ANALISTA Igor Pereira Posted January 21 ANALISTA Report Share Posted January 21 Traders, if you needed a sign that trust money is losing government confidence, here it is. A Bloomberg You just confirmed: The National Bank of Poland (NBP) officially approved the purchase of more 150 tonnes of gold. By Igor Pereira Financial Market Analyst This is not a common portfolio allocation. It's a strategic race for real assets by a nation on the geopolitical front line. Below, the analysis of why this changes the game to the price of Gold. Poland is not just buying; it is accelerating. The History: By 2025, Poland was once the world's "largest gold buyer," acquiring around 100 tonnes. Acceleration: Now, in 2026, they raised the bet to 150 tonnes. Reading: When a Central Bank, which already bought heavy the previous year, decides to increase the purchase volume with the price in the historical maximumsThat means they don't expect the price to fall. They are buying at any price ("At Market") for fear of running out. The numbers of this transaction are impressive and validate our current price range. The Value: The purchase is valued in almost $23 billion current market prices. The Comparison: To put into perspective, just this purchase Poland is bigger than all gold reserves from large economies like Brazil and Mexico. Poland is draining a quantity of physicists from the market that is equivalent to entire national reserves. The Elite Club: This move will place Poland among the Top 10 countries with the largest gold reserves in the world. They are turning the Zloty (Polish currency) into one of the most ballasted gold coins in Europe. Why is Poland doing this? Location: They're NATO's eastern border. They see the instability coming from Russia/Ukraine. Dedollarisation Defensive: They are exchanging dollar/euro reserves (which can be sanctioned or inflated) for Physical Gold (which has no counterparty risk). It's a war insurance policy. Central Banks are the definitive Insiders. If they're accumulating 150 tons at $4,700/oz, you shouldn't be selling. My Vision: The Sovereign Bid created a concrete floor below the price of gold.Follow the Whale: While Poland and China are buying, operating "Short" in gold is fighting against the GDP of nations. Target: This news should remove any excess physical supply in the London market (LBMA), pushing the price quickly to our target of $4,900. Game Turned: Next in Queue Market intelligence indicates that another G7 country is secretly repatriating its gold from New York and London before announcing a similar purchase. Our members Premium They'll know who you are before the headline. Ensure your place in the elite market: "> CLICK HERE TO ACCESS THE PICTURE Visitante_5cb59dcf, Visitante_5c6ad0f6, Visitante_82f9768b and 6 others 2 3 1 2 1 1 Perfect! Thanks! Love it! Haha Confused :/ Oush! Wow! Liked! × 💬 Did you like this content? Your feedback is very important! Liked! Perfect! Thanks! Love it! Haha Confused :/ Oush! Wow! Quote Link to comment Share on other sites More sharing options...
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