Francis Hunt mentions that central banks, especially in India, Russia, China, and other Global South nations, are boosting gold reserves while cutting U.S. Treasuries, marking the first time since 1996 that gold has surpassed Treasuries. India alone has reduced its T-bill holdings to $227 billion while raising gold reserves to about 880 tonnes. Meanwhile, Eric Yeung predicts that with gold hitting record highs above $3,500–$3,600/oz, forecasts project $3,700–$4,000 by mid-2026 and potentially $5,000+ if Fed independence is challenged and a wider shift from Treasuries accelerates, so the U.S. can revalue its Treasury gold reserves at much greater market levels.
Eric Yeung is a financial commentator and analyst who frequently discusses gold, silver, and macroeconomic trends. He highlights that gold consolidated for months before breaking above $3,500, while silver pushed past $40. Many dismiss the idea that Trump’s tariff threats explain this move, since that narrative has been recycled for months. What really drove the breakout was the recent BRICS meeting and India’s shift, reducing U.S. Treasury holdings while increasing physical gold and silver. Combined with America’s ballooning $37 trillion debt and talk of confiscating frozen Russian assets, these pressures pushed India further toward hard assets and away from Treasuries.
This reflects a much larger global trend. Countries like Russia, China, and now India are abandoning U.S. Treasuries and adopting physical gold as a reserve asset, signaling a fundamental change in the financial order. Unlike Treasuries, which can be frozen or seized by Washington, physical gold held at home cannot be cancelled by a foreign government. Eric believes as a result, sovereign demand for gold is accelerating, and we’re still in the early stages of its remonetization. Francis Hunt, known as The Market Sniper, along with Eric Yeung, points out that central banks remain steady net buyers of gold, with India notably reducing U.S. Treasury exposure while increasing its gold reserves over the past year. Analysts warn that even modest reallocations from Treasuries into gold, potentially in the hundreds of billions, could drive prices sharply higher, given tight liquidity and the outsized impact of institutional flows. Forecasts suggest gold could reach $3,700 by end-2025, around $4,000 by mid-2026 in base cases, and near $5,000 in stressed scenarios, expanding its market cap from roughly $24 trillion to over $31 trillion. This shift is driven by geopolitical tensions, rising U.S. debt, and concerns over dollar-based assets being frozen or seized, making gold the preferred non-sovereign reserve asset as nations diversify away from Treasuries.
Could a mass revaluation of U.S. Treasury gold reserves at higher market prices fundamentally reset the global financial system? How might continued BRICS diversification into gold and silver impact the long-term dominance of the U.S. dollar?
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