EXPOSED: The Biggest Lie in Global Finance Right Now
Wall Street wants you to panic about “China dumping Treasuries.”
Here’s what the data actually shows:
The Headline They’re Running:
China’s Treasury holdings → $688.7 billion
Lowest since 2008.
“Dedollarization is HERE.”
What They’re Hiding:
Belgium just hit $468.4 BILLION.
All-time record.
Why does this matter?
Belgium’s GDP is $580 billion. They’re not buying half their economy in Treasuries.
This is where China actually holds its dollars … through Euroclear custodial accounts in Brussels.
Net the two positions?
China’s TRUE dollar exposure: essentially unchanged.
The Real Story Nobody’s Telling:
While financial media screams “dollar collapse”:
→ Japan INCREASED holdings $10.7B to $1.2 TRILLION
→ UK SURGED $13.2B to $877.9 billion
→ Total foreign holdings: $9.2 TRILLION
Second-highest level in human history.
Here’s the Pattern:
Every time China “dumps” Treasuries, Belgium mysteriously accumulates the exact amount.
This has happened for 7 consecutive quarters.
It’s not dedollarization.
It’s an accounting shuffle designed to manufacture a narrative.
By March 2026, total foreign Treasury holdings will exceed $9.5 trillion.
The dedollarization story will quietly die.
And everyone who panic-sold duration will watch yields fall below 4%.
The money doesn’t lie.
The headlines do.
Bitcoin fits into this distortion-driven narrative as well. While headlines manufacture fear around dedollarization, capital continues to flow quietly through opaque custodial channels and accounting sleight of hand.
Bitcoin doesn’t rely on custodians, intermediaries, or reported holdings to signal demand. Its ledger is public, settlement is final, and ownership is direct.
In a system where narratives are engineered and positions are obscured, transparency itself becomes the asset and that is where Bitcoin derives its strategic relevance.
