π¨π³In 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.
β’ 10-year Treasury yields spiked 41β45% overnight
β’ The moves happened during Beijing trading hours
β’ 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 isnβt "diversifying." Itβs de-dollarizing.
And the world is watching.
The dollarβs privileged status is no longer untouchable.
What replaces it wonβt be decided in boardrooms or press conferences
Itβll be decided in the moves no oneβs supposed to see,
and the exits already underway.
P.S. Reserve status isnβt lost in a day. But it starts with days like these #Nostr.
GM
