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🇨🇳 INTERVIEW: “CHINA IS USING GOLD TO CREATE A TRADE LOOP THAT STRENGTHENS ITS ECONOMY” Luke Gromen, Macroeconomic Strategist “China has built a system that rewards its trading partners for holding gold instead of dollars. As gold rises in yuan terms, it preserves and even grows purchasing power for...

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Mario Nawfal

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39,885 views • 9 months ago •via X (Twitter)

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🇺🇸 INTERVIEW: “CHINA IS DRAINING LONDON’S GOLD MARKET, PRESSURING THE DOLLAR SYSTEM” Luke Gromen, Macroeconomic Strategist “China is using what has always been the dollar’s Achilles heel, the unallocated gold market in London. If demand for gold rises, there are two options. You can let the price rise and allow the market to balance naturally, or you can expand paper gold claims to meet that demand without releasing physical gold. For decades, London has mostly done the latter. But now, as China settles more trade in yuan and gold, it’s draining physical supply from London. Eventually, policymakers in the U.S. and UK will have to decide how much gold they’re willing to let go before they allow prices to rise. That decision could reshape global monetary power.”
2:35

🇺🇸 INTERVIEW: “CHINA IS DRAINING LONDON’S GOLD MARKET, PRESSURING THE DOLLAR SYSTEM” Luke Gromen, Macroeconomic Strategist “China is using what has always been the dollar’s Achilles heel, the unallocated gold market in London. If demand for gold rises, there are two options. You can let the price rise and allow the market to balance naturally, or you can expand paper gold claims to meet that demand without releasing physical gold. For decades, London has mostly done the latter. But now, as China settles more trade in yuan and gold, it’s draining physical supply from London. Eventually, policymakers in the U.S. and UK will have to decide how much gold they’re willing to let go before they allow prices to rise. That decision could reshape global monetary power.”

Mario Nawfal

768,895 views • 9 months ago

🇨🇳 INTERVIEW: “CHINA IS USING GOLD TO CHALLENGE THE DOLLAR SYSTEM” Luke Gromen, Macroeconomic Strategist “China studied how the U.S. lost control of the gold peg in the 1970s and built a system that avoids the same weakness. By allowing the gold price to float in yuan rather than fixing it, they protect themselves from a direct run on their currency. And by keeping their own gold off the market, they can use it strategically without showing all their cards. It’s not about replacing the dollar overnight. It’s about creating an alternative that slowly shifts power away from the current system.”
1:24

🇨🇳 INTERVIEW: “CHINA IS USING GOLD TO CHALLENGE THE DOLLAR SYSTEM” Luke Gromen, Macroeconomic Strategist “China studied how the U.S. lost control of the gold peg in the 1970s and built a system that avoids the same weakness. By allowing the gold price to float in yuan rather than fixing it, they protect themselves from a direct run on their currency. And by keeping their own gold off the market, they can use it strategically without showing all their cards. It’s not about replacing the dollar overnight. It’s about creating an alternative that slowly shifts power away from the current system.”

Mario Nawfal

42,230 views • 9 months ago

🇨🇳 INTERVIEW: “CHINA FOUND A WAY TO BUY OIL WITHOUT USING DOLLARS” Luke Gromen, Macroeconomic Strategist “As China imports more oil at higher prices, it faces the risk of running out of dollars. That could trigger a late-1990s-style Asian currency crisis, forcing them to devalue the yuan and suffer high inflation and falling living standards. To avoid that, China created a workaround. For more than a decade, they’ve built offshore yuan clearing banks and convinced oil exporters to sell in yuan instead of dollars. Russia agreed because China allows those yuan surpluses to be settled in physical gold. It’s simple: Russia sells oil, gets paid in yuan, buys Chinese goods with some of it, and converts the rest into gold. Nobody may fully trust Beijing, but everyone trusts gold.”
2:09

🇨🇳 INTERVIEW: “CHINA FOUND A WAY TO BUY OIL WITHOUT USING DOLLARS” Luke Gromen, Macroeconomic Strategist “As China imports more oil at higher prices, it faces the risk of running out of dollars. That could trigger a late-1990s-style Asian currency crisis, forcing them to devalue the yuan and suffer high inflation and falling living standards. To avoid that, China created a workaround. For more than a decade, they’ve built offshore yuan clearing banks and convinced oil exporters to sell in yuan instead of dollars. Russia agreed because China allows those yuan surpluses to be settled in physical gold. It’s simple: Russia sells oil, gets paid in yuan, buys Chinese goods with some of it, and converts the rest into gold. Nobody may fully trust Beijing, but everyone trusts gold.”

