Savings

The bull market in gold that began 25 years ago appears to have more legs, and its most impulsive price action might just be ahead of us.

Bitcoin is often referred to as “digital gold,” but its price performance since the beginning of the year has been nothing like that of the precious metal: while it has been stagnating around $100,000, gold has been breaking record after record.

By cutting domestic demand for cryptocurrencies, Beijing is automatically redirecting savings diversification toward the only officially approved alternative asset: physical gold.

In the past, during periods of nervousness, uncertainty, or obvious risk, volatility rose. Today, this mechanism is broken. In this environment, there is only one asset left that does its job of providing protection: physical gold.

The incident that occurred on the night of November 3 to 4 marks a real stress test for the entire crypto liquidity system. In this context, only one asset escapes the logic of chain collapse: physical gold.

At first glance, everything seems under control: stocks are holding steady and the U.S. economy is resilient. And yet, something is going wrong in the global financial system. In recent days, the cost of very short-term cash – the SOFR rate – has risen sharply.

India has taken a historic step toward the remonetization of silver — officially allowing the white metal to serve as collateral for bank and non-bank loans under new Reserve Bank of India (RBI) regulations set to take effect in April 2026.

Ray Dalio said investors should allocate as much as 15% of their portfolios to gold even as the precious metal surged to an all-time high above $4,000 an ounce.

The world's largest private holder of physical gold is Tether, with 80 tons worth approximately $8 billion. Why is this?

For two years, observers have been puzzled by a paradox: while the Fed is reducing the size of its balance sheet through quantitative tightening (QT), the M2 money supply is on the rise. The key to this mystery lies in the growing role of money market funds (MMFs).