Gold Long Positions Report: Gold Price May Reach $8900 by the End of 2030

The global political and economic landscape is undergoing profound changes, with gold once again becoming the focus of the capital markets. The latest report from the gold investment company Incrementum points out that the current global financial system is facing reconstruction, and gold, as a currency asset with no counterparty risk and no inflation, is highlighting its strategic position.

The report analyzes the key factors affecting the gold market:

Current Situation of the Gold Market

The current gold bull market is in the "public participation phase", characterized by:

• Media reports are becoming increasingly optimistic
• Speculative interest and trading volume are rising
• New financial products launched
• Analysts raise price targets

In the past 5 years, global gold prices have increased by 92%, and the actual purchasing power of the dollar against gold has decreased by nearly 50%. As of the end of April this year, it has set 22 historical highs.

Key Factors Affecting Gold

geopolitical restructuring

The global geopolitical landscape is accelerating its restructuring, which is favorable for gold. Gold has three major advantages as an anchor of the new monetary order:

• Neutrality, not belonging to any country or political party
• No counterparty risk
• High liquidity

Trump's policy impact

Trump's policy direction includes:

• Solve the problem of excessive government debt
• Trade policy reform, significantly increasing tariffs
• The devaluation of the dollar to promote the return of manufacturing.

These policies may lead to a slowdown or even a recession in the US economy.

Changes in European Monetary Policy

European countries such as Germany have seen a 180-degree shift in fiscal policy, abandoning fiscal conservatism, and government debt is expected to rise significantly.

Central bank demand is strong

The central bank has increased its gold reserves by over 1,000 tons for three consecutive years. Asian central banks are the main buyers, with China continuing to purchase gold on a large scale.

Legal tender continues to depreciate

Since 1900, the M2 money supply in the United States has increased 2,333 times, far exceeding population growth. The growth of the money supply is a key long-term driver of gold prices.

Gold Price Prediction

Report forecast:

• Basic Scenario: Gold price around 4800 USD by the end of 2030
• Inflation scenario: Gold price around $8900 by the end of 2030

The current gold price has exceeded the mid-term target of $2942 in the baseline scenario for the end of 2025.

Investment Opportunities

The report suggests focusing on investment opportunities in "performance gold":

• Silver
• Mining stocks
• Commodities

These assets may have significant catch-up potential in the later stages of this bull market.

Bitcoin Analysis

The report predicts that by the end of 2030, the market value of Bitcoin may reach 50% of the market value of gold. If the gold price reaches $4800, the price of Bitcoin would need to rise to around $900,000.

Conclusion

The report believes that the gold bull market has not yet ended and is currently in the mid-stage of public participation. The long-term rise is based on several mutually reinforcing pillars:

• Global financial monetary system restructuring
• Government and central bank inflation tendencies
• The economic rise of regions such as Asia
• Capital is shifting from US assets
• "Performance Gold" expected excess returns

As traditional safe-haven assets lose trust, gold is becoming the core of long-term investment strategies once again. During turbulent times, gold has proven to be a reliable safe-haven asset.