Mario Nawfal

326,921 views • 9 months ago

Eric Sprott: There will be a shortage of gold. - China imported 163t of gold in May. - We mine ~3,600 and recycle ~1,400t annually. Annualized, China's May imports alone amount to roughly 2,000t... That's ~40% of annual global mine + recycled supply. And that's before considering that China produces another 400-500t annually, virtually none of which leaves the country. China isn't just buying gold...it's building a financial system around it With the introduction of interest-bearing gold accounts, accessible through online banking and paying roughly 1% in gold, China is beginning to eliminate one of gold's biggest historical disadvantages: "Gold pays no interest." At the same time, China is gradually opening international trade through gold. Trade can be settled in yuan, while surplus balances can ultimately be converted into physical gold. China is even building gold vaults abroad, allowing bullion to be stored in friendly jurisdictions rather than Western financial centers. So is basically saying use our currency and if you don't trust us change it to gold and store it locally In a world where trust is declining, China is using gold's 5,000-year monetary history to gradually increase the international role of the yuan.
1:16

Eric Sprott: There will be a shortage of gold. - China imported 163t of gold in May. - We mine ~3,600 and recycle ~1,400t annually. Annualized, China's May imports alone amount to roughly 2,000t... That's ~40% of annual global mine + recycled supply. And that's before considering that China produces another 400-500t annually, virtually none of which leaves the country. China isn't just buying gold...it's building a financial system around it With the introduction of interest-bearing gold accounts, accessible through online banking and paying roughly 1% in gold, China is beginning to eliminate one of gold's biggest historical disadvantages: "Gold pays no interest." At the same time, China is gradually opening international trade through gold. Trade can be settled in yuan, while surplus balances can ultimately be converted into physical gold. China is even building gold vaults abroad, allowing bullion to be stored in friendly jurisdictions rather than Western financial centers. So is basically saying use our currency and if you don't trust us change it to gold and store it locally In a world where trust is declining, China is using gold's 5,000-year monetary history to gradually increase the international role of the yuan.

Lukas Ekwueme

95,541 views • 23 days ago

🇺🇸🇨🇳 China has been quietly breaking free from the dollar system for over a decade, and even most in finance missed every sign it was happening. Luke Gromen traces it all back, from the Shanghai Gold Exchange in 2014 to the yuan oil contract in 2018 to record trade surpluses that keep growing even as the yuan strengthens. "China and Russia looked at that, and said 'we've got to get out of the dollar system. We have to create an alternative, otherwise any war that started would be over day one.'" The footprints are in the markets. Most just don't know what to look for. Luke Gromen
11:57

🇺🇸🇨🇳 China has been quietly breaking free from the dollar system for over a decade, and even most in finance missed every sign it was happening. Luke Gromen traces it all back, from the Shanghai Gold Exchange in 2014 to the yuan oil contract in 2018 to record trade surpluses that keep growing even as the yuan strengthens. "China and Russia looked at that, and said 'we've got to get out of the dollar system. We have to create an alternative, otherwise any war that started would be over day one.'" The footprints are in the markets. Most just don't know what to look for. Luke Gromen

Mario Nawfal

147,496 views • 3 months ago

🚨🇨🇳 INTERVIEW: THE NEXT WORLD WAR IS BEING FOUGHT WITH GOLD Central banks are buying gold at record speed. China is trading oil in yuan. And the U.S. dollar’s grip on the world is starting to slip. Luke Gromen breaks down how the balance of power is shifting from paper to metal. * How China and Russia are using gold to undermine the dollar * Why America’s debt addiction is forcing the world to look for a plan B * How the yuan-gold trade network could upend global finance * Why Europe’s energy policies are pushing it toward decline * And what happens when the U.S. and China lock into economic warfare that no one can win Gromen says this is not just about money or markets. It is about control, and the side that owns the gold writes the rules. 03:08 – Central Banks Are Buying Gold Fast, but why now? 06:09 – Why gold is the “anti-dollar” and how it protects wealth 09:15 – Lessons from the 1970s: What China learned from U.S. gold mistakes 13:19 – The dollar vs. the yuan: The real global currency war 16:00 – Gold rising as the new global reserve 20:36 – Is the U.S. secretly importing massive amounts of gold? 23:55 – What happens if the dollar loses its throne? 30:36 – Why this could trigger the biggest boom since WW2 36:04 – China’s economy: crisis or calm? 43:56 – Why decoupling means more inflation, not less 49:01 – The rare earths trap: how China cornered the U.S. 55:09 – How China quietly captured corporate America 59:05 – Can a multipolar world actually work? 01:00:15 – Is Europe committing economic suicide? 01:05:14 – Closing thoughts: Can rational leadership return?
1:05:42

🚨🇨🇳 INTERVIEW: THE NEXT WORLD WAR IS BEING FOUGHT WITH GOLD Central banks are buying gold at record speed. China is trading oil in yuan. And the U.S. dollar’s grip on the world is starting to slip. Luke Gromen breaks down how the balance of power is shifting from paper to metal. * How China and Russia are using gold to undermine the dollar * Why America’s debt addiction is forcing the world to look for a plan B * How the yuan-gold trade network could upend global finance * Why Europe’s energy policies are pushing it toward decline * And what happens when the U.S. and China lock into economic warfare that no one can win Gromen says this is not just about money or markets. It is about control, and the side that owns the gold writes the rules. 03:08 – Central Banks Are Buying Gold Fast, but why now? 06:09 – Why gold is the “anti-dollar” and how it protects wealth 09:15 – Lessons from the 1970s: What China learned from U.S. gold mistakes 13:19 – The dollar vs. the yuan: The real global currency war 16:00 – Gold rising as the new global reserve 20:36 – Is the U.S. secretly importing massive amounts of gold? 23:55 – What happens if the dollar loses its throne? 30:36 – Why this could trigger the biggest boom since WW2 36:04 – China’s economy: crisis or calm? 43:56 – Why decoupling means more inflation, not less 49:01 – The rare earths trap: how China cornered the U.S. 55:09 – How China quietly captured corporate America 59:05 – Can a multipolar world actually work? 01:00:15 – Is Europe committing economic suicide? 01:05:14 – Closing thoughts: Can rational leadership return?

