# Evidence checklist — Andrew Sleigh video

- Strong gold demand: real substantial components; WGC Q2 data also show ETF outflows and bar-and-coin demand down year-on-year. Not universal acceleration.
- Physical availability strain: possible scenario; requires inventory, premium, delivery and product-specific evidence. Not proven by the interview or aggregate gold-demand totals.
- Silver shortage: not independently established here; gold data cannot substitute for silver data.
- Imminent currency collapse/financial assets to zero: speaker forecast, not a verified inevitability or deadline.
- Pontes launch: verified wholesale tokenised settlement; not compulsory retail digital-euro rollout.
- Canadian stablecoin framework: legislation and implementing regulations distinct; pegged private tokens do not prove replacement of CAD.
- All financial metal exposure identical: overbroad; compare prospectuses, custody and conditional delivery rights. Physical bullion has risks too.
- Tether silver buying/Chinese restrictions/import numbers/Fed specifics: not independently verified in this limited feature; not adopted as reported fact.

Not investment advice. Raw source transcript retained privately; public text is original synthesis with source links.