This is something we haven’t seen since 1968.
For the first time in nearly 60 years, central banks are holding more gold than U.S. Treasuries.
That isn’t portfolio balancing.
That’s a signal.
While the public is told to trust debt markets, institutions are quietly doing the opposite:
→ Cutting exposure to U.S. debt
→ Stockpiling physical gold
→ Preparing for pressure, not expansion
U.S. Treasuries are the foundation of the global financial system.
When confidence in that foundation weakens, everything built on top starts to wobble.
Major collapses don’t begin with headlines — they begin in silence.
History doesn’t repeat, but it rhymes:
• 1971: Gold decouples, inflation surges
• 2008: Credit locks up, forced selling follows
• 2020: Liquidity disappears, printing begins
Now, central banks are moving before the crowd.
The Federal Reserve is boxed in:
→ Print money → weaker dollar, stronger gold
→ Stay tight → credit markets fracture
Either path leads to stress.
By the time retail notices, positioning is already complete.
You can ignore the signs if you want —
just don’t say no one warned you.
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