Gold at $5,000 and Geopolitical Risks: Why Germany is Ready to Withdraw Its U.S. Reserves

Global financial markets have entered a period of historic turbulence. On January 26, 2026, the price of gold (XAU) set an unprecedented record, reaching $5,112 per ounce. Since the beginning of the year, the precious metal has risen by almost 18%, sparking a wave of debate in Europe about the safety of national reserves. Germany, whose billions of dollars' worth of gold are still stored overseas, has become the focus of attention.

A Call for Strategic Independence

Amid gold's rapid rally, Emanuel Mönch, economist and former head of research at the German Bundesbank, issued a strongly worded statement. He called on authorities to immediately begin the process of repatriating gold bullion from New York vaults.

According to the expert, the current geopolitical situation makes storing strategic assets in the US an unjustified risk. Mönch emphasizes that to achieve true economic autonomy, Germany must exercise physical control over its resources, without relying on Washington's political will.

$203 Billion at Stake: The Risks of Storing Gold in the US

Germany holds the second-largest gold reserves in the world, second only to the United States. A significant portion of this wealth—1,236 tonnes—is managed by the Federal Reserve Bank of New York. At current prices at the beginning of 2026, this asset is valued at a colossal $203.2 billion.

Why are German politicians sounding the alarm?

The head of the Association of European Taxpayers, Michael Jäger, expresses concerns shared by many in the EU. The main arguments of those in favor of gold repatriation:

1. The White House's unpredictability: The US administration's policy of "deals" creates the risk of using foreign gold as leverage.
2. Protection from sanctions and blocking: The increasing number of freezes on government assets worldwide is causing the Bundesbank to fear for access to its reserves.
3. Geopolitical tensions:Potential diplomatic conflicts (including territorial claims or trade wars) could lead to restrictions on the issuance of gold.

"US vaults are no longer a guarantee of security for our gold," Jäger concludes, pointing to the need to physically move the bullion to German soil.

Repatriation as a global trend in 2026

Germany is not the only country considering a "return home." With gold becoming the primary safe haven asset amid the depreciation of paper currencies, central banks around the world are seeking maximum sovereignty. A repatriation of this scale could take years, but the very beginning of the process will be a powerful signal of a shift in trust within the transatlantic alliance.

The Impact of the News on the RAO CASH Token: Forecast and Conclusions

The news of the possible repatriation of German gold and its record price has a direct impact on the digital asset market, and RAO Cash in particular.

1. Strengthening the "Hard Money" Narrative: As gold sets records and the world's largest economies debate physical asset ownership, investors begin to value decentralization. RAO Cash, as an asset with transparent issuance that cannot be locked or "not released" from storage, becomes a digital equivalent of gold, accessible to everyone without intermediaries.

2. Flight to Safety: Growing mistrust of the US and the Federal Reserve is pushing capital to seek alternative financial instruments. The outflow of funds from fiat systems to crypto assets will intensify in 2026. For RAO Cash, this means a potential influx of liquidity from users seeking to protect their savings from political risks.

3. Forecast: If Germany officially announces the beginning of its gold withdrawal from the US, this could cause short-term chaos in the currency market and a decline in the dollar. In such a situation, decentralized tokens like RAO Cash could experience significant growth, as they offer users exactly what Germany currently lacks – complete and unconditional control over their funds anywhere in the world.

Conclusion: The situation with German gold confirms that the era of unconditional trust in centralized institutions is ending. For the RAO Cash community, this is a time of opportunity, confirming the correctness of their choice in favor of independent digital finance.