Gold is the "mainline allocation" for trend-based safe-haven funds.

I recently bought spot gold, with a current return of about 18%. The main idea/reason is the systemic increase in risk aversion sentiment combined with the expectation of declining real interest rates.

This round of gold is not driven by emotional pulses but is a typical "macro mainline market." Repeated geopolitical conflicts, high fiscal deficits, and the acceleration of global de-dollarization have brought gold back to its core asset position. Unlike previous cycles, this rise is not solely to hedge inflation but to hedge "credit uncertainty." Therefore, my strategy is not short-term chasing but trend holding + dip buying. As long as the dollar credit logic remains unchanged, it is difficult for gold to experience a trend reversal. #Gold and silver hit new highs again

For me, this is a position I can hold onto and sleep well at night. #