Shanghai Gold Exchange Physical Delivery 1750 Tons YTD

Can Western markets keep setting the price of gold when they don’t take delivery? What does it mean when physical premiums in Asia are no longer the outlier - but the signal? This isn’t about price speculation anymore. It’s about who gets the metal when it matters. #Gold #PhysicalGold #MonetaryReset

Pricing power in gold has quietly shifted East. China’s importing at scale, even at record prices. Why? Because they’re not chasing returns - they’re insulating against risk. The West trades gold on leverage. The East settles in metal. What happens when trust in paper breaks?

Record prices didn’t scare China - they triggered a buying spree. Gold imports into China jumped 73% - hitting 127.5 tonnes - even as prices sat near record highs. While the West debates soft landings and rate cuts, Beijing is quietly filling its vaults. Ask yourself: If gold were in a “bubble,” would the PBoC be lifting import quotas? Would Chinese retail be crowding bullion counters at $3,500? Or maybe - just maybe - they see what others refuse to. #gold bloomberg.com/news/articles/…

“No alternative”? That’s what every empire says - right before the shift. Gold doesn’t need to replace Treasuries. It just needs enough people to stop trusting the promises behind them. Liquidity means nothing if confidence vanishes. Gold is the fallback when it does.

We sat down with @RonStoeferle, co-author of In Gold We Trust Report, for a raw, unfiltered conversation on gold, fiat, and what comes next. Central banks are buying. Confidence is cracking. And the monetary system? Shifting beneath our feet. This is a conversation every gold investor should hear. Full interview dropping soon. Stay tuned. #InGoldWeTrust #BullionStar #Gold #EndFiat

And here’s the part they won’t say out loud: The system was never designed for mass physical redemption. Just enough gold to keep the illusion alive. Until too many people call it in. When that happens, price won’t fix it - only delivery will. #Gold #PhysicalOnly

$85B into gold funds in 2025. Congrats - you now own a promise to maybe get metal… someday… if the system doesn’t break first. Hope the vault door’s open when you knock. #GotGold?

The more opaque and leveraged the system gets, the more valuable certainty becomes. And in gold markets, certainty = physical.

If physical delivery stress breaks the system, maybe the system was broken to begin with. 1 ounce. 100 claims. Gold didn’t create that risk. Derivatives did.

The ECB warns gold markets pose a financial stability risk. Why? Because too much demand for physical delivery could trigger stress across the system. That’s not a gold problem. That’s a counterparty problem. And it tells you everything about where the real risk lies. bloomberg.com/news/articles/…

The U.S. - once the undisputed bedrock of global finance - is now being told its credit isn’t what it used to be. The Dollar, the "mighty" greenback, suddenly looks a bit less mighty. And when the Dollar wobbles, Gold shines brighter. Central banks know it. Investors are learning it. And the average Joe is starting to sense it. When confidence erodes, only one asset stands without counterparty risk. Gold, in its immutable, gleaming glory, fits the bill perfectly.

Translation: “We printed too much, inflation got messy, and now we remember gold exists.” #GotGold ?

“Peak might be in” sounds a lot like 2008, 2011, 2018… and every other time gold paused before breaking higher.

And they still call gold outdated? No passwords. No hacks. No third-party failure risk. Digital promises fail. Physical metal doesn’t. #Gold #SoundMoney

Digital money is nice - until the power goes out. Until the card reader fails. Until your “assets” get locked behind a password reset or a political decision. Real money doesn’t need permission to work. #GotGold #StackSmart #EndFiat

Funny how the people neck-deep in debt are always the first to yell “gold bubble.” Maybe the real bubble is the one they’re floating their currencies in. #GotGold

“Experts” say gold is crowded. Media says it’s boring. Advisors say it’s outdated. Meanwhile, central banks keep stacking, and fiat keeps cracking. Funny how the loudest voices never touch real metal. #Gold #FollowTheSmartMoney

UBS sees gold at $3,600 by mid-2026. But let’s be clear - this isn’t just about rate cuts or market sentiment. It’s about structural shifts: - Central banks keep buying - China’s insurers are now stacking - Global portfolios are still underweight real assets - And trust in fiat continues to erode The price isn't just reacting to policy - it's repricing for a different monetary regime. scmp.com/business/commo…

The 2025 @IGWTreport has landed. For serious gold investors, this isn’t just a report - it’s required reading. Since 2007, @RonStoeferle and @MarkValek have been ahead of the curve - tracking the breakdown of fiat, the rise of gold, and the structural shifts reshaping global finance. The 2025 edition, titled "The Big Long" cuts through the noise. Don’t wait for the headlines to catch up - read what the central banks already know. ingoldwetrust.report/in-gold-we-tru…

As currencies get caught in the crossfire of sanctions, debt crises, and monetary policy shifts, gold becomes the neutral zone. It’s not about fear - it’s about sovereignty. #GotGold