. This downturn was attributed to a stronger US dollar and reduced expectations for interest rate cuts by the Federal Reserve. Analysts predict continued volatility in the market, with potential further declines in prices, particularly for silver, which may test support levels as low as $50 per ounce. The gold/silver ratio has returned to historical averages, currently at 56.6 points.

Invezz

iShares Silver Tr

Pro Ultrshrt Silver

Pro Ultr Silver

Sprott PHYs Silver

Silver tumbles 10%, gold below $5,000/oz as analysts see continued volatility

The article discusses the challenges of identifying market bubbles, particularly in the context of recent declines in gold and silver prices. It highlights that while recognizing a bubble is straightforward post-burst, predicting it beforehand is complex. The piece emphasizes the importance of understanding market dynamics to anticipate potential bubbles.

We can see it’s a bubble. But no one knows when will it burst

APAC stocks declined amid ongoing tech sell-offs and uncertainty over US-Iran talks, with silver prices dropping significantly. US President Trump indicated a likely interest rate cut, while the BLS rescheduled key employment reports. Earnings reports showed declines for major companies like Alphabet and Qualcomm. Precious metals and cryptocurrencies faced pressure, with gold reversing earlier gains. The US administration is exploring trade agreements on critical minerals with Mexico, and President Trump is set to make an announcement soon.

ZeroHedge

Precious metals back underpressure; Crude falls as US-Iran talks are to proceed - Newsquawk EU Market Open

The Federal Reserve is about to change leadership, with Trump nominating Kevin Warsh as the new chairman. The market's initial reaction was panic, with the dollar rising and U.S. stocks falling. Analysts point out that Warsh is not a traditional hawk; his policy stance is "balance sheet reduction + interest rate cuts," aimed at curbing long-term inflation expectations. Investors should pay attention to the style shift in U.S. stocks and opportunities in precious metal volatility. Although Warsh hopes to reduce the balance sheet, in reality, the Federal Reserve faces political and fiscal pressures, and interest rate cuts may come before balance sheet reduction. Liquidity risks are increasing, and the market needs to respond cautiously

- On January 30, 2026, Donald Trump nominated Kevin Warsh as the next Federal Reserve Chair, eliciting panic on Wall Street.  
- Despite initial fears of tightening monetary policy, analyses indicate Warsh's actual stance involves a mix of shrinking the Fed's balance sheet while lowering rates to combat long-term inflation.  
- Current political and financial pressures suggest that cutting interest rates may precede balance sheet reduction, providing opportunities for investors in the equity and commodity markets amidst market fluctuations.

Wtree Bbg Usd Bull

The imminent leadership change at the Federal Reserve: What is the impact on major asset classes?

Alamos Gold (NYSE:AGI) announced its long-term production target of 1 million ounces annually by the end of the decade during its 2026 Investor Day in Toronto. The company revealed a $97 million exploration budget and updated guidance for 2026, projecting production of 570,000 to 650,000 ounces at an all-in sustaining cost of approximately $1,550 per ounce. CEO John McCluskey emphasized growth through cost reduction and reserve expansion, while CFO Greg Fisher highlighted a record financial year with $350 million in free cash flow. Operational challenges were noted, but improvements are expected in the coming years.

Market Beat

Alamos Gold Investor Day: Targets 1M Ounces/Year as Island Gold Expansion, $97M Drill Plan Unveiled

In a recent episode of the Money Metals Midweek Memo, host Mike Maharrey discussed the recent sharp selloff in gold and silver prices, emphasizing the importance of perspective over panic. Despite a significant drop, with gold falling over 13% and silver plunging 34%, both metals remain up year-to-date. Maharrey highlighted that Money Metals has ample inventory for buyers and attributed the selloff to President Trump's appointment of Kevin Warsh as Fed chair and rising inflation data. He suggested that Warsh may adopt a more accommodating stance than expected, despite his hawkish reputation.

Talkmarkets

A Violent Gold And Silver Selloff Tests Conviction, Not The Bull Market

Gold and silver prices fell sharply amid a broader market selloff, with spot silver plunging nearly 15% and gold dropping over 2%. The dollar rose to a near two-week high, making gold more expensive for other currency holders. Concerns over AI investment costs affected the tech sector, leading to a decline in Asia stocks. Spot platinum and palladium also saw significant drops. Analysts suggest that easing geopolitical tensions and a lack of industrial demand for silver are contributing to the decline in precious metals prices.

Huaan Yifu Gold ETF

PRECIOUS-Gold, silver plunge on firm dollar, broad market selloff

Silver prices experienced significant fluctuations today, briefly surpassing $90 per ounce before retreating, currently down 12.5% to $77.13 per ounce. Spot gold fell 1.48% to $4,890.73. Analysts pointed out that weakening market sentiment and insufficient liquidity have led to a negative cycle, and gold prices are expected to continue fluctuating. However, due to solid structural driving factors, gold prices are likely to rebound

AASTOCKS

Spot silver fell back after rising above $90, at one point plunging nearly 17%

Global commodity prices fell sharply as tensions between the U.S. and China, as well as the U.S. and Iran, eased. Silver dropped nearly 15%, while gold, crude oil, and copper fell about 2%. The strengthening U.S. dollar contributed to the decline, as investors sold off positions. Analysts noted that the geopolitical premium on commodities, particularly oil, has diminished due to renewed talks between the U.S. and Iran. In contrast, soybean prices rose on hopes of increased Chinese buying.

Global X Copper Miners

Sprott Copper Miners ETF

iShares Copper and Metals Mining ETF

SPDR O&G Ex & Prd

iShares US Oil & Gas Expl & Prod

United States Copper Index

Sprott Junior Copper Miners ETF

Invesco DB US Dollar Index Bullish Fund

United States Oil Fund LP

Southern Copper

VanEck Oil Services ETF

WRAPUP 1-Precious metals, oil slide as global tensions ease; copper down

MAG Group for Investment and Trade is expanding its operations in Africa by signing agreements with Chad, Sierra Leone, and Burkina Faso for projects in mining, infrastructure, and development. The company aims to strengthen economic ties between Egypt and Africa, focusing on mining concessions in Chad for valuable minerals. MAG Group is also constructing a gold processing plant in Cairo and has opened six branches in the Sahel and Sahara region. The group operates a logistics fleet and is involved in renewable energy and infrastructure projects, supporting food security initiatives in Egypt.

Zawya

Invesco DB TR Base Metals ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

ZAWYA-SNG: MAG Group expands Africa footprint through mining, infrastructure projects

Silver prices dropped significantly during Asian trading, falling 17% after a brief rise above $90 an ounce. Currently, silver is trading around $77.01, down over a third from its January high. Gold also struggled to maintain gains due to a stronger dollar impacting investor interest. Analysts suggest that any price recovery may depend on demand from the Chinese market, especially ahead of the Lunar New Year, while geopolitical tensions in the Middle East have not provided enough buying momentum.

Silver slides as stronger dollar pressures precious metals after historic market turmoil

EFUND GOLD MI-R(82824.HK)

South African rand pares gains as markets become risk averse

Economist Peter Schiff criticizes Trump's push for US dominance in crypto against China, arguing China's focus on industries like factories and gold, not Bitcoin.

Gold Prices Expected to Stabilize Before Reaching New Highs

Panic in software stocks spreads to Asian stock markets, with South Korean stocks falling over 3%, silver plummeting 16%, and gold dropping below $4,800

Silver tumbles 10%, gold below $5,000/oz as analysts see continued volatility