Most major commodities like gold, silver, copper, iron ore and steel are up sharply over the past month following U.S. President Donald Trump’s imposition of tariffs on goods from Canada, Mexico and China, reflecting investors’ interest in aligning their portfolios with the potential near-term scarcity of essential materials.
This trend also applies to digital assets and their underlying blockchain technology, with the total cryptocurrency market capitalization growing from C$3.2 trillion to C$4.5 trillion since Trump was elected to his second term, propelled by his executive order in support of U.S. crypto development, including a potential strategic Bitcoin reserve.
These two tailwinds – Trump-enforced commodity scarcity and favorable U.S. crypto regulation – present investors with opportunities to identify stocks whose underlying companies are well-managed and strategically positioned to…
