
Hey, here’s the real story for today.
Gold is rallying, India’s equity flows are tanking under tariff threats, and public companies are quietly stacking Ethereum. This is where real strategy forms.
Gold Quietly Outperforms Risk Assets
Gold has risen for four straight sessions, trading near $3,375/oz. Weak U.S. jobs data and softening Treasury yields fueled demand for gold as a macro hedge. The U.S. dollar index slipped to a one‑week low, further boosting bullion’s appeal across portfolios.
India Faces Tariff Pressure…and Investor Exodus
Equity benchmarks in India opened flat amid fears over Trump’s 25% tariff threats tied to Russia oil imports. Foreign investor outflows hit their tenth day in a row. Meanwhile, all eyes are on the Reserve Bank of India ahead of a rate decision this Wednesday, markets expect a cut.
Small Companies Are Loading Up on Ether
A growing number of small-cap publicly traded companies are adding Ether to their treasuries, citing higher yield potential and regulatory clarity compared to Bitcoin. Over $3.5 billion in Ether is now reportedly held by these firms, mostly as staking assets.
Commodities Stay Soft, Oil and Copper Slip
Fresh data from the CRB commodity index shows continuing weakness: oil prices fell 0.6%, and copper slid nearly 1%. Oversupply concerns out of OPEC+ weigh on commodities as global demand slows.
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Final Word
Gold is the day’s stealth star. India’s emerging market risk is flashing amber. And high-yield Ether is quietly becoming a corporate treasury asset. Markets are shifting, but opportunity is carving out in unexpected places.