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Gold Is Running Ahead — Bitcoin Is Next (The Great Rotation Explained)

Jan 30, 2026

The Last Trade: Gold and silver surge while bitcoin stalls — Mel Mattison unpacks the macro divergence, the Clarity Act's failure, and why the fundamental case for non-USD assets is only getting stronger.

🧠 Chapters

00:00 — 2026 Market Recap & Why Bitcoin Is Stalling 09:29 — Bitcoin's "Puberty Stage" & Investor Base Turnover 24:55 — Emerging Markets, Gold & Non-USD Assets Winning 35:00 — The Clarity Act, Banks & the Inflation Tax 50:23 — Europe as the Powder Keg & Sovereign Debt Risks 58:06 — AI, Demographics & the Permanent Underclass

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