When the gold price breaks through $3,400 per ounce, everything will truly begin.
The global finance is undergoing a silent earthquake, and physical gold is quietly becoming a refuge in this storm. From a surge in physical deliveries to an influx of institutional funds, from a tremor in dollar confidence to escalating geopolitical conflicts, all signs point to the same conclusion: we may be on the brink of the largest 'gold squeeze' in history. A surge in gold prices to $10,000 per ounce is not a fantasy, but a real shift that is happening.
1. Gold squeeze: This is not a question of 'if', but 'when'.
COMEX gold inventories continue to decline, while physical delivery volumes are repeatedly hitting new highs. This represents an increasing number of investors choosing 'gold in hand' rather than just paper numbers. When short sellers are unable to deliver physical gold on time, the pressure to cover will rapidly intensify, and the market will inevitably shift from price competition to resource grabbing. A 'valued but no market' gold squeeze storm is approaching, and this will be a critical point in rewriting the financial order.
2. Is Goldman Sachs' prediction too conservative?
Goldman Sachs predicts that gold prices may reach $4,500 by the end of 2025, but this might just be the starting point. If a dollar credit crisis erupts and global capital panic spreads, a mere 3% shift of funds from financial assets to the gold market could cause a disruptive impact on the supply-demand structure, making a doubling of gold prices no empty talk. In this global 'trust reassessment', gold may be the only stable monetary cornerstone.
3. The loosening of dollar hegemony, gold returns to the core of currency.
In April 2025, the US dollar index experienced its largest drop in three years (a monthly decline of 4.5%), reflecting investors' doubts about the dollar's safe-haven status. Stablecoins like USDT are essentially nothing more than a digital representation of the dollar; once confidence in the dollar itself collapses, its shadow will also crumble. In contrast, gold, with its attributes of requiring no trust and global recognition, is re-emerging as the core of this monetary system restructuring.
4. The digital gold revolution: The strategic value of PAXG emerges.
Paxos Gold (PAXG) is a representative of tokenized gold, with each PAXG corresponding to one ounce of physical gold held in a London vault. It combines the value support of a physical asset with the liquidity of a crypto asset, making gold easier to trade, transfer across borders, and build trust. When the gold squeeze truly erupts, PAXG will become a strategic asset that global funds compete for, rather than just an alternative in the crypto market.
5. Major powers competing for gold.$PAXG It has long ceased to be a mere investment commodity.
Between 2024 and 2025, central banks around the world will continue to expand gold reserves. China and Russia have already included gold as a pegged asset for their digital fiat currencies, directly challenging the dollar's status as the global settlement currency. This is not just a hedging operation, but a front-line battle in a currency cold war. Gold is being repositioned as the cornerstone of national credit, becoming a core weapon in the international financial power struggle.
Conclusion: Gold is not speculation; it is the ultimate bottom line of value.
In 2027, a gold price of $10,000 may sound exaggerated, but in the context of collapsing confidence in currency and global financial restructuring, it could just be an inevitable evolution.
The real question has never been 'Will gold prices reach?', but rather, how much time do you have to position yourself?
