A recent statement has completely changed market expectations. When Trump directly denied the rumors of that hawkish candidate, the gold and silver markets responded with a rebound, and the entire safe-haven asset sector sensed new opportunity signals. Bitcoin's safe-haven properties and the long-term bullish logic of gold now have a more solid support point.

Let's clarify this logic first. Why did the previous nomination rumors suppress gold and silver? And why can a simple denial reverse the situation?

JPMorgan's CEO is famously a super hawk, constantly warning about inflation and insisting on high interest rates. If he were to take over the Federal Reserve, the Fed would likely extend the high interest rate cycle, suppress easing expectations, and push up the dollar and real interest rates—both of which are the nemeses of gold and silver. The opportunity cost of holding gold would soar, and although silver has over 60% industrial use support, it would also be squeezed by economic pressure and rising interest rates. The market had already priced in this hawkish outlook, so gold and silver naturally came under pressure.

Now the situation has reversed. Trump's denial is like a reassurance to the market—removing the most hawkish option, and the Fed's leadership change is likely to favor a relatively moderate approach. The pace of rate cuts in 2026 won't derail, and the core logic for gold and Bitcoin to rise remains intact. In fact, one major uncertainty factor has been eliminated.

From the perspective of gold, the current situation is a triple resonance: clear rate cut expectations, improved monetary credit outlook, and stable safe-haven demand. The downward trend of real interest rates has become a certainty, and the cost of holding gold continues to decline. Capital will naturally flow into these assets. As a safe-haven tool in the digital age, Bitcoin also benefits from this broader background. The window for deployment is right in front of us.