2026-01-09 00:24:19

A little-noticed financial data point has just emerged—gold reserves have surpassed US debt for the first time, becoming the top asset allocation choice for central banks worldwide. This reflects a quiet structural change happening across the international financial system.

The trigger for this event is quite interesting. Recently, the US froze assets of Venezuela, which directly sparked a wave of risk aversion—gold prices surged by 3.8% in just two days. Seeing this, central banks around the world seem to have reached the same conclusion: the safety of US debt has diminished.

Data speaks volumes. Since 2025, gold prices have increased by a total of 66%. In other words, an initial investment of 100,000 yuan in gold at the beginning of the year has now appreciated to 166,000 yuan. Such a rise is enough to make any asset allocator reevaluate their investment portfolio.

Why are countries starting to hoard gold like crazy? The reason is quite straightforward—the credit foundation of US debt is weakening. Freezing a country's assets was unthinkable in the past. Since the safety of traditional reserve assets is in question, the hard currency that has stood the test of time becomes the most reliable choice. Gold is not controlled by any single country, which is its core value.

Interestingly, this logic also applies to the digital asset world. Bitcoin is called "digital gold," essentially as a hedge against the risks of centralized finance. In fact, some countries have already allocated digital assets in their official reserves—Venezuela, for example, has accumulated hundreds of thousands of bitcoins over the past few years.

From a market perspective, short-term corrections are normal technical adjustments. But once a trend is established, it usually takes a long cycle to reverse. The allocation direction of global central banks has already shifted, which not only impacts gold but also provides long-term support for the entire risk-averse asset category.

The reshuffling of the financial landscape has already begun. The question is, are your asset allocations ready to face this change?

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GlueGuy

· 01-10 09:19

This wave has witnessed it. Isn't everyone saying that US bonds are safe? Now they've been proven wrong. Gold has risen 66%. This data is quite incredible. Starting from 100,000 at the beginning of the year to over 160,000 now. Who can withstand this? It feels like a domino effect. One falls, and others follow. Has the credibility of US bonds truly shaken? Wait, no. The logic behind Bitcoin seems even more powerful. The "digital gold" meme finally has actual support. It's only now that I realize maybe it's a bit late to allocate to gold. Global central banks are starting to stockpile it.

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GateUser-c799715c

· 01-09 18:46

66% increase... I'm a bit regretful now for not getting in earlier. By the way, the US operation this time really taught everyone a lesson, no wonder countries are stockpiling gold. I haven't paid much attention to Venezuela's hundreds of thousands of Bitcoins, wait, this guy's layout was even earlier than mine. The credit foundation of US bonds is shaking, it's quite sobering... I need to reevaluate my portfolio. If I hadn't read this article, I wouldn't have realized that gold and Bitcoin actually follow the same logic. 166,000... The big brother who invested 100,000 at the beginning of the year is now smiling so happily. The central bank has shifted, what are we small retail investors hesitating for? Is a short-term correction just a technical adjustment? Hmm... this sounds like a way to tell me not to cut losses. When US bonds falter, gold takes off—do I even need to think about this trade? Really, sometimes watching the actions of the central bank is more effective than any analysis.

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NftBankruptcyClub

· 01-09 00:53

Talking about the central bank hoarding gold here, I think we should first focus on protecting the coins we hold. --- Is the US debt credit shaky? It was about time. The only blame is that we trusted the US dollar too much. --- A 66% increase. If I had gone all in last year, I would be so regretful now. --- Gold, Bitcoin, safe-haven assets... Basically, the distrust in the US dollar system is growing stronger. --- Venezuela's Bitcoin hoarding—who would have dared to believe it a few years ago? Now, it has become the smartest decision. --- Central banks are switching tracks, while retail investors are still struggling with what to buy. It's really ridiculous. --- This logic makes sense, but I just don't know if I have the ability to buy the dip or sell at the top.

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0xSleepDeprived

· 01-09 00:52

U.S. debt credit is collapsing, and central banks have all realized it They should have allocated some gold earlier; they should have bought in at the beginning of the year But Bitcoin is even more interesting; it's really coming

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FallingLeaf

· 01-09 00:52

Falling US debt credit ratings, countries are stockpiling gold—now it's our turn to wake up Central banks are buying gold—what does this mean? It means the US's trump card is not as strong anymore, and we need to find a new backing A 66% increase... if I had known earlier, I would have gone all in on gold. Is it still possible to buy at the current high? With the freeze of assets, who would still dare to put their eggs in US debt baskets? Decentralization is really appealing at this moment Is the day finally coming when Bitcoin is favored by central banks? Or have we seen through it all long ago? Gold never goes out of style—this saying really holds true. It's been used for five thousand years and is still in use The question is, how can ordinary people stockpile? Should I buy paper gold or physical gold? Does anyone have tips to share?

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SignatureLiquidator

· 01-09 00:45

Gold surpasses US Treasuries? The Federal Reserve's position is really about to be shaken --- Hoarding gold is basically a sign of losing faith in US Treasuries; the signal is too obvious --- 66% increase... why didn't I get in at the beginning of the year --- Venezuela hoarding Bitcoin, countries hoarding gold—this logical loop is complete --- The move by the US to freeze assets directly exposes the falsehood of US Treasuries --- Wait, central banks are hoarding, and retail investors are still on the sidelines? --- Hard currencies are never outdated, but the question is, is it too late to get in now --- A trend reversal requires a long cycle... I’ve heard this before, and I got caught --- The financial landscape is being reshaped, and I actually have more confidence in Bitcoin's future --- The collapse of US Treasuries' credit is a big deal; no wonder gold has been rising continuously

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LoneValidator

· 01-09 00:29

The US debt credit has collapsed, and countries are all stockpiling gold. The logic is indeed clear. --- A 66% increase sounds good, but how many actually dare to go all in on gold? --- Comparing Bitcoin to digital gold is a bit of a stretch; its volatility can't be matched. --- What’s the situation with the hundreds of thousands of Bitcoins in Venezuela now? It’s a bit heartbreaking. --- Central banks are starting to hedge risks, while retail investors are still chasing highs. The gap is truly remarkable. --- The key question is when will be the real turning point? Or should we just keep watching the show? --- Does freezing US debt assets directly declare the death of reserve currencies? That might be a bit of an overstatement. --- Starting with 100,000 at the beginning of the year and now 166,000 sounds great, but who actually went all in at the beginning? Not me anyway. --- This wave of risk aversion doesn’t seem to have fully started yet; institutions have just begun to enter. --- Hard currency will never go out of style. I believe in that.

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