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The recent rise in the price of gold is not because of market volatility, or banks stockpiling it because of tariff fears. Gold is being re‐classified as a Tier 1 asset, like cash or sovereign bonds.

  1. Banks can now use gold as Tier 1 capital
  2. Gold becomes accepted as interbank collateral
  3. Those who custody gold now hold system-grade liquidity

Physical gold—not contracts—will soon become a key part of the global financial system.

Physical gold will become much more valuable than it is now. Holding it may even become illegal as it has been in the past.

[direct link](https://x.com/mcm_ct_usa/status/1913315895952257283) The recent rise in the price of gold is not because of market volatility, or banks stockpiling it because of tariff fears. Gold is being re‐classified as a Tier 1 asset, like cash or sovereign bonds. 1. Banks can now use gold as Tier 1 capital 2. Gold becomes accepted as interbank collateral 3. Those who custody gold now hold system-grade liquidity Physical gold—not contracts—will soon become a key part of the global financial system. Physical gold will become much more valuable than it is now. Holding it may even become illegal as it has been in the past.

(post is archived)

[–] • 2 pts (edited )

I think all this talk of states monetizing gold is how (((they))) plan to implement CBDCs.

If you look into the details, the gold can be "transferred" electronically. In reality, you cannot transfer tangible assets electronically. Therefore, what's really going on is a narrative of gold backed currencies. As we all know here, there hasn't been a gold audit since 1953 for obvious reasons: there isn't any gold left.

China is famous for double counting tangible collateral. That is, the same collateral is used multiple times. In our case, we count gold as collateral that we don’t actually have.

Sure, now that all the gold the fed used to have is gone, they'll come after ours.

(Ps) apparently, Connecticut isn't doing the electronic transfer bit. So we'll see.

[–] • 1 pt

>Holding it may even become illegal

Pity that all of mine, along with my guns, were lost at sea during a tragic sailing accident.

[–] • 0 pt

Same here. It’s a tragedy that is all too common.

[–] • 0 pt

The author of that thread made some .

My target range remains:

  • $20,000–$30,000 per ounce
  • upper $30,000s is absolutely not impossible—but that’s beyond anything anyone needs to focus on.

Ultimately, the exact target is secondary.

What matters most is this:

Gold will be trading well above $10,000/oz within five years.