Ran Neuner
Ran Neuner|2月 06, 2026 14:29
I finally discovered why gold has been rallying. And it has nothing to do with inflation. Nothing to do with tariffs. And nothing to do with interest rates. It’s a war. Not the kind you see on CNN. Not a battlefield war. A monetary war. China has been quietly executing a long-term strategy: Selling U.S. Treasuries and accumulating gold. China’s U.S. Treasury holdings just fell to the lowest level since 2008. At the same time, it’s been buying gold for 14 consecutive months. Because if you want your currency to be a reserve currency, you need trust. And no one trusts a fiat currency backed by infinite debt and money printing. You need credibility. You need something that can’t be printed. Gold. This is exactly what Ray Dalio warned about: when countries print endlessly and drown in debt, monetary empires fall and new ones rise. This is why central banks are buying gold at a record pace. Why are commodities moving together? And why the DXY is falling more than 12% I break down the full strategy, the endgame, and how I’m positioning in my new video. [link in comments](Ran Neuner)
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