Mark Moss

"You Don’t Know What’s About to Hit SILVER This Week": Andy Schectman

Preview:The video is a long-form conversation about silver, gold, stablecoins, U.S. dollar devaluation, manufacturing reshoring, and AI disruption. The speaker argues silver is in a structural supply deficit and is becoming strategically important again because it is used in electronics, defense, and other critical applications, while gold is reasserting itself as a neutral reserve asset in a fragmented global monetary system.

Trust: Why Gold & Silver Will Keep Ripping

Preview:Mark Moss argues gold and silver are ripping not primarily due to inflation but because of a global breakdown of trust — countries fear asset seizure (as seen with Russia's frozen reserves) and sanctions risk. He frames gold as the current trust solution for central banks, while Bitcoin represents the next-generation trustless alternative with instant settlement and open-source code. Moss positions himself as a "sound money advocate" who was a gold bug before Bitcoin and sees a generational divide: grandparents won't buy Bitcoin, grandkids won't buy gold. His core pitch is that understanding the problem (loss of trust in the system) precedes choosing the right asset, and he recommends The Bitcoin Standard as the essential starting book.

Gold Is Surging, Bitcoin Is Crashing, What’s Really Happening? | Mark Moss & Michelle Makori

Preview:Mark Moss argues that gold is rallying because the world is searching for neutral money amid distrust of the dollar system, sanctions, and reserve-asset weaponization. He says Bitcoin’s pullback is consistent with its four-year cycle, that institutions have not abandoned it, and that its long-run role is still intact despite ETFs, leverage, and short-term volatility.

Global Monetary Reset: Gold - The New Standard

Preview:Panel discussion at VRIC argues that the world is undergoing a structural monetary reset, with gold increasingly used as a neutral reserve asset and settlement layer as trust in fiat, sanctions regimes, and the post-1945 order erodes. The speakers disagree on whether this ultimately re-centers gold, a fragmented multi-block system, or even a stablecoin-led re-dollarization, but all broadly expect higher gold prices and a stronger role for hard assets.

GOLD VS BITCOIN: THE HISTORY OF MONETARY SYSTEMS

Preview:A Bitcoin speaker at a gold/silver conference argues that the real issue is not inflation but trust. He says money evolved to solve trust problems, gold became the best neutral reserve asset, and Bitcoin is the first asset/network designed so humans do not have to trust an intermediary. He frames the current rise in gold and weakness in Bitcoin as cyclical, not as a thesis break, and sees a long-run monetary transition toward Bitcoin as neutral settlement money.

Mark Moss: Why This Gold Bull Market Is Just Starting

Preview:Mark Moss lays out a long-term macro thesis: the US dollar is in a "rock and a hard place" between sovereign debt crisis and money printing, destroying trust in Treasuries. This is driving a massive, early-stage sector rotation into commodities — especially gold. He argues the real driver of gold is not inflation but trust, which once broken never returns. Central bank buying signals this structural shift. He sees Bitcoin as the next-generation trustless settlement layer that will eventually surpass gold for global trade.

Why Gold Is Running Now While Bitcoin Waits | Mark Moss

Preview:Mark Moss argues the gold rally is less about simple inflation/debasement and more about a broader collapse in trust, geopolitical weaponization, and a shift away from the old dollar-centric order. He contrasts gold’s breakout with Bitcoin’s pullback, says the two assets are bought for different reasons, and remains constructive on Bitcoin over the medium term despite near-term volatility.

Mark Moss: The "Structured Seller" Dumping Bitcoin Every Day at 9:30 AM

Preview:Jeremy Saffron interviews Mark Moss about Bitcoin's sharp drawdown, the mechanics behind the selloff, and whether the current stress is a temporary leverage flush or something deeper. Moss argues the move is mostly plumbing-driven forced selling, not a structural break in Bitcoin, and says the market is absorbing the supply. He also frames Strategy/MicroStrategy’s capital structure as a new kind of Bitcoin-backed structured finance rather than a simple fund, while keeping a bullish long-term view on Bitcoin, gold, and other hard assets amid likely Fed easing and broader global liquidity support.

“Nobody Understands What’s About To Happen To Bitcoin” | Mark Moss

Preview:Mark Moss argues that Bitcoin treasury companies represent the birth of an entirely new financial system — not just a cycle. He explains how Strategy's (MSTR) "Stretch" product offers fixed income divorced from future cash flows, backed instead by over-collateralized Bitcoin holdings, with yields effectively tax-free. Moss sees thousands of such companies emerging globally across jurisdictions, durations, and sectors (bonds, insurance). He ties the macro tailwind to rate cuts, Trump's re-industrialization push, and the debasement trade now endorsed by Wall Street giants. His core thesis: Bitcoin becomes the global unit of account post-2050, offering infinite upside.

Trump: 'Bitcoin Can Ease Dollar Pressure' - Is This the Pivot? | Mark Moss

Preview:Mark Moss joins Jeremy Saffron on Kitco NEWS to argue that Bitcoin is entering a structural bull phase driven by institutional/sovereign adoption, global liquidity expansion, and a 180-degree shift from regulatory headwinds to tailwinds. He sees Bitcoin reaching $150K–$200K this cycle, with Bitcoin treasury strategy companies offering the highest-upside trade. He frames BTC as a "liquidity sponge" absorbing monetary premium that would otherwise inflate housing and equities, potentially extending the dollar's runway. Key risks: some leveraged treasury companies will collapse, and global liquidity trends are the main indicator to watch for trend exhaustion.

Bitcoin Will Replace Fiat by 2050: The 300-Year Pattern Explained | Mark Moss