Listened to about half of the nostr:nprofile1qyxhwumn8ghj7mn0wvhxcmmvqywhwumn8ghj7mn0wd68yttsw43zuam9d3kx7unyv4ezumn9wsqzp382htsmu08k277ps40wqhnfm60st89h5pvjyutghq9cjasuh38q7t6dtc  pod, and something clicked for me. The Yen blows up, people are worried the Japanese who own $5T in US assets might be forced sellers, so they flee into a neutral reserve asset (gold). If Japan dumps UST and stocks, gold is protection. So gold (and silver) moons, but that trade gets crowded. If only there were another neutral reserve asset available at a discount.