GM

The mug lies but it’s funny

Good Morning! 💜🫂

Happy Easter!

🇨🇳In 2013, China held $1.3 trillion in U.S. Treasuries.

Today? Just $759 billion. And falling fast.

In Q1 2025 alone, Beijing unloaded $53.3 billion - coinciding perfectly with rising tariffs and the most violent weekly bond market moves in decades.

• 10-year Treasury yields spiked 41–45% overnight

• The moves happened during Beijing trading hours

• The same week the U.S. imposed 125% tariffs on Chinese imports

But is it Coincidence? Or economic warfare?

The way I see it, the U.S. bond market - which has long been the cornerstone of global finance - is being shaken at its roots.

And with it, the cost of everything from mortgages to business credit is rising.

#China isn’t "diversifying." It’s de-dollarizing.

And the world is watching.

The dollar’s privileged status is no longer untouchable.

What replaces it won’t be decided in boardrooms or press conferences

It’ll be decided in the moves no one’s supposed to see,

and the exits already underway.

P.S. Reserve status isn’t lost in a day. But it starts with days like these #Nostr.

GM

Happy vaisakhi dosto

👏

#coffeechain