Gold in 2026: Why institutional investors are shifting from panic buying to permanent allocation
Gold has gained more than 60% in 2025, breaking price records over 50 times throughout the year, marking a fundamental shift in how institutional capital deploys the metal from panic-driven purchases to permanent strategic allocation.
Central banks now hold more gold than US Treasuries for the first time since the 1990s, whilst tokenisation and digital infrastructure are transforming gold from an emergency asset to an operational one, creating price-insensitive demand that persists regardless of short-term market conditions.
Read the full article here:
https://techfundingnews.com/gold-2026-institutional-shift-permanent-allocation/
Quotes from Oldenburg
"The critical insight is that this demand is price-insensitive. Gold is becoming the first non-digital asset to benefit comprehensively from digitalisation, transforming from an emergency asset to an operational asset.
The shift away from dollar dominance is a multi-decade trend, not a cyclical trade.”
— Patrice Mesnier, Founding Partner