Core Viewpoint - The perception of U.S. Treasury bonds has shifted from being seen as a safe asset to a potential liability, raising concerns about their future value and implications for ordinary citizens [1][14]. Group 1: Changing Perception of U.S. Treasury Bonds - U.S. Treasury bonds, once considered a stable investment, are now viewed as a "hot potato" that could lose value, impacting the financial security of individuals [1]. - The transition from viewing U.S. Treasury bonds as a savings account to seeing them as a means to acquire tangible resources reflects a significant shift in financial strategy [3]. Group 2: Asset Diversification and Resource Acquisition - The strategy of converting financial assets into physical assets, such as cobalt for electric vehicle batteries, highlights a proactive approach to securing essential resources [3]. - Continuous accumulation of gold by the central bank over 18 months indicates a shift towards hard assets as a hedge against financial instability [5]. Group 3: Global Financial Dynamics - The emergence of a "hard currency" era suggests a growing skepticism towards fiat currencies, with a preference for gold and minerals as reliable assets [6]. - The establishment of alternative financial channels, such as the mBridge for digital currency transactions, signifies a move away from reliance on traditional systems like SWIFT [10]. Group 4: International Trade and Currency Trends - The increasing use of the Chinese yuan in international transactions, including agreements with countries like Brazil and Saudi Arabia, reflects a diversification away from the U.S. dollar [12][18]. - The shift in global trade dynamics, with major economies seeking alternatives to the dollar, indicates a potential decline in the dollar's dominance [12][18]. Group 5: U.S. Economic Challenges - The U.S. federal debt surpassing $38 trillion and the rising interest payments exceeding military spending illustrate a concerning fiscal situation [14][15]. - The cycle of borrowing to pay off existing debt raises questions about the sustainability of U.S. Treasury bonds as a safe investment [15][17].
美元霸权遭挑战,美国财长见证7800亿美债以人民币结算,中国按规则逐步拆解
Sou Hu Cai Jing·2026-01-01 20:08