Tenbin Labs(@tenbinlabs):Gold just broke below $4,000/oz for the first time since late 2025. Down nearly 30% from the January highs because of a hawkish Fed. But the structural macro case hasn't changed as central banks continue stacking gold reserves against the USD. Same thesis, just cheaper.

Tenbin Labs

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Tenbin Labs@tenbinlabs

2026.06.24 21:00

Gold just broke below $4,000/oz for the first time since late 2025. Down nearly 30% from the January highs because of a hawkish Fed. But the structural macro case hasn't changed as central banks continue stacking gold reserves against the USD. Same thesis, just cheaper.