Gold and Silver Shatter Records as Investors Flee to “Hard Assets”
IK- London — December 28, 2025
Gold and Silver Shatter Records as Investors Flee to “Hard Assets” Amid Geopolitical Anxiety during the final trading hours of the 2025 financial year.
In a historic “bullion breakout,” spot gold prices have surged to an unprecedented all-time high of $4,585 per ounce, marking a staggering 72% gain since the start of January.
Silver, often referred to as “gold on steroids,” has performed even more remarkably, peaking at $74.80 per ounce—a monumental 155% annual increase.
While global stock markets like the S&P 500 are celebrating record highs, the massive inflow into precious metals suggests that institutional investors are hedging against a potential “systemic shock” in 2026.
The rally is being fueled by a rare convergence of factors: aggressive central bank accumulation, the “de-dollarization” strategies of major emerging economies, and heightened maritime tensions in the Caribbean and the Red Sea.
For the first time in modern history, gold reserves have surpassed U.S. Treasuries in the total holdings of several global central banks, signalling a fundamental shift in the international monetary order.
As we head into 2026, analysts at major banks like Goldman Sachs and J.P. Morgan are already revising their targets, with some predicting gold could test the $5,000 mark by the end of next year.
Key Headlines:
• The Golden Peak:
Gold futures settle at $4,585, the highest level in history, driven by a “vote of no confidence” in fiat currencies.
• Silver’s Super-Cycle:
Silver hits $74.80, outperforming gold by more than double as industrial demand for solar and EV components meets safe-haven buying.
• Central Bank
Accumulation:
Global central banks added a record 220 tonnes of gold in Q3 2025 alone, led by China, India, and Turkey.
• The Interest Rate Fuse:
Expectations of further U.S. Federal Reserve rate cuts in 2026 lower the opportunity cost of holding non-yielding bullion.
• Geopolitical Hedging:
Fresh tensions in Venezuela and the Horn of Africa drive retail investors toward physical gold bars and coins.
Why the “Everything Rally” Includes Gold
Typically, when the stock market booms, gold prices soften as investors chase higher yields in equities.
However, 2025 has defied traditional economic models. The current “Everything Rally” is unique because while investors are optimistic about AI-driven growth, they are simultaneously terrified of the underlying fragility of the U.S. credit market.
With U.S. national debt continuing to climb and tariff wars reshaping trade, gold is no longer being treated as a short-term hedge but as a long-term store of value.
The surge is also “industrial” in nature, particularly for silver. As the world accelerates its green energy transition, the demand for silver in solar photovoltaic panels and electric vehicle (EV) semiconductors has created a structural deficit.
According to UNCTAD and World Bank data, industrial uses now account for more than 50% of total silver demand, meaning the metal is benefiting from both its status as a “safe haven” and its role as a “critical mineral.”
The “De-Dollarization” Factor
Egypt and its allies in the BRICS+ coalition have been central to this narrative. Throughout 2025, the Central Bank of Egypt and other regional institutions have significantly increased their gold reserves as a safeguard against potential sanctions or currency volatility.
This shift away from dollar-denominated assets is a core part of the “multipolar order” that CJ Global has been tracking. By moving their reserves into gold, these nations are ensuring that their “financial sovereignty” remains intact regardless of shifts in Washington’s policy.
In the final hours of 2025, the market momentum remains firmly bullish. While technical analysts warn that gold is in “overbought” territory and a short-term correction to the $4,200 level is possible, the long-term fundamentals have never been stronger.
For the average investor, the message from 2025 is clear:
in an age of digital transformation and geopolitical uncertainty, the world is returning to the most ancient form of financial security.
Secrets and Exclusives:
The “Caribbean Blockade” Panic
CJ Global has obtained exclusive information regarding a secret briefing held by major hedge funds in London last night. The sudden spike in gold in the last 48 hours was reportedly triggered by rumors of a “U.S. naval blockade” around Venezuela.
While not yet officially confirmed by the White House, the mere prospect of a Caribbean energy crisis has caused a massive “flight to safety.”
This “secret panic” explains why gold jumped nearly 1.1% in a single afternoon, catching many short-sellers off guard.
As we turn the page to 2026, the precious metals market is no longer just a “side show” to the stock market—it is the primary barometer of the world’s true level of anxiety.
