2026-01-06 09:25:18

The U.S. Treasury is brewing a significant move—reassessing the official gold reserve valuation. This decision could trigger a chain reaction, with profound implications for global asset allocation.

Data suggests that if the book value of gold is adjusted upward from current levels, it could unlock over one trillion dollars in potential capital. This effectively increases liquidity out of thin air, leading to an expansion in the circulating supply of U.S. dollars. Meanwhile, risk aversion sentiment is rising, and inflation expectations are climbing, all of which together boost demand for precious metals. Historical data shows that for every 1 percentage point increase in inflation expectations, gold prices tend to rise by about 2%.

From a symbolic perspective, the official revaluation itself is a reaffirmation of gold’s monetary status. Institutions like Bank of America believe this will reverse the long-standing market perception that "gold is outdated," potentially sparking a new wave of allocation demand.

However, there are constraints in reality. In the short term, gold prices may face downward pressure; if a large-scale sell-off occurs, prices could face downside risks. Moreover, in terms of scale, even the released funds would only account for about 2.6% of the total U.S. debt, limiting its impact. A deeper issue is that the global trend of "de-dollarization" is accelerating, and the dollar’s credit foundation is undergoing a long-term adjustment.

For investors, this is a complex situation. In the short term, gold prices may approach around $4,400, but volatility is unavoidable. In the medium to long term, a range of $5,000 to $8,000 is not impossible. The key question is: does this rally truly signify a return to gold’s intrinsic value, or is it a signal of a deeper crisis facing the dollar’s credit system?

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

22 Likes

Reward
22
9
Repost
Share

Comment

0/400

GateUser-00be86fc

· 01-08 20:54

Trillions of dollars appearing out of nowhere? That logic doesn't quite add up; the scale of US debt can't cover that at all. --- Is gold about to take off or is the dollar doomed? Honestly, both are possible. --- Decoupling from the dollar is the real issue; gold revaluation is just a smokescreen. --- Gold prices from 4400 to 8000? That’s quite a range... Can you really predict this, friends? --- Repricing is essentially money printing; the Federal Reserve is up to something again. --- Inflation rises by 1 percentage point, gold increases by 2%; where does this data come from? --- Short-term pressure, long-term surge—I've heard this kind of talk too many times; it's just a routine to trap retail investors. --- Bank of America saying gold is outdated is a joke; now they’re saying it’s regaining its status. How can they be so fickle? --- Between 5000 and 8000? That’s quite imaginative, but can the volatility withstand it? --- The real issue now isn’t whether gold is worth money; it’s how much credit the dollar still has.

View OriginalReply0

just_vibin_onchain

· 01-08 10:09

Trillions of dollars appearing out of nowhere? That logic is a bit far-fetched... If US bonds can't even hold up, trying to revalue gold is probably just drinking poison to quench thirst. That said, de-dollarization is indeed accelerating, and the allocation weight of gold should have been adjusted long ago. Short-term 4400 seems uncertain, but in the long run, 5000-8000 is something we should pay attention to. If the US dollar credit system continues like this, gold could really become a hard currency. But don't be fooled by Bank of America's rhetoric; institutions are constantly coming up with new ways to trap retail investors. There is still room for gold prices to rise in this wave, it all depends on how the Federal Reserve makes its move. Actually, this reflects America's decline; that's the core issue, isn't it?

View OriginalReply0

MissedAirdropBro

· 01-07 03:32

Wait a minute, only 2.6% of US debt? That's the legendary "a drop in the bucket" haha --- Trillions of dollars sound impressive, but for the scale of US debt, it's really not enough --- De-dollarization is the real core issue, gold revaluation is just a smokescreen --- Short-term 4400, long-term 8000, I think I need to get on this wave, everyone --- So, official revaluation just means admitting the previous pricing was wrong? That logic is a bit extreme --- If inflation rises by 1%, gold goes up by 2%, how many times does that need to be multiplied now? --- If a sell-off risk truly appears, this currency could be halved directly—don't be too optimistic --- The US dollar credit system is about to collapse; no matter how much gold rises, it's just an illusion of inflation --- I just want to know when the revaluation will really start; they've been saying it's brewing all along --- This time, it's not gold turning around but the dollar admitting defeat, right

