🚨 BREAKING | GOLD & MARKETS
China is reportedly evaluating a major underwater gold discovery, estimated at ~3,900 tons — a potential long-term supply shock if developed.
Why this matters:
• Gold’s value is driven by scarcity
• Large new reserves = future supply pressure
• Long-term impact could cap gold upside, not crash it overnight
Global implications:
China is already the largest gold producer. Gradual monetization of new reserves could reshape flows across central banks, ETFs, and bullion markets.
Crypto angle:
When traditional stores of value face supply pressure, capital rotation often follows. Reduced gold demand can redirect flows toward digital assets as alternative value storage.
Big picture:
This isn’t about hype — it’s about behavioral shifts driven by supply, liquidity, and confidence. Markets move where capital reallocates.
Watchlist (rotation beneficiaries):
