NFA Live! Metal Mania, Bitcoin Lags

Never thought 4 months ago we would hear you 3 talk so long on precious metals .. How the narrative changes .. Peter Schiff is a very happy man

Dream team

0:00 - INTRO NFA LIVE 1/29/26 0:07 Guest introductions and greetings 1:03 Today’s agenda: metals, crypto, real estate 1:15 Why metals are surging now 1:47 Geopolitics, de-dollarization narratives 2:39 Central banks buying gold 3:26 DXY weakness; gold leads complex 4:20 Recent global tensions overview 4:52 Safe-haven demand, supply chains 5:53 Silver’s run and real-world demand 6:04 Speculation and momentum framing 7:31 Structural silver deficit explained 8:06 Solar, AI, power distribution needs 9:03 Profit-taking and rotation questions 9:48 Brother’s silver thesis, ratios  10:54 Palladium, uranium, silver updates 11:26 Watch copper for AI buildout 11:38 From froth to hard assets 12:23 Missed AI stocks? Materials angle 13:25 ALTcoin rotation claim rejected 13:57 BTC bear-market timeline view 16:06 China’s dominance in solar panels 17:06 Why BTC isn’t joining metals 17:32 Momentum loss, Binance Oct 10 shock 18:27 ALTseason fatigue and risks 19:44 Systemic-selling theory acknowledged 20:32 OG selling impacts sentiment 21:05 Easy move into tokenized gold 21:27 Quantum worries add mild drag 22:12 Politics, perception, and neutrality 23:39 Respect the cycle: metals’ momentum 23:58 Crypto disenchantment, memecoin slop 24:48 2026 odds and cycle comments 26:06 2026 investing plans and ideas 26:20 Metals focus: copper, lithium, uranium 26:51 Hold core BTC, avoid overthinking 27:31 Defense stocks and AI adjacents 27:51 Storage, water as AI betas 28:21 ASML’s lithography near-monopoly 29:16 Gold versus Nvidia performance chart 29:55 AI acceleration needs raw materials 30:36 Simple theses: Nvidia and gold 31:13 Rob’s picks: BTC, real estate, mega-cap 31:50 Ben’s portfolio allocations 33:04 Rotated to uranium, palladium, metals 33:24 Index funds, overweight international 34:42 Tariffs history and US consumers 36:12 Plan to reenter BTC later 36:50 Real estate: trends and constraints 36:56 Puerto Rico strength; tourism effects 37:44 Labor shortages in the trades 38:43 Case-Shiller near all-time highs 39:02 Austin prices down; diversification 39:36 Puerto Rico property tax advantages 40:07 Pivoting, tribalism, and euphoria 40:27 Audience reactions to selling crypto 41:36 Metals community hype and tops 42:15 Stereotypes of metal investors 42:52 Physical metals vs ETFs; uranium 42:58 Ben prefers metals ETFs 43:40 Uranium bias and humor 44:21 Fusion breakthrough as potential risk 44:49 Fusion timeline, regulation, impacts 46:43 Fusion “20 years away” anecdote 47:24 Coffee drinkers? Preferences shared 48:28 Caffeine limits and sleep hygiene 49:09 Quitting caffeine pros and cons 49:52 Coffee memecoin jokes 50:08 Coffee prices, not drinking bags 50:36 FOMC takeaways and Fed politics 50:47 Powell’s stance and next cuts 51:18 Board dynamics beyond May change 51:47 Market expects few cuts; hawkish 52:14 Coffee, enlightenment, and wrap-up 52:21 Coffee houses and creativity 53:02 Twitter arguments and caffeine 53:34 Coffee talk as bear indicator 54:30 Ethereum “aluminum” joke resurfaces 54:59 Metals euphoria caution and pullback 55:09 - OUTRO 👁‍🗨Check out the *ITC Premium Pro* plan: Get access to👉Ben’s Weekly *Ask Me Anything(AMA)* Livestream✔️Premium Videos, Charts & Indicators, Risk Dashboard and more! Watch an ITC Premium preview on the ITC website: *IntoTheCryptoVerse•Com* #DYOR #NFA #MakeYourOwnDecisions🤔 ⚠️Note: beware of fake Ben *scamBots.* • Only *scammers* post an Email or Ph#. • Report all Email, Tgram & Ph# *scams.*

I sold all my crypto when the president declared himself the “crypto president.” That’s when I knew everyone who wanted it was already in it. Thank god I bought gold/silver instead.

i liked this. and its a like for ben.

Coffee houses in England: late 17th Century and really got going in the 18th.

Thanks 👍

“I’d rather buy alts than drink coffee!” Ben’s quote of 2026 😂

I always enjoy this show! ❤

You can tell that Guy and Rob are both neck-deep in crypto and hurting bad but putting on a face talking to Ben