Mario Nawfal

2,567,630 views • 9 months ago

Here's why the Chinese are buying seemingly all the gold 🪙on Earth: China is a mess but has run biggest trade surplus ever imagined which is keeping CNY "stronger." Chinese are putting a lot that surplus into gold realizing what happens to yuan (and more) if (when) trade surplus normalizes. If not for the $1+ TRILLION surplus China has amassed this year, CNY would be plunging in the same boat as JPY/INR/KRW. So, thinking ahead, as the rest of the world starts pushing back against China (see: Mexico, France) the Chinese know their massive trade surplus is temporary and once it normalizes to something more sustainable the yuan will drop sharply. Thus, China (companies, banks and individuals, not govt) can't get enough gold looking ahead for the inevitable currency reversion to its fundamentals, especially given how bad the banking system is and the accelerating crash in macro (investment & consumer spending). So, there's India’s economy practically thriving compared to China's yet the rupee is plunging because the country needs to finance its massive and growing trade deficit when the Euro$ increasingly doesn’t want to. At the same time, China is a total mess (banks + econ) and getting worse but has the biggest trade surplus humanity has ever seen. And still the Chinese put a lot of it into gold realizing the precarious shape they're in.
1:29

Here's why the Chinese are buying seemingly all the gold 🪙on Earth: China is a mess but has run biggest trade surplus ever imagined which is keeping CNY "stronger." Chinese are putting a lot that surplus into gold realizing what happens to yuan (and more) if (when) trade surplus normalizes. If not for the $1+ TRILLION surplus China has amassed this year, CNY would be plunging in the same boat as JPY/INR/KRW. So, thinking ahead, as the rest of the world starts pushing back against China (see: Mexico, France) the Chinese know their massive trade surplus is temporary and once it normalizes to something more sustainable the yuan will drop sharply. Thus, China (companies, banks and individuals, not govt) can't get enough gold looking ahead for the inevitable currency reversion to its fundamentals, especially given how bad the banking system is and the accelerating crash in macro (investment & consumer spending). So, there's India’s economy practically thriving compared to China's yet the rupee is plunging because the country needs to finance its massive and growing trade deficit when the Euro$ increasingly doesn’t want to. At the same time, China is a total mess (banks + econ) and getting worse but has the biggest trade surplus humanity has ever seen. And still the Chinese put a lot of it into gold realizing the precarious shape they're in.

Jeffrey P. Snider

47,279 views • 7 months ago

"The market has been evolving now for years, and gold is playing a much bigger role in the monetary system in world trade... we were seeing this huge flow of gold from west to east, all the gold that held in the vaults in London, it was being bought by China" - John McCluskey The CEO of a $15 billion dollar gold producer. The shift...
1:59

"The market has been evolving now for years, and gold is playing a much bigger role in the monetary system in world trade... we were seeing this huge flow of gold from west to east, all the gold that held in the vaults in London, it was being bought by China" - John McCluskey The CEO of a $15 billion dollar gold producer. The shift...

Gold Telegraph ⚡

26,269 views • 1 year ago

Gold is no longer just a safe haven trade. It is actively becoming the collateral layer for global commerce. While retail investors watch daily price fluctuations, sovereign nations are securing physical gold to back trade deals for industrial equipment and energy. It is a calculated move for strategic power. "Having collateral backing trade deals that have nothing to do with gold... having that gold in your arsenal matters, " says Nomi Prins Watch my full breakdown of this structural shift on Kitco NEWS
1:10

Gold is no longer just a safe haven trade. It is actively becoming the collateral layer for global commerce. While retail investors watch daily price fluctuations, sovereign nations are securing physical gold to back trade deals for industrial equipment and energy. It is a calculated move for strategic power. "Having collateral backing trade deals that have nothing to do with gold... having that gold in your arsenal matters, " says Nomi Prins Watch my full breakdown of this structural shift on Kitco NEWS

