According to @KobeissiLetter, China's ownership of US assets has dropped significantly, with combined holdings of Treasuries, stocks, and various bonds now at $1.56 trillion, marking a near 14-year low. This figure includes Belgium-held Treasuries, commonly associated with Chinese custodial accounts. The decline could have implications for US debt markets and global capital flows.

According to @w_thejazz, China has transformed silver into a strategic commodity by limiting exports to only 44 state-backed firms starting January 2026. This policy shift aims to create a global chokepoint, moving beyond market manipulation to prioritize national control. While paper markets like COMEX continue to manage margins, physical silver is experiencing significant premiums, with some buyers paying up to 30% above market price. This development positions the #SilverSqueeze as a critical issue with both financial and geopolitical implications.

According to @BullTheoryio, China has instructed its domestic banks to stop increasing and start reducing their exposure to U.S. Treasuries. This decision removes a key source of foreign demand for U.S. government debt, which could lead to higher yields and increased borrowing costs for the United States. Traders should monitor the ripple effects on global bond markets and currency valuations.

According to @KobeissiLetter, Chinese retail investor activity has seen a significant surge, with the number of new individual investor accounts increasing by 88% month-over-month (MoM) in January, reaching 4.9 million. This marks the highest level since October 2024, when the peak of 6.8 million accounts was recorded, the largest in nine years. This growth highlights renewed interest among retail investors in China's financial markets.

According to @KobeissiLetter, the four largest gold-backed ETFs in China posted $980 million in outflows on Tuesday, marking the biggest daily withdrawal on record and 2.5 times the previous record set in May 2025, Source: @KobeissiLetter. The report adds this followed $317 million in outflows on Monday, underscoring an unusually large two-day redemption wave in Chinese gold-backed ETFs, Source: @KobeissiLetter. For trading desks, these record-breaking redemptions indicate concentrated selling pressure in local bullion vehicles and a swift reduction in gold exposure among Chinese investors, Source: @KobeissiLetter.

According to @KobeissiLetter, China’s non-official sector holdings of overseas assets rose by about $260 billion in Q3 2025 to a record $1.95 trillion, bringing the increase over the first three quarters of 2025 to roughly $1 trillion and positioning China as a crucial source of liquidity for the global financial system (source: @KobeissiLetter).

According to @KobeissiLetter, China acquired about 10 tonnes of gold in November, roughly 11 times more than the central bank officially reported, based on Goldman Sachs estimates cited by @KobeissiLetter. According to @KobeissiLetter, Goldman Sachs also estimated September purchases at roughly 15 tonnes, or about 10 times official disclosures by the People’s Bank of China. According to @KobeissiLetter, these figures point to continued behind-the-scenes stockpiling and a gap between estimated central bank gold buying and reported PBoC gold reserves, as highlighted by Goldman Sachs.

According to the source, North America’s role in Bitcoin mining is weakening while more newly minted BTC accrues to China, signaling a geographic shift in hash power and issuance concentration that traders should monitor for supply dynamics (source: X post dated Jan 14, 2026). This shift implies region-specific miner revenues and potential sell-flow concentration in Chinese jurisdictions, which can influence BTC liquidity patterns during issuance windows and miner distribution events (source: X post dated Jan 14, 2026).