Metals & Macro Liquidity

According to Cathie Wood on X this week, Bitcoin is decoupling from gold while companies embracing AI are accelerating job creation, signaling stronger real economic growth and a powerful deflationary cycle driven by technological progress. The market is still pricing according to the "old

Bitcoin's correlation with gold surged to approximately +0.50 over the past 90 days, marking its highest level since the pandemic and a six-year high, according to analysis from Bitwise Asset Management and Bloomberg data highlighted by The Kobeissi Letter. This shift coincided with the U.S.

According to Kobeissi Letter citing Bitwise Asset Management and Bloomberg data, over the past 90 days, Bitcoin's correlation with gold surged to approximately +0.50, marking its highest level since the pandemic. During the same period, Bitcoin's correlation with the Nasdaq 100 declined to +0.30, th

Investors are turning to gold investment as domestic and international stock market volatility increases. Gold prices rose nearly 10% over the past month, drawing investor attention. Domestic and international investment institutions forecast continued gold price increases in the near term. The pric

Over the weekend, tensions escalated in the Middle East following an attack on an oil tanker near Hark Island. France completed its domestic gold reserve repatriation initiative. South Korea reported first-half exports hit a record high, while China's August logistics demand maintained expansion

According to De Nederlandsche Bank's official announcement, the Dutch central bank recently relocated approximately 86 tonnes of gold from North America to London. Notably, about 59 tonnes were sold in New York and repurchased in London without physical movement across the Atlantic. Ripple CEO

According to Jin10 Data, France completed the full repatriation of its official gold reserves to domestic territory earlier this year, clearing all holdings previously held in U.S. custody. The move achieved standardization of reserve gold quality and specifications. Paris School of Economics

According to Bitwise, Bitcoin surged 22.4% in the past week, its largest single-week gain since March 2024, while gold rose about 5% and equities declined. Bitwise Europe research head André Dragosch noted in a client memo that the 90-day correlation between Bitcoin and gold has reached its

Recent network data shows Bitcoin micro-transactions below 0.01 BTC now account for nearly 80% of all activity on the network, marking a significant shift from historical patterns dominated by larger transfers. The change reflects growing accessibility for smaller, more frequent transactions as Bitc

According to World Gold Council's 2026 central bank gold reserve survey cited by Jin10 on September 5, 19% of central banks increased their domestic gold reserves or diversified storage locations in the past 12 months, compared to just 7% a year earlier. The shift reflects a global trend to reduce r

Central banks accelerated gold purchases as the precious metal climbed to $4,500 per ounce in recent trading, marking a nearly 10% gain over one month amid rising US long-term bond yields and fiscal deficit concerns. China's central bank added 640,000 ounces in July, extending its buying streak to 2

According to Investing.com data, gold prices surged to $4,500 per ounce on Chicago's COMEX exchange in recent weeks, gaining nearly 10% over the past month. Central banks globally have accelerated gold purchases, with China's central bank increasing holdings by 640,000 ounces in July alone,

According to Hankyung, currency-hedged gold futures ETFs in South Korea significantly outperformed spot gold ETFs in August. KODEX Gold Futures (H), a hedged product, rose 8.41% during the month, while ACE KRX Gold Spot and TIGER KRX Gold Spot gained 5.16% and 5.22% respectively. The won's

According to Jin10 Data, domestic gold jewelry prices fell about 15 yuan per gram today (September 5). Leading brands including Chow Tai Fook, Chow Sang Sang, and Chow Hong Ji reported the highest quotes at 1,338 yuan per gram.

The world's largest gold ETF, SPDR Gold Trust, saw its holdings decrease by 1.426 tonnes compared to the previous day, bringing current total holdings to 1,052.056 tonnes.

iShares Silver Trust, the world's largest silver ETF, added 19.67 tonnes to its holdings yesterday, bringing total holdings to 15,339.36 tonnes.

The real-world assets (RWA) market has reached $45 billion, according to Token Terminal, with eight asset classes now exceeding $1 billion each in on-chain market capitalization. The analytics provider confirmed this milestone reflects growing interest in tokenized assets from traditional sectors in

Gold prices in Korea rebounded on the 4th, with the Korea Gold Exchange reporting gold per don (3.75g) rose 5,000 won (0.58%) to 865,000 won. International gold prices surged past $4,500 per ounce as US Treasury yields stabilized and Federal Reserve officials delivered dovish remarks, triggering

According to South Korea's Gold Exchange, gold prices rebounded on August 23-24, driven by falling U.S. Treasury yields and a weakening dollar. International spot gold surged above $4,600 per ounce, while South Korea's gold price rose 0.58% to 865,000 won per gram (3.75 grams) on August 24. The reb

According to Guru Club, spot gold fell 0.98% on September 5, trading at $4,429.07 per ounce, declining 0.57% for the week. Spot silver dropped 1.22% to $66.17 per ounce, with a weekly loss of 0.27%.