The US Debt Ceiling Rebound: What's Really Happening in the Markets

rugdoc.eth · 2026-01-04T16:43:07+00:00

The U.S. public debt has surpassed $38.5 trillion, prompting central banks to reduce Treasury bond holdings and invest in gold. As gold prices soar past $4,000 per ounce, confidence in the dollar declines, leading to a significant shift toward hard assets as a safeguard against fiat currency instability. Investors are reallocating portfolios to focus on tangible value amidst growing uncertainty.

rugdoc.eth

2026-01-04 16:43:07

Abstract generation in progress

The US public debt has surpassed the psychological barrier of $38.5 trillion, growing at a rate of $3 trillion annually. This is no longer an academic debate – it is a fact that central bankers have begun to recognize through concrete actions: massive reduction of government bonds in favor of gold accumulation.

Gold Scenario vs. Market Reality

Peter Schiff and his gold supporters have long awaited this moment. Today, as the precious metal breaks new highs above $4,000 per ounce and records over 45 new all-time highs in 2025, the theory is taking concrete shape. Gold, silver, and decentralized stores of value are no longer speculative plays – they have become instruments of the crisis of confidence in the dollar.

De-dollarization Accelerated, the Market is Learning

What we are witnessing is a transitional phase. Central banks are systematically building positions in hard assets, and capital flows are clearly changing. Investors are no longer debating whether a collapse of faith in the fiat system will happen – the question is when. History clearly indicates: when trust wobbles, safe assets take on the role of “insurance.”

Rotation is Already Happening

Against the backdrop of record interest payments and growing doubts about the stability of fiat, we observe a clear reallocation of portfolios. This is not panic – it is positioning. Investors are allocating capital where value is physically tangible and independent of monetary policy.

BTC is trading above 91,264.5 (+1.27%), ETH maintains its position, XRP rises by 4.08% to 2.0885. The US debt clock is ticking, and the markets are listening.

BTC-2,61%

ETH-4,29%

XRP-4,33%

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