2026-01-16 07:47:15

Seasoned investor Mark Mobius has changed his tune on gold. Following its spectacular rally in recent times, he's flagging that the precious metal no longer presents compelling opportunities for investors.

Mobius's comment reflects a broader sentiment shift—after gold's historic run-up, valuations have tightened significantly. Many market participants are now reassessing whether the current price levels justify fresh positions or if it's time to take profits.

For crypto investors, this macro perspective matters. As traditional assets like gold compete for capital in the investment landscape, understanding how veteran players are positioning themselves can provide useful context for broader market movements. When safe-haven assets become less attractive, capital flows often get redirected—and crypto sometimes benefits from that reallocation.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

9 Likes

Reward
9
6
Repost
Share

Comment

0/400

GasFeeTears

· 01-18 19:17

Mobius is also starting to talk about reaching the peak... It seems that gold indeed needs to cool down.

View OriginalReply0

RetailTherapist

· 01-18 03:23

Mobius changes tone? LOL, this guy is just like that—when gold rises, he calls for selling; when it falls, he calls for buying, a textbook example of chasing the rally and selling the dip... But to be fair, gold has indeed gone crazy this round. Entering now to buy seems a bit risky. Funds are about to start moving around, maybe they will really flow into the crypto space. Let’s see who will be laughing last then. Wait, isn’t this another cycle of "traditional finance weakens → crypto takes off"... Why do I feel like this pattern repeats a bit too often?

View OriginalReply0

SilentObserver

· 01-16 08:16

The big shot has changed his tune, indicating that the gold's rise has already been exhausted.

View OriginalReply0

Lonely_Validator

· 01-16 08:15

Mobius says there's no chance for gold? Haha, this old guy finally sees it clearly. It's our turn now.

View OriginalReply0

GasFeeCrybaby

· 01-16 08:13

Mobius is also starting to turn bearish on gold. Does this mean it's our turn now?

View OriginalReply0

ColdWalletAnxiety

· 01-16 08:09

Moebius is really starting to become conservative. The gold price is rising so sharply, yet he says there's no chance? I think he's hinting that it's time to sell. --- It's the same old story. When safe assets cool down, the crypto circle benefits? Don't be ridiculous, funds don't listen that well. --- Wait, with this crazy surge in gold prices, is it really about to top out? I still hold some. --- Haha, the old fox finally dares to tell the truth, just afraid of another reversal and face-slapping. --- So now the funds are flowing into crypto? I don't buy it. What about the promised digital gold? --- It does feel like hot money is shifting, but don't be brainwashed by this macro narrative. It's better to look at the fundamentals yourself.

View OriginalReply0