RT☁777 Today's Analysis

1.28 Gold vs ETH Ultimate Decision! Who is worth adding to long-term holdings? The answer is directly provided.

First, the conclusion: Buy gold at low prices with eyes closed, long-term holding is the top choice; ETH has no short-term adding value, wait for signals to land for long-term.

1.28 Latest Market Conditions

✅ Gold: London Gold $5090-5160 (new high of 5172 after slight adjustment, up 15%+ at the beginning of the year), Shanghai Gold 1142 RMB/gram, down slightly by 0.28%, funds remain strong and concentrated.
❌ ETH: $2760 oscillates with a slight increase of 0.8%, inflation at 0.97%, low destruction volume, ETF weekly net outflow of $600.7 million.

🥇 Gold

✅ Short-term: Low buy zone at $4900-5000, Federal Reserve 6-month rate cut probability at 78%+, slight adjustment at high levels, this is a window for positioning.
✅ Long-term: Central bank monthly gold purchase of 60 tons+, de-dollarization, supply-demand gap, institutional target is $5400-6600, holding for 1-3 years is profitable.

🪙 ETH: Do not touch in the short term, wait for 2 signals in the long term.

❌ Short-term: Pledge queue reaches 2,597,800 coins (not 900,000-1,000,000), which is a false impression; no-volume rebound in the $2700-2800 range, adding positions will be washed out.
✅ Long-term holding only considers: ① Resumption of destruction volume leading to inflation zero; ② ETF shifting from outflow to continuous net inflow, currently none realized.

Gold: London Gold $4900-5000 / Shanghai Gold 1100-1120 RMB/gram, buy in batches at low prices, allocate 20%-30% long-term.
ETH: Stay cautious, do not bottom fish or add until double signals appear; for trapped positions, reduce holdings on rallies.