10y UST yields rising 7bp Friday on "hawkish Warsh" headlines is a critical signpost IMO. 10y yields up when Fed is both "dovish" AND "hawkish" is a sign the debt needs to be devalued. Gold seems to have begun discounting that eventuality (& is a potential means of doing so.) https://t.co/9p64R9Pkto

Original source ↗ | January 17, 2026 at 14:35 UTC | Twitter - @lukegromen

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IDEA 5 TICKER: XAU (Gold) DIRECTION: long THESIS: Rising 10y UST yields despite mixed Fed signals suggests debt devaluation is coming, which Gold is starting to discount and could benefit from. SPEAKER: @lukegromen TIMEFRAME: medium-term

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Trade Ideas

Ticker	Direction	Speaker	Thesis	Time
XAU	LONG	@lukegromen	Rising 10y UST yields despite mixed Fed signals suggests debt devaluation is coming, which Gold is starting to discount and could benefit from.	—