What stories will the market tell in 2026? Some bet on technology, some hold onto gold, and others want to have it all. Let's take a look at this ultimate showdown.

The imagination space on the tech side is indeed vast. Brain-computer interfaces are about to be mass-produced, is Human 2.0 really coming? Starships carrying robots are eager to try, and Mars colonization has shifted from science fiction to hot topic. Tesla's parallel development of autonomous driving and humanoid robots, if successful, could open up endless narrative possibilities. Of course, how reliable is the pace of technological implementation? How big is the bubble risk? These questions are also on the table.

On the gold side, the logic is more solid. Central banks are de-dollarizing, the gold-buying wave is supporting the floor, and a 288% increase over ten years is evident. The expectation of rate cuts hasn't fully materialized, geopolitical risks are still signaling danger, and safe-haven demand has become the norm. Some see 2026 reaching 5000, but short-term risk of shakeouts shouldn't be ignored—watch for when selling pressure at high levels might come.

Ultimately, there's only one question: do funds trust more in disruptive stories or in those "honest assets"? Risking to embrace a new world or firmly holding onto old consensus? The main theme of 2026 lies in this choice.

What do you think? Do you believe in the all-in tech narrative and think gold is outdated? Or do you hold onto gold firmly, resolutely rejecting bubbles? Or maybe you want both tech and gold, hedging with both hands? See you in the comments.