Jeremy Szafron

28,158 views • 22 days ago

LUKE GROMEN: GOLD TO RUN THE US TRADE DEFICIT – $10K-$20K+ AHEAD? Macro strategist Luke Gromen drops a mind-bending take: the US isn't just exporting gold randomly—it's de facto settling massive trade deficits with physical gold flows. This could force gold prices way higher, paving the way for an official revaluation to tackle the debt mountain. THE GOLD EXPORT PARADOX – STRATEGY, NOT WEAKNESS ➡️ Gromen says recent US gold exports don't kill the revaluation idea—they actually make it possible. ➡️ The trade deficit is enormous and nobody else wants to keep financing it forever. ➡️ Gold flows out to settle parts of it, letting the market bid the price up naturally. HOW GOLD STARTS "RUNNING" THE DEFICIT ➡️ No paper market alone can absorb deficits this size anymore. ➡️ Gold becomes the neutral settlement asset when the price rises high enough. ➡️ "Gold is going to run the deficits... rather than the US running the deficits." THE PRICE LEVELS REQUIRED FOR THIS SHIFT ➡️ $5,000 gold is far too low to handle the volume needed. ➡️ Real settlement power requires $10,000, $15,000 or even $20,000+ gold. ➡️ "It's not going to happen at $5,000 gold. It's going to need $10,000 gold, $15,000 gold, $20,000 gold." THE REVALUATION PLAY THAT FOLLOWS ➡️ Once trade bids gold that high, the US can simply revalue its official holdings. ➡️ One accounting move marks gold to market and creates trillions instantly. ➡️ Treasury Secretary gets huge flexibility to shorten the long end of the curve and strengthen the balance sheet. CHINA'S TREASURY REDUCTION – SMART, NOT DESPERATE ➡️ Cutting Treasuries is not proof of a collapsing Chinese economy. ➡️ Desperate nations sell gold—China keeps aggressively buying it. ➡️ This looks like preparation for a stronger yuan, weaker dollar deal tied to future trade talks. THE BOTTOM LINE Luke Gromen sees America's trade deficits turning into the ultimate bullish driver for gold, quietly forcing a much higher price floor before the US rides the wave to recapitalize its books in one clean move. The old dollar-deficit era ends not with a crash, but with gold quietly taking over the burden. HT: Luke Gromen #Gold #Macro #TradeDeficit #LukeGromen #MonetaryReset #DollarSystem
0:59

LUKE GROMEN: GOLD TO RUN THE US TRADE DEFICIT – $10K-$20K+ AHEAD? Macro strategist Luke Gromen drops a mind-bending take: the US isn't just exporting gold randomly—it's de facto settling massive trade deficits with physical gold flows. This could force gold prices way higher, paving the way for an official revaluation to tackle the debt mountain. THE GOLD EXPORT PARADOX – STRATEGY, NOT WEAKNESS ➡️ Gromen says recent US gold exports don't kill the revaluation idea—they actually make it possible. ➡️ The trade deficit is enormous and nobody else wants to keep financing it forever. ➡️ Gold flows out to settle parts of it, letting the market bid the price up naturally. HOW GOLD STARTS "RUNNING" THE DEFICIT ➡️ No paper market alone can absorb deficits this size anymore. ➡️ Gold becomes the neutral settlement asset when the price rises high enough. ➡️ "Gold is going to run the deficits... rather than the US running the deficits." THE PRICE LEVELS REQUIRED FOR THIS SHIFT ➡️ $5,000 gold is far too low to handle the volume needed. ➡️ Real settlement power requires $10,000, $15,000 or even $20,000+ gold. ➡️ "It's not going to happen at $5,000 gold. It's going to need $10,000 gold, $15,000 gold, $20,000 gold." THE REVALUATION PLAY THAT FOLLOWS ➡️ Once trade bids gold that high, the US can simply revalue its official holdings. ➡️ One accounting move marks gold to market and creates trillions instantly. ➡️ Treasury Secretary gets huge flexibility to shorten the long end of the curve and strengthen the balance sheet. CHINA'S TREASURY REDUCTION – SMART, NOT DESPERATE ➡️ Cutting Treasuries is not proof of a collapsing Chinese economy. ➡️ Desperate nations sell gold—China keeps aggressively buying it. ➡️ This looks like preparation for a stronger yuan, weaker dollar deal tied to future trade talks. THE BOTTOM LINE Luke Gromen sees America's trade deficits turning into the ultimate bullish driver for gold, quietly forcing a much higher price floor before the US rides the wave to recapitalize its books in one clean move. The old dollar-deficit era ends not with a crash, but with gold quietly taking over the burden. HT: Luke Gromen #Gold #Macro #TradeDeficit #LukeGromen #MonetaryReset #DollarSystem

Mark

168,466 views • 5 months ago

Trump warns that BRICS is set on challenging dollar dominance, and their latest moves back that up. They’re rolling out a cross-border payment system to reduce reliance on the dollar, expanding the Shanghai Gold Exchange into Hong Kong for more yuan-denominated trade, and setting up a gold vault in Saudi Arabia to facilitate gold-backed transactions. As central banks ramp up their gold reserves, BRICS is clearly paving the way for a new financial order. We’ll dive deep into all of this in the first episode of ‘The Real Story!’ Miles Franklin Precious Metals
0:48

Trump warns that BRICS is set on challenging dollar dominance, and their latest moves back that up. They’re rolling out a cross-border payment system to reduce reliance on the dollar, expanding the Shanghai Gold Exchange into Hong Kong for more yuan-denominated trade, and setting up a gold vault in Saudi Arabia to facilitate gold-backed transactions. As central banks ramp up their gold reserves, BRICS is clearly paving the way for a new financial order. We’ll dive deep into all of this in the first episode of ‘The Real Story!’ Miles Franklin Precious Metals

