A long time without posting. So I want to reinforce some comments I made last year (which I probably detailed better in the post at the time).
1- One of the major catalysts for the rise in gold? When Biden froze Russian bonds due to the war with Ukraine. China thought, if tomorrow I invade Taiwan, since I am (was) the largest holder of American bonds (28%), it’s better to reallocate and exchange my t-bonds for gold (and keep the t-bills to negotiate the tariff issue, and t-notes to pressure medium to long-term agreements). The same applies to Saudi Arabia with Kuwait, India with Pakistan.
The rise in gold is occurring due to the reallocation of sovereign bonds (and the process is irreversible)
2- Moment of rise with USDT. S&P report shows that Tether has only 104% collateral backing, 4% collateral margin. 20% of the collateral is considered medium risk, 5% high. This means that if the valuation of these guarantees drops to a level where the collateral margin falls below 100%, it loses its 1:1 parity with the dollar, and then it becomes a domino effect. (To delve deeper into the subject, search on Google for the SP report from December/25, which downgraded the risk rating.
3- This is not the time for adventures, invest with caution, prudence, and knowledge.
ps: sorry for the text formatting, as you know, I continue typing my texts myself with my old and wrinkled fingers. No chatgpt…
$USDT
$USDC
$BTC
1- One of the major catalysts for the rise in gold? When Biden froze Russian bonds due to the war with Ukraine. China thought, if tomorrow I invade Taiwan, since I am (was) the largest holder of American bonds (28%), it’s better to reallocate and exchange my t-bonds for gold (and keep the t-bills to negotiate the tariff issue, and t-notes to pressure medium to long-term agreements). The same applies to Saudi Arabia with Kuwait, India with Pakistan.
The rise in gold is occurring due to the reallocation of sovereign bonds (and the process is irreversible)
2- Moment of rise with USDT. S&P report shows that Tether has only 104% collateral backing, 4% collateral margin. 20% of the collateral is considered medium risk, 5% high. This means that if the valuation of these guarantees drops to a level where the collateral margin falls below 100%, it loses its 1:1 parity with the dollar, and then it becomes a domino effect. (To delve deeper into the subject, search on Google for the SP report from December/25, which downgraded the risk rating.
3- This is not the time for adventures, invest with caution, prudence, and knowledge.
ps: sorry for the text formatting, as you know, I continue typing my texts myself with my old and wrinkled fingers. No chatgpt…
$USDT
$USDC
$BTC