This isnât portfolio management.
This is financial pressure.
Reports indicate Russia has liquidated 70%+ of its National Wealth Fund gold, slashing reserves from 500+ tons to ~170â180 tons.
Thatâs not strategy.
Thatâs necessity.
đ§ WHY THIS MATTERS
Gold is the last shield for sanctioned economies. When a nation starts selling it:
âą Budget stress is rising đ
âą Sanctions are tightening đ
âą Fiscal gaps are expanding đłïž
âą Currency risk is increasing đ±
Once gold buffers fall, policymakers lose a critical tool to defend inflation, confidence, and stability.
đ GLOBAL IMPLICATIONS
âą Extra supply hits gold markets đŠ
âą Volatility increases âĄ
âą Confirms the war is financial, not just military đŁđ°
This isnât strength.
Itâs balance-sheet erosion under pressure.
đ History is clear:
Nations donât sell gold by choice.
They sell it when options disappear.
â The real question:
Does this weaken Russia long-term â
or is this the opening act of a deeper financial war? đđ„
