Chris Vermeulen on Opportunities in Silver Miners & Crypto Amid Bond Volatility

• 30-year Treasury yields are at multi-year highs, posing a macro risk to the bull market, especially for companies with high debt in the AI space.
• Equities are expected to continue grinding higher, with potential for 10%+ upside in the S&P 500 and Nasdaq, supported by strong earnings.
• Investors are moving money out of the U.S. dollar and bond market into alternative currencies and assets like Bitcoin and precious metals (gold, silver) due to global fear.
• Specific investment opportunities are identified in Amplify Junior Silver Miners ETF (SILJ) and Amplify Blockchain Technology ETF (BLOK), both showing strong technical breakout patterns and momentum.

The discussion centers on rising long-term Treasury yields, hitting levels not seen since 2007, and their potential impact on financial markets. Despite these macro risks, the speaker maintains a cautiously bullish outlook for equities, anticipating further gains. He highlights a shift of capital into alternative assets like Bitcoin and precious metals, driven by global fear and a weakening dollar, and identifies specific opportunities in these sectors.