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By Andrei Jikh
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Get instant insights and key takeaways from this YouTube video by Andrei Jikh.
China's Gold Strategy and Financial System Restructuring
📌 China has been the world's largest buyer of gold, actively selling Treasury bonds to diminish the dollar's reserve currency status.
🌐 China is building the "Gold Corridor," a network of vaults across BRICS nations, allowing countries holding the Yuan to exchange it for physical gold, fostering trust absent in fiat currency.
🏛️ As of July 2025, gold is reclassified as a Basel III Tier 1 asset, meaning banks can count 100% of its value on balance sheets, moving it from a Tier 3 asset.
The Next Financial Phase: HQLA Status
➡️ The anticipated next step is upgrading gold to High-Quality Liquid Asset (HQLA) status, enabling it to be used as collateral for repo and financing, the foundation of the financial system.
💰 If gold achieves HQLA status, countries could finance infrastructure projects (roads, power plants) using gold collateral through institutions like the New Development Bank, bypassing the IMF and the dollar system.
📉 Central banks are estimated to increase gold holdings from around 20% to 30% of reserves, potentially creating $2 trillion in new demand.
Geopolitical and Investment Implications
🇺🇸 The US is repatriating its gold from overseas vaults (like London) to maintain physical custody, preparing for a system where physical gold ownership confers real collateral power.
🪙 This dynamic suggests a split: China/BRICS building a system backed by physical gold, while the US/West might counter with a system based on programmable and tokenized assets, potentially including Bitcoin.
⏳ The shift toward a multi-monetary phase, where gold-backed money competes with digital standards, could lead to rapid repricing of both gold and potentially Bitcoin over a 5 to 10-year horizon.
Key Points & Insights
➡️ China is systematically creating a parallel financial system designed to compete with the dollar by making the Yuan redeemable for physical gold.
➡️ To stabilize gold trading within this new system, China is utilizing a moving average over 200 trading days to set settlement prices, reducing daily volatility.
➡️ Countries lacking infrastructure can deposit their gold reserves into the Shanghai Gold Exchange (SGE) and borrow Yuan against them to fund development outside Western influence.
➡️ Bitcoin is positioned as the potential digital counterpart to gold's physical trust, representing trust through energy and math versus gold's trust through time.
📸 Video summarized with SummaryTube.com on Nov 23, 2025, 00:06 UTC
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Full video URL: youtube.com/watch?v=wg3HFA80d18
Duration: 23:13
Get instant insights and key takeaways from this YouTube video by Andrei Jikh.
China's Gold Strategy and Financial System Restructuring
📌 China has been the world's largest buyer of gold, actively selling Treasury bonds to diminish the dollar's reserve currency status.
🌐 China is building the "Gold Corridor," a network of vaults across BRICS nations, allowing countries holding the Yuan to exchange it for physical gold, fostering trust absent in fiat currency.
🏛️ As of July 2025, gold is reclassified as a Basel III Tier 1 asset, meaning banks can count 100% of its value on balance sheets, moving it from a Tier 3 asset.
The Next Financial Phase: HQLA Status
➡️ The anticipated next step is upgrading gold to High-Quality Liquid Asset (HQLA) status, enabling it to be used as collateral for repo and financing, the foundation of the financial system.
💰 If gold achieves HQLA status, countries could finance infrastructure projects (roads, power plants) using gold collateral through institutions like the New Development Bank, bypassing the IMF and the dollar system.
📉 Central banks are estimated to increase gold holdings from around 20% to 30% of reserves, potentially creating $2 trillion in new demand.
Geopolitical and Investment Implications
🇺🇸 The US is repatriating its gold from overseas vaults (like London) to maintain physical custody, preparing for a system where physical gold ownership confers real collateral power.
🪙 This dynamic suggests a split: China/BRICS building a system backed by physical gold, while the US/West might counter with a system based on programmable and tokenized assets, potentially including Bitcoin.
⏳ The shift toward a multi-monetary phase, where gold-backed money competes with digital standards, could lead to rapid repricing of both gold and potentially Bitcoin over a 5 to 10-year horizon.
Key Points & Insights
➡️ China is systematically creating a parallel financial system designed to compete with the dollar by making the Yuan redeemable for physical gold.
➡️ To stabilize gold trading within this new system, China is utilizing a moving average over 200 trading days to set settlement prices, reducing daily volatility.
➡️ Countries lacking infrastructure can deposit their gold reserves into the Shanghai Gold Exchange (SGE) and borrow Yuan against them to fund development outside Western influence.
➡️ Bitcoin is positioned as the potential digital counterpart to gold's physical trust, representing trust through energy and math versus gold's trust through time.
📸 Video summarized with SummaryTube.com on Nov 23, 2025, 00:06 UTC
Find relevant products on Amazon related to this video
As an Amazon Associate, we earn from qualifying purchases

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