In this second episode of the Gold for All Report Series, we step back from symptoms and interrogate foundations: why this report exists at all. Every monetary age rewrites its store of value, and the 20th century rewrote trust into paper with migrating confidence from bars you could weigh to decrees you had to believe. That system delivered scale, yes, but also fragility: debt that compounds faster than growth, sanctions as a switch, and reserves that disappear with a keystroke. Remonetization is no longer a theory and it is happening in the open. Central banks are buying at 1960s-scale. Nations are quietly pulling their metal home. Households in Asia and Africa already hold sovereign-sized stockpiles. Yet the pipes carrying this collateral are out of sync: mine supply is flat, compliance bottlenecks are choking lawful mobility, and paper claims balloon above verifiable bars. When information is opaque and collateral is unverified, “liquidity” becomes theater where the market clears on screens while the warehouse stays shut.
So we go back to first principles: finance rests on information and collateral. When information is asymmetrical, paper markets detach from physical reality. When collateral cannot be proven, owned, or delivered, trust collapses inward toward a handful of custodians who become single points of failure. When those pillars crack, price signals distort, settlement stretches, and scavenger hunts replace redemption.
This is the gap the report exists to map: a world where gold is again the collateral of last resort, but the ledgers tracking it still obey the logic of a fading era. If we do not repair the information rails and the collateral rails together, the asset meant to steady the system will inherit the system’s fragility.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Hosted by Ubuntu Tribe.
We are the issuer of GIFT - Gold International Fungible Token which you can Reserve, Trade and Build With GIFT Gold. It is a digital certificate of gold ownership, backed 1:1 by physical gold and 1 GIFT Gold is equivalent to 1mg of Gold and available from under 10 cents. You can also access our Gold for All Report (2025).