MaRich

Global risks are being re-priced
If you interpret this round of market movement as a "short-term disturbance caused by geopolitical conflicts," then you might be underestimating one thing the market is doing: re-evaluating risk pricing.

Gold breaking 5000 is not a prediction of war, but a direct pricing of "global instability."
High debt levels, repeated overextension of monetary credit, and uncontrollable geopolitical tensions are not issues that will be resolved in a day or two. Gold is just the first asset to reflect these problems in its price.
Why hasn't Bitcoin risen in tandem? Because

Silver is an undervalued high-elasticity safe-haven asset
I recently bought silver, with current gains of about +32%. The main idea is that silver combines safe-haven properties and industrial demand, providing stronger price elasticity.
Compared to gold, silver has always been labeled as "rising with the market but not falling," but this round of market behavior is clearly different. Silver not only follows gold's safe-haven rhythm but also benefits from long-term support from industries like new energy and electronics manufacturing.
My strategic logic is very clear: when gold prices keep hit

The "withdrawal button" for EU tariffs has been pressed, and both the US dollar and capital markets are relieved

If there is anyone who most hopes that tariffs on Europe will not actually be implemented, it is certainly not Europe, but the US dollar system itself. The escalation of tariffs means the spread of trade frictions, slower capital flows, and an increase in global risk premiums, which is not always good for the US dollar.
Trump's decision to cancel the threat at this time is, to some extent, a way to "ease pressure" on financial markets. US bonds, US stocks, and the foreign exchange