GLOBAL MACRO SHOCK x CRYPTO IGNITION 🚨
$DUSK JUST WOKE UP — AND THE WORLD IS SHIFTING
$DUSK (DUSKUSDT Perp) just surged to 0.10669 (+63.76%), and this move is not isolated. While traders focus on the chart, a much larger macro shift is unfolding in real time — one that connects bonds, politics, and crypto liquidity.
China has officially sold $6.1 billion in U.S. Treasury bonds, cutting its holdings to $682.6 billion, the lowest level since 2008. This is not panic selling. It’s a calculated adjustment.
At the same time, the U.S. Treasury’s latest TIC data shows overseas Treasury holdings rising by $112.8 billion to a record $9.36 trillion. Countries like Norway, Saudi Arabia, Japan, and the UK are increasing exposure, creating a sharp global contrast.
China’s move is part of a longer strategy. Since its Treasury holdings fell below $1 trillion in 2022 and U.S. tariffs climbed toward 50%, Beijing has been steadily diversifying reserves.
The clearest signal is gold. China has increased gold reserves for 14 straight months, reaching 74.15 million ounces by the end of 2025, prioritizing hard assets over dollar dependence.
On the U.S. side, markets were jolted when political pressure around the Federal Reserve intensified. Trump suddenly eased his stance, confirming he would not remove Fed Chair Jerome Powell. The reversal came as inflation remains elevated, with CPI at 2.7%, limiting the Fed’s ability to cut rates aggressively.
Global institutions, including the IMF and ECB, publicly emphasized the importance of central bank independence, and markets made it clear they have little tolerance for political interference.
This is no longer just a bond story or a political headline. It’s a liquidity and confidence battle. China is reinforcing its safety net, the U.S. is navigating political and monetary constraints, and global capital is repositioning quietly but decisively. Crypto, as always, reacts faster than traditional markets — and sharp moves like $DUSK are often early signals, not late ones.#DUSKARMY.
DUSKUSDTPerp0.11321+9.53%