Swiss authorities confirmed the third Hantavirus case linked to the Hondius cruise ship outbreak—a man who sailed onboard in April—as the vessel is set to sail to the Canary Islands. Read more: (Photo: AFP via Getty Images)

The Swiss National Bank’s equity portfolio has grown to $173.8B, equivalent to roughly 19% of Switzerland’s GDP. Nearly half is allocated to technology stocks, with major positions in $NVDA, $AAPL, $GOOGL, $MSFT, $AMZN, and $META. How concentrated is too concentrated for a central bank portfolio?

Ansem: Zcash is Swiss banking in your pocket “Instead of having to look at different bank accounts and different places to store your wealth, Zcash allows you to have access to that at any point in time and take it with you anywhere” “If you have a billion dollars in Bitcoin and send somebody $100, anybody you sent that to now knows you have a billion dollars in Bitcoin” “If you have a billion dollars in Zcash and send somebody $100, they don’t know how much you have in your actual address” “That’s the core reason I think Zcash differentiates from Bitcoin” “In my opinion, Zcash is the second best store of value behind Bitcoin. Right now it trades at around a $7B market cap, so I think it has a lot of room to do well and a lot of room to grow” “In 2016, Bitcoin was around $200 and now it trades at $80,000. In 2016, Zcash was around the same price it is right now…”

At the Swiss Mining Institute in Panama last week, we spoke to @TaviCosta about the current commodities cycle and why hard assets are set to outperform... • Early-stage bull market with institutional interest building • Copper miners poised to outperform gold peers • Hard assets critical amid deficits, weaker dollar, and lower rates ⬇️#SMI# #MiningNews# #Copper# #Commodities#