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Gold is heading into 2026 after one of the most extraordinary years in its history. More than fifty all time highs prices comfortably above four thousand dollars an ounce and returns that outpaced equities, bonds, commodities and cash.

That has led many to ask the same question. Is this a bubble or something more structural?

In this video, we look past those headlines and models to examine what actually drove gold’s performance in 2025 and what may matter most in the year ahead. Using official frameworks, big bank research and the behaviour of central banks and investors, we explore why this move was not a single cause frenzy but a repricing of monetary confidence.

We discuss why trust in fiat systems is increasingly fragile, how de-dollarisation is playing out quietly through reserve management, why central banks continue to buy gold as a form of monetary sovereignty and why gold is no longer just a hedge against inflation but against the political management of money itself.

We also examine how the marginal buyer has changed, why gold has remained resilient even when it should have fallen and what that tells us about a shifting monetary regime.

This is not a prediction of a straight line higher. Corrections are inevitable. But the deeper pressures remain intact and they help explain why gold’s role in portfolios may be becoming more central rather than less as we move through 2026.

Video Length 00:11:08

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