Gold PT to $3800? Silver Breaks $40! Your Safe Haven Pick is?
$Gold - main 2512(GCmain)$ just smashed a fresh record at $3,578/oz, while silver broke through the $40 mark for the first time in over a decade. Safe-haven fever is back in the market.
Why Is Gold Surging?
Real yields are falling: U.S. real rates broke down from their range, and with the Fed expected to start cutting in September, gold got a powerful boost.
ETF flows heating up: Positioning shows gold enthusiasm has returned to the highest level since 2024.
Big shift in reserves: For the first time in 30 years, central banks now hold more gold than U.S. Treasuries.
How Much Higher Can Gold Go?
Central banks aren’t done buying: after scooping up 416 tons in H1, they’re on pace for 1,000 tons in 2024. That means another 600 tons in the pipeline, which alone could add $300 to prices — pushing gold toward $3,800.
And then there’s the extreme bull case: some are calling for $50,000/oz, arguing that once equities crash, the “greatest gold bull market ever” could unfold, lasting for years.
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Silver & Bitcoin: Riding the Same Wave
$Silver - main 2512(SImain)$ cracked $40, with its smaller market cap making it extra sensitive to capital flows — essentially a leveraged bet on gold’s move.
Bitcoin, meanwhile, hit $120k last month before cooling to $110k. Both silver and BTC are telling the same story as gold: in a world of shaky fiat trust, safe-haven demand is being repriced.
Let’s Discuss
Between gold, silver, and Bitcoin — which do you see as the best safe haven over the next 3 years? Why?
If gold really pushes to $3,800, where do you see silver going?
With central banks holding more gold than Treasuries, is gold turning into the new “monetary anchor”?
REWARDS
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If gold pushes toward $3,800/oz, I see silver easily following. Its smaller market cap makes it more volatile, so a proportional move could send it to the $50–60 range, possibly higher if momentum turns speculative.
Between gold, silver, and Bitcoin, I still choose gold through GLD. Bitcoin and silver can offer upside, but gold has liquidity, central bank demand, and a proven role as a monetary anchor — which makes it my safest bet.
@Tiger_comments @TigerStars
PCT = Pandas Coffee Talk.
Tom Lee says Bitcoin is on track on replacing gold. But Bitcoin is too volatile for me. I bet on gold via GDX. Which YTD 84%.
Gold consistently rallies during geopolitical shocks.
Central banks have bought over 1,200 tonnes in 2024 alone. That is not just a vote of confidence, it is a global insurance policy.
Gold is also an inflation hedge. With CPI rising and Fiat purchasing power eroding, Gold's inflation adjusted highs, show real appreciation.
Gold's appeal is almost mythic - stable, tangible and deeply embedded in global financial DNA.
I vote Gold in times of geopolitical conflicts and tensions.
@Tiger_comments @TigerStars @Tiger_SG @CaptainTiger @TigerClub
Bitcoin is a volatile asset. It is not ideal when stability is the goal.
Bitcoin also hesitated during sudden shocks, often mirroring equity sell offs.
Younger investors see Bitcoin as Digital Gold and its scarcity of not more than 21 million coins, mirrors Gold's appeal.
Bitcoin's narrative is seductive - decentralised, finite and future facing but in a true crisis, it is still more speculative than sanctuary.
@Tiger_comments @TigerStars @CaptainTiger @Tiger_SG
Silver is more volatile than Gold and less liquid in institutional portfolios.
Silver is the wildcard - less about safety, more about strategic upside. It is dynamic, creative but not always predictable.
@Tiger_comments @TigerStars @TigerClub @CaptainTiger
Bitcoin is maturing but still reactive. Silver? A Tactical play, not a defensive one.
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如果金价真的冲到3800美元，我认为白银的涨幅可能会更大，原因在于白银的价格弹性。历史上每次金价创新高，白银都会出现补涨效应，加上它的工业需求背景，一旦市场情绪点燃，走势往往比黄金更猛。当然，这种波动意味着风险也更高，不适合把白银当成唯一的避风港。
至于黄金是否正在成为新的“货币锚”，我觉得趋势已经非常明显。各国央行在减持美债、增持黄金，本质上是对美元信用的对冲。虽然黄金不会像布雷顿森林体系那样直接挂钩货币，但它在央行资产配置中比重提升，意味着黄金正在重新被定义为全球储备的“终极信用”。这也是为什么我更愿意在未来几年里，把黄金放在组合的核心配置。