🚨 Macro Shift Alert: China Accelerates De-Dollarization 🚨
China just reduced its U.S. Treasury holdings to an 18-year low, while gold accumulation hits record pace — and this matters for every market.
Key facts:
• 🇨🇳 China now holds $682.6B in U.S. Treasuries (down from $1.1T+ at peak)
• Falls to 3rd largest holder, behind Japan & the UK
• 🥇 PBoC gold reserves rise to 2,306 tonnes
• 14 consecutive months of gold buying
This signals something bigger than routine portfolio rebalancing.
What’s really happening:
For decades, China recycled trade surpluses into U.S. debt — safe, liquid, dollar-based.
That playbook is changing.
Geopolitical risk has turned foreign sovereign debt into a strategic liability, while gold offers something Treasuries can’t:
➡️ No sanctions risk
➡️ No counterparty exposure
➡️ Physical control
(Bullion in a domestic vault can’t be frozen.)
Why this matters:
• 🇺🇸 U.S. deficits are expanding as a major buyer steps back
• 🥇 Gold gets a structural price floor from sustained central-bank demand
• ₿ Bitcoin’s “hard asset” thesis gains validation — at least conceptually
(Though sovereign adoption is still the missing piece)
📌 One caveat: Treasury data may undercount China’s true exposure via offshore custodians.
This isn’t noise. It’s a long-term monetary realignment playing out in real time.
⚠️ Not financial advice — informational only.
#GoldOnTheRise #Macro #DeDollarizationWave #BTC #PAXG