🟨 Wall Street Firm Flags Unusual Gold Accumulation by Major Buyer
A report from veteran investment bank Jefferies — in business since 1962 — highlights an unexpected surge in physical gold buying by a non‑sovereign entity, rivaling central bank demand over recent months. This signals institutional positioning for long‑term monetary uncertainty, amid gold’s historic rally.
Key Facts:
• Jefferies analysts note roughly 32 tonnes of gold accumulated in late 2025 and January 2026, placing this buyer among the most aggressive globally.
• Total holdings are estimated at 148 tonnes ($23B) — enough to rank in the top 30 gold holders worldwide.
• Only Brazil and Poland bought more over the same period among sovereign entities.
• The buyer: Tether (USDT), using gold both to back stablecoin reserves and expand gold‑backed digital token supply.
Why It Matters:
Gold’s rally — recently crossing $5,500 per ounce and up nearly 50 % since last September — has been driven by central banks, rising yields, and a push to diversify away from the U.S. dollar. Large bullion accumulation outside traditional government or fund channels suggests new strategic capital flows seeking refuge in hard assets.
Expert Insight:
Unusual accumulation at this scale shows that non‑sovereign institutional players are treating gold not just as a hedge but as a strategic, long‑term reserve asset, a trend that may support continued demand even during market volatility.
#Gold #WallStreet #InstitutionalDemand #CryptoMarkets #USTechFundFlows $USDC $XAU $BTC
