The Gold Lens · Topic
Debasement
3 analyses on how Debasement is shaping the gold market.
Gold and the Shadow of Fiscal Dominance
In three days in August the 30-year Treasury yield hit a 19-year high, the national debt passed $40 trillion and the Treasury doubled its buybacks of its own long bonds. Gold rose 13% that month. The United States has run this experiment before — and gold’s part in it then is instructive.
15 September 2026 · 13 min read
Gold and Bitcoin Are Both ‘Debasement Trades.’ They Are Not the Same Bet.
Fear of fiat debasement has pushed money into gold and Bitcoin alike, and the two are now spoken of as one idea. They aren’t — they answer the same fear with opposite risk profiles, and confusing them is the most expensive mistake a debasement-minded investor can make.
27 June 2026 · 7 min read
The $4,000 Gold Era: How a Reserve Asset Was Repriced
In barely two years gold has roughly doubled, overtaken first the euro and then US Treasuries in central-bank reserves, and re-entered the heart of the monetary conversation. This is the anatomy of a structural repricing — and what it would take to reverse it.
20 June 2026 · 13 min readBrowse Other Topics