Dear Reader,
It’s the middle of 2025 — and if you haven’t looked at your portfolio lately, brace yourself. Because what’s leading this market isn’t AI. It’s not the Magnificent Seven. And it sure as hell isn’t tech unicorns promising the next big social media platform for dogs.
It’s gold. And silver.
Yes, the ancient, glimmering stores of value. The original money. The eternal hedges. Gold and silver are not just rising in 2025 — they’re dominating.
But let’s zoom out for a moment.
Wall Street kicked off 2025 with all eyes on AI, mega-cap tech, and a soft landing narrative that seemed just believable enough to keep the indices climbing. The S&P 500 is up about 2% year-to-date. The Nasdaq 100 has done a little better, riding a 3% gain thanks to NVIDIA, AMD, and their AI entourage.
And the Dow is flat for the year.
Having said all of this, industrials, surprisingly, are outperforming. A massive push in defense and infrastructure has powered names like Howmet Aerospace up over 61% this year.
Utilities are on fire, too — up nearly 8%, thanks to clean energy mandates and dividend-hungry investors looking for stability in stormy macro waters.
The Dow Utilities index is up 7% in 2025.
But here’s the real kicker: even with all the buzz, tech hasn’t been the best-performing sector. Neither has industrials. Nor consumer discretionary.
The best-performing asset class in 2025 is hiding in plain sight — buried underground, sparkling in vaults, and finally catching Wall Street’s full attention.
While the S&P 500 has crept up around 2% and the Nasdaq has climbed a limp 3%, the real fireworks are happening elsewhere. Gold is up nearly 30% on the year. Silver’s not far behind, clocking in with a breathtaking 27% surge — and that’s just through June.
This isn’t a one-off spike. It’s a secular rotation.
The Precious Awakening
Let’s start with gold. As of June 2025, gold is trading around $3,350 an ounce — hovering around an all-time high. That’s after a blistering rally driven by geopolitical uncertainty, record-breaking central bank demand, and the quiet collapse of confidence in the U.S. dollar.
The Senate’s stablecoin bill? It was supposed to anchor the next generation of digital finance to the dollar. But all it really did was highlight the instability behind the curtain. As Washington prints money to service a ballooning $45 trillion national debt, investors globally are asking: if the dollar’s the anchor, what’s the boat tied to?
Answer: gold.
Silver is riding shotgun — and, frankly, gaining fast. It’s now trading near $37 an ounce, a level not seen since the silver mania of 2011. But this time, there’s no Reddit-fueled buying frenzy or ETF shortage. What’s fueling this rally is cold, industrial reality. Solar panels, electric vehicles, AI data centers — all need silver. And we’re running out of it.
The Miners Go Vertical
The true stars of this rally aren’t just the metals themselves — it’s the stocks. Precious metals miners are putting up numbers that make Nvidia look like a limp noodle.
Let’s start with the junior miners — the forgotten stepchildren of the market. These are the companies that own the future ounces of gold and silver still buried in the ground. They’ve been battered, ignored, and left for dead for over a decade. But not anymore.
Just look at Silvercorp Metals (SVM) — up 48% year-to-date. Perpetua Resources (PPTA), with its massive Stibnite project, has been up as much as 62%. United States Antimony Corp (UAMY) — yes, antimony, a critical mineral that rides shotgun with silver and gold — is up 93% in 2025… and is up 1,300% in the last twelve months!
Even broader ETFs like the VanEck Junior Gold Miners ETF (GDXJ) are up more than 60% in 2025. Compare that to the ARKK Innovation ETF — barely eking out 19% — and you’ll see where the real innovation is happening: in the dirt.
The senior miners aren’t slouching either. Barrick (GOLD), Newmont (NEM), and Agnico Eagle (AEM) are up 30% to 50% across the board, outperforming tech heavyweights like Apple and Microsoft.
Central Banks Keep Buying, Wall Street Wakes Up
So what’s fueling this rally? A mix of fear, fundamentals, and finally — FOMO.