Michelle Makori

15,081 views • 1 year ago

A Financial Revolution for Global Balance China is sparking a financial revolution, boldly backing its yuan with gold to challenge the US dollar’s dominance and foster a cooperative, multilateral global order. The People’s Bank of China (PBoC) has emerged as the world’s leading gold buyer, amassing reserves at a staggering pace. This ambitious “debasement trade” seeks to restore rock-solid trust in the yuan through a hard asset the dollar abandoned decades ago. Far from aiming for dominance, China’s strategy champions a multipolar economic system, set to disrupt markets, elevate interest rates, boost commodities, and challenge cryptocurrencies like Bitcoin.
4:56

A Financial Revolution for Global Balance China is sparking a financial revolution, boldly backing its yuan with gold to challenge the US dollar’s dominance and foster a cooperative, multilateral global order. The People’s Bank of China (PBoC) has emerged as the world’s leading gold buyer, amassing reserves at a staggering pace. This ambitious “debasement trade” seeks to restore rock-solid trust in the yuan through a hard asset the dollar abandoned decades ago. Far from aiming for dominance, China’s strategy champions a multipolar economic system, set to disrupt markets, elevate interest rates, boost commodities, and challenge cryptocurrencies like Bitcoin.

Angelo Giuliano 🇨🇭🇮🇹

28,997 views • 9 months ago

Wow the upper-tier financial intellectuals in China who normally don’t care if regular plebs are drooling and falling on the ground are speaking out. Apparently the Chinese government and its Oil producing trading partner sovereigns are experimenting with the OIL-#GOLD-RMB trade using the new offshore SGE #GOLD vaults in Hong Kong. And the Chinese Lady also called #GOLD China’s financial nuclear weapon… This is what I think: when Luke Luke Gromen talked about China’s OIL-#GOLD-RMB trade one or two years ago; those were pure OTC bilateral trades. Now China is going to start scaling this via SGE OTC price inquiry bilateral transactions and centralized SGE clearing. VBL’s Ghost Luke Gromen David Lee Geoffrey Fouvry Kathleen Tyson @SunilRe89392848 Gold Telegraph ⚡ Make Gold Great
4:23

Wow the upper-tier financial intellectuals in China who normally don’t care if regular plebs are drooling and falling on the ground are speaking out. Apparently the Chinese government and its Oil producing trading partner sovereigns are experimenting with the OIL-#GOLD-RMB trade using the new offshore SGE #GOLD vaults in Hong Kong. And the Chinese Lady also called #GOLD China’s financial nuclear weapon… This is what I think: when Luke Luke Gromen talked about China’s OIL-#GOLD-RMB trade one or two years ago; those were pure OTC bilateral trades. Now China is going to start scaling this via SGE OTC price inquiry bilateral transactions and centralized SGE clearing. VBL’s Ghost Luke Gromen David Lee Geoffrey Fouvry Kathleen Tyson @SunilRe89392848 Gold Telegraph ⚡ Make Gold Great

Eric Yeung 👍🚀🌕

27,538 views • 8 months ago

GOLD IS SILENTLY REPLACING US TREASURIES AS GLOBAL COLLATERAL Something bigger than anything seen in over 50 years is unfolding in the global financial system right now. Almost nobody is talking about it. Gold is no longer just being bought by central banks. It is actively returning as the preferred collateral across private citizens, companies, and governments, beginning to displace US Treasuries from the core of the system. THE CORE THESIS: GOLD RECLAIMS ITS ROLE AS TRUST ➡️ Collateral exists to replace trust. In the repo markets that keep the entire financial machine running, government bonds still make up the vast majority of that collateral. ➡️ US Treasuries alone account for roughly two-thirds of global bond collateral. ➡️ When trust in those bonds erodes, the demand for them as collateral shrinks. That is exactly what is starting to happen. PRIVATE CITIZENS ARE ALREADY MOVING ➡️ In India, gold-backed loans grew seven times faster than ordinary consumer credit over the past year. ➡️ Vietnam’s central bank is preparing gold certificates so citizens can turn privately held gold into usable financial instruments. ➡️ Tether’s gold tokens can now be used as collateral for loans on crypto platforms, and a physical-gold-backed credit card is launching specifically for emerging markets. THE EMERGING-MARKET BREAKTHROUGH ➡️ Juan Sartori of Tether Gold put it plainly: “Our top goal is to offer people in collapsing financial systems a financial alternative.” ➡️ For hundreds of millions who fear their local currency or even their dollar accounts can be forcibly converted overnight, a gold-backed card that lets them spend without losing purchasing power is a game-changer. ➡️ Similar tokenized gold products are already expanding across Asia. COMPANIES AND GOVERNMENTS JOIN THE SHIFT ➡️ Commercial Bank of Dubai just launched a gold medal loan product that lets businesses borrow and lend directly in physical ounces. ➡️ Hong Kong has centralized its gold clearing to pull price discovery and yuan-denominated trading closer to China. ➡️ Dubai introduced a physical gold contract settled in dirhams. Singapore is building gold storage for foreign central banks so the metal can serve as trusted collateral. THE BOTTOM LINE Gold is being remonetized from the bottom up and the top down at the same time. The process is quiet, technical, and still invisible to most investors. Those who understand that collateral is the real battleground already see where the next decade of demand is coming from. This is how money quietly changes. #GoldCollateral #Remonetization #GoldLoans #DigitalGold #USTreasuries #GoldDemand #SilentShift
2:23

