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Dual Anchor Currency Era: Why Only Gold and Bitcoin Will Survive in the End
I increasingly feel that we are heading towards a strange yet inevitable future. The world is forming two distinctly different trust systems: one based on 'material', gold; the other supported by 'algorithms', Bitcoin.
China continues to increase its gold reserves, this action seems more like preparing a defense in advance. Gold does not depend on any country, nor does it require third-party guarantees; its value comes from the accumulation of time and the common trust of humanity. Meanwhile, the United States is promoting the institutionalization of cryptocurrencies, with frequent interactions between capital and regulatory bodies, and financial giants are all making plans. They are trying to make digital currency the core tool of the new financial system, using new rules to consolidate dominance.
When one country hoards physical assets and another builds computational power infrastructure, the world's monetary order has begun to loosen. The dollar once represented global credit, but now with rising debts, excessive currency issuance, and diminishing trust, the system itself is beginning to show signs of fatigue.
The currency of the future may be underground or in the cloud. Gold remains the most solid store of value in the real world, while Bitcoin is gradually gaining a similar status in the digital realm. One embodies stability and tradition, while the other symbolizes openness and innovation.
I often think that gold connects to the civilizations of the past, while Bitcoin leads to the order of the future. As the credit system of the dollar gradually collapses, humanity is searching for a new anchor point of 'trust'; these two assets may become new pivot points.
This transformation is not a distant fantasy, but a migration that is quietly happening. We are moving from national credit to consensus credit, from printing presses to computational power and time. Yet most people have not realized that they are already standing at the historical watershed.
$BTC
$PAXG
I increasingly feel that we are heading towards a strange yet inevitable future. The world is forming two distinctly different trust systems: one based on 'material', gold; the other supported by 'algorithms', Bitcoin.
China continues to increase its gold reserves, this action seems more like preparing a defense in advance. Gold does not depend on any country, nor does it require third-party guarantees; its value comes from the accumulation of time and the common trust of humanity. Meanwhile, the United States is promoting the institutionalization of cryptocurrencies, with frequent interactions between capital and regulatory bodies, and financial giants are all making plans. They are trying to make digital currency the core tool of the new financial system, using new rules to consolidate dominance.
When one country hoards physical assets and another builds computational power infrastructure, the world's monetary order has begun to loosen. The dollar once represented global credit, but now with rising debts, excessive currency issuance, and diminishing trust, the system itself is beginning to show signs of fatigue.
The currency of the future may be underground or in the cloud. Gold remains the most solid store of value in the real world, while Bitcoin is gradually gaining a similar status in the digital realm. One embodies stability and tradition, while the other symbolizes openness and innovation.
I often think that gold connects to the civilizations of the past, while Bitcoin leads to the order of the future. As the credit system of the dollar gradually collapses, humanity is searching for a new anchor point of 'trust'; these two assets may become new pivot points.
This transformation is not a distant fantasy, but a migration that is quietly happening. We are moving from national credit to consensus credit, from printing presses to computational power and time. Yet most people have not realized that they are already standing at the historical watershed.
$BTC
$PAXG
PINNED
Liquidity Turning Point: The Market's Real Turning Signal
Has anyone recently felt that the momentum of the U.S. stock market is a bit off? Gold and silver have also started to fluctuate violently. Many attribute the reasons to the China-U.S. relationship, which is certainly one of the factors, but I am more concerned about a more core issue: liquidity.
Although the China-U.S. relationship seems to have eased this week and the market appears optimistic again, don't be fooled by appearances; the 'blood circulation' of capital has not actually resumed. Last Friday, I noticed a detail: the banking system is eager to use the Standing Repo Facility (BRF). Normally, banks only use this tool when funds are tight, which indicates a significant problem.
Although the China-U.S. relationship seems to have eased this week and the market appears optimistic again, don't be fooled by appearances; the 'blood circulation' of capital has not actually resumed. Last Friday, I noticed a detail: the banking system is eager to use the Standing Repo Facility (BRF). Normally, banks only use this tool when funds are tight, which indicates a significant problem.
Internationally renowned precious metal investor, James Turk believes:
Silver is currently in the early stages of an epic long-term bull market. A true silver bull market only officially starts after the price breaks through $50. Not long ago, the gold-silver ratio was still as high as 100:1, but has now fallen to 50:1, yet this level is still unsustainable. Historically, when silver was used as currency, the gold-silver ratio maintained around 16:1 for a long time, and it also returned to this ratio at the peak of the speculative bubble in 1980.
