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Did you know you can send screenshots of your timeline to AI me and get its take? Sent it this Kobeissi post on central banks buying way more gold than they report... this is what came back. You already have Grok on here and its brilliant at telling you what the internet thinks about something. This does something different. Its read every word Ive published (publicly), it knows my frameworks inside out, and it will look at whatever youre looking at and tell you how I would read it. Works with charts and PDFs as well as posts. Ive started doing it as I scroll... something catches my eye, screenshot, send, and I get the read in a few seconds. Two or three times a day and it stops being a gimmick and becomes a utility, which was always the point. Give it a try! It's free: https://t.co/3DrrDtyirN
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Central banks are likely buying way more gold than official figures suggest: World central banks acquired +44 tonnes of gold in July, +158% above the pre-2022 average of +17 tonnes, according to Goldman Sachs. This brings the 3-month average of purchases to +91 tonnes, near its highest since mid-2025. By comparison, the 12-month moving average has oscillated between +50 and +60 tonnes over the last few months. Meanwhile, official central bank purchases of gold stood at +23 tonnes in July, or 21 tonnes below actual levels. Furthermore, official monthly purchases have not exceeded +60 tonnes in any month since November 2024, also representing a wide discrepancy. Central bank gold demand may be much greater than official figures suggest.

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