China isn’t dumping Treasuries out of spite — they’ve quietly cut holdings to ~20-year lows and are gorging on gold instead. They’re cashing out of U.S. paper and buying hard assets, mines, and leverage while exporting junk that Americans buy up like there is no tomorrow.
Meanwhile the U.S. is stuck in a fiscal chokehold:
Lower rates = inflation
Higher rates = debt-service spiral
A monetary Catch-22 with no clean exit — except tighter domestic control. Cue the CBDC debates, where negative real rates and direct Fed accounts become the new “stability tool".
China’s stacking gold and real assets; America’s juggling debt thermite. The old "Chimerica" loop of export dollars is breaking.
A boss move by #China.
ManyKeys
npub129…hhud3
2026-01-24 08:06:33 UTC
Author Public Key
npub129puxu7lrd2g5a7hnmr57fe9t5ffk62m2gklkkl5xjvt5j6srhuswhhud3Published at
2026-01-24 08:06:33 UTCEvent JSON
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"content": "China isn’t dumping Treasuries out of spite — they’ve quietly cut holdings to ~20-year lows and are gorging on gold instead. They’re cashing out of U.S. paper and buying hard assets, mines, and leverage while exporting junk that Americans buy up like there is no tomorrow. \n\nMeanwhile the U.S. is stuck in a fiscal chokehold:\n\nLower rates = inflation\nHigher rates = debt-service spiral\n\nA monetary Catch-22 with no clean exit — except tighter domestic control. Cue the CBDC debates, where negative real rates and direct Fed accounts become the new “stability tool\".\n\nChina’s stacking gold and real assets; America’s juggling debt thermite. The old \"Chimerica\" loop of export dollars is breaking.\n\nA boss move by #China. ",
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