Is the smoke bomb a trend upgrade? The market has already voted secretly.
If this is a smoke bomb, gold should surge and then pull back; but if it's a trend upgrade, it will move sideways at high levels, gradually digesting disagreements. Currently, it looks more like the latter. Three signals you can't ignore: * Central banks' gold reserves are still increasing * Geopolitical conflicts are "slow variables" rather than quick endings * Weak rebound in risk assets indicates confidence hasn't returned This means: 👉 The strength of gold is a passive choice turned into an active result. Changes in Bitcoin's role: In the short term, it resembles high-volatility tech stocks; in the long term, it remains a candidate for an off-system asset. So I won't short it, but I also won't go all-in right now. The better current approach: * Allocate to precious metals to manage uncertainty * Save bullets for Bitcoin, waiting for trends rather than news To those who are conflicted, the last message: 👉 The market isn't about making the right choice once, but about surviving until the next opportunity. #中东局势升级
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Is the smoke bomb a trend upgrade? The market has already voted secretly.
If this is a smoke bomb, gold should surge and then pull back; but if it's a trend upgrade, it will move sideways at high levels, gradually digesting disagreements.
Currently, it looks more like the latter.
Three signals you can't ignore:
* Central banks' gold reserves are still increasing
* Geopolitical conflicts are "slow variables" rather than quick endings
* Weak rebound in risk assets indicates confidence hasn't returned
This means: 👉 The strength of gold is a passive choice turned into an active result.
Changes in Bitcoin's role:
In the short term, it resembles high-volatility tech stocks; in the long term, it remains a candidate for an off-system asset.
So I won't short it, but I also won't go all-in right now.
The better current approach:
* Allocate to precious metals to manage uncertainty
* Save bullets for Bitcoin, waiting for trends rather than news
To those who are conflicted, the last message: 👉 The market isn't about making the right choice once, but about surviving until the next opportunity.
#中东局势升级