According to The Kobeissi Letter, a World Gold Council survey shows that 95% of central banks expect global gold reserves to increase over the next year, with a record 43% intending to boost their own holdings. This trend signals a strong institutional preference for hard assets amid economic uncertainty, which often correlates with increased demand for alternative hedges such as Bitcoin (BTC). Crypto traders should monitor gold accumulation by central banks, as it may indicate shifting risk appetites and potential inflows into digital assets as part of diversified reserve strategies. [Source: The Kobeissi Letter, June 21, 2025]

According to André Dragosch, central banks are actively contemplating diversifying parts of their reserves into Bitcoin due to a critical blind spot that most investors and analysts have overlooked. This shift in reserve strategy may impact Bitcoin's demand and market dynamics, making it a key consideration for traders. Source: Twitter by André Dragosch.