Chamath Palihapitiya just called Copper the asset set to go "absolutely parabolic" in 2026, and Bitwise CIO Matt Hougan claims "Silver is Solana to Bitcoin's Gold." We are witnessing an altcoin season... but for metals.
In this video, we break down the massive shift in the global gold market, the "Bitcoin ETF" pattern playing out in commodities, and why Solana is capturing the $4B+ tokenized real-world asset (RWA) market. From Central Banks buying gold at record rates to Remora Markets launching metals on-chain, here is the roadmap for the Metals Supercycle.
TIMESTAMPS:
00:00 - "Silver is Solana to Bitcoin's Gold"
00:35 - The Day the Gold Market Broke (2022)
01:38 - The Bitcoin ETF Playbook Repeating
03:00 - Chamath's "Parabolic" Copper Thesis
04:00 - RWA: Why Metals are Moving to Solana
04:44 - Remora Markets & The On-Chain Surge
05:30 - Global Access & DeFi Composability
06:00 - The Institutional Breakout is Here