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David Rosenberg sees the gold pullback as another correction inside a long-term bull market, not the end of the move. His thesis remains centred on central banks structurally rebalancing reserves away from the US dollar and into gold, with that process likely only halfway through. In his view, China...

29,616 Aufrufe • vor 3 Monaten •via X (Twitter)

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GOLD COLLATERAL REVOLUTION: THE ASIAN STRATEGY THAT COULD REWRITE GLOBAL FINANCE WHEN TRUST IN THE DOLLAR BREAKS Gold expert and central bank insider Gregor Gregersen knows the Asian gold market like few others in the sector. He currently serves on a central bank committee in Singapore for the new gold hub project and is involved with Hong Kong’s gold strategy. A massive realignment is underway in the gold market that most investors still miss. While Western exchanges continue to trade paper gold with massive leverage, Asia is moving physical metal and building collateral systems designed for a post-dollar world. THE CHINA GOLD BLACK HOLE ➡️ China is importing vastly more gold than official numbers show, with estimates pointing to four times the reported figures from the World Gold Council. ➡️ Purchases happen off-exchange in OTC markets, allowing massive physical accumulation without driving up the visible price on LBMA or COMEX. ➡️ Once inside China the metal rarely comes back out, creating a strategic one-way flow that has continued for 10 to 15 years. THE POWER OF TRUE COLLATERAL ➡️ Collateral is now the single most important topic in the entire gold industry. ➡️ Unlike repo transactions where banks can re-use and multiply the same gold up to 50 or 60 times, true collateral keeps full ownership with the customer. ➡️ Borrowers receive significantly lower interest rates because the physical gold serves as direct, unencumbered security for the loan. SINGAPORE AND HONG KONG BUILD THE BACKUP ➡️ Singapore is developing a major gold hub project with direct involvement from its central bank committee and recently added several tonnes to reserves. ➡️ Hong Kong is executing a clear Chinese strategy to create a controlled free-trade gold center that can function when the US dollar loses acceptance. ➡️ These hubs enable institutions and family offices to borrow against physical gold through licensed structures while keeping legal title with the owner. THE PAPER SYSTEM'S BREAKING POINT ➡️ The Western paper gold system runs on far more IOUs than actual physical metal, often 30 to 40 times the real backing. ➡️ In stress events the paper price can fall sharply as leveraged positions unwind, while physical premiums explode and metal becomes nearly impossible to source at spot. ➡️ The October silver squeeze proved how fast leasing rates can spike to 50 or even 100 percent when real supply runs dry. THE TRUST THRESHOLD ➡️ The entire dollar-based system rests on confidence alone and survives only until enough participants simply refuse to accept it anymore. ➡️ History shows reserve currencies shift roughly every 100 years when that trust finally collapses. ➡️ Nations are already preparing the alternative with physical gold stored securely and collateral systems that operate outside the old centers. THE BOTTOM LINE The West keeps multiplying paper promises while the East quietly moves the real metal and turns it into functional collateral. When the run on trust begins, only physical gold held with clear ownership and lending rights in secure jurisdictions will still work. This is how the next financial order takes shape — one collateralized ounce at a time. HT: YouTube Rohstoff Investor #GoldCollateral #PhysicalGold #ChinaGold #SingaporeGoldHub #DeDollarization #CurrencyCrisis #ReserveShift

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49,257 Aufrufe • vor 2 Monaten

🚨 Massive Prep for Asset-Backed Currency Is Underway. The City of London Knows Something We Don’t. The City Of London isn’t just a financial district. It’s a separate jurisdiction, with its own police and financial authority, controlled by an elite global network that no government fully oversees… Every central bank, every currency and oil flow answers to them. The famous City Of London banker Lord Belgrave already warned about it months ago. Gold-Backed Money Is Replacing the Dollar Faster Than Anyone Expected! Banks and institutions are buying COMEX Gold options at $15,000 - $20,000 for December 2026. Bank of Korea just restarted GOLD purchases for the FIRST TIME since 2013, the latest nation quietly abandoning the dying greenback! Japan and South Korea, even after immense pressure from the US, started dumping dollar instead of US treasuries to save themselves. BoJ has also ramped up their gold reserves. The London Bullion Market Association was on the brink of collapse earlier due to the shortage of physical gold as compared to leveraged paper market trading. China’s central bank has stacked GOLD for 20 CONSECUTIVE MONTHS straight!! They even banned retail leveraged trading for gold countrywide. Russian and Chinese investors are flooding into U.S. tokenized markets on blockchain. China is also building a BRICS Payment system backed by Gold. The XRP Ledger RWA platform Trensik reported $1,000,000 in tokenized gold volume in a single day after China’s move. Paxos Gold on Ethereum also reported increased activity on tokenized gold. The global shift to ASSET-BACKED currencies is accelerating.

Stern Drew

71,477 Aufrufe • vor 1 Monat

AFRICA'S GOLD BANK JUST WENT LIVE: THE DOLLAR IS BEING CUT OUT Africa just made a quiet but seismic move. Central banks are building their own gold bank and a continent-wide payment system that deliberately bypasses the US dollar while opening a direct gold corridor straight to China. The masses still have no idea this is happening. THE AFRICAN AWAKENING ➡️ On July 20 the central banks of Egypt and Eswatini sat down to advance both PAPSS and a pan-African gold bank. ➡️ The driving force is identical to China’s: escape dollar dependence before the next sanctions hammer falls. ➡️ Russia’s frozen reserves and the deliberate dollar squeeze on Iran taught them the lesson. They are acting on it. THE PAPSS BREAKTHROUGH ➡️ Afreximbank’s Pan-African Payment and Settlement System already links banks in 28 countries. ➡️ The Central Bank of the Central African States just joined, bringing the six CFA-franc nations with it. ➡️ Transactions now clear in roughly seven seconds. Western dollar banks lose real-time visibility. ➡️ Daily settlement still runs through Afreximbank in dollars. That is exactly where gold can replace the dollar as the final settlement asset. THE GOLD BANK PLAN ➡️ On 29 December Afreximbank and the Egyptian central bank formally decided to create a pan-African gold bank. ➡️ Goal: strengthen central-bank reserves, build African refineries and trading hubs, and keep physical gold on the continent. ➡️ A gold refinery is scheduled to open in an Egyptian free-trade zone by year-end. McKinsey is writing the feasibility study right now. THE CHINA CONNECTION ➡️ China’s CIPS system has already signed partnerships with Afreximbank and other regional banks to create offshore yuan centers. ➡️ Hong Kong’s Christopher Hui is personally building gold corridors with Ghana and Laos. ➡️ A joint venture between the Hong Kong Gold Exchange and Alibaba’s AGTech is preparing a digital platform so gold can serve as collateral and tokenized payment. ➡️ The design is clear: African gold stays in African vaults under Chinese-linked oversight while settlement shifts into yuan. THE RESERVE REALITY ➡️ China imported 196 tonnes net in May and 180 tonnes in June. ➡️ Official PBOC purchases were only 10 and 15 tonnes. Analysts at Goldman Sachs estimate the real May figure closer to 50 tonnes. ➡️ Physical gold is being pulled into a new system that the West still pretends does not exist. THE BOTTOM LINE Africa is no longer waiting for permission. It is building the rails, the vaults and the corridors that let physical gold settle trade outside the dollar. The quiet reconstruction of the monetary order is already underway. The window to understand it is still open. Most people will notice only after the door has closed. HT: Rohstoff Investor #AfricaGold #PAPSS #GoldCorridor #DeDollarization #ChinaAfrica #GoldBank #PhysicalGold

Mark

129,255 Aufrufe • vor 1 Monat