Gold’s Scarcity Is About Trust, Not Extraction

[nihalsari]

Gold has always been scarce, but in 2026 its value is less about how much is mined and more about who trusts it. Central banks and long-term institutions continue to treat gold as neutral collateral — an asset detached from any single nation’s debt or policy decisions.

Gold’s scarcity expresses itself differently depending on form. Physical bullion emphasizes secure custody and settlement certainty, while ETFs and futures prioritize liquidity and portfolio flexibility. During geopolitical stress, markets often reprice gold not for upside potential, but for its reliability when other financial systems are under strain.

[JanEmil]

Until we find unlimited gold

[Revenant]

Neutral collateral beats political promises.

[Capybara_Capybara]

Custody > yield when systems are stressed.

[The_Walking_Dead]

Liquidity is optional — trust is not.