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That last article made quite an impression!

By quick way of review, the basic premise we outlined was as follows…

1. The Fed currently holds certificates for some 261 million ounces of gold.
2. Since 1973, these holdings have been valued at just $42.22 per ounce.
3. If the Treasury were to revalue this gold at the market rate, it would immediately add ~$700 billion to $1trillion in new capital to the asset side of the U.S.’s balance sheet.

The legislation permitting this is already in Congress via the BTC Act of 2025. See below:

(Click on image to enlarge)

Bear in mind, we’re just talking about the U.S. revaluing its gold holdings to the market rate. Based on historical precedent, the U.S. could choose to revalue gold to a MUCH higher price than that: $10,000 per ounce or even $20,000 per ounce.

This is right along the lines of what Franklin Delano Roosevelt did with the Gold Reserve Act of 1934. At that time, FDR revalued gold from $20.67 to $35 per oz, which represents a revaluation 69% higher. Of course, the U.S.’s debt situation was nowhere its current levels (the Debt to GDP ratio was a mere 40% compared to 120% today).

This is why I believe if the U.S. were to revalue gold in 2026, it would do so to a MUCH higher price. As I noted in my last article, a revaluation of gold to $20,000 per ounce would immediately give the U.S. an additional $5 TRILLION in capital.

At that price, the U.S. could retire ~18% of its debt outstanding, which in turn would reduce its interest payments and improve its fiscal position.

It would also provide an implicit link between the $USD and gold, which would cement the $USD as the world’s reserve currency… defeating China’s current strategic goal of establishing a gold-backed Yuan to replace the $USD.

Conspiracy theory? The language is already laid out in the $BTC Act. And Treasury Secretary Scott Bessent has made multiple statements about “monetizing the asset side” of the U.S.’s balance sheet.

I realize this sounds crazy… but if you had told someone a year ago that the U.S. would…

1. Create a sovereign wealth fund.
2. Create a Strategic $BTC Reserve
3. Start buying stakes in publicly traded companies (MP, INTC, etc.).

…those policies would have sounded crazy then too. And that’s precisely what has happened!

Finally, we have to consider that this kind of strategy is something the President himself has done throughout his career in commercial real estate. Do you really think the self-proclaimed “King of Cheap” debt… the man who has a history of revaluing the assets he owns to restructure/ procure lower debt rates, hasn’t thought of this?

Those investors who are correctly positioned for this could generate life-changing returns. Imagine what would happen to precious metals miners or other gold plays if gold was revalued from $4,000 per ounce to $10,000 or even $20,000 per ounce and you’ll see what I mean.

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