Patience Pays - 03.02.2026 BTC bounced but the metals chaos isn't over yet.

In this episode we unpack the sudden mechanical crash in gold and silver, driven by CTA liquidations and a dollar spike after the new Fed appointment, and explain the contagion risks that threatened other markets. We contrast that with Bitcoin's surprising stability around a defined "value zone," institutional ETF inflows, and highlight the outlier: Hyperliquid's explosive growth as traders flock to better infrastructure. We close by exploring the political pressure on the Fed, the risk of market dysfunction, and why building the rails (mining software, indices, outcome trading) may matter more than day-to-day price moves.

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