1. Prof. N. Taleb was one of the few expert commentators to...

1. Prof. N. Taleb was one of the few expert commentators to predict the 2008 GFC crash. He has also been predicting for years that crypto will collapse, as it is "not a genuine store of value" (which is gold's historical foundation & mantra).

Yahoo.com/Fortune.com S. Mollman 9.1.23 states

"Technology comes and goes’

One problem with Bitcoin, he [Prof. Taleb] said, is that “we are not sure of the interests, mentalities and preferences of future generations. Technology comes and goes, gold stays, at least physically. Once neglected for a brief period, Bitcoin would necessarily collapse.”

What’s more, he said, “It cannot be expected that an entry on a register that requires active maintenance by interested and motivated people—this is how Bitcoin works—will retain its physical properties, a condition for monetary value, for any period of time.”

Asked about the origins of the “craze for cryptocurrencies,” he pointed to the low interest rates of the past 15 years.

“Lowering rates creates asset bubbles without necessarily helping the economy,” he said. “Capital no longer costs anything, risk-free returns on investment become too low, even negative, pushing people into speculation. We lose our sense of what a long-term investment is. It is the end of real finance.”

One of the results, he argued, was “malignant tumors like Bitcoin” ".

https://finance.yahoo.com/news/bitcoin-gold-beware-malignant-tumor-202625526.html

2. Central Banks have recently been records amounts of gold- this probably has significantly boosted the gold price.
Financial Post 29.12.22 H. Dempsey said

"Central banksare scooping upgoldat the fastest pace since 1967, with analysts pinningChinaandRussiaas big buyers in an indication that some nations are keen to diversify their reserves away from the dollar.
Data compiled by the World Gold Council (WGC), an industry-funded group, has shown demand for the precious metal has outstripped any annual amount in the past 55 years. Last month’s estimates are also far larger than central banks’ official reported figures, sparking speculation in the industry over the identity of the buyers and their motivations.

The flight of central banks to gold “would suggest the geopolitical backdrop is one of mistrust, doubt and uncertainty” after the United States and its allies froze Russia’s dollar reserves, said Adrian Ash, head of research at BullionVault, a gold marketplace"

https://financialpost.com/commodities/mining/central-banks-buy-gold-fastest-pace-55-years

As both these struggling crypto & Central Bank gold purchase trends are likely, IMO, to continue, this bodes well for the POG- &, eventually, GBZ & its SP.