The speed at which central banks around the world are accumulating gold is accelerating.
In 2023–2025, Central banks are expected to buy approximately 1,000 tons of #gold annually. And yesterday, 👉 The Polish central bank completed a one-time purchase of 150 tons, directly accounting for 15% of the average annual gold accumulation. This is not a normal pace, this is front-running. 🧵👇 Looking back at that tweet at the end of October, it was posted at a small peak in gold prices at the time. The judgment back then was very simple: 👉 Short-term correction expected 👉 Long-term logic remains unchanged Up to now, this judgment still holds. The true long-term support logic for gold has only four points: 1️⃣ Great power game → The trend of de-globalization is irreversible 2️⃣ Massive fiscal expansion → Deficit expansion will not stop 3️⃣ Long-term fiat currency depreciation → Need to find hedging assets 4️⃣ De-dollarization → Countries actively reduce their dollar asset holdings These are not trading strategies, but structural realities. The truly key point is: 👉 Who is the strongest buyer? Not retail investors, Not hedge funds, But — central banks around the world. As long as the trend of central banks accumulating gold does not slow down, it indicates: 📌 The purchasing power of the strongest and least sensitive to price is still in the market. 📌 One sentence conclusion: Gold may fluctuate in the short term, but its long-term base, is still being continuously reinforced by national-level funds. When you start to doubt, they have already locked the doors in their warehouses.
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The speed at which central banks around the world are accumulating gold is accelerating.
In 2023–2025,
Central banks are expected to buy approximately 1,000 tons of #gold annually.
And yesterday,
👉 The Polish central bank completed a one-time purchase of 150 tons,
directly accounting for 15% of the average annual gold accumulation.
This is not a normal pace,
this is front-running. 🧵👇
Looking back at that tweet at the end of October,
it was posted at a small peak in gold prices at the time.
The judgment back then was very simple:
👉 Short-term correction expected
👉 Long-term logic remains unchanged
Up to now, this judgment still holds.
The true long-term support logic for gold has only four points:
1️⃣ Great power game → The trend of de-globalization is irreversible
2️⃣ Massive fiscal expansion → Deficit expansion will not stop
3️⃣ Long-term fiat currency depreciation → Need to find hedging assets
4️⃣ De-dollarization → Countries actively reduce their dollar asset holdings
These are not trading strategies,
but structural realities.
The truly key point is:
👉 Who is the strongest buyer?
Not retail investors,
Not hedge funds,
But — central banks around the world.
As long as the trend of central banks accumulating gold does not slow down,
it indicates:
📌 The purchasing power of the strongest and least sensitive to price is still in the market.
📌 One sentence conclusion:
Gold may fluctuate in the short term,
but its long-term base,
is still being continuously reinforced by national-level funds.
When you start to doubt,
they have already locked the doors in their warehouses.