黄金的价格一路高涨，这种情况在历史上曾经出现过，不是什么好事。而近期根据凤凰卫视发布的消息可以得知，此轮黄金暴涨幕后最大的推手疑似已经曝 光了。 据了解，这个幕后推手是大名鼎鼎的加密货币巨头Tether，目前这家公司已经成为除了国家和银行系统之外，在全球范围内规模最大的实物黄金的实际持有 者，然而有意思的是，一直到现在为止，外界对于这家公司的内部运作以及其对于黄金的策略所知甚少。 根据彭博的测算，刚刚过去的2025年，该公司总共收购了70多吨黄金，主要用于自身储备以及黄金稳定币。而该公司的首席执行官在接受公开采访的时候信 心满满的表示，接下来将会对黄金投入巨额利润进行运作，同时在黄金交易领域与银行展开直接的竞争。 而这种稳定币广泛的涉及到一些法律触碰不到的灰色领域，比如武装组织快速融资，毒品交易等等。甚至还包括了大量的石油贸易，从俄罗斯军火商到委内 瑞拉国有石油，该公司都有相关的业务链条。尤其是对于一些通货膨胀比较严重的国家来说，这种稳定币显然是保存财富接收汇款最重要的工具之一。 该公司在这个领域的大体运营方式是，在零成本资金与国债收益之间完成巨大的套利空间，甚至成为了排名前20的美国国债的持有人。而随着发行 ...

1月28日消息，由于担忧美国政策的不确定性，美元已经跌到4年最低水平，不过，对此，美国总统特朗普却不以为意！ 当地时间1月27日，在艾奥瓦州接受记者提问时，特朗普表示 ， 他对美元贬值并不担忧 ，并认为美元"正处于应有水平"。 特朗普说："不，我认为美元表现很棒。我认为美元的价值——看看我们正在进行的贸易，美元表现出色。我希望美元能够——找到它自己的合理水平，这 才是公平的做法。" 特朗普的表态被视为向市场发出 容忍弱美元的信号，消息一出，美元继续遭到抛售，美元指数继续走低，最低触及95.71，如下图： 王爷说财经讯：美元跌跌不休，创4年最低水平后，美国总统特朗普表态来了！黄金直接暴涨，突破5200美元！ 发生了什么？一起来看看特朗普是怎么说的？为什么能让美元大跌，黄金暴涨？ 相反， 特朗普这句话直接引爆黄金，现货黄金 强势突破5200美元，最高触及52223美元，如下图： 特别是从长期来看，无论是美联储独立性、不断扩大的预算赤字，还是美国财政挥霍相关的担忧以及政治两极分化等结构性因素，这一系列的利空因素都正 在对美元构成下行压力。 与此同时，特朗普还暗示自己可以影响美元走势，称可以让美元"像悠悠球一样"上下 ...

Core Viewpoint - The article expresses skepticism towards Bitcoin, asserting that it is ultimately worthless despite its recent price surge to over $100,000, and compares it to historical speculative bubbles like tulip mania [2][3][4]. Group 1: Historical Context and Speculation - Historical speculative bubbles have always led to the same outcome, with participants believing "this time will be different," but the results remain unchanged [4]. - The article draws parallels between Bitcoin and past speculative events, suggesting that Bitcoin will eventually return to its origins, similar to the fate of tulip bulbs in the Netherlands [3]. Group 2: Economic Implications - The rise of Bitcoin is attributed to the decline of the U.S. dollar's credibility, which has led to a surge in gold prices as well [6]. - The article argues that Bitcoin's popularity is being inadvertently supported by the U.S. government, which sees it as a necessary outlet for excess dollars due to the decoupling of the U.S. and China [9]. Group 3: Future Outlook - The duration of Bitcoin's dominance is uncertain and will depend on the collapse of the old order and the establishment of a new one [10]. - While short-term participation in Bitcoin speculation may not pose immediate risks, it is suggested that long-term consequences will eventually emerge [11].

Core Viewpoint - The international gold price has surged dramatically, breaking the $4000 per ounce mark, driven by various geopolitical and economic factors, leading to significant investment returns for investors [1][3][5]. Price Movement - Gold futures on the New York Mercantile Exchange reached a historic high of $4081 per ounce, while London spot gold peaked at $4049.64 per ounce. As of October 10, COMEX gold prices were fluctuating around $3981 [3]. - The price of spot gold rose from $2623.68 per ounce at the beginning of the year to $3984.595 per ounce by October 7, marking a 52% increase. Notably, the jump from $3500 to $4000 occurred in just 35 days, setting a record for the fastest value increase [3]. Economic and Political Influences - The U.S. government shutdown has contributed to the gold price surge, as investors seek safe-haven assets amid uncertainty regarding economic data releases [5]. - The return of former President Trump has heightened global market uncertainty, particularly with his imposition of tariffs on steel and aluminum, which escalated trade tensions [5]. - The depreciation of the U.S. dollar, with the dollar index dropping 9.2% since January 20, has prompted a shift of funds from dollar assets to gold [5]. Global Central Bank Activity - Central banks worldwide have increased gold purchases, with China's official gold reserves reaching 74.06 million ounces by the end of September, marking an increase for 11 consecutive months [9]. - Global central bank gold purchases are expected to reach 900 tons in 2025, double the average from 2016 to 2021, indicating a strong demand for gold as a reserve asset [9]. Market Dynamics - A rare phenomenon has emerged where gold and U.S. stock markets have risen simultaneously, challenging traditional market behavior [11]. - The increase in gold prices has also led to a rise in silver prices, with silver surpassing $50 per ounce for the first time since 2011 [13]. Future Outlook - There is a divergence in market sentiment regarding future gold prices, with some analysts warning of potential corrections while others remain bullish, predicting prices could reach $4200 or even $5000 [15][17]. - The ongoing trend of de-dollarization and the reshaping of the global monetary order are expected to provide continued support for gold prices in the medium to long term [17][20].