Ray Dalio’s 15% Gold Rule Might Save Your Portfolio

Ray Dalio didn’t whisper about gold recently, he roared.

Just this week, the billionaire founder of Bridgewater Associates — a man who once warned of the 2008 financial crisis before the rest of Wall Street could spell “subprime” — urged investors to put at least 15% of their portfolios into gold or Bitcoin. 

Preferably gold.

What was his reasoning, you ask? Well, it was none other than a looming U.S. fiscal crisis so severe he compared it to an “economic heart attack.” 

You see, the U.S. government has a bit of a spending problem. You know it, I know it… hell, the whole world knows it! 

And the government's severe addiction to deficit spending has set the table for a dollar devaluation so violent it could make the stagflation of the 1970s look like a mild hangover.

He didn’t mince words, either, and the message was loud and clear: You don’t want to be stuck holding paper when the patient flatlines!

Although Dalio has been pounding this drum for years — warning of currency debasement, political infighting, and the collapse of the dollar-led order — this time feels different. 

Because now, the world isn’t just nodding along… It's acting.

Always keep in mind something that we’ve been talking about for weeks — the smart money is already moving to gold. 

Central banks — the same ones that used to scoff at gold as a “barbarous relic” — are now among gold’s biggest fans, and are some of the largest gold hoarders in modern history.

Remember, according to the World Gold Council, central banks have purchased more than 1,000 tonnes of gold for three years running — a pace not seen since Bretton Woods crumbled. Over 80% of these banks say they’ll increase reserves again in the next 12 months. Even more revealing, the majority plan to decrease their holdings of U.S. Treasuries

Mind you, these aren’t just pocket-change purchases. They’re moving mountains of metal — often off-market, and often away from prying Western eyes.

Look no further than China for a little proof…

Officially, the People’s Bank of China has been quietly accumulating gold for 19 straight months.

Unofficially? Analysts suspect they’re stockpiling far more through back channels, and have even noted that the Chinese central bank buying may be happening off-books, cloaked in state-owned commercial banks to avoid scrutiny. 

So why the secrecy? Because China’s not just hedging inflation — it’s weaponizing gold. And every ounce they stash is another ounce untethered from the U.S. dollar.

Interestingly, Russia’s following the same playbook. 

Despite Western sanctions, the Kremlin has ramped up its gold reserves aggressively in 2025 — both as a wartime shield and as a pivot away from dollar dependence. 

Together, the two aren’t just stacking gold, they’re building an alternate monetary reality. Both Russia and China have said their intention to create independent gold exchanges, bypassing the London and New York systems that currently set global pricing benchmarks. 

Think about that for a minute…. two of the world’s largest nations are openly challenging the West’s control over the price of money itself.

Of course, we recently talked about how it’s not just central banks scrambling to grow their gold vaults. Sovereign wealth funds — the mega-pools of capital controlled by national governments — are now backing up the Brinks truck too.

These are long-term investors, and aren’t just trying to flip gold coins for quarterly profits. 

They’re preparing for the world after the next crash.

The UAE’s Mubadala, Singapore’s GIC, and even Norway’s trillion-dollar GPFG have all reported increased exposure to physical gold. Some are now building their own storage facilities — not ETFs, not futures, but actual vaults with actual bars.

If the smartest investors on Earth are bracing for a monetary reset, perhaps we should be following suit. 

This demand for gold may be surging, but the rush isn’t limited to institutions. 

Retail investors across the globe are piling in. In India, demand on the MCX is approaching post-pandemic highs. In Turkey and Egypt, gold coins are flying off shelves faster than they can be minted.

But here’s the twist: much of that demand is digital. A new generation of investors isn’t buying bullion — they’re buying tokenized gold.

Case in point: Tether’s XAUT, a gold-backed crypto token, surged 40% this month alone, with demand from both central banks and institutions driving this hybrid market — where gold’s stability meets blockchain’s flexibility. 

And that brings us to the final — and perhaps most important — part of this shift.

The veteran members of our investment community understand that the next gold revolution will come from tokenization.

Except, it’s already here.

That’s where NatGold has come into play. 

We’re not talking about some random crypto project. It’s the first token backed by verified in-ground gold assets — not promises, not IOUs, not speculation. This gold is about as real as it gets, geologically confirmed and resting comfortably beneath U.S. soil. 

Mapped, measured, and waiting.

It’s the perfect investment marriage: the timeless value of gold with the modern agility of crypto. While Bitcoin burns through energy and Ethereum wrestles with regulation, NatGold offers something neither can: intrinsic value from day one.

And unlike gold ETFs or bullion, NatGold is designed for the digital age — easy to reserve, impossible to counterfeit, and engineered to ride the same wave that’s lifting sovereign wealth funds, central banks, and billionaire hedge fund legends like Dalio.

Best of all? We’re still early. 

You see, this opportunity isn’t locked behind velvet ropes or hedge fund minimums. It’s open to individual investors — the very people being left behind by the dollar’s slow-motion collapse.

Ray Dalio warned you, Central banks and sovereign funds confirmed it, and now the market’s starting to shift beneath your feet.

Don’t just buy gold. Own the future of it.

Because when history turns, gold wins.

And this time, you can too.