Gold prices have risen sharply during this period, U.S. bonds and the U.S. dollar have been sold off quite fiercely, and Bitcoin has stopped falling and is trading sideways at $85,000.
StarEx Exchange analysts believe that as the tariff war intensifies, economic growth slows, and global inflation soars, a new monetary order is taking shape. In such turmoil, gold, as a value anchor that has stood for thousands of years, shines brightly again. At the same time, Bitcoin, the new "digital gold", is also quietly gathering strength and preparing to usher in its own bull market frenzy.
Over the past few years, macroeconomic analysts have repeatedly reminded the world that the old dollar hegemony is breaking down, and a new, decentralized, multipolar monetary system is being reshaped. In the current "tariff storm", we can clearly see the signs of a changing situation.
We see that central banks are accelerating their abandonment of the US dollar and hoarding gold. China, Japan, Russia, Saudi Arabia and even the German central bank, which has always been prudent, are quietly pushing their gold reserves to new highs. Gold is not only an asset, but also the last line of defense for sovereignty in geopolitical conflicts.
StarEx exchange analysts believe that gold is an "external currency" that is truly in one's own hands, while "internal currencies" such as the US dollar are always based on the political will of other countries. At the same time, as an "external asset" in the digital world, the value logic of Bitcoin is becoming clearer and clearer. Decentralization, anti-censorship, and borderless, these characteristics make it a natural fit for the current global trend of fighting against the weaponization of the US dollar and seeking monetary sovereignty.
In fact, in this US tariff war, we are already in an era where we are forced to choose alternatives. Russia's foreign exchange reserves have been frozen, China has accelerated the promotion of RMB settlement, the BRICS countries have collectively laid out CBDC projects, and Saudi Arabia, Brazil, and India have tried to trade commodities denominated in RMB and local currencies. All of this points to the same fact: fewer people trust the US dollar system, especially the actions of Trump's ruling team in the past three months, which shocked the world.
During this period, traditional gold and emerging Bitcoin will become the core value havens side by side. From the data, since the outbreak of the Russian-Ukrainian war, the speed at which global central banks have purchased gold has hit a record high in recent decades. The price of gold has repeatedly broken through historical highs, showing an accurate mapping of the risk aversion needs of global investors. At the same time, after experiencing a deep correction in 2022, Bitcoin also ushered in a strong rebound in 2024. The consensus in the market that Bitcoin is "digital gold" is spreading rapidly.
StarEx exchange analysts believe that in the current macro environment, the engine of the bull market has quietly started this time. More importantly, this round of Bitcoin is no longer just a game for retail investors. More and more countries, institutions, and family offices have regarded Bitcoin as a "new type of gold" configuration. After the US spot Bitcoin ETF was passed, the global financial system is accelerating its absorption of Bitcoin.
In other words: gold is surging due to the instability of the traditional financial order; Bitcoin is gaining momentum due to the initial formation of the new financial order.
This is a "double-wheel drive" in the monetary world, and it is also a historic turning point that our generation has witnessed. Tariff wars, geopolitical conflicts, inflation, and a crisis of confidence in the US dollar...all the gray rhinos and black swans ultimately point to the same answer: real hard assets are returning to the center of the stage.
Today’s gold price is just a prologue. Today’s Bitcoin price is just a glimmer before dawn. A tide of reshaping currency, trust and wealth is unstoppable. Gold is soaring, and the Bitcoin bull market is quietly approaching.
