What does gold revaluation going mainstream mean for you?

In the latest episode of Live from the Vault, Andrew Maguire reveals how gold’s long-awaited revaluation is gaining mainstream attention, exposing deep flaws in the Western financial system and shifting power towards physical gold markets.

The long-speculated gold revaluation has now entered mainstream discussion, as key financial institutions acknowledge a shift in the global monetary system. With gold still grossly undervalued, the potential price reset could significantly alter global finance, exposing vulnerabilities in the Western gold market.

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The case for gold revaluation

Andrew Maguire has long predicted that a gold price adjustment would force an unwanted audit of US Treasury gold reserves. Now, mainstream media – including outlets like Forbes or Financial Post – are recognising this possibility. Newly appointed US Treasury Secretary Scott Bessent has hinted at monetising US assets while easing bond market pressures, while analysts from Bloomberg Intelligence and Bank of America confirm that the process is already in motion.

With gold trading at around $2,900 per ounce, revaluation could inject nearly $900 billion into the Treasury General Account, reducing the need for excessive bond issuance. Proposals for gold-backed Treasury bonds indicate a possible revaluation range between $3,000 and $5,000 per ounce, reinforcing gold’s growing role as a financial stabiliser.

Physical gold vs. paper gold

Despite increasing gold prices, the market continues to grapple with the long-standing disconnect between paper and physical gold. Basel III regulations, coming into full effect in July 2025, will require greater physical backing for COMEX transactions, driving up demand for deliverable gold. Central banks and institutional buyers are moving to secure physical holdings, triggering a rush to repurchase previously leased gold – further tightening supply.

At the same time, gold lease rates have surged, yet few institutions are willing to extend their positions. Instead, institutional money is shifting into physical gold and gold-backed ETFs, bypassing COMEX-traded derivatives. This underscores a broader trend: gold is increasingly being treated as a first-tier asset, independent of the traditional paper-based system.

The global gold market’s power shift

London’s dominance as the global gold trading hub is waning. With the rise of BRICS-aligned exchanges and T+1 settlement systems, Western orders are flowing directly into alternative trading networks. Sovereign central banks are increasingly sourcing gold directly from producers and refiners, moving away from unbacked contracts and exposing years of mismanagement in the Western gold system.

China’s National Financial Regulatory Administration has ramped up gold purchases, incorporating insurance funds into its investment strategy. This signals a broader commitment to integrating gold into the monetary system, with major hedge funds and financial institutions following suit.

The future of gold

A full audit of US Treasury gold could expose multiple ownership claims and widespread rehypothecation. If revealed, this could trigger a hard reset of gold prices over a single weekend, potentially leading to the issuance of gold-backed Treasury notes. With Basel III reclassifying gold as a first-tier asset since January 2023, the shift away from the US dollar is accelerating, challenging the dominance of the Western financial system.

As the physical gold supply remains constrained, the scramble to secure metal before revaluation intensifies. Whether through Basel III-driven reforms, a US Treasury audit, or a fundamental restructuring of the global monetary system, one thing is certain – gold’s role in shaping the future of finance is only beginning.

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The opinions, analyses, and predictions expressed by Andrew Maguire in this content are his own and do not necessarily reflect the views, positions, or official policies of Kinesis.

This information is provided for informational purposes only and should not be considered financial advice. Kinesis assumes no responsibility for any investment or financial decisions made based on the information provided. Please consult with a qualified financial advisor for personalised guidance.