Central banks, especially in Asia and the Middle East, are buying gold like it’s going out of style. China added over 200 tonnes in the first quarter alone. India, Turkey, Kazakhstan, and Russia are following suit. Even the BRICS bloc has been openly discussing backing a trade currency with gold, and July’s summit in Rio could formalize that intention.
Meanwhile, retail investors are waking up. GLD and SLV inflows are surging. But more importantly, hedge funds are quietly accumulating junior miners — those once illiquid, volatile plays now being treated like strategic assets.
Why Now? And Why This Run Has Legs
Here’s the kicker: we’re still early.
Gold is finally reasserting itself not just as a crisis hedge — but as the foundation of an emerging monetary shift. From stablecoins to tokenized reserves like NatGold, the world is starting to rethink what money is — and what backs it.
Silver, for its part, is the Swiss Army knife of the green economy. It’s the irreplaceable industrial metal that also moonlights as money. No new solar buildout happens without it. No EV charging grid gets deployed without it. And no AI data center can run at full tilt without silver’s conductivity.
Meanwhile, supply remains tight. New discoveries are rare. Permitting is slow. ESG regulations are strangling exploration budgets. And existing mines are aging fast. The world is staring at Peak Gold and Peak Silver—and the miners with reserves in the ground are now worth their weight in… well, you get it.
What This Means for Investors
If you’ve ignored this sector since the last gold rush in 2011, it’s time to wake up. The market is handing out a second chance — only this time, the setup is better:
- Real interest rates are turning negative again as the Fed cuts into stagflation
- Geopolitical instability is no longer abstract — it’s systemic
- Central banks are replacing Treasuries with bullion
- Digital gold tokens are making gold ownership easier than ever
This is the moment for precious metals. But the bigger opportunity? The stocks. Especially the juniors. These are the companies that go up 5x, 10x, even 20x when the market finally realizes they’re holding the next Donlin or Pebble Creek.
If gold hits $4,000 — and it could before year-end — the juniors won’t just double. They’ll explode.
You get in before that.
Final Word
2025 is not just another year in the markets. It’s a turning point — a monetary pivot unlike anything we’ve seen since 1971. And the winners will be those who saw it coming.
Gold and silver aren’t relics. They’re rocket fuel. And right now, the countdown has already begun.
Don’t miss the launch.
Our Top Picks
In addition to select junior miners to ETFs like the GDXJ, our biggest play in the gold market is NatGold.
You see, NatGold is the first gold-backed asset built for the blockchain age.
NatGold is a digitally mined token backed by real, verified in-ground gold.
It's not an ETF. It's not a gold-pegged stablecoin. And it's definitely not a hype-driven altcoin.
It's the first crypto commodity engineered to:
- Monetize real gold — without physical extraction
- Trade globally on blockchain rails
- Deliver the trust of gold with the speed of crypto
- Avoid mining, storage, middlemen, and environmental damage
NatGold doesn't just modernize gold.
It unleashes the value of over $20 trillion in untapped gold reserves — instantly and cleanly.
Built for Institutions. Open to You.
NatGold was developed by a team of:
- Former SEC advisors
- Global mining executives
- And institutional-grade blockchain partners trusted by Goldman Sachs and BNY Mellon
Only 10,000 Tokens. One Early Window.
Just 10,000 NatGold Tokens are available in this exclusive pre-market round — at a 10% discount to gold's verified Baseline Intrinsic Value.
This is your one chance to front-run Wall Street — and lock in before the revaluation begins.
Click here to reserve your discounted NatGold Tokens.
Get to the good, green grass first,
The Prophet of Profit,
Brian Hicks
President and Founder, Wealth Daily and Angel Investment Research
P.S. Coinbase entering the S&P 500 proved crypto isn't just here to stay — it's becoming the backbone of global finance.
And Circle’s – now up a staggering 710% since its IPO earlier this month, shows Wall Street wants more crypto investments!
The next wave won't be built on faith — it'll be backed by real-world value.
That's what NatGold delivers — and only 10,000 tokens are available before it hits the open market.
