I previously said gold would run to $10,000, which sounded outrageous, but the logic is much more reliable than many people claiming which coin will take off. This time, it's really not just hype.



Brothers, gold rose 60% last year and is still soaring in 2026.
Goldman Sachs, investment banks, and economists are already calling for $6,000, $7,000, and even roaring for $10,000.
It sounds like the air talk from crypto whales, but let’s analyze the logic carefully—there’s actually something increasingly verifiable this time, not just pure speculation bubbles.

Here are the three most solid underlying drivers (my own summary, don’t take too seriously):

1. The world has fully entered the “resource grab + seek safety” mode
Middle East conflicts, Europe pulling strings, South America rushing, Arctic eyeing—geopolitical conflicts are no longer news, they are the norm. It used to be occasional fights; now it’s daily. When humans are scared, their first reaction is to cling to hard currencies. Gold is not a financial product; it’s doomsday insurance. As conflicts persist, buying pressure won’t stop.

2. Real interest rates have already collapsed, the opportunity cost of holding gold is ridiculously low
Nominal interest rates look decent, but after deducting inflation, real yields are negative beyond belief. Money sitting in banks is like slow suicide; smart money has long moved to gold, hedge funds, ETFs. Private investors, pension funds, wealth management institutions are now the main buyers, more solid than relying solely on the “national team” of central banks before. Goldman Sachs reports say: the buyer structure has changed; this wave is a long-term trend trade, not a gamble to buy high and sell low.

3. De-dollarization is really happening, not just talk, actual gold is fleeing
Central banks worldwide are aggressively buying gold, wealthy individuals are following suit. The dollar’s credibility is shaking, US debt attractiveness is collapsing (Japan’s 40-year treasury yield broke 4%, European pension funds are starting to sell US bonds). Funds have nowhere to go; gold is the “big brother” that can preserve value even when awake.

Plus, four recent events have directly maximized the probability:
- US carrier battle groups confront Iran, geopolitical oil prices are set to soar
- Danish pension funds and other European institutions are selling US debt
- Poland’s central bank is going all-in with 150 tons of gold at high levels, reserves hit a record 700 tons
- Japanese government bond yields are soaring, funds are flowing back home, triggering a global bond market red alert

These are not isolated events but systemic resonance. Gold is not about a correction; it’s about catching its breath and continuing to climb.

Of course, there are short-term risks. Who knows if tomorrow a wave of “peace fake news” will suddenly hit the market? But the long-term logic remains intact. $10,000 sounds outrageous, but it’s really just accelerating the depreciation rate of the past 20 years by double.

Old-timers’ rambling:
Crypto people shout about hundredfold, thousandfold returns every day, and even a doubling in gold seems crazy. But think about it—how many times has BTC increased in the past 5 years? How much has gold risen? Now it’s just their turn to catch up.
Don’t go all in, but don’t ignore it completely either. Keep some in your stash—something that can help you sleep an extra hour before bed.

(All opinions are personal and do not constitute investment advice. If you lose money, don’t come to me. I’m just talking here.)

#黄金 #Macro#黄金白银再创新高
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