🇺🇸🇨🇳 China Accelerates Shift From U.S. Treasuries to Gold
China continues to reduce its holdings of U.S. Treasuries while aggressively increasing gold purchases, signaling a long-term strategic shift away from dollar-denominated assets. This move reflects Beijing’s effort to diversify reserves and reduce exposure to U.S. monetary and geopolitical risk.
By prioritizing gold, China is reinforcing a hard-asset strategy amid rising global debt, sanctions risk, and currency weaponization. The trend also aligns with broader de-dollarization efforts seen across several emerging economies.
Market Impact
Sustained Treasury selling adds pressure to U.S. debt markets, while large-scale gold accumulation strengthens the bullish long-term case for scarce assets. For crypto markets, this macro shift quietly supports the narrative around non-sovereign stores of value during global realignment.
