July 18, 2025

The Quiet Revolution That Could Send Gold Skyrocketing

Market Commentary

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Back in May, the Fed pulled a move that didn’t make headlines, but probably should have. They quietly gave the green light for the U.S. government to revalue its gold reserves not just once, but as often as needed, as long as prices keep climbing. Sounds super niche, but it’s actually a pretty big deal. For the first time since 1973, when gold was officially priced at a humble $42 an ounce, Washington can now update the value of its gold stash without selling a single bar or firing up the money printer. And with gold now soaring past $3,300 an ounce, this isn’t just policy trivia. It’s a door swinging wide open to hundreds of billions in potential fiscal firepower.

If the U.S. were to revalue its gold reserves at today’s price, it could instantly unlock around $860 billion in paper gains. That money could go straight into the government’s accounts and be used to help cover deficits without the need for higher taxes or more borrowing. In effect, it turns gold from a passive asset into an active fiscal tool.
Now picture this idea spreading. In a world full of debt stress, currency instability, and a slow shift away from the U.S. dollar, gold could find its way back into the spotlight as a monetary anchor. If that happens, we might see gold prices explode higher in 2026. Countries with large gold holdings will be in a much stronger position, especially if those reserves are certified and recognized as strategic assets.

(17 Countries with the biggest gold reserves)

For Indonesia, this opens up a path to something most countries only dream about: using gold to support fiscal stability without touching exports or adding to foreign debt. Even undeveloped but proven reserves could be monetized or used creatively to boost the national balance sheet. That makes gold more than just a hedge, it becomes an opportunity.

This is exactly why we believe investors should start paying closer attention to gold stocks. One name that stands out right now is BRMS. With more than 110 tons of JORC-certified gold reserves, BRMS is not just preparing for future production. It already holds a strategic asset that carries meaningful value today. These reserves give the company a stronger position when it comes to securing funding, building long-term partnerships, or anticipating a future where gold plays a larger role in global monetary policy.

BRMS is also actively expanding. The company is currently drilling in Gorontalo, where early-stage exploration suggests the presence of a large copper and gold porphyry system. While not yet confirmed, porphyry deposits are known for their exceptional characteristics such as massive ore size, high grade, and long mine life, making them highly valuable targets. It is about future potential that continues to grow.

(Exploration Map – Gorontalo Drilling Area)

As the global landscape shifts toward reduced reliance on the US dollar, more fragmented supply chains, and renewed interest in hard assets, BRMS is positioned at a rare intersection. It is more than just a mining company. It could become part of a much broader story, where gold returns not only as a safe haven, but as a core building block of the next financial era.

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July 18, 2025

July 18, 2025

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