Global Central Bank Strategy Shift Behind Gold's 45-Year High

TokenSherpa · 2026-01-18T04:02:16+00:00

The global financial landscape is undergoing profound changes, with gold prices expected to rise by over 60% by 2025. Central banks' changing attitudes towards gold, significant growth in global gold demand, active trading in the Hong Kong gold market, and accelerated infrastructure development all reflect increased economic uncertainty and a diversified asset allocation demand.

TokenSherpa

2026-01-18 04:02:16

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【CoinPost】The global financial landscape is undergoing subtle yet profound changes. By 2025, the cumulative increase in gold prices will exceed 60%, marking the largest annual rise since 1979. What does this number reflect?

Central banks’ attitudes toward gold are changing. As a traditional reserve asset, investment tool, and risk hedging instrument, gold’s role has been re-strengthened. From global data, as of the third quarter of last year, the total global demand for gold increased by 44% year-on-year, reaching $146 billion. This growth rate far exceeds expectations.

Hong Kong’s gold market has become the most compelling witness to this change. Over the past year, activity in Hong Kong’s spot gold trading market has significantly increased, with the daily average transaction volume of the Nine Gold Exchange reaching HKD 2.9 billion by November last year—more than doubling year-on-year. Such growth in a traditional precious metals market is indeed rare.

More importantly, there are moves at the infrastructure level. Hong Kong is accelerating the development of a central gold settlement system. This system is positioned as an important financial infrastructure with a straightforward goal: to improve the reliability and efficiency of gold trading and physical delivery, while reducing transaction costs and increasing liquidity. The plan is to initiate a trial run within this year, with the Shanghai Gold Exchange invited to participate. This cross-regional cooperation framework indicates that this is not just a Hong Kong initiative but part of a larger regional financial layout.

The simultaneous appearance of record-high gold prices, surging demand, and upgraded market infrastructure reflects a complex backdrop of rising global economic uncertainty, diversified asset allocation needs, and intensified competition among traditional financial hubs.

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OnchainFortuneTeller

· 11h ago

Central banks are stockpiling gold, while retail investors are still getting chopped up. That's the gap. --- A 60% increase sounds simple, but by the time you get in, the rise is already over. Are you buying now? --- Hong Kong's daily trading volume reaches 2.9 billion HKD... sounds impressive, but we need to ask how much of this is real demand versus speculative trading. --- Gold is rising so sharply—are central banks really scared? Or is the US dollar about to have issues? --- Traditional markets are also starting to heat up, even gold is getting creative. The crypto world should be anxious, haha. --- Where is the promised decentralization? Turns out, central banks are still the most aggressive with gold. --- Wait, gold has risen so much. Why don’t I feel much? Is the problem with me or the market?

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PessimisticOracle

· 11h ago

Gold surges by 60%, are the central banks all panicking? To put it simply, it's just dollar depreciation, nothing surprising.

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potentially_notable

· 11h ago

The central bank's move is truly brilliant. I saw gold taking off long ago. After such a long period of gains, what are you hesitating for? The data from the Hong Kong market looks really satisfying. Sixty points, my friend. Since 1979, this isn't a coincidence. It feels like the entire financial system is quietly shifting. It all depends on who can keep up with the pace. 29 billion HKD daily average. This is the real capital flow. Don't be fooled by the numbers.

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SelfStaking

· 11h ago

Central banks are starting to stockpile gold, so retail investors really need to follow suit. Gold has increased by 60%? Why didn't I get in? Oh no. The Hong Kong Gold Exchange has directly tripled, is anyone still waiting for a pullback? It feels like the whole world is moving away from the US dollar, and gold has become the new consensus. This wave of market movement is truly backed by central bank-level support. The Hong Kong dollar depreciates and gold rises, it seems asset allocation needs to be reconsidered. The People's Bank of China is also aggressively buying gold, the market signals are so clear. Reshuffling of reserve assets, it looks like precious metals really need to be taken seriously.

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GateUser-9ad11037

· 11h ago

The central bank has started hoarding gold, what are we still watching? This is truly the best example of currency devaluation; gold is the real king. The daily average transaction of 2.9 billion HKD in Hong Kong—wow, that number is a bit crazy. Haven't seen such a rise in over sixty years; it feels like the trend has shifted. To preserve the value of the RMB, gold is still the way to go. Now you understand, right?

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