X @Balaji
Balaji·2025-09-27 09:29
See also @LukeGromen’s commentary.Luke Gromen (@LukeGromen):Gold will be a bigger % of global FX rsvs than USTs in a few mthsCentral bank gold ($4.3T) will likely soon be > total USD assets in FX rsvs ($6.7T)Consensus only now shifting from "denial" to "anger" stage of grief on this...bargaining, depression, acceptance still to come https://t.co/i630iNUyLr ...