2026-01-11 05:20:15

Gold is quietly rewriting the global financial landscape.

According to the latest data, overseas official gold reserves have reached $3.93 trillion, surpassing the $3.88 trillion in US debt for the first time, becoming the world's largest single reserve asset. This reversal last occurred in 1996—nearly 30 years ago.

What is the driving force behind this? Last year, gold prices surged dramatically, with a nearly 70% increase by 2025, and earlier this year, they soared to a high of $4,500. JPMorgan analysts pointed out that political polarization in the US is eroding dollar credibility, prompting central banks worldwide to accelerate "gold hoarding." NDR strategist Joe Kalish bluntly stated: countries are replacing US debt with gold, primarily to hedge against political freeze risks.

This trend has accelerated over the past four years. As geopolitical conflicts intensify and US dollar dominance wavers, gold has shifted from a traditional safe-haven asset to a new star in national-level asset allocation. For the crypto market, this macro change is equally noteworthy—when the traditional financial system shows cracks, the value support of on-chain assets is quietly being restructured.

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ApeDegen

· 01-11 05:50

Gold is going crazy. The US is playing with fire, and those hoarding gold have seen it all.

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GmGmNoGn

· 01-11 05:47

U.S. debt is being overtaken by gold, and now the U.S. can't sit still Gold has risen to 4500 without stopping, central banks are really voting with their actions The credibility of the dollar is being eroded... to put it nicely, actually everyone has seen through it A cycle of 30 years, this time it's no coincidence; geopolitical tensions and political polarization are both at play Now, hoarding gold is equivalent to hoarding risk aversion, much more reliable than U.S. bonds, the IQ tax has finally been noticed by central banks Avoid freezing risks? They saw it early on, while we Web3 people still need to be misunderstood, haha Traditional systems are cracking, on-chain assets are the true future support

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GateUser-bd883c58

· 01-11 05:47

Gold is rising so rapidly; the dollar is really on a downward trend.

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RugpullAlertOfficer

· 01-11 05:22

The US dollar really isn't doing well anymore, it all depends on gold to save the day It’s only turned around every 30 years; how long can this last? The term "political freeze risk" is used perfectly, basically meaning no more trust in Uncle Sam Gold has risen 70%, but we need to see if we can truly hold onto it Now, even traditional finance is starting to run on bank runs Central banks are stockpiling gold, retail investors are following the trend or waiting for a pullback Is the on-chain asset surge just a prelude? Pure nonsense, right? U.S. debt has been surpassed, how does that feel, Americans? The real wealth transfer has just begun, just watch As long as the dollar remains unstable, gold will have to rise

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