Tom Bilyeu

This is an Asian hours sell-off, every single day, like clockwork.

Now ask yourself, are traders in Tokyo, Singapore, and Jakarta all waking up at the same moment, reading the same Fed minutes, and simultaneously deciding to dump gold because of rate policy?

That doesn't make any sense.

Again, it wasn't just gold.

And it happened on the same days.

The same morning windows.

Silver dropped 12% in a single Asian morning session.

Copper fell more than 3% in a Thursday morning session with a much lower low.

Aluminum had its worst single day since 2018, an 8.4% collapse on the London Metal Exchange.

Something very different is going on.

This is not a question of gold.

This is not about the war.

Something else is at play.

This isn't a portfolio decision because these assets are so different.

They should not be responding to the same market forces.

They're designed to respond to different forces.

What we're seeing is a selling pattern created by things that are bought for disparate reasons, but sold for the same reason.

They're commodities with highly liquid markets.

Someone who sells gold at 2am Tokyo time does not want to sell gold.

Gold has been one of the best performing assets on the planet for the last two years.