U.S. Gold Reserves’ $1 Trillion Revaluation to Silver’s Charge Toward $50 per oz and Gold’s Path to $4,000 per oz
- Gold’s Record Revaluation: With gold up 45% year-to-date, the U.S. Treasury’s gold reserves now carry an implied market value north of $1 trillion — nearly 90 times their official book value.
- Silver’s Star Performance: Silver has surged 53% in 2025, outpacing even gold’s rise, as demand from both investors and the green energy sector (solar panels, EVs) continues to climb.
- Central Banks Keep Buying: Nations like China, India, and Poland are driving what’s expected to be a record 1,300+ metric tons in global central bank gold purchases this year, signaling continued de-dollarization.
- Fiat Devaluation Everywhere: Gold price has hit record nominal highs in 136 currencies, silver in 121, and platinum in 44, underscoring global currency weakness against tangible assets.
- Western Investors Still Asleep: Despite surging prices abroad, U.S. bullion demand remains surprisingly soft — Mint sales are sluggish compared to early 2020s levels, even as the rest of the world piles in.
- Tight Market Dynamics: London lease rates hint at strained physical supplies that could push precious metals into backwardation — where spot prices exceed futures, a rare and bullish signal.
- Silver Price Nears Its Historic Test: Q3 closed with silver just shy of $50 per ounce, a level not seen since 1980 or 2011. Analysts suggest silver remains undervalued relative to other commodities, even now.
- Big Names, Big Calls: Industry veteran Pierre Lassonde stunned attendees at a New York conference by forecasting gold at $17,250 by 2030 and reaffirming silver’s potential to “slingshot” past $100 once $50 breaks.
- Lessons from the Past: The report revisits the Hunt Brothers’ 1980 saga, correcting decades of financial media mischaracterizations, and reminding viewers how market rules and leverage—not hoarding—triggered that crash.
- Silver’s Next “Moonshot” Moment: As gold eyes new highs, the analyst concludes we may again see a repeat of January 1980, when silver briefly outshone gold — with $50 silver only a “pipsqueak joke” in hindsight.
Central banks are buying at record levels, currencies are cracking worldwide, and precious metals are rewriting the rules of value. Discover why 2025 may go down as the year gold redefined wealth — and silver prepared to outshine it.
References:
US Gold Reserves Exceed $1 Trillion in Market Value | GRAVITAS
https://www.youtube.com/watch?v=ziLiLHCOMU8
Why Central Banks Are Buying Record Amounts of Gold in 2025? +1300 metric ton central bank gold buying projection:
https://discoveryalert.com.au/news/central-banks-gold-buying-trend-2025-2/
Pierre Lassonde: Gold Is Replacing the Dollar & Will Hit $17,250 by 2030
https://x.com/jameshenryand/status/1974171990526472309www.google
Bloomberg misleading their viewers about Silver in March 2024:
https://www.youtube.com/watch?v=78d-BjWwmoc&t=481s
