China just issued an order to its state banks to slash U.S. Treasury holdings.
They aren’t just adjusting their portfolios…
It’s a strategic DE-DOLLARIZATION of their entire reserves.
Here’s the reason behind it and what’s likely coming next:
Beijing saw what the U.S. did to Russia’s assets.
They know their reserves are hostages.
They’re aggressively rotating out of paper promises and into hard assets like gold.
18 consecutive months of official gold buying proves it.
They’ve already dumped over $500 billion worth of treasuries.
Current holdings are at a 14-year low ($780B).
This effectively removes the floor from the U.S. bond market.
The U.S. treasury has lost its biggest VIP customer.
Now we have two options:
– Find a new buyer (there isn’t one). – The Fed prints the difference, and inflation rips.
China is choosing to defend the yuan over funding our deficit, and I can’t blame them.
The era of easy money financed by the east is officially over.
The bond market is about to get very volatile. I’ll keep you updated, as always.
Btw, when I make a new move in the market, I’ll say it here publicly because I want you to win.
All you have to do is turn on notifications and pay attention closely.
The choice is yours.
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🚨 CHINA IS EXITING THE SYSTEM, STARTING TODAY
China just issued an order to its state banks to slash U.S. Treasury holdings.
They aren’t just adjusting their portfolios…
It’s a strategic DE-DOLLARIZATION of their entire reserves.
Here’s the reason behind it and what’s likely coming next:
Beijing saw what the U.S. did to Russia’s assets.
They know their reserves are hostages.
They’re aggressively rotating out of paper promises and into hard assets like gold.
18 consecutive months of official gold buying proves it.
They’ve already dumped over $500 billion worth of treasuries.
Current holdings are at a 14-year low ($780B).
This effectively removes the floor from the U.S. bond market.
The U.S. treasury has lost its biggest VIP customer.
Now we have two options:
– Find a new buyer (there isn’t one).
– The Fed prints the difference, and inflation rips.
China is choosing to defend the yuan over funding our deficit, and I can’t blame them.
The era of easy money financed by the east is officially over.
The bond market is about to get very volatile. I’ll keep you updated, as always.
Btw, when I make a new move in the market, I’ll say it here publicly because I want you to win.
All you have to do is turn on notifications and pay attention closely.
The choice is yours.