#比特币2026年行情展望 $ETH $SUI $LTC

A well-known investor's recent views have sparked attention: he is not optimistic about gold in the short term, and will only consider entering if it drops more than 20%.

The statement is quite harsh. After all, gold has performed strongly this year—marking the best annual performance in decades, with central banks around the world continuing to buy, and safe-haven demand remaining high. But this investment guru's logic is: the good times are almost over. He predicts a shift in the US economy and a potential rebound of the dollar, which would make assets like gold that do not generate income look awkward.

What's more interesting is what he actually favors—he considers the Chinese stock market as a "long-term growth engine," especially opportunities in high-end chips and AI. He also has his eye on related companies in India, South Korea, and Taiwan.

Ironically, gold prices did indeed decline on Friday, dropping to $4,600. The dollar is strengthening, geopolitical tensions are easing, and those betting on gold are starting to hesitate.

However, there's an odd phenomenon: the world's largest gold ETF has hit a new record high in holdings. One side says gold has no prospects, while the other is adding positions. Is this a deep strategic move or a trap? As a traditional asset, gold may soon face a real test.