2026-01-21 03:54:39

A well-known investor at the Davos Forum has put forward a thought-provoking point: the existing fiat currency order is undergoing profound changes.

He pointed out that the era of traditional fiat currencies as central bank assets has waned. Last year, we observed a clear trend — major central banks around the world began adjusting their strategies, gradually reducing reliance on fiat currencies and sovereign bonds, and turning their attention to traditional safe-haven assets like gold. This shift in capital flow is not accidental but reflects the market's reassessment of the current monetary system.

More interestingly, gold's performance has started to surpass strong assets like the technology sector, which was hard to imagine in recent years. According to historical capital rotation patterns, when commodities and precious metals begin to outperform equity assets, it often signals a larger asset allocation shift brewing.

In this context, some believe that 2025 could become a pivotal moment for cryptocurrencies to demonstrate their value. As central banks adjust policies and capital seeks new stores of value, the crypto market may enter a new confirmation cycle.

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WalletDivorcer

· 11h ago

Central banks are buying gold, and we're still speculating on tech stocks. Haha, this is hilarious. --- Fiat currency order is about to change? Now I understand why we need to stockpile some real assets. --- I've seen that gold surpassing tech stocks a long time ago. Now, let's see if the crypto circle can catch this wave of opportunity. --- If 2025 really becomes the year of crypto, then my bag is saved. Just kidding. --- Central banks are harvesting retail investors like weeds. Do retail investors still believe in this system? --- The signals of capital rotation are so clear, and you still can't understand? Fine, I've already gone all in. --- Gold has risen so much, but Bitcoin is still just sitting there. What's going on? --- If this confirmation cycle crashes, I'll eat my live stream. --- It feels like they're saying, "Fiat is doomed, come buy my assets," but who can really escape?

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PancakeFlippa

· 11h ago

The central bank has started hoarding gold, and some people are still stubbornly holding onto fiat currency? Laughs The fact that gold is crushing tech stocks—what does that indicate... water always flows to the low places Should I go all in on crypto by 2025? I'm still debating This time is truly different, it feels like a change is coming Davos folks are always a step behind; we've seen through it long ago

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LadderToolGuy

· 11h ago

Central banks are stockpiling gold; how much longer can fiat currency last? --- Gold surpasses the tech sector, this signal is too obvious haha --- Is 2025 really the window period for crypto? Feels like this has been said every year --- Once the capital rotation pattern starts, cryptocurrencies will definitely be bottomed out --- What are Davos elites hinting at? Looks like it's time to get on board early --- Reconstruction of the fiat system, are the currencies in our hands becoming more valuable? --- Gold, crypto, commodities—rotating together, investors will be running around --- Central banks reducing fiat holdings to buy gold, isn't this paving the way for crypto? --- By the way, can 2025 really turn things around? I feel like I've heard this kind of rhetoric too many times --- Capital is looking for new outlets, crypto is definitely on the list, just see how high it can go --- Is the fiat era really coming to an end? Feels a bit exaggerated --- Gold outperforms tech, this has been common knowledge in the crypto circle for a long time --- The actions of central banks are the best market signals, right?

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GhostInTheChain

· 11h ago

The central bank has started accumulating gold, is this the end of fiat currency? --- Will gold outperform the tech sector? Wait, what does that really mean... --- 2025 crypto confirmation cycle? I feel like we should wait a bit more on this. --- The flow of funds has changed, but how many truly believe in this? --- Davos is once again telling stories, who is really shifting whom? --- So it's still about hoarding gold and Bitcoin; fiat currency is really depreciating. --- This logic is a bit far-fetched. The central bank reducing bond holdings means they are optimistic about crypto? --- Wait, why can gold surpass the tech sector... this reversal is quite significant. --- Asset rotation has been discussed for so many years, but the real profit still goes to those daring enough to take risks. --- It feels like every year there's talk of a "critical moment," and this year is no different.

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