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Dom Nguyen - Dom Trading
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🚨 “CHINA WILL CRASH THE MARKET IN 3 DAYS”? Let’s Slow This Down.
Big claims like that deserve a clear head.
Yes — China’s U.S. Treasury holdings have fallen significantly from their 2013 peak.
Yes — they’ve been increasing gold reserves.
Yes — several countries have been diversifying reserves.
But “market crash in 3 days”? That’s a very different statement.
Let’s separate signal from noise.
🇨🇳 Treasury Holdings: Down, But Not a Bomb Trigger
China’s holdings of U.S. Treasuries have declined from their 2013 peak (~$1.3T) to much lower levels today.
But three important realities:
1️⃣ They still hold hundreds of billions in Treasuries.
2️⃣ Treasury markets trade trillions in volume regularly.
3️⃣ Sudden dumping would hurt China’s own reserves and currency stability.
If China aggressively sold, yields would spike temporarily — but they would also devalue their remaining holdings.
That’s not a painless move.
🥇 Gold Buying: Strategic, Not Apocalyptic
The People's Bank of China has steadily increased gold reserves.
That reflects:
Diversification away from USD concentration
Geopolitical hedging
Long-term reserve strategy
Many central banks — not just China — have been net buyers of gold.
That’s not a countdown clock.
That’s reserve management.
🌍 BRICS Diversification ≠ Immediate Collapse
The BRICS bloc discussing alternatives to dollar dominance is part of a long-term geopolitical shift.
But reserve currency transitions historically take decades — not days.
The U.S. Treasury market remains:
The deepest sovereign bond market in the world
The primary global collateral base
The backbone of global dollar liquidity
That infrastructure doesn’t unwind over a long weekend.
📈 Gold at High Prices = Repricing Risk, Not Endgame
Gold rallying strongly reflects:
Inflation hedging
Fiscal concerns
Geopolitical tension
Central bank demand
It does not automatically mean the dollar system collapses next week.
Big claims like that deserve a clear head.
Yes — China’s U.S. Treasury holdings have fallen significantly from their 2013 peak.
Yes — they’ve been increasing gold reserves.
Yes — several countries have been diversifying reserves.
But “market crash in 3 days”? That’s a very different statement.
Let’s separate signal from noise.
🇨🇳 Treasury Holdings: Down, But Not a Bomb Trigger
China’s holdings of U.S. Treasuries have declined from their 2013 peak (~$1.3T) to much lower levels today.
But three important realities:
1️⃣ They still hold hundreds of billions in Treasuries.
2️⃣ Treasury markets trade trillions in volume regularly.
3️⃣ Sudden dumping would hurt China’s own reserves and currency stability.
If China aggressively sold, yields would spike temporarily — but they would also devalue their remaining holdings.
That’s not a painless move.
🥇 Gold Buying: Strategic, Not Apocalyptic
The People's Bank of China has steadily increased gold reserves.
That reflects:
Diversification away from USD concentration
Geopolitical hedging
Long-term reserve strategy
Many central banks — not just China — have been net buyers of gold.
That’s not a countdown clock.
That’s reserve management.
🌍 BRICS Diversification ≠ Immediate Collapse
The BRICS bloc discussing alternatives to dollar dominance is part of a long-term geopolitical shift.
But reserve currency transitions historically take decades — not days.
The U.S. Treasury market remains:
The deepest sovereign bond market in the world
The primary global collateral base
The backbone of global dollar liquidity
That infrastructure doesn’t unwind over a long weekend.
📈 Gold at High Prices = Repricing Risk, Not Endgame
Gold rallying strongly reflects:
Inflation hedging
Fiscal concerns
Geopolitical tension
Central bank demand
It does not automatically mean the dollar system collapses next week.
Αποποίηση ευθυνών: Περιλαμβάνει γνώμες τρίτων. Δεν είναι οικονομική συμβουλή. Ενδέχεται να περιλαμβάνει χορηγούμενο περιεχόμενο. Δείτε τους Όρους και προϋποθέσεις.