GOLD IS SILENTLY REPLACING US TREASURIES AS GLOBAL COLLATERAL Something bigger than anything seen in over 50 years is unfolding in the global financial system right now. Almost nobody is talking about it. Gold is no longer just being bought by central banks. It is actively returning as the preferred collateral across private citizens, companies, and governments, beginning to displace US Treasuries from the core of the system. THE CORE THESIS: GOLD RECLAIMS ITS ROLE AS TRUST ➡️ Collateral exists to replace trust. In the repo markets that keep the entire financial machine running, government bonds still make up the vast majority of that collateral. ➡️ US Treasuries alone account for roughly two-thirds of global bond collateral. ➡️ When trust in those bonds erodes, the demand for them as collateral shrinks. That is exactly what is starting to happen. PRIVATE CITIZENS ARE ALREADY MOVING ➡️ In India, gold-backed loans grew seven times faster than ordinary consumer credit over the past year. ➡️ Vietnam’s central bank is preparing gold certificates so citizens can turn privately held gold into usable financial instruments. ➡️ Tether’s gold tokens can now be used as collateral for loans on crypto platforms, and a physical-gold-backed credit card is launching specifically for emerging markets. THE EMERGING-MARKET BREAKTHROUGH ➡️ Juan Sartori of Tether Gold put it plainly: “Our top goal is to offer people in collapsing financial systems a financial alternative.” ➡️ For hundreds of millions who fear their local currency or even their dollar accounts can be forcibly converted overnight, a gold-backed card that lets them spend without losing purchasing power is a game-changer. ➡️ Similar tokenized gold products are already expanding across Asia. COMPANIES AND GOVERNMENTS JOIN THE SHIFT ➡️ Commercial Bank of Dubai just launched a gold medal loan product that lets businesses borrow and lend directly in physical ounces. ➡️ Hong Kong has centralized its gold clearing to pull price discovery and yuan-denominated trading closer to China. ➡️ Dubai introduced a physical gold contract settled in dirhams. Singapore is building gold storage for foreign central banks so the metal can serve as trusted collateral. THE BOTTOM LINE Gold is being remonetized from the bottom up and the top down at the same time. The process is quiet, technical, and still invisible to most investors. Those who understand that collateral is the real battleground already see where the next decade of demand is coming from. This is how money quietly changes. #GoldCollateral #Remonetization #GoldLoans #DigitalGold #USTreasuries #GoldDemand #SilentShift

Mark

109,321 views • 12 days ago

🌎 INTERVIEW: “GOLD COULD SOON OVERTAKE THE DOLLAR AS THE WORLD’S TOP RESERVE ASSET” Luke Gromen, Macroeconomic Strategist “When people talk about foreign exchange reserves, they usually only count fiat currencies. But if you include gold, the picture looks very different. Right now, the dollar’s share of total reserves plus gold is down to 46%. Gold is up to 30%, and central banks are still buying thousands of tons every year. If that trend continues and gold rises another 30 to 50%, it could surpass the dollar in global reserve value. That would create a major moment of cognitive dissonance for those who believe the dollar’s dominance can’t change.”
1:03

🌎 INTERVIEW: “GOLD COULD SOON OVERTAKE THE DOLLAR AS THE WORLD’S TOP RESERVE ASSET” Luke Gromen, Macroeconomic Strategist “When people talk about foreign exchange reserves, they usually only count fiat currencies. But if you include gold, the picture looks very different. Right now, the dollar’s share of total reserves plus gold is down to 46%. Gold is up to 30%, and central banks are still buying thousands of tons every year. If that trend continues and gold rises another 30 to 50%, it could surpass the dollar in global reserve value. That would create a major moment of cognitive dissonance for those who believe the dollar’s dominance can’t change.”

Mario Nawfal

40,923 views • 9 months ago

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
1:48

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

Mark

49,121 views • 25 days ago

BRICS Quietly Activating the Biggest Shift Away From the Dollar Yet. Andy Schectman breaks it down with Stacking Surfer: • mBridge is now operational • China-UAE completed a trade using digital yuan • Settles in 7 seconds, outside SWIFT • 98% fee reduction • Digital yuan now instantly convertible into gold Andy warns: once 75-90% of the global population can settle trade outside the dollar – with gold replacing Treasuries – that’s the all-at-once moment. Watch the full interview here:
1:49

BRICS Quietly Activating the Biggest Shift Away From the Dollar Yet. Andy Schectman breaks it down with Stacking Surfer: • mBridge is now operational • China-UAE completed a trade using digital yuan • Settles in 7 seconds, outside SWIFT • 98% fee reduction • Digital yuan now instantly convertible into gold Andy warns: once 75-90% of the global population can settle trade outside the dollar – with gold replacing Treasuries – that’s the all-at-once moment. Watch the full interview here:

