GoldFix

GoldFix

How Tether-Gold Fits Zoltan Pozsar’s 2023 Framework

Why Does Tether Keep Stacking Gold?

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VBL
Feb 10, 2026
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“Money is something that is either purely public or a public-private partnership.”

- Zoltan Pozsar May 2023

We will come to the significance of that quote in this post. For now, we think that Tether and/ or other organizations are working with the US Government to secure the monetary base using Stablecoins and Gold. First, lets get the facts together to see what Tether has actually been up to.

Contents

  1. Tether’s Gold Accumulation and What Comes Next

  2. A balance sheet signal

  3. Private accumulation at sovereign scale

  4. Gold held for reserves and gold held for strategy

  5. Tokenized gold as settlement infrastructure

  6. Formal allocation emerges

  7. Gold ownership in the next monetary regime

  8. Zoltan Pozsar Hinted at This in 2023

  9. Where we stand on this idea

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