🚹 China’s U.S. Asset Holdings Fall to 14-Year Low 🚹

China’s combined holdings of U.S. Treasuries, equities, and bonds have declined to $1.56 trillion — the lowest level in 14 years.

At the same time:

‱ Gold ($XAU) is up 79% from its April low

‱ Silver ($XAG) has surged 189%

The world’s second-largest economy appears to be accelerating its shift away from dollar-denominated assets and increasing exposure to hard assets — a rotation not witnessed at this scale since the global financial crisis.

This isn’t just portfolio rebalancing.

It signals a broader structural adjustment in global capital flows.

When major economies reduce dollar exposure while precious metals rally aggressively, markets take notice.

The question now is not whether the shift is happening —

but how far it goes.

$XAU

XAU
XAUUSDT
5,111.49
+1.91%

$BERA

BERA
BERAUSDT
0.5842
-1.05%

$0G

0G
0GUSDT
0.6987
+6.72%