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=熊猫咖啡谈话。
Tom Lee表示，比特币有望取代黄金。但比特币对我来说太不稳定了。我通过GDX押注黄金。年初至今为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
白銀比黃金波動更大，在機構投資組合中流動性更差。
白銀是通配符——與其說是安全性，不如說是戰略優勢。它是動態的、創造性的，但並不總是可預測的。
@Tiger_comments @TigerStars @TigerClub @CaptainTiger
Bitcoin is maturing but still reactive. Silver? A Tactical play, not a defensive one.
@Tiger_comments @Tiger_SG @CaptainTiger @TigerClub
如果金價真的衝到3800美元，我認爲白銀的漲幅可能會更大，原因在於白銀的價格彈性。歷史上每次金價創新高，白銀都會出現補漲效應，加上它的工業需求背景，一旦市場情緒點燃，走勢往往比黃金更猛。當然，這種波動意味着風險也更高，不適合把白銀當成唯一的避風港。
至於黃金是否正在成爲新的“貨幣錨”，我覺得趨勢已經非常明顯。各國央行在減持美債、增持黃金，本質上是對美元信用的對衝。雖然黃金不會像佈雷頓森林體系那樣直接掛鉤貨幣，但它在央行資產配置中比重提升，意味着黃金正在重新被定義爲全球儲備的“終極信用”。這也是爲什麼我更願意在未來幾年裏，把黃金放在組合的核心配置。