However, this time is different from 1979-1980; the core force driving silver's rise is not speculation, but physical demand. The physical market is gradually taking over the pricing power from the paper market, and ultimately, the price can only be determined by the relationship between physical supply and demand.
In the short term, if the gold-silver ratio drops to 30:1, under the assumption of a gold target price of $5800, the silver price would be around $195, which is a completely reasonable target for the year.
From a longer-term perspective, if the long-term valuation of gold is around $11000, with a gold-silver ratio of 30:1, the silver price would be around $365; if it is 20:1, it could reach $550, and it is even possible to see a situation below 20:1, as happened in 1980. From the perspective of resources and supply-demand, the reserves of silver in the crust and its annual production are only about 10 times more than gold, but its industrial demand in fields like photovoltaics, electronics, and AI is exploding, giving it both monetary attributes and industrial consumption attributes.
This round of market will not be a straight line upward; the process will inevitably be accompanied by severe corrections, but the direction is clear.
In 1979-1980, the 'fair value' of silver was only about $19, yet it eventually surged to $50; if the fair value during this cycle is in the range of $300-$500, its long-term upward potential remains extremely considerable. This is a crazy era, but it is also an era driven by real supply and demand.
Silver is currently in the early stages of an epic long-term bull market. A true silver bull market only officially starts after the price breaks through $50. Not long ago, the gold-silver ratio was still as high as 100:1, but has now fallen to 50:1, yet this level is still unsustainable. Historically, when silver was used as currency, the gold-silver ratio maintained around 16:1 for a long time, and it also returned to this ratio at the peak of the speculative bubble in 1980.
However, this time is different from 1979-1980; the core force driving silver's rise is not speculation, but physical demand. The physical market is gradually taking over the pricing power from the paper market, and ultimately, the price can only be determined by the relationship between physical supply and demand.
In the short term, if the gold-silver ratio drops to 30:1, under the assumption of a gold target price of $5800, the silver price would be around $195, which is a completely reasonable target for the year.
From a longer-term perspective, if the long-term valuation of gold is around $11000, with a gold-silver ratio of 30:1, the silver price would be around $365; if it is 20:1, it could reach $550, and it is even possible to see a situation below 20:1, as happened in 1980. From the perspective of resources and supply-demand, the reserves of silver in the crust and its annual production are only about 10 times more than gold, but its industrial demand in fields like photovoltaics, electronics, and AI is exploding, giving it both monetary attributes and industrial consumption attributes.
This round of market will not be a straight line upward; the process will inevitably be accompanied by severe corrections, but the direction is clear.
In 1979-1980, the 'fair value' of silver was only about $19, yet it eventually surged to $50; if the fair value during this cycle is in the range of $300-$500, its long-term upward potential remains extremely considerable. This is a crazy era, but it is also an era driven by real supply and demand.
Silver: An epic long-term bull market that has just begun
An internationally renowned precious metals investor, James Turk, has said
Silver is currently in the early stages of an epic long-term bull market.
A true silver bull market does not begin now, but is officially launched only after the price breaks above $50.
1. Gold-silver ratio: Structural regression is happening
Not long ago, the gold-silver ratio reached as high as 100:1
It has currently fallen back to 50:1
But 50:1 is still unsustainable
Historical comparison:
During the historical period when silver was used as currency, the gold-silver ratio was stable at 16:1 for a long time
At the peak of the speculative bubble in 1980, the gold-silver ratio returned to this level
Silver is currently in the early stages of an epic long-term bull market.
A true silver bull market does not begin now, but is officially launched only after the price breaks above $50.
1. Gold-silver ratio: Structural regression is happening
Not long ago, the gold-silver ratio reached as high as 100:1
It has currently fallen back to 50:1
But 50:1 is still unsustainable
Historical comparison:
During the historical period when silver was used as currency, the gold-silver ratio was stable at 16:1 for a long time
At the peak of the speculative bubble in 1980, the gold-silver ratio returned to this level
I went skiing and the gold price rose directly from 4900 to 5200 at $XAU
This has reimbursed me for a lifetime of spending on tea eggs.
This has reimbursed me for a lifetime of spending on tea eggs.
Gold: In the next 2 years, it will reach unimaginable heights
As global monetary policies continue to ease, geopolitical risks escalate, and inflationary pressures remain high, gold is gradually moving towards its historic new highs. It is no longer just a safe-haven asset but the focal point of global capital repricing.
