Dual Anchor Currency Era: Why Only Gold and Bitcoin Will Survive in the End
I increasingly feel that we are heading towards a strange yet inevitable future. The world is forming two distinctly different trust systems: one based on 'material', gold; the other supported by 'algorithms', Bitcoin.
China continues to increase its gold reserves, this action seems more like preparing a defense in advance. Gold does not depend on any country, nor does it require third-party guarantees; its value comes from the accumulation of time and the common trust of humanity. Meanwhile, the United States is promoting the institutionalization of cryptocurrencies, with frequent interactions between capital and regulatory bodies, and financial giants are all making plans. They are trying to make digital currency the core tool of the new financial system, using new rules to consolidate dominance.
When one country hoards physical assets and another builds computational power infrastructure, the world's monetary order has begun to loosen. The dollar once represented global credit, but now with rising debts, excessive currency issuance, and diminishing trust, the system itself is beginning to show signs of fatigue.
The currency of the future may be underground or in the cloud. Gold remains the most solid store of value in the real world, while Bitcoin is gradually gaining a similar status in the digital realm. One embodies stability and tradition, while the other symbolizes openness and innovation.
I often think that gold connects to the civilizations of the past, while Bitcoin leads to the order of the future. As the credit system of the dollar gradually collapses, humanity is searching for a new anchor point of 'trust'; these two assets may become new pivot points.
This transformation is not a distant fantasy, but a migration that is quietly happening. We are moving from national credit to consensus credit, from printing presses to computational power and time. Yet most people have not realized that they are already standing at the historical watershed.
Liquidity Turning Point: The Market's Real Turning Signal
Has anyone recently felt that the momentum of the U.S. stock market is a bit off? Gold and silver have also started to fluctuate violently. Many attribute the reasons to the China-U.S. relationship, which is certainly one of the factors, but I am more concerned about a more core issue: liquidity. Although the China-U.S. relationship seems to have eased this week and the market appears optimistic again, don't be fooled by appearances; the 'blood circulation' of capital has not actually resumed. Last Friday, I noticed a detail: the banking system is eager to use the Standing Repo Facility (BRF). Normally, banks only use this tool when funds are tight, which indicates a significant problem.
If you stay up late in the crypto world, you’d better not skip this article.
Here is my list of anti-aging and energy-boosting supplements. Recently, I have been adjusting my supplement combination, with the main goal of delaying aging and enhancing mental and physical energy. Below are some nutritional supplements that I currently take regularly, along with my personal understanding and insights. (This is for sharing experience only and does not constitute medical advice.) 1. GlyNAC (Glycine + NAC) This group is a precursor to glutathione (GSH), which can help enhance the body's antioxidant capacity, reduce oxidative stress, and has research support for mitochondrial function and healthy aging. I take it in divided doses for more stable effects.
The first time you earn a lot of money is a test more dangerous than poverty
People who suddenly encounter huge wealth are actually more likely to go astray than others. It’s not because of money issues, but because the money comes too early, making it hard for your mindset, experience, relationships, and judgment to keep up. The following eight points, without exaggeration or sensationalism, simply clarify the reality. 1. First stabilize your cash flow, don't rush to upgrade your life When you get a large amount of money that can change your life, the easiest mistake to make is to immediately upgrade your lifestyle: living in a better place, eating better, buying more expensive things, and doing things you previously couldn't afford. But you need to remember one fact: income will change, but living habits won't. Once your living standards are raised, it will be very painful to lower them again.
Your only chance of winning is to focus all of your time on one thing.
Project all of your energy onto the focal point of doing things. Bet everything, burn the boats. Break through in a way that is almost life-threatening; apart from that, there is no other chance of winning.
If you can't distinguish between these four types of statements, you will eventually be taken advantage of.
After being in the market, relationships, and collaborations for a long time, you will discover an interesting fact: those who can live their lives smoothly are not necessarily smarter, but they definitely know how to 'unpack information.' The vast majority of chaos, misunderstandings, and impulsive decisions are not actually due to the environment being too complex, but rather because we mix different types of information together, leading our brains to be naturally misled. As long as you can categorize information into four types: facts, opinions, commitments, and expectations, the world will be much quieter, and your judgments will be much more accurate. 1. The four types of information are the starting point for all judgments.
Market Value is Just a Layer of Paper: When a Crash Happens, the Market Will Directly Spiral Out of Control
Many people now believe that the Federal Reserve has entered a loosening cycle, not only starting to cut interest rates but even buying short-term U.S. Treasuries, which is equivalent to QE. Therefore, they conclude: U.S. stocks cannot plummet significantly; the crypto market is currently just in a consolidation phase and cannot enter a bear market. But the core issue with these viewpoints is that they fail to see the risks accumulated during the high interest rate cycle, which have never truly disappeared. The cost of corporate debt remains high, and the pressure on the real estate industry still exists; these structural risks are only temporarily covered, not resolved.
In this era, if you possess strong insight and aesthetic sense, able to grasp the essence of a matter, and have highly concentrated attention and execution ability, many things that others consider impossible are often just a matter of time for you.
However, most people are still locked in existing frameworks, believing that anything must rely on the so-called 'correct path', moving forward step by step according to others' experiences and statements, rarely treating 'first understanding the essence' as the default state when facing matters.
