Gold prices reflect a shift in paradigm – Part I

SK Chairman Warns Global Memory Crunch May Last Until 2030 SK Group Chairman Chey Tae-won warned that the global high-bandwidth memory crunch, driven by AI data center buildouts, will last until the end of the decade. Chey told reporters on the sidelines of Nvidia's annual developer conference, 'GTC 2026,' at the San Jose Convention Center in California on Monday that the memory chip shortage could last another four to five years, with supply unlikely to catch up to demand until 2030. He explained, "The supply shortage problem stems from a wafer shortage,...

Bitcoin's Quantum Risk May Be Real, But the Network Is Preparing: Report Authored by Micah Zimmerman via BitcoinMagazine.com, Galaxy Digital’s latest report says the risk that quantum computing could compromise Bitcoin is real, but so is the work underway to protect the network. The firm’s research frames the issue as a long-term engineering and governance challenge rather than an imminent crisis, with developers already building tools that could reshape how the network secures trillions in value. At the center of the concern is a simple premise. Bitcoin relies on cryptographic signatures to prove ownership of...