China Isn’t Arguing With America Anymore... It’s Quietly Selling the Mortgage
Nine straight months of dumping U.S. debt, 14 months of buying gold, and a 17-year low in Treasury holdings. This isn’t politics. It’s preparation.
If someone owed you money…
and then started insulting you every week…
would you keep lending them more?
Yeah. Me neither.
That’s basically what China just decided.
No drama.
No press conference.
Just numbers.
And numbers don’t lie.
Here’s what changed.
China has now sold U.S. Treasury bonds for nine straight months.
Their holdings dropped to $682.6 billion… the lowest level since 2008.
Seventeen years.
To put that in perspective…
Back in 2013, they held $1.32 trillion.
They’ve cut that position almost in half (down 47%).
And just since January?
Another 10% gone.
That’s not “portfolio rebalancing.”
That’s someone backing slowly toward the exit without making eye contact.
Now look at what they’re doing with the cash.
They’re not buying stocks.
They’re not buying Silicon Valley.
They’re buying gold.
For 14 straight months.
China’s central bank now holds…
• 74+ million ounces
• worth roughly $300–$390 billion
• gold rising from 5.5% → 8.5% of reserves in one year
That’s not diversification.
That’s insurance.
Because gold can’t be sanctioned.
Can’t be frozen.
Can’t be “accidentally seized” by Washington.
After the West froze Russia’s reserves a few years back, every finance minister on Earth got the same memo…
“Don’t park too much money where Uncle Sam can reach it.”
And then there’s the trade war.
Let’s not pretend this happened in a vacuum.
Tariffs hit 145% on Chinese goods.
China hit back with 125%.
Those aren’t tariffs.
Those are economic grenades.
When you tax your biggest trading partner like that, don’t act surprised when they stop financing your debt.
China basically looked at the U.S. and said:
“Wait… you’re trying to choke our economy… and we’re funding your government?”
Yeah. Hard pass.
Meanwhile, here’s the kicker most people miss.
China didn’t collapse.
They adapted.
• Trade surplus topped $1 trillion
• U.S. exports down 40%… but replaced through Southeast Asia, Mexico, Europe, Africa, Latin America
• They rerouted business like water around a rock
That’s the part Washington didn’t plan for.
You can’t bully a country that big into submission.
They just build a different road.
Now zoom out.
This isn’t just China.
Global dollar reserves are at their lowest level since the 1990s.
Central banks worldwide have doubled gold holdings since 2014.
Translation…
The world is slowly saying…
“Maybe we shouldn’t keep all our eggs in the American basket.”
And when fewer people want your debt?
Borrowing costs go up.
Which means…
• higher government interest
• higher mortgage rates
• higher business loans
• slower growth
Regular folks pay the bill.
Not politicians.
Never politicians.
Here’s the plain-English version.
For 80 years, America had a superpower…
They could print money…
borrow endlessly…
and everyone trusted it.
That trust is the real asset.
And trust leaks slowly.
Month by month.
Sale by sale.
Ounce of gold by ounce of gold.
Not a crash.
A drip.
Like air leaving a tire.
You don’t notice… until you’re riding on the rim.
I’m not saying the dollar dies tomorrow.
It won’t.
But the days of “unchallenged king” are over.
Now it’s just another currency at the table.
And honestly?
Most empires don’t fall with explosions.
They fade with paperwork.
Which is exactly what we’re watching.
China isn’t fighting.
It’s quietly moving its money.
And that’s way more dangerous.
The Recap…
China just hit a 17-year low in U.S. debt holdings.
Nine months selling. Fourteen months buying gold.
No speeches. No threats. Just math.
This isn’t a tantrum… it’s an exit plan.
The New Reality…
When your biggest lender starts buying gold instead of your bonds… the problem isn’t them. It’s you.
Source Credit:
Source: U.S. Treasury data, central bank reserve reports, and analysis inspired by research from House of EL.
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#CanadaStrong
What happens when the USA realizes it is done for! Poorer than any country it has looked down on like China or Canada! When is has lost any advantages it had? Which must be getting close now? Cant come too soon for me! I don’t wish the American people any harm but they do still accept the guy who is causing all of this change! The complete collapse of the world as we know it! Transformation of the entire system feels imminent! The mother is dying and their ignorance of climate change isn’t helping! The Monks Peace March has reinspired the hippie generation! Give peace a chance is now reechoing across the NA continent! Protest songs are reemerging! Listen to the music!
I'm actually looking forward the new economic world order where middle powers trade around the US. "Let's Work Together ", "Give Peace A Chance". "Revolution". The sooner the better.