A4–A9 Capital Growth Path: A Guide to Surviving Long-Term in the Crypto Market and Growing Your Funds 投资订阅群
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I created this Binance cryptocurrency investment group with one purpose:
To provide a clear method, rhythm, and risk boundaries for investing. Based on different capital scales, we offer corresponding investment ideas and operational logic.
Content you can gain in the group: 1. Private chat for answering investment questions Including position planning, risk control, operational logic, and adjusting investment mindset.
2. Kondratieff cycle and macro market stage determination Analyzing which stage the current market is in: Is it accumulation, expansion, overheating, or contraction?
All operations are based on the correct judgment of the market environment, not on gut feelings.
3. Cross-analysis of cryptocurrencies, precious metals, and stock markets Determining the timing for switching between risk assets and safe-haven assets through fund flows and macro structures.
Helping you avoid focusing only on a single market while neglecting the overall trend.
4. Investment mindset and discipline management Including: How to avoid chasing highs and panic selling How to reduce trading frequency during loss phases How to maintain discipline during favorable phases without over-leveraging All of these will directly impact long-term investment results.
Capital Growth Path (Clearly Defined Levels) A4 → A7 (Small Capital Phase) Focus on: Controlling drawdowns Avoiding a significant one-time blow to capital Using methods suitable for small capital to steadily accumulate wealth The goal is not to make huge profits, but to survive to the next phase.
A7 → A9 (Advanced Phase) Focus on: Stabilizing the upward trend of the capital curve Distinguishing which risks can be amplified and which must be avoided Avoiding significant drawdowns caused by overconfidence This phase determines whether you can stay in the market long-term.
The Greed and Fear Index has directly reached 5 A historical high
This kind of drop is particularly similar to the one on March 12, 2020 Then the final drop $BTC was a direct halving 12000 steadily declined to 6000 Then 6000 directly turned into 3000
Entering February, my core judgment on macro and medium-term liquidity has not fundamentally changed; uncertainty remains high, and defense is still the main focus of portfolio construction.
However, at the price level, some risk assets have already reflected pessimistic expectations in advance, so under the premise of maintaining an overall defensive structure, I choose to make slight adjustments to the positions.
The only active change this month was gradually increasing the allocation of Bitcoin during the significant pullback. This operation is more based on changes in price and risk-reward ratios rather than an optimistic judgment on short-term trends.
Current Position Structure Physical Precious Metals (53%) Gold 43% ($XAU / $PAXG ) Platinum 10% The precious metals allocation remains unchanged, with gold still being the core defensive asset of the portfolio, used to hedge against systemic risks and uncertainties in monetary credit; platinum continues to serve as a small proportion of structural diversification.
Bitcoin $BTC (20%) (↑ +8%) In the recent significant pullback, the Bitcoin position was increased in batches.
This increase is not based on a “bottoming” judgment, but rather the belief that in the current price range, the long-term risk-reward ratio has clearly improved, while retaining the option for future liquidity expansion phases.
Fiat Currency (27%) (↓ -8%) USD / TWD / JPY / EUR The proportion of fiat currency has passively decreased due to the increase in Bitcoin, but still maintains sufficient liquidity to cope with potential repricing or deeper fluctuations.
Current Judgment Overall, this portfolio remains focused on defense and waiting, only making limited reverse allocations to high-volatility assets when significant price retracements occur.
Until the direction of liquidity becomes truly clear, I still prioritize survival and structural integrity over chasing short-term rebounds.
Whether to further increase the proportion of risk assets will still depend on: Whether the liquidity environment shows sustained improvement Whether risk assets complete more thorough repricing Before that, controlling risk exposure remains the top priority.
On the day of the gold and silver crash, the Epstein documents were released. What are they trying to cover up?
If you only look at a single event, everything seems reasonable.
But putting the events back on the timeline, the problems will emerge. Between January 28, 2026, and January 30, 2026, gold$XAU and silver$XAG experienced a rare modern crash. At the same time this round of deleveraging was completed in the market, large-scale judicial documents surrounding Jeffrey Epstein were officially released and quickly took center stage in public opinion. This article will discuss: How public attention is diverted when the financial market releases structural pressure signals. 1. 1/28–1/30: What happened with gold and silver? Let’s pin down the numbers.
The real buying point must make you extremely painful. So painful that you don't even dare to let go and buy boldly; on the contrary, the real selling point must make you extremely enjoy, and you never think about selling at all.
This is the cryptocurrency circle, this is human nature. $BTC
Every crowded track you enter,
is actually one that others have deliberately made you see.
Those bustling trends and repeatedly amplified opportunities are like striking road signs, guiding you in the same direction. For example, when precious metals, Nvidia, and TSMC are rising, the news is overwhelming; everyone is buying, and everyone is talking about the future. The rise is portrayed as a consensus, and the consensus is packaged as certainty, leading you to mistakenly believe that as long as you follow, you won't go wrong. But few remind you that real opportunities often lie outside the most crowded places. By the time you see them, it may already be the moment others are preparing to leave.
The reason the track is crowded is not because it is necessarily correct, but because it is sufficiently eye-catching.