2026-01-07 09:23:20

Morgan Stanley's latest forecast has garnered attention: by Q4 2026, gold prices are expected to break through $4,800 per ounce. Behind this judgment are the Fed's rate cut cycle, continuous central bank accumulation, and rising geopolitical risks working together to drive the trend.

Data speaks the loudest. Spot gold has surged 64% in 2025, marking its strongest performance since 1979. Meanwhile, the proportion of global central bank gold reserves has surpassed US debt for the first time since 1996—this shift is highly significant. Silver and copper are also not to be outdone, with silver rising by 147% and copper reaching a historic high.

Political instability in Venezuela, U.S. military intervention, and other geopolitical events have further stimulated safe-haven demand, prompting investors to flock to traditional safe assets. Morgan Stanley's assessment is: gold has become the "barometer of global risk." ETF purchases and central bank accumulation form a dual-driven momentum, and the weakening dollar has further boosted gold's upward movement.

For crypto market observers, this surge in commodities reflects a deep change in global asset allocation—risk reassessment, liquidity restructuring, and increased risk aversion. The strong performance of traditional safe assets, to some extent, also mirrors market concerns over uncertainty.

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AirdropHunterXM

· 01-10 05:43

The central bank is stockpiling gold, we have to move along... 4800 is not a dream

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SerumSqueezer

· 01-10 02:29

64% just so-so, this is just the appetizer... Silver up 147%. Why didn't I buy the dip? So frustrating. Only when geopolitical risks rise do you understand what safe-haven means. The risk-on approach in the crypto world doesn't apply. Can 4800 really be broken? I'm betting two BTC. The central bank selling US bonds to buy gold—this signal is a bit fierce. Traditional assets are showing strength; crypto needs to reflect and reconsider. A weak dollar = gold gains, the logic checks out. Wait, can we trust what Morgan Stanley says? First, let's ask history. Is this wave real risk or just hype? Feels too perfectly coordinated.

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MEVHunterNoLoss

· 01-07 21:47

The central bank is stockpiling gold, what are we waiting for?

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On-ChainDiver

· 01-07 09:50

Gold surging wildly, silver doubling—this is what a real bull market should look like. Central banks are starting to stockpile gold, what are we still hesitating for? 4800? I think it still has room to go up. When geopolitical tensions flare up, safe-haven funds will flood in. The decline of the US dollar is already a consensus. What's next? A 147% increase in silver is truly remarkable. Does anyone still dare say traditional assets have no opportunities? In the context of risk reassessment, no one dares to sleep without some gold in their hands. This is called asset allocation awakening, and cryptocurrencies are benefiting too.

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OldLeekNewSickle

· 01-07 09:35

Gold 64%, Silver 147%... Morgan Stanley's recent remarks are excellent, gradually playing the risk card, rate cut card, and geopolitical card, making people feel excited. But have you ever thought about it— the more mainstream media sing praises in unison, the more the distribution of chips needs to be carefully assessed.

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liquidation_watcher

· 01-07 09:26

The central banks are all stockpiling gold, and US Treasuries have been surpassed. This is the real signal. The Black Swan is coming soon, everyone is running. 4800? I bet Morgan Stanley is still conservative. When geopolitics gets chaotic, gold takes off. This logic makes sense. Silver at 147%, those who bought in the morning are going crazy... I'm among the latecomers. This wave of safe-haven assets soaring feels like a major liquidation is near. No wonder institutions are quietly accumulating gold; risk reassessment has really begun.

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ShitcoinArbitrageur

· 01-07 09:25

Gold breaks 4800? Uh... how chaotic does it have to get? Central banks are stockpiling gold, what about us retail investors? Still watching the coin prices plummet haha Silver has risen 147%, why is no one talking about this? When things get chaotic over in Venezuela, gold becomes popular. Honestly, everyone is just scared. Dollar crashes, gold rises, copper also surges... the whole world is really reallocating. Should Bitcoin be a good buy now? The surge in safe-haven assets actually indicates that risks are approaching. Gold has become a barometer, so what about my altcoins? A thermometer? Morgan Stanley's statements are hard to believe, but these data are indeed frightening. Central banks hold more gold than US bonds. This shift... makes me think about BTC's future positioning.

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LayerZeroHero

· 01-07 09:24

It has been proven that the central bank's logic of bottom-fishing in gold has no flaws, with a 64% increase confirmed by actual data... But the question is, when will this risk-averse sentiment spill over into cross-chain asset allocation?

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