Against the backdrop of the declining purchasing power of the dollar and central banks around the world continuously increasing their gold reserves, we are witnessing a brewing financial storm. As the only tangible asset not constrained by credit risk, gold will undergo an unprecedented reassessment of its value.
In the next 2 years, gold prices will not only break past historical highs but may even challenge the limits of market imagination. When trust breaks down and asset bubbles burst, people will ultimately return to the most primitive and reliable values.
$PAXG $XAG $XAU
As global monetary policies continue to ease, geopolitical risks escalate, and inflationary pressures remain high, gold is gradually moving towards its historic new highs. It is no longer just a safe-haven asset but the focal point of global capital repricing.
Against the backdrop of the declining purchasing power of the dollar and central banks around the world continuously increasing their gold reserves, we are witnessing a brewing financial storm. As the only tangible asset not constrained by credit risk, gold will undergo an unprecedented reassessment of its value.
In the next 2 years, gold prices will not only break past historical highs but may even challenge the limits of market imagination. When trust breaks down and asset bubbles burst, people will ultimately return to the most primitive and reliable values.
$PAXG $XAG $XAU
Gold is expected to reach $7200 per ounce by the end of the year at this rate.
$PAXG $XAU
$PAXG $XAU
Precious metals are rising sharply
The stock market is rising sharply
Japanese government bond yields are rising sharply
Is this normal?
The stock market is rising sharply
Japanese government bond yields are rising sharply
Is this normal?
So ridiculous
When I bought gold at the beginning of last year, the cost
was still just over 3000, and now it's already 5000. $XAU $PAXG
When I bought gold at the beginning of last year, the cost
was still just over 3000, and now it's already 5000. $XAU $PAXG
The arrival of AI marks the era of the generalist.
In the past, impressive individuals were often those who had mastered "one particular skill to perfection"; but now, many single skills can be done by AI quickly and cheaply: writing copy, retouching images, creating presentations, organizing data, writing code snippets, and even helping you brainstorm ideas. Relying solely on one skill will make things increasingly difficult.
On the contrary, what is becoming more valuable is another type of person:
They may not be deeply knowledgeable in every field, but they have a broad understanding and know roughly what each task entails and where the boundaries lie.
When faced with problems, they can determine which type of tools or expertise to seek, what to do first and what to do next, and then bring AI in to enhance depth and speed. Finally, they organize everything into results that are "truly usable".
In the past, impressive individuals were often those who had mastered "one particular skill to perfection"; but now, many single skills can be done by AI quickly and cheaply: writing copy, retouching images, creating presentations, organizing data, writing code snippets, and even helping you brainstorm ideas. Relying solely on one skill will make things increasingly difficult.
On the contrary, what is becoming more valuable is another type of person:
They may not be deeply knowledgeable in every field, but they have a broad understanding and know roughly what each task entails and where the boundaries lie.
When faced with problems, they can determine which type of tools or expertise to seek, what to do first and what to do next, and then bring AI in to enhance depth and speed. Finally, they organize everything into results that are "truly usable".
Investment Record | January 2026
Entering January, my judgment on the overall macro and liquidity environment has not changed. In a phase where uncertainty remains high, I choose to continue to reduce risk assets and further strengthen the defensive structure.
This month, I have cleared all positions in US stocks, and all related funds have been transferred to precious metals, with the core consideration still being systemic risk and monetary credit, rather than short-term price judgments.
Current Holding Structure
Physical Precious Metals (53%)
Gold 43%$XAU $PAXG
Platinum 10%
Gold continues to serve as the core defensive asset, while platinum maintains a small proportion of diversified allocation.
Bitcoin (12%) $BTC
Maintaining a moderate long-term position, retaining the option for future liquidity improvement.
Fiat Currency (35%)
USD / TWD / JPY / EUR
Mainly used to maintain liquidity and flexibility, in response to potential repricing phases.
Current Judgment
Before the direction of liquidity is clarified, controlling risk exposure still takes precedence over participating in volatility.
The current portfolio is more defensive and waiting; whether to increase the proportion of risk assets again will depend on whether clearer changes occur in the subsequent environment.
Entering January, my judgment on the overall macro and liquidity environment has not changed. In a phase where uncertainty remains high, I choose to continue to reduce risk assets and further strengthen the defensive structure.
This month, I have cleared all positions in US stocks, and all related funds have been transferred to precious metals, with the core consideration still being systemic risk and monetary credit, rather than short-term price judgments.