Miles Franklin Precious Metals

22,502 views • 7 months ago

EXPLAINED: BRICS LAUNCHES A GOLD-BACKED CURRENCY: THE "UNIT"📢 It's called the "Unit." This is a live prototype for an alternative to the US dollar in international trade. 🧪 What Is It? A digital currency for trade between BRICS nations (Brazil, Russia, India, China, South Africa). It's backed by a basket of their local currencies and physical gold. 🔧 How It Works (Simplified): Step 1: The "Basket" is Created. A "Unit Reserve Basket" holds: ➡️ 40% in physical gold (40 grams for the first test batch). ➡️ 60% in five BRICS currencies (12% each: Real, Yuan, Rupee, Ruble, Rand). Step 2: Units Are Issued. On October 31, 2025, 100 Units were created. Each Unit was worth exactly 1 gram of gold. Step 3: Value Fluctuates with the Market. The Unit's value changes daily based on the strength of the currencies in the basket vs. gold. ➡️ By December 4, the basket's value had adjusted to 98.23 grams of gold. ➡️ Therefore, 1 Unit = 0.9823g of gold. 🎯The Goal: Trade Without Dollars. Countries could use Units to settle transactions, reducing reliance on the US dollar and keeping their gold reserves within their own borders. ⚠️ Important Caveats: ➡️ This is a test pilot, not an official, adopted currency. ➡️ It was initiated by the IRIAS organization and is being pushed by certain BRICS members. ➡️ It is being closely watched by other nations, including several in Africa. 📈 Why This Matters for Gold: The "Unit" formally anchors a trade instrument to physical gold. If adoption grows, it institutionalizes gold demand on a multinational scale, reinforcing its role as a monetary asset. The Bottom Line: The BRICS "Unit" is a working prototype for a gold-referenced trade currency. While not yet official policy, its existence is a direct step toward de-dollarization and a significant bullish signal for long-term gold demand. #Gold #BRICS #DeDollarization #Unit #Currency #MonetarySystem #Macro #Finance #Investing
5:36

EXPLAINED: BRICS LAUNCHES A GOLD-BACKED CURRENCY: THE "UNIT"📢 It's called the "Unit." This is a live prototype for an alternative to the US dollar in international trade. 🧪 What Is It? A digital currency for trade between BRICS nations (Brazil, Russia, India, China, South Africa). It's backed by a basket of their local currencies and physical gold. 🔧 How It Works (Simplified): Step 1: The "Basket" is Created. A "Unit Reserve Basket" holds: ➡️ 40% in physical gold (40 grams for the first test batch). ➡️ 60% in five BRICS currencies (12% each: Real, Yuan, Rupee, Ruble, Rand). Step 2: Units Are Issued. On October 31, 2025, 100 Units were created. Each Unit was worth exactly 1 gram of gold. Step 3: Value Fluctuates with the Market. The Unit's value changes daily based on the strength of the currencies in the basket vs. gold. ➡️ By December 4, the basket's value had adjusted to 98.23 grams of gold. ➡️ Therefore, 1 Unit = 0.9823g of gold. 🎯The Goal: Trade Without Dollars. Countries could use Units to settle transactions, reducing reliance on the US dollar and keeping their gold reserves within their own borders. ⚠️ Important Caveats: ➡️ This is a test pilot, not an official, adopted currency. ➡️ It was initiated by the IRIAS organization and is being pushed by certain BRICS members. ➡️ It is being closely watched by other nations, including several in Africa. 📈 Why This Matters for Gold: The "Unit" formally anchors a trade instrument to physical gold. If adoption grows, it institutionalizes gold demand on a multinational scale, reinforcing its role as a monetary asset. The Bottom Line: The BRICS "Unit" is a working prototype for a gold-referenced trade currency. While not yet official policy, its existence is a direct step toward de-dollarization and a significant bullish signal for long-term gold demand. #Gold #BRICS #DeDollarization #Unit #Currency #MonetarySystem #Macro #Finance #Investing

Mark

96,502 views • 7 months ago

LIVE NOW - “The Debasement Trade” - Luke Gromen on Gold, Bitcoin & The 100 Year Reset Luke Gromen makes the case that “debasement” isn’t a trade, it’s the new regime. We unpack: - why assets look strong in dollars yet stagnate in gold/Bitcoin terms - the global reserves shift back toward gold - how a U.S. gold reprice to $10k–$20k could fund a balance-sheet reset - he risks of “paper gold" - Bitcoin’s potential catch-up (and a possible East=gold, West=BTC split) - AI as an accelerant And we finish with how to build a portfolio for the upcoming 100-year reset. -------------- TIMESTAMPS 0:00 Intro 4:15 How Long is The Trade? 11:23 Gold vs Treasury Reserves 19:34 Gold All Time Highs 23:17 Gold Buying Pressure 29:08 Back to The Gold Standard? 37:37 The Transition 43:10 Central Bank Gold Accumulation 49:20 Gold Demonetization 57:00 Types of Gold 1:05:17 Gold vs Bitcoin 1:10:06 The Future of Bitcoin 1:16:19 4-Year Cycles 1:19:02 Tokenized Gold 1:24:19 100 Year Reset Portfolio 1:28:25 Closing & Disclaimers
1:29:39

