7:30 am Pacific (Exclusive to BMR subscribers – Not for Distribution or Posting on any Board). Macro Happenings Bitcoin tops $120,000 for the 1st time: The U.S. House of Representatives begins deliberating on a series of Crypto bills today in what has been dubbed “Crypto Week”. The potential laws are aimed at providing a clearer regulatory framework for the digital asset industry in a pro-Crypto approach supported by President Trump. One of the most significant bills under consideration is the Genius Act which would establish federal guardrails for U.S. dollar-pegged stablecoins and create a pathway for private companies to issue…
Author: BMR
7:00 pm Pacific (Exclusive to BMR subscribers – Not for Distribution or Posting on any Board). This Eagle Is Ready To Soar Again! You can chase some of the high fliers right now, or you can accumulate 1 of the next high fliers in the Copper space before it takes off (again). And keep in mind, British Columbia is pretty much tariff-proof as far as Copper is concerned: The province produces more than half of Canada’s Copper, and a vast majority of this output is exported to Asia (China, Japan and South Korea). American Eagle (AE, TSX-V) has traded in a…
8:15 pm Pacific (Exclusive to BMR subscribers – Not for Distribution or Posting on any Board). Venture Bull Keeps Charging The 3rd quarter is off to a blazing start for the resource and Crypto sectors, and the Venture. The Index is up 51 points or 7% through the first 9 sessions of the month, reaching highs not seen in more than 3 years after Friday’s 784 close. This brings the 2025 gain so far to 31%, far outpacing the broader North American averages. What that also tells us is that Wall Street is going to be hot over the next…
7:15 am Pacific (Exclusive to BMR subscribers – Not for Distribution or Posting on any Board). Macro Happenings Bitcoin continues to build on yesterday’s key breakout above $112,000, up another 4% to $117,883 as of 7:15 am Pacific (see updated chart further below); HIVE Digital Technologies (HIVE, TSX-V) announced this morning that it has exceeded 12 Exahash (EH/s) per second of global Bitcoin mining hash rate, doubling from 6 EH/S at the start of 2025 – and has surpassed $250 million (U.S.) annualized run rate revenue. This performance milestone reflects HIVE’s successful buildout in Yguazú, Paraguay, where the company is…
9:00 am Pacific (Exclusive to BMR subscribers – Not for Distribution or Posting on any Board). Macro Happenings The Trump administration continues to move at blazing speed with respect to development of critical minerals in the United States. It was announced this morning that the Defense Department will become the largest shareholder in Rare Earth miner MP Materials (MP, NYSE) after agreeing to buy $400 million of its preferred stock. MP Materials owns the only operational Rare Earth mine in the U.S. at Mountain Pass, about 60 miles outside Las Vegas. Proceeds from the Pentagon investment will be used to…
11:00 am Pacific (Exclusive to BMR subscribers – Not for Distribution or Posting on any Board). Macro Happenings Gold has bounced back after dipping as low as $3,295 earlier in the session. As of 11:00 am Pacific, the yellow metal is off just $3 an ounce at $3,331. The short-term trend is neutral, though bulls remain in firm control of the primary trend. Bullion jumped an impressive 25% in the 1st half of 2025 and has risen in 6 out of the last 7 quarters, making an eye-catching 77% return over the period. It wouldn’t be surprising to see a period…
5:30 pm Pacific (Exclusive to BMR subscribers – Not for Distribution or Posting on any Board). Gold Surges 25% In 1st Half of 2025 Gold was due for a rebound last week and that’s exactly what occurred as the yellow metal added $61 an ounce to close at $3,334, despite Friday’s 1% drop after a stronger-than-expected U.S. jobs report that further lowered expectations of a Fed rate cut at its July 29-30 meeting. Bullion jumped a solid 25% in the 1st half of 2025 and has risen in 6 out of the last 7 quarters, making an eye-catching 77% return…
9:30 am Pacific (Exclusive to BMR subscribers – Not for Distribution or Posting on any Board). Classic Venture Bull Market Intensifies Great start to what we’ve been saying will be a spectacular Q3 – the Venture is up in each of the first 3 sessions to start the new quarter for a total gain of 22 points or 3% after Friday’s 755 close, the Venture’s highest level in more than 3 years. This brings the 2025 gain so far to 26%, far outpacing the broader North American averages. What that also tells us is that Wall Street is going to…