Current Holding Structure
Physical Precious Metals (53%)
Gold 43%$XAU $PAXG
Platinum 10%
Gold continues to serve as the core defensive asset, while platinum maintains a small proportion of diversified allocation.
Bitcoin (12%) $BTC
Maintaining a moderate long-term position, retaining the option for future liquidity improvement.
Fiat Currency (35%)
USD / TWD / JPY / EUR
Mainly used to maintain liquidity and flexibility, in response to potential repricing phases.
Current Judgment
Before the direction of liquidity is clarified, controlling risk exposure still takes precedence over participating in volatility.
The current portfolio is more defensive and waiting; whether to increase the proportion of risk assets again will depend on whether clearer changes occur in the subsequent environment.
People who can make a lot of money by trading cryptocurrencies
Are very unlikely to fall in love again
After all, the thrill and sense of achievement from making money in the stock market
Is really not something a person can provide.
Are very unlikely to fall in love again
After all, the thrill and sense of achievement from making money in the stock market
Is really not something a person can provide.
If you don't know how to take care of yourself
You can start with these lists:
Take care of your body: shower, brush your teeth, wear clean clothes
Treat the pain you've endured for a long time
Eat regularly
Avoid "escaping"
Sleep / take a nap during the day
Exercise or do stretching
Deep breathing
If budget allows, get a body massage or facial
Put down what you're doing, rest for 15 minutes to 2 hours
Give yourself a break
Find someone you trust to chat with
Go to bed early, or try to sleep in
Take a long, hot bath
Go for a walk
Eat until you're 70% full at dinner
Take a ten-minute walk after dinner
Soak your feet in warm water for five minutes
Hum your favorite song while showering
Carefully apply body lotion
Check and trim overly long nails
Prepare the clothes you will wear tomorrow
Organize your backpack or handbag
Water your plants or wipe their leaves
Open the window for ventilation for ten minutes
Do five minutes of simple stretching exercises
Turn off the main lights, turn on a small night light
Read a few pages of a light book
Write down three good things that happened today
Listen to a piece of relaxing instrumental music
Gently massage around your eyes and temples
Apply lip balm to your lips
Set the alarm for tomorrow
Review what you accomplished today
Say an encouraging word to yourself
Turn off all screens before bed
Adjust your pillow to a comfortable height
Take five slow deep breaths
Recall a warm memory
Stretch your body, relax every muscle
Be grateful for going through today safely
Allow yourself to occasionally sleep in
Try cooking a new dish over the weekend
Wash the accumulated cups
Write a short letter to an old friend
Sit on a park bench for a while
Organize a drawer or folder
Allow yourself to feel joy in small things
Don't set a destination, take the bus for a few stops
Tell yourself "It's okay"
Believe tomorrow will bring new possibilities
Taking care of yourself is not a one-time task, but a gentle accumulation day by day.
May this list serve as a quiet friend, reminding you when you need it: you deserve to be treated with care, from morning to night, from body to spirit.
You can start with these lists:
Take care of your body: shower, brush your teeth, wear clean clothes
Treat the pain you've endured for a long time
Eat regularly
Avoid "escaping"
Sleep / take a nap during the day
Exercise or do stretching
Deep breathing
If budget allows, get a body massage or facial
Put down what you're doing, rest for 15 minutes to 2 hours
Give yourself a break
Find someone you trust to chat with
Go to bed early, or try to sleep in
Take a long, hot bath
Go for a walk
Eat until you're 70% full at dinner
Take a ten-minute walk after dinner
Soak your feet in warm water for five minutes
Hum your favorite song while showering
Carefully apply body lotion
Check and trim overly long nails
Prepare the clothes you will wear tomorrow
Organize your backpack or handbag
Water your plants or wipe their leaves
Open the window for ventilation for ten minutes
Do five minutes of simple stretching exercises
Turn off the main lights, turn on a small night light
Read a few pages of a light book
Write down three good things that happened today
Listen to a piece of relaxing instrumental music
Gently massage around your eyes and temples
Apply lip balm to your lips
Set the alarm for tomorrow
Review what you accomplished today
Say an encouraging word to yourself
Turn off all screens before bed
Adjust your pillow to a comfortable height
Take five slow deep breaths
Recall a warm memory
Stretch your body, relax every muscle
Be grateful for going through today safely
Allow yourself to occasionally sleep in
Try cooking a new dish over the weekend
Wash the accumulated cups
Write a short letter to an old friend
Sit on a park bench for a while
Organize a drawer or folder
Allow yourself to feel joy in small things
Don't set a destination, take the bus for a few stops
Tell yourself "It's okay"
Believe tomorrow will bring new possibilities
Taking care of yourself is not a one-time task, but a gentle accumulation day by day.