LIVE NOW - “The Debasement Trade” - Luke Gromen on Gold, Bitcoin & The 100 Year Reset Luke Gromen makes the case that “debasement” isn’t a trade, it’s the new regime. We unpack: - why assets look strong in dollars yet stagnate in gold/Bitcoin terms - the global reserves shift back toward gold - how a U.S. gold reprice to $10k–$20k could fund a balance-sheet reset - he risks of “paper gold" - Bitcoin’s potential catch-up (and a possible East=gold, West=BTC split) - AI as an accelerant And we finish with how to build a portfolio for the upcoming 100-year reset. -------------- TIMESTAMPS 0:00 Intro 4:15 How Long is The Trade? 11:23 Gold vs Treasury Reserves 19:34 Gold All Time Highs 23:17 Gold Buying Pressure 29:08 Back to The Gold Standard? 37:37 The Transition 43:10 Central Bank Gold Accumulation 49:20 Gold Demonetization 57:00 Types of Gold 1:05:17 Gold vs Bitcoin 1:10:06 The Future of Bitcoin 1:16:19 4-Year Cycles 1:19:02 Tokenized Gold 1:24:19 100 Year Reset Portfolio 1:28:25 Closing & Disclaimers

Bankless

146,301 views • 9 months ago

🚨 WARNING: SOMETHING TERRIBLE WILL HAPPEN IN THE NEXT 24 HOURS!! On July 24, China will ban paper gold trading. Meanwhile, they're sitting on 30,000 TONNES of physical gold. We've seen THE SAME manipulation before. If you hold any assets today, you MUST know what's coming: Let me explain. Most people think gold is priced by people buying and selling physical bars. It isn't. The majority of gold trading happens through something called "paper gold." Paper gold is simply a financial contract. And for every ounce of physical gold that exists, there are many more ounces traded on paper. This creates enormous leverage. It keeps markets liquid. It suppresses volatility. It allows massive amounts of trading without requiring the transfer of real metal. As long as everyone trusts the system, everything functions normally. BUT CHINA JUST MADE A DIFFERENT BET. While most of the world continues trading paper gold... China has been accumulating physical gold for years. Month after month. Its central bank has continued adding to its reserves. That isn't a short-term trade. It's a long-term strategy. WHAT HAPPENS IF PHYSICAL MATTERS MORE THAN PAPER? This is where things become interesting. If confidence in paper gold weakens... The entire pricing mechanism comes under pressure. Because paper markets depend on one key assumption: That very few participants will ever demand physical delivery. And when that assumption changes, the leverage built into the system suddenly becomes its weakness. What happens if more people start demanding physical gold instead of paper claims? Markets will reprice much faster than people expect. WE'VE SEEN THIS BEFORE. Oil dumped hard during the EXACT same type of market pressure in 2024. Extreme positioning. Forced liquidations. Shifting sentiment. The market became disconnected from the broader picture. Crowded trades are fragile when conditions change. And when the world's largest commodity consumer starts changing how it participates in a market... Smart money pays attention. This isn't simply about gold prices. It's about who controls price discovery. I’ve studied markets for over 10 years and called nearly every major top and bottom. And I’ll call it again in 2026. Follow me and turn on notifications before it’s too late. Don’t make the most expensive mistake of your life.
0:27

🚨 WARNING: SOMETHING TERRIBLE WILL HAPPEN IN THE NEXT 24 HOURS!! On July 24, China will ban paper gold trading. Meanwhile, they're sitting on 30,000 TONNES of physical gold. We've seen THE SAME manipulation before. If you hold any assets today, you MUST know what's coming: Let me explain. Most people think gold is priced by people buying and selling physical bars. It isn't. The majority of gold trading happens through something called "paper gold." Paper gold is simply a financial contract. And for every ounce of physical gold that exists, there are many more ounces traded on paper. This creates enormous leverage. It keeps markets liquid. It suppresses volatility. It allows massive amounts of trading without requiring the transfer of real metal. As long as everyone trusts the system, everything functions normally. BUT CHINA JUST MADE A DIFFERENT BET. While most of the world continues trading paper gold... China has been accumulating physical gold for years. Month after month. Its central bank has continued adding to its reserves. That isn't a short-term trade. It's a long-term strategy. WHAT HAPPENS IF PHYSICAL MATTERS MORE THAN PAPER? This is where things become interesting. If confidence in paper gold weakens... The entire pricing mechanism comes under pressure. Because paper markets depend on one key assumption: That very few participants will ever demand physical delivery. And when that assumption changes, the leverage built into the system suddenly becomes its weakness. What happens if more people start demanding physical gold instead of paper claims? Markets will reprice much faster than people expect. WE'VE SEEN THIS BEFORE. Oil dumped hard during the EXACT same type of market pressure in 2024. Extreme positioning. Forced liquidations. Shifting sentiment. The market became disconnected from the broader picture. Crowded trades are fragile when conditions change. And when the world's largest commodity consumer starts changing how it participates in a market... Smart money pays attention. This isn't simply about gold prices. It's about who controls price discovery. I’ve studied markets for over 10 years and called nearly every major top and bottom. And I’ll call it again in 2026. Follow me and turn on notifications before it’s too late. Don’t make the most expensive mistake of your life.

0xNobler

166,642 views • 8 days ago