KastielLabs

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.

$BTC
$PAXG

Investment Record | December 2025

Entering December, it has been some time since the interest rate cut in September. The market's first round reaction to liquidity expectations has basically run its course, but my overall judgment of the environment has not fundamentally changed.

Before liquidity is fully confirmed to turn, I still prefer to control risk exposure, focusing on asset structure and liquidity management, rather than participating in short-term volatility.

Current Holding Structure

Precious Metals (40% | Physical)

Gold 30%

Platinum 10%

This part is entirely held in physical assets, mainly considering systemic risk and currency credit issues, rather than short-term price judgments. The allocation of platinum is more based on the stability of the metal and its scarcity being three times that of gold; the proportion is not high and mainly serves a diversification purpose.

Bitcoin (12%)

$BTC

Bitcoin remains the core position in crypto assets.
Currently, there is no active increase in allocation, more as a long-term asset to keep exposure, maintaining a moderate position until liquidity and risk appetite truly improve.

US Stocks (13%)

Alphabet Inc. (NASDAQ: $GOOG) 4%

Circle Internet Group (NYSE: $CRCL) 4%

Coinbase Global, Inc. (NASDAQ: $COIN) 5%

The logic for Google remains consistent with before, still based on the judgment of AI and hardware, and ecosystem integration capabilities.
Circle and Coinbase are more about equity exposure in the infrastructure layer of the crypto industry, with positions controlled within an overall bearable range.

Various Fiat Currencies + Stablecoins (30%)
This part is mainly used to maintain liquidity and flexibility, to cope with potential volatility or repricing phases.
At this current stage, I value the mobilization of funds more than pursuing full position efficiency.

Football Fan Tokens (5%)

$LAZIO / $PORTO / $SANTOS

This is a clearly high volatility, non-core position, more about participating in events and sentiment market, with a strictly controlled proportion.

Current Judgment

Overall, I still maintain the original thinking:
Before the direction of liquidity is clear, controlling positions and maintaining patience is more important than chasing temporary market trends.

Currently, this structure leans more towards defense and waiting, while retaining certain offensive options. Whether to increase the proportion of risk assets later depends on whether liquidity and market pricing show clearer changes.

The day after tomorrow, come play live
$BNB

In the next six months, the main storyline of the market will be the World Cup, which occurs every four years. Hold on to your Binance fan tokens for football.

$SANTOS
$LAZIO
$PORTO

Today is the 200th day since I became a content creator.
The more I invest in this thing I love, the more motivation I can find to move forward.

Along the way, I've encountered doubts and confusion, but as long as I take a step forward, I will be a bit clearer than yesterday. Many seemingly distant goals actually start from a small beginning. If you also have something you want to do in your heart, there is no need to wait for perfection; as long as you are willing to start, you are already on the way.

Thank you to everyone who has accompanied me along the way. Next, I will continue to move forward.

I also want to say to those who have been unable to move on:
If you hold onto the past too tightly, you won't have the hands free to embrace the present. If you keep reading about the heavy snow, spring will be delayed in arriving. Don't let yesterday's heavy rain soak you today. Say goodbye to the version of yourself that has already passed; tomorrow the sun will rise as usual.
#币安广场 #BinanceBlockchainWeek

Losing money is not an accident; it is systematic.
Most people think they just happened to buy at a high point, but the truth is you lack strategy, discipline, and position control, so you will eventually lose. The environment of the cryptocurrency market is not designed for retail investors to win: emotions, leverage, false breakthroughs, false information—each factor targets those without a plan. Those who survive are the ones who have thought out their buy points, sell points, and loss limits in advance. You are not just unlucky; you simply lack a system. $BTC $NEAR $SUI

The real risk is not in falling, but in not knowing what you are doing.
When the market drops, you panic; when it rises a little, you rush to chase. It's not because the market is difficult, but because you are unclear about your own positioning. Are you doing short-term trading? Following trends? Or holding long-term? Most people say they are in for the long term while staring at 5-minute candlesticks, which is contradictory. The core reason for losing money is not a wrong direction, but the fact that you have no direction at all. As long as you can't even figure out who you are, any fluctuation in the market can throw you off balance. $BNB
$OP
$ARB

The Binance winter merchandise is really cool

A Harvard study that tracked participants for 20 years found that only 4% of people can accumulate over 96% of the wealth. The key to this gap is not IQ, not emotional intelligence, and not social connections, but rather an ability that many people have never noticed: the 'time perspective'.

The so-called time perspective refers to how far into the future a person can see when making decisions. Harvard professor Banfield pointed out that a person's social and economic status is significantly positively correlated with the span of time they consider when thinking about the future.

Stanford University's famous 'marshmallow experiment' also showed that children who can resist eating the marshmallow immediately are often more likely to achieve success as adults. The reason behind this is that the prefrontal cortex of the brain (responsible for rational thinking) can suppress the limbic system (responsible for desires), allowing individuals to make choices that have long-term value.

Binance mascot Bibi, don't hide! Everyone is waiting for you! Come to the comments section to gather and have a Bibi party!

@Binance BiBi $BNB

This trip to Dubai has yielded a lot. I communicated with frontline professionals from different fields across various industries and also met new friends from all over the world.
The details of these exchanges have helped me understand some aspects I hadn't realized before.

Now preparing for the return trip, the direction is clearer, and I know which areas I need to continue refining.

If anyone has questions, feel free to leave messages regarding market analysis or cryptocurrency analysis.

#BinanceBlockchainWeek

Met many friends from all over the world in Dubai

In Dubai

#BinanceBlockchainWeek #币安区块链周 #币安广场   

The truth is harsh: what really destroys most people in the crypto world is not the plummet, but the illusion of being able to catch the absolute bottom and predict the absolute top. You think you are waiting for an opportunity, but in fact, you are waiting for a miracle. The market never caters to fantasies; it only follows cold, hard logic. If you want to make money, you must face the facts: you cannot catch every bottom, and you cannot avoid every peak, but you can manage your positions, control your risks, and choose not to take unnecessary losses. If you can do these things, you have already surpassed 80% of people. $LAZIO
$AVAX
$OP

When the cryptocurrency market is rising, everyone feels like a genius; when it falls, everyone feels targeted. The truth is: the market has nothing to do with you; it won't rise just because you bought in, nor will it stop just because you're afraid. Whether you can make money depends on whether you have time on your side. Patience is not just a nice word; it is a real advantage. Only those who can withstand fluctuations are qualified to profit from trends; those who can't are just giving money to others. $BNB
$ARB
$SOL

Thank you all, and thank you to Binance for the invitation.
Your support has truly brought me here.

Seeing my name appear on the stage of the top 100 in blockchain, I realized that the persistence, effort, and struggles of these years have quietly accumulated into the result we see now.

Along the way, I encountered doubts and hesitations, but with each step forward, the world becomes clearer than yesterday. Many things may seem far away, but they only require one start.

If you also have something you want to do, don't wait until everything is perfect; give yourself a starting point, and you will see a different future.

Thank you for accompanying me all the way to this point.
Next, I will continue to move forward.
See you in Dubai.

KASTIELLABS｜2025

#BinanceBlockchainWeek