There's fear circulating that fusion-powered transmutation—"Alchemy 2.0"— is going to mass-produce gold, destroying its scarcity and hence value. What makes it pernicious is that there's a grain of truth underlying the story: a few atoms of radioactive gold were the byproduct of a CERN experiment decades ago. What we have now is not a demonstration of this being done at scale, but some experiments that a California startup says demonstrate the pathway to gold "co-production." This isn't coming from a university or internationally recognized lab. Details of the experiments were not released. Just a YouTube video making grand claims.

This is like a junior exploration company no one has ever heard of before announcing the richest gold mine in history—with no drill results, no metallurgy, no mine plan, no feasibility study, or even a surface sample.

At the end, Michelle asked me for a gold forecast, knowing I wouldn't give her one... but I did tell her what would make me start buying again. See what you think.
 

Timestamps:

00:00 — Coming Up
02:03 — Introduction
04:09 — Reality Check Hurdles
05:51 — Meet Lobo Tiggre
07:35 — Golden Asteroid Analogy
08:29 — Marathon Background
09:45 — Startup Promo Video
11:28 — What Was Proven
16:38 — Physics Simplified
19:19 — What Makes It Different
21:44 — Scaling Takes Decades
25:44 — Mercury Cost Problem
28:05 — Expert Critiques
29:20 — Mercury Bottlenecks
32:59 — Radioactive Gold Delay
34:06 — Scarcity Is Psychology
36:45 — Diamonds Analogy
40:50 — Miners vs Gold Binary
42:40 — Bitcoin and Quantum
46:24 — AI and Timeline Hype
47:46 — Why Gold Is Down
49:27 — What'd Make Me Start Buying Gold Stocks