BRICS Gold: The Floor; Fed Switch: The Catalyst; Bitcoin: The Fuse

BRICS nations are strategically investing heavily in gold, accounting for approximately 67% of global central bank demand this year alone. This trend has significantly buffered gold against potential market dips while the Federal Reserve (Fed) approaches the endgame of its quantitative tightening (QT) process. As Fed liquidity drains further, we’ll likely witness a shift in dynamics. Bitcoin’s high beta nature makes it poised to be the first asset to react to this change, reflecting a heightened degree of risk and opportunity.