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Gold Collateral Revolt: How China, Singapore and Hong Kong Are Quietly Building a Post‑Dollar Gold System​

Before the West Wakes Up​

The Silver Academy
Jul 07, 2026

This article is about the following:

Hong Kong’s latest push to become a gold reserve hub is not an isolated policy tweak – it’s a key piece of a broader Asian strategy to turn physical gold into the backbone of a post‑dollar collateral system

Gold Collateral Revolt: How China, Singapore and Hong Kong Are Quietly Building a Post‑Dollar Gold System

Before the West Wakes Up
thesilverindustry.substack.com
 
Posting this to see if it really predicts the future

 
The most interesting part of that whole Hindenberg signal is not really the timing. Its how noisy and more common its become over time. I believe this shows up as they've increased the scams and BS in the markets. Its consistently getting worse and worse. As they've faked more and more rather than having real trades set prices.
 
From what I'm seeing, the coin will be 24 karats (.999 fine). No word on it's weight or cost though.
 
I'm guessing it will be less. Buffalos:

Weight | nominal legal tender
1 ozt | $50
0.5 ozt | $25
0.25 ozt | $10
0.1 ozt | $5

I'm guessing the Trump coin will be a tiny 1/20 ozt or less.
 
India's MCX futures exchange is in big trouble. Both gold and silver inventories are at critical levels given the drain rates over the last week:

Silver run rate = 2.3M ozt (remaining vault stock) / 140K ozt/day (drain rate over the last five days) = ~17 (working) days left (~0.8 months) (from ~31)

Gold run rate = 66K ozt (remaining vault stock) / 1.8K ozt/day (drain rate over the last five days) = ~36 (working) days left (~1.8 months) (from 50d)

That's less than 2 months of gold and less than one month of silver vault stock left at the rate of withdrawals over the last five days. Import restrictions have consequences.

~~~

SLV continues it's surprising vault stock growth even as the spot price of silver has fallen. London vault stock sits at 408M ozt presently. It was last at this level all the way back on March 25. Is this evidence of SLV shorts covering?

Sure wish we had transparency on what is happening in London. SLV has taken a huge bite out of the LBMA's free float vault stock in the last few days.
 
"There's no fever like a gold fever..." Richard Russell
 
Who here thinks the Hildabeast had him taken out so she could become Senator?


and that Trump knew he had to become POTUS to right the wrong??
 
Maybe he has ultra-super intel on the next big stock lottery ticket. Or maybe he sees a bloodbath and wants to get his skin well away when it happens.

Place your bets! Good luck, everyone!
 
He quit before he got fired. Nobody is paying their bills on time now.
 
Another post on the Korean exchange crash:

 
Harbinger of things to come...?

China Just Killed Paper Gold and London Has No Metal​

0:00 The $40 trillion warning
0:57 Introductions
1:28 The midterms are Trump's shot clock
3:29 The July 16th election speech
4:34 Why Blaine is watching the financial system instead
6:09 The Fauci files and the Biden tapes
8:15 Ace: the midterms can be won straight up
10:35 What Trump decides before September
12:28 The impeachment math in the Senate
14:33 South Carolina, Kamala and a broke DNC
15:40 Blaine's counter: the bond markets are flashing
17:51 The small victory that wins the base back
18:38 Why haven't they crashed the economy yet?
19:47 Trump's financial generals
21:23 China just killed paper gold
22:30 The $40 trillion trap inside your life insurance
23:33 Emergency powers and October 16th
24:52 Ace: energy, reshoring and Main Street leverage
26:14 They're not data centres
29:11 The psyop against data centres
30:39 Fewer than five people know what he's thinking
31:27 Why Britain's data centres won't be repurposed
33:00 Is Trump building the control grid?
37:11 The risk in dancing with the tech bros
38:33 Three ways this plays out
40:05 Betting on humankind
41:56 Building technology for human sovereignty
 

SUMMARY OF FED DECISION (7/29/2026):

1. Fed leaves rates unchanged for the 5th straight meeting

2. Fed votes 9-3 to hold benchmark rate in 3.50%-3.75% zone

3. Hammack, Kashkari, and Logan dissent in favor of rate hike

4. Fed says economic activity is expanding at a "solid pace" despite uncertainty

5. Fed says job gains have "kept pace with the workforce"

6. Fed says it remains committed to its 2% inflation goal

The longest Fed pause since the 2008 cycle continues.
 
They want to now keep us guessing to reduce "irrational exhuberance".
 


Oops.
 
Wouldn't bonds be a 1st tier investment at 4.69%? They don't reduce over time do they?


The 30-year Treasury yield hit 5.23% today, its highest level since 2007. The 10-year reached 4.69%. These two numbers set the price of borrowing for the entire US economy. Your mortgage, your car loan, your credit card, and every corporate bond issued this year all get more expensive when these yields rise. The Fed held rates on Wednesday with three members who voted to hike. The bond market decided not to wait for them.

My Take
Three things are pushing yields higher at the same time. The Iran conflict has kept oil elevated for months, which feeds directly into inflation. The Fed split 9-3 on Wednesday and gave no signal that cuts are coming. And the US government continues to run deficits that force the Treasury to sell more bonds, which means investors can demand higher yields because the supply of debt keeps growing. This is a global move too. UK 30-year gilts hit their highest since 1998. Japan's 30-year yield hit 4%. Bond investors everywhere are repricing risk at the same time.

Anyone with a mortgage, a car payment, or a credit card balance is paying more to borrow, and that's not changing soon. Businesses pay more too. The four big tech companies committed $720 to $745 billion in capex this week, much of it bond-funded, and the cost of that debt just rose. But this goes well beyond tech. Every company, municipality, and homebuyer who needs to borrow does it at rates the market hasn't seen in almost two decades. The last time the 30-year was here was 2007.

Hedgie
 
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