May this list serve as a quiet friend, reminding you when you need it: you deserve to be treated with care, from morning to night, from body to spirit.
Why do those who truly resolve to succeed ultimately head towards extremes?
Because "normal effort" can only yield "normal results."
Most people start to waver, slow down, or even stop when they don't see returns.
Only a few can continue to excel at the same task without applause or certainty. As time stretches on, the gap appears. Those who remain gradually move to the front.
These individuals are always willing to endure what others are unwilling to bear. $BTC
Because "normal effort" can only yield "normal results."
Most people start to waver, slow down, or even stop when they don't see returns.
Only a few can continue to excel at the same task without applause or certainty. As time stretches on, the gap appears. Those who remain gradually move to the front.
These individuals are always willing to endure what others are unwilling to bear. $BTC
Stablecoin issued by $XRP
Binance Announcement
·
--
Binance will list Ripple USD (RLUSD) and launch the RLUSD zero-fee promotion
Note: Before trading the above tokens on non-Binance platforms, please conduct your own research to avoid any fraudulent activities and ensure the safety of your assets.
This is a general announcement; the products and services mentioned here may not be applicable in your region.
Dear users:
Binance will launch Ripple USD (RLUSD) on January 22, 2026, at 16:00 (UTC+8) and open the following spot trading pairs. Additionally, a zero-fee promotion will be launched simultaneously for RLUSD/USDT and RLUSD/U spot and leveraged trading pairs, inviting you to experience it!
Ripple USD (RLUSD) is listed
Spot trading pairs: RLUSD/USDT, RLUSD/U, and XRP/RLUSD;
This is a general announcement; the products and services mentioned here may not be applicable in your region.
Dear users:
Binance will launch Ripple USD (RLUSD) on January 22, 2026, at 16:00 (UTC+8) and open the following spot trading pairs. Additionally, a zero-fee promotion will be launched simultaneously for RLUSD/USDT and RLUSD/U spot and leveraged trading pairs, inviting you to experience it!
Ripple USD (RLUSD) is listed
Spot trading pairs: RLUSD/USDT, RLUSD/U, and XRP/RLUSD;
The risks of surging Japanese bond yields
1. Rising government fiscal pressure: An increase in government bond yields means higher borrowing costs, which could long-term squeeze fiscal space.
2. Financial institutions under pressure: Banks and insurance companies hold a large amount of government bonds, and a decline in bond prices will affect their balance sheets.
3. Policy dilemma: If the Bank of Japan does not intervene, interest rates will continue to rise; if it intervenes, market confidence may be further shaken.
4. Spillover risks: Japan is one of the global sources of capital, and if it is forced to withdraw funds, it could impact global markets.
1. Rising government fiscal pressure: An increase in government bond yields means higher borrowing costs, which could long-term squeeze fiscal space.
2. Financial institutions under pressure: Banks and insurance companies hold a large amount of government bonds, and a decline in bond prices will affect their balance sheets.
3. Policy dilemma: If the Bank of Japan does not intervene, interest rates will continue to rise; if it intervenes, market confidence may be further shaken.
4. Spillover risks: Japan is one of the global sources of capital, and if it is forced to withdraw funds, it could impact global markets.
Money must be managed separately; otherwise, problems are almost certain to arise.
When the scale of funds suddenly increases, the most common mistake is not managing the money separately.
In practice, it should be divided into at least three parts:
Safe assets: allowing you to live with peace of mind under any circumstances
Growth assets: enabling wealth to expand over time
Investing in oneself: increasing your future earning potential
Safe assets do not pursue returns, only stability.
The key to growth assets is not short-term performance, but time.
Investing in oneself is often the highest return but the easiest part to neglect.
If these three types of money are mixed together, you are likely to take risks with money that should not be risked under pressure. $BTC
When the scale of funds suddenly increases, the most common mistake is not managing the money separately.
In practice, it should be divided into at least three parts:
Safe assets: allowing you to live with peace of mind under any circumstances
Growth assets: enabling wealth to expand over time
Investing in oneself: increasing your future earning potential
Safe assets do not pursue returns, only stability.
The key to growth assets is not short-term performance, but time.
Investing in oneself is often the highest return but the easiest part to neglect.
If these three types of money are mixed together, you are likely to take risks with money that should not be risked under pressure. $BTC
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