Billionaire Buys the Donlin Gold Project

If you needed another signal that gold is in a long-term bull market, look no further than the recent blockbuster announcement about the Donlin Gold project in Alaska. 

I talked about the Donlin Gold project a few weeks ago. And I explained how the Donlin would become a major asset to America’s resource wealth fund that Trump wants to establish.

Trump said it. The smart money is front-running it.

Here’s what happened…

Billionaire Gold Shopping

In a stunning development that underscores the strategic value of the Donlin Gold project, Barrick Gold announced yesterday that it is selling its entire 50% stake in the massive Alaskan deposit for up to $1.1 billion. 

The buyers? 

None other than billionaire investor John Paulson and NovaGold Resources — a move that not only reshapes the ownership structure of the Donlin project but sends a seismic signal to the entire gold investment world.

Under the terms of the deal, Paulson will acquire 80% of Barrick’s stake, while NovaGold will take the remaining 20%, bringing its total ownership of the project to 60%. The transaction, which includes $1 billion in cash and an option to buy debt owed to Barrick, is expected to close by Q3 2025.

Why John Paulson’s Involvement Is a Game-Changer

Paulson’s entry into Donlin is not just a vote of confidence — it’s a tactical masterstroke by one of the most successful investors in modern history. 

Famous for making $4 billion betting against the U.S. housing market during the 2008 financial crisis, Paulson later turned his attention to gold and natural resources, recognizing them as essential hedges against inflation, devaluation, and systemic risk.

• In 2009, Paulson launched the Paulson Gold Fund, which at its peak controlled billions in gold-related assets.
• He was one of the earliest and most vocal backers of gold as a “currency of last resort,” a theme echoed in today’s uncertain geopolitical climate.
• Paulson has also previously invested heavily in AngloGold Ashanti, NovaGold, and other mid-tier mining plays, positioning himself as a long-term bull on physical gold and gold equities.

Now, by securing a 40% stake in Donlin — arguably one of the last world-class undeveloped gold deposits in a safe jurisdiction — Paulson is doubling down on what he sees as the next great bull cycle in gold. This move adds significant credibility to the Donlin project and may fast-track both capital investment and regulatory momentum.

But it’s more than that. If timing is everything, Paulson’s move to invest in the Donlin Gold project means he thinks gold is headed higher… way higher!

He’s already been a long-term investor in gold… and by buying now, he’s sending a signal that he believes the bull market in the yellow metal is just beginning. 

What This Means for Donlin

Donlin Gold has long been hailed as a “sleeping giant” of the gold world — housing 39 million ounces of gold (measured and indicated) in one of the most politically stable regions on Earth. Yet its development has been stalled by high capex, environmental concerns, and shifting corporate priorities.

With Barrick stepping aside and John Paulson stepping in, the narrative around Donlin could shift dramatically:

• Fresh capital could pour into feasibility studies, infrastructure, and community relations.
• Investor sentiment around the project could turn more bullish, especially as gold flirts with all-time highs.
• Tokenization prospects could reemerge if the project stays stalled — unlocking a new path to value.

The tokenization angle is intriguing indeed.

Paulson has long been a believer in technology and innovation as it relates to finances and investments.

Tokenizing the unmined gold would be ideal for him and Donlin. 

NatGold: Unlocking Trillions Without Digging a Hole

Enter NatGold — a visionary model for a new kind of gold-backed digital asset.

Instead of extracting physical gold from the ground, NatGold proposes something bold and beautifully simple: Tokenize in-ground, certified gold reserves and give investors digital ownership of real, untouched wealth.

Each token is backed by a fraction of a certified gold ounce, verified by third-party geological reports, and secured on a transparent blockchain ledger.

It’s a modern vault — digital, auditable, and inflation-resistant — backed not by mined gold but by America’s unmined treasure chest.

Donlin is the ideal pilot project. With 39 million verified ounces just sitting there, why not tokenize 5 million — or all of it — and place it into a new national vault?

That vault has a name — and a purpose.

Trump’s Sovereign Wealth Fund: Turning Gold Into National Power

In early 2025, former President Donald Trump signed a landmark executive order aimed at reasserting U.S. control over its critical mineral supply chains. But behind that was a bigger vision — one that hasn’t yet been fully understood by markets or the media…

The creation of a U.S. sovereign wealth fund — backed not by Treasuries or foreign capital but by America’s own natural resources.

Imagine a digital, tokenized vault containing:

• Certified gold from Donlin and Pebble Creek
• Rare earths from Texas and Wyoming
• Copper, lithium, and antimony from Montana to Nevada

All tokenized. All transparent. All backed by geological truth.

This fund wouldn’t just be a financial asset — it would be a strategic weapon in the age of inflation, de-dollarization, and geopolitical realignment.

NatGold’s platform could provide the technology. Projects like Donlin could provide the assets. And America, for once, would be leveraging what it already has — instead of begging the world for what it needs.

Eco-Patriotism: A New Manifest Destiny

Let’s be clear: This isn’t about pillaging the environment. It’s not about open pits and cyanide leaching.

It’s about eco-patriotism — the belief that we can protect our wild and beautiful lands while still securing our economic future. That we can honor tribal partnerships, safeguard watersheds, and keep forests intact while unlocking value through the other American resource powerhouse: technological innovation.

With tokenization, America can finally recognize the economic value of its mineral wealth without needing to mine it today. That’s not just smart — it’s revolutionary.

It’s not resource exploitation. It’s resource recognition.

And with Paulson investing in it, this isn’t just an ownership change — it’s a strategic pivot that may well unlock one of the most undervalued assets in the entire gold sector.

Stay tuned. Donlin’s story just entered its next chapter — and the world’s most famous gold bug is writing the script.

The Prophet of Profit,

P.S. A financial reset is underway — and gold is at the heart of it. One tiny $0.75 miner controls a golden treasure trove worth over $500 Billion. The stock is up 182% — and still has a massive upside. For decades, this huge gold deposit was off-limits. But Trump's policies are shifting the landscape — and this company is set to profit.

I've put together a special report revealing all the details of this urgent opportunity — including the name and ticker symbol of this potential 10X stock.

Click here for the details before it takes off!