🏛️ China strengthens its gold reserves: silent strategy to reduce dependence on the dollar
📌 Institutional context
In October 2025, China has intensified its gold accumulation, adding more than 21 additional tons this year and officially reaching 2,300 tons in reserves.
But analysts estimate that the actual figures could exceed 5,000 tons, considering undeclared holdings by state entities.
👉 This is not a tactical maneuver.
👉 It is a structural strategy to safeguard its currency, reduce exposure to the dollar, and prepare the ground for a new global financial architecture.
🪙 What is China doing?
• 9 consecutive months of purchases by the People's Bank of China (PBOC)
• Reduction of U.S. Treasury bonds as part of its de-dollarization policy
• Accumulation in a context of high prices, indicating institutional intent, not speculation
• Official reserves still represent only 7% of its international assets, well below the global average of 22%
🧠 Institutional reading
🔹 Absorption strategy
🔹 Silent de-dollarization
🔹 Geopolitical signal
📊 How is this reflected in the market?
• Gold is trading near $3,872 per ounce, driven by institutional purchases
• BTC absorbs liquidity as an alternative asset in mitigation zones
• ETH shows SMT with BTC and divergence of intent in imbalance zones
👉 The chart is not rising due to fear.
👉 It rises because smart capital rotates towards hard assets.
What do you see when China buys gold at highs and reduces Treasury bonds without announcing it?
