🚨 CHINA IS ROTATING OUT OF U.S. TREASURIES — GOLD IS THE TARGET
China has sold roughly $115B in U.S. debt in 2025, marking the lowest Treasury holdings since 2008. The People’s Bank of China has been buying gold for 15 consecutive months, pushing reported reserves to 74.19M ounces (~$370B), with some estimates much higher.
This is the largest global capital flow shift in decades. BRICS countries are also rotating away from U.S. debt.
Gold is no longer just a safe haven — it’s the new global trust metric. If you hold assets, now is the time to plan positioning carefully.
I’ve been taking a deeper look at @Fogo Official and the broader vision behind $FOGO — and what stands out most isn’t short-term hype, but positioning.
In a market where many projects compete for attention, FOGO appears focused on building an ecosystem that emphasizes engagement, visibility, and sustainable growth mechanics. The key question for any emerging token isn’t just price — it’s utility, retention, and whether the community has real incentive to stay involved long term.
What I’m watching closely:
• Community expansion and organic participation
• On-chain activity consistency, not just spikes
• Strategic partnerships and ecosystem integrations
• Token utility evolution beyond speculation
Early-stage projects live or die by execution. If @Fogo Official continues delivering updates, strengthening its network effects, and aligning incentives properly, $FOGO could transition from a niche token into a recognized ecosystem asset.
Momentum follows narrative — but longevity follows structure.
For now, this is a build-and-observe phase. If development and adoption accelerate together, the upside conversation becomes much more interesting.
Are you accumulating, trading volatility, or waiting for confirmation?
$FOGO is positioning itself as more than just another token — the focus on community-driven growth and real on-chain utility is what stands out. If the team keeps building and engagement continues to rise, momentum could compound fast.
Early ecosystems are built in silence before attention follows.
🚨 Coinbase CEO: Stablecoin Rewards Ban Would Be “More Profitable” for the Exchange
Brian Armstrong recently commented on the proposed stablecoin rewards ban in the CLARITY Act — saying that prohibiting rewards would actually be more profitable for Coinbase.
That statement immediately sparked backlash across social media.
Critics argue:
• The position sounds self-serving
• A rewards ban would reduce user incentives
• It weakens stablecoin utility for retail participants
Supporters say:
• Regulatory clarity is more important long term
• Short-term revenue tradeoffs may protect the industry
• Compliance-first strategy strengthens U.S. crypto positioning
Now the controversy is reportedly contributing to delays around the bill’s progress.
📌 Bigger Picture:
Stablecoin rewards are a major driver of:
• User retention
• On-platform liquidity
• Yield-seeking behavior
If rewards disappear, capital could:
→ Move offshore
→ Shift into DeFi
→ Or consolidate into fewer compliant platforms
This isn’t just about one exchange.
It’s about how the U.S. shapes stablecoin policy moving forward.
So what do you think?
Is this:
🟢 Strategic transparency
🔴 Conflict of interest
⚖️ Or simply regulatory realism?
The stablecoin battle is heating up — and the outcome could reshape crypto liquidity in the U.S.
Internet Computer is still moving inside a broader corrective downtrend structure. The price action suggests distribution phases before continuation lower.
🔎 Current Structure:
Overall trend: Bearish
Pattern: Corrective move with liquidity grab potential
U.S. Retail Sales came in flat (0%) in December, missing expectations of +0.4% and confirming that the holiday spending boost was weaker than assumed.
This is a meaningful signal.
After months of resilience, consumers are finally pulling back — and retail sales sit at the core of U.S. GDP.
📊 What the data shows:
• Actual: 0%
• Forecast: 0.4%
• Previous: 0.6% (revised)
The slowdown appears broad-based, suggesting tightening budgets rather than a one-off seasonal miss.
🧠 What this means for markets:
1️⃣ Fed Policy: Softer demand strengthens the case for rate cuts later this year as growth momentum cools.
2️⃣ Liquidity Rotation: Lower rate expectations historically favor risk assets as capital searches for yield.
3️⃣ Dollar Pressure: Cooling growth raises downside risk for DXY if policy expectations shift.
🔍 Crypto angle:
If the data trend continues, markets may begin front-running a policy pivot — a setup that has historically supported BTC and ETH during early easing cycles.
This isn’t confirmation yet.
But it is another crack in the “strong consumer” narrative.