View OriginalReply0

AirdropworkerZhang

· 01-06 09:55

Trillions of dollars appearing out of thin air? This move is truly outrageous, is the Federal Reserve really going to play this big? Is it time to buy gold at the bottom? Feels like this signal doesn't quite add up. It's already 2024 and we're still re-evaluating gold, isn't that just a disguised form of money printing? The dollar is about to depreciate again. De-dollarization is inevitable; even if gold rises to 8000, it wouldn't be surprising. Short-term resistance at 4400 is a bit tough, but in the long run, some gold should be held for defense. Isn't this just the US looking for an exit from the debt crisis? Same old tricks. Breaking the pot and giving up, printing money to rescue the market, the retail investors will have to pay the price again. The real problem is that the dollar's credibility is completely broken; gold is the real hard currency. I bet $5000, does anyone have a different opinion? To put it simply, the US is betting on how long the dollar can last, and we are betting on gold.

View OriginalReply0

Ser_Liquidated

· 01-06 09:54

Trillions of dollars appearing out of nowhere? Isn't this just the printing press starting up again? --- In simple terms, the gold revaluation is the Federal Reserve backing down, admitting that the dollar can't go on like this. --- 4,400 to 8,000? I just want to know when it will reach 20,000. Stop with the empty talk. --- The real point is the acceleration of de-dollarization; everything else is just surface work. --- Instead of watching gold prices, it's better to see how much the US bonds in your hands are actually worth. --- Got it, the US is just adding leverage for itself, betting that we all can't understand. --- Only holding 2.6% of US bonds? Then this move is really just psychological warfare. --- Is gold returning or is it a dollar crisis? The answer to that question has already been given... --- Short-term pressure, long-term explosion. I've seen this pattern too many times. The key is when. --- Reconfirm the status of the currency? Laughing. When will gold no longer be a hard asset?

View OriginalReply0

CounterIndicator

· 01-06 09:54

Trillions of dollars appearing out of thin air? Trying to cut the leeks again Decoupling from the US dollar is the real core, gold is just a distraction US debt at 2.6%? Laughable, a drop in the bucket Gold at 4400 is just bluffing, wait and see before moving If you ask me, this is just a resurgence of the old order The real opportunity is in the crypto space, don’t be fooled by gold The collapse of the US dollar’s credibility is the real issue, precious metals can’t save it Short-term pressure? I’m bearish on this wave

View OriginalReply0

rugged_again

· 01-06 09:52

Trillions of dollars appearing out of nowhere? Isn't this just another way of saying inflation haha --- Adjustment of the US dollar credit foundation... Basically, it's the US squeezing toothpaste --- $5000-8000? I just want to know who will be the next to get caught in this round --- Short-term around 4400, so should I accumulate now or wait? What do you all think --- De-dollarization is coming, gold is the real trump card, buy buy buy --- This logic... feels like an excuse for a big rally in advance --- Only 2.6% effect and still being hyped? I feel like there's a lot of water in it --- Stop with these, when a crisis really hits, gold can't even compete with on-chain assets --- Official revaluation = the government is just backing the holdings, same old trick --- The key still depends on what the Federal Reserve does next, gold prices will follow the trend

View OriginalReply0

RooftopReserver

· 01-06 09:42

Trillions of dollars appearing out of nowhere? That's just printing money out of thin air, inflation is about to take off again. De-dollarization is the real main theme; gold is just a signal. Short-term pressure, long-term surge — a typical fiscal scam trick. 4400 is just a appetizer; get ready to迎接8000. What’s the role of 2.6% US debt? Laughable, just burying your head in the sand. This round of revaluation is betting on how long the dollar can hold up; I can't bet on that.

View OriginalReply0

ZKSherlock

· 01-06 09:41

actually... this whole gold revaluation thing feels like a classic trust assumption problem, no? like everyone's assuming the numbers are being reported faithfully but tbh we're just taking the fed's word for it. where's the cryptographic commitment to these reserve figures lmao

Reply0