The storm of US Treasury bonds is coming! Is global capital staging a 'great escape'?

💸 China is massively selling US bonds, the lowest in 16 years!

Latest data shows that China reduced its holdings of US bonds by $8.2 billion in April, bringing its holdings down to $757 billion, a new low since 2009! Amidst the escalation of the US-China trade war, Beijing is accelerating the diversification of its foreign reserves, with gold reserves increasing for seven consecutive months, clearly indicating a desire to 'decouple' from the dollar.

⚠️ Is US credit collapsing?

Moody's has just downgraded the US sovereign rating from Aaa to Aa1, with the three major rating agencies collectively 'removing the stars' for the first time in history! With $36 trillion in national debt looming, interest payments are about to swallow the entire annual fiscal budget, even the Federal Reserve is panicking—cutting interest rates to save the market? Inflation rebounds? Both sides are fraught with risks.

🎢 Survival guide for investors

- Bottom-fishing warning: The yield on 30-year US Treasury bonds has soared above 5%. It seems attractive with high interest, but Trump's tax cuts could add another $4 trillion in debt, be cautious of 'insufficient returns to cover the principal loss'.

- Gold is truly appealing: Central banks around the world are buying gold like crazy, the internationalization of the yuan is accelerating, and de-dollarization has become a clear trend.

- Black Swan warning: If US bond liquidity dries up, a global financial crisis 2.0 could be even worse than in 2008.