Thank you to my friends for their messages and for their concern. The most successful thing I did in 2025 was to recommend my investment strategy to my friends in early April, which included building a position in gold before the price reached $3,000.
Tweet link: https://x.com/Phyrex_Ni/status/1909926407893094404?s=20
I don't know how many friends actually executed this, but at that time, I expected the gold price to reach around $3,500, and by yesterday it had already reached $4,500. Gold is indeed performing well.
But that's not the main point. The main point is that I believe buying gold with USDC is like "taking off your pants to fart"—it's unnecessary.
Because buying gold with USDC is essentially no different from buying U.S. stocks with USDC. It's difficult to settle U.S. stocks, and even harder to settle gold. Some friends say that buying gold with USDC can avoid currency exchange issues, but in reality, this is no different from what I've always said about user misalignment.
The reason on-chain U.S. stocks are not popular is mainly due to user misalignment. Users in the crypto space are here to change their fate; how can investors who think $48,000 or $68,000 for $BTC is too expensive buy Nvidia at $200 or Tesla at $500? Similarly, I am hesitant to invest in gold at $4,500; how can crypto investors who gamble on small amounts expect a further 10% increase? This is inherently unrealistic.
This is all just for fun, not the most important thing. The most important thing is that gold tokens have long been available. Don't say that buying gold with USDC is new; a few years ago, there were already USDT options to buy gold tokens, and there are even stablecoins backed by gold that can be settled, yet they are still not very popular. Essentially, USDC is not a better "purchase channel."
Unless you can buy with USDC at a discount, why not just use USD directly? Why not buy with fiat currency directly? Why not purchase on the London Bullion Market Association? When it comes to derivatives, who can say they are better than CME? Even the Shanghai Stock Exchange and the Hong Kong Gold and Silver Exchange have limited trading volume and depth.
Stablecoins as a payment channel are still quite young. Gold is great, and USDC is also great, but buying gold with USDC is not that appealing.
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