KastielLabs

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

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

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".

Happy New Year 2026
Time flies, right? A month has passed again.

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.

The next $ENSO is $PLUME

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.

Bought some low market cap coins on Binance for 2025

$NIL $EDEN $MITO

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.

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

Stablecoin issued by $XRP

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.

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

2026 Happy New Year $BNB

A person who has a concept of money and understands investments usually has the following characteristics:

Emotionally stable
Not easily impulsive, panicked, or blindly following trends; under pressure and temptation, they can still make rational choices.

Understanding risk assessment
They don't just see the positive side but also think clearly about the worst-case scenario, knowing which risks are bearable and which are not.

Having a long-term vision
They care about future stability and accumulation rather than short-term stimulation or immediate returns.

Basic thinking and learning ability
They can distinguish trends and rhetoric, are willing to adjust after making mistakes rather than repeating them.

Clear awareness of responsibility
They understand that every decision comes with a cost and will not put themselves or those around them at unnecessary risk.

"Technical analysis" is the biggest collective illusion in the trading world, immersed in charts and indicators, thinking that they have found the password to the market.

But upon calm reflection, when a method is used by millions, has it itself become the biggest risk? When everyone is looking at the same set of 'systems' for signals, who is profiting from this consensus?

Looking back at the past, isn't it true that your indicators made you right nine times small, but wrong once big. $BTC

When you find that gold and silver are unaffordable,
you'll start studying wooden sticks

$XAU $XAG

Take a look, pay more attention to how to learn what's truly important during this period

$ASR This football team's fan token will eventually soar to an unreachable height, just like last year's $ALPINE F1 racing fan token