China Is Quietly Ditching the Dollar — And Stockpiling Gold Instead
China just cut its U.S. Treasury holdings to an 18-year low, dropping from over $1.1 trillion at peak levels to $682.6 billion today. That’s not a small move — it’s a strategic shift.
At the same time, the People’s Bank of China has been buying gold nonstop for 14 months, pushing reserves to a record 2,306 tonnes.
Why does this matter?
For decades, China recycled trade surpluses into U.S. debt. Treasuries were the default: safe, liquid, and dollar-backed. But geopolitics changed the game. Now, holding another nation’s debt feels less like security and more like exposure.
Gold, on the other hand, comes with no sanctions risk. You can’t freeze bullion stored in Beijing.
This trend signals something bigger: real-time de-dollarization by a global superpower.
For the U.S., it means shrinking demand for government debt while deficits continue rising.
#PAXG For gold, it creates a long-term price floor through sustained central bank buying.
For Bitcoin believers, it strengthens the “hard asset” narrative — at the sovereign level.
One caveat: Official data may understate China’s true Treasury exposure if holdings are routed through third countries.
⚠️ This is not financial advice. Always research before investing.
#Gold #DeDollarization #Bitcoin #Macro #Investing
#China #GlobalMarkets
$PAXG $BTC $XAU