GLOBAL MONEY WAR — QUIET, CALCULATED, ONGOING

China sold $6.1B in U.S. Treasuries.

Holdings now $682.6B — a 17-year low.

Same time:

Global Treasury holdings = ALL-TIME HIGH.

This isn’t panic.

It’s positioning.

What smart money is doing

🇨🇳 China: trimming dollar exposure

🟡 14 months straight of gold accumulation

🇯🇵 🇬🇧 Japan & UK: buying Treasuries

🇺🇸 Fed independence stays intact — for now

Macro signal Politics vs liquidity = volatility.

Not de-dollarization overnight.

Reallocation by a thousand cuts.

Trade lens Fragmentation creates edges.

Narratives shift before price reacts.

When macro cracks, alpha leads.

👀 Watching $MET closely.

Question is simple:

Who’s early… and who’s late?