While Bitcoin floats in the digital ether—and new celebrity tokens appear every week—Kinross is sitting on the one asset those fantasies are trying to imitate: real physical gold. Not code. Not marketing. Not blockchain buzzwords. Gold you can actually hold in your hand. So here’s the idea: What if Kinross minted a gold coin that ONLY eligible Kinross shareholders could purchase? Not another Maple Leaf. Not a public bullion product. A Kinross coin for Kinross owners. Something real, not imaginary.
Blockchains Don’t Change the Core Problem
Crypto has recently tried to rebrand itself as “blockchain infrastructure processing”—as if that somehow transforms digital tokens into tangible value. The technology may be real, but the token usually represents nothing but belief. Owning a crypto token is not owning a data center. Owning Kinross is owning a gold mine. Big difference.
Collectible Scarcity
There are two kinds of scarcity: 1) the physical scarcity of gold 2) the access scarcity of who’s allowed to purchase the coin. Anyone can buy a Krugerrand. But with this concept, only a verified Kinross shareholder could purchase a Kinross Gold Coin made from the very gold produced at the mine they already own a stake in. Bitcoin tried to manufacture scarcity with code. Kinross already has geological scarcity.
The Proxy Cycle: The Hidden Power Move
Most retail shareholders don’t vote. Companies beg for higher proxy participation every year. This concept solves verification AND boosts engagement at the same time: vote your shares, system confirms ownership automatically, receive a shareholder access token, use that token to purchase a Kinross Gold Coin. Clear: the coin is NOT free—voting only grants eligibility to BUY one. This verifies shareholder status, increases proxy voting, and gives investors a physical connection to the metal they already own a piece of. That’s alignment.
Eligibility Matters
There must be a minimum holding requirement. Not one share. Something meaningful—say 500 or 1,000 shares—held at the proxy record date. This prevents “one-share opportunists” and preserves the collectible nature for true investors.
Reasonable Guardrails
Required minimum shares. Eligibility tied to proxy cycle. One coin per shareholder per year. Token expires annually. New token at next proxy cycle. Simple. Clean. Limited.
Kinross Being First Is the Advantage
This isn’t about other miners. This is about Kinross doing something no gold miner has done before. Being first instantly makes the coin unique and bonds shareholders to the company in a way crypto never can. Crypto offers bits in the ether. Kinross could offer the metal the world has trusted for 3,000 years. Investors don’t need another digital fantasy. They need something real.
What About Hecla?
Hecla is primarily a silver producer—they could mint a silver coin for eligible holders. But the symbolic weight—and the disruptive potential—belongs with Kinross and gold. That’s where this idea truly lives.
An Idea Too Obvious to Ignore
Here’s the remarkable part: this concept has been suggested to Kinross before—and never even acknowledged. That alone says something about how traditional mining thinking overlooks simple opportunities to drive loyalty, identity, and engagement. This idea is already complete. Kinross doesn’t need a task force—it just needs a decision.
The Real Question
Do they have the imagination to see how a shareholder-only gold coin could bond an entire community of traders and long-term holders together—exactly at the moment digital fads are collapsing and investors are looking for something real?
Final Word
Kinross has the metal. Kinross has the refining. Kinross has the shareholders. Only the minting remains. Bitcoin sells belief made of code. Kinross could sell value made of gold. Sometimes disruption doesn’t require blockchain. Sometimes it just requires imagination—and a mint.
Spider Jones — Stocks to WATCH, Sunday Special Edition
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More later so ....Stay tuned, if you dare!
For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality. Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor.
All in all - we use the word maybe "some", not "too much" and play it accordingly. Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.
With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.
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