SafeCapital.EU

The only solution is #Gold… “The reversal has been faster than the rise. Chinese banks pulled back sharply to avoid US secondary sanctions, freezing or rejecting payments and often stopping dealings with Russian counterparties altogether. Russia’s use of the yuan in trade with third countries also turned negative late last year. By mid-2024, Russia faced an acute shortage of foreign currency, and the central bank had urged lenders to limit yuan credit.” - Bloomberg

Reminder: On 29 October 2026 the Bank of England launched a consultation on supervisory expectations for central counterparties (CCPs) accepting tokenised forms of eligible collateral (closes 12 February 2027). The paper specifically notes that “the tokenization of gold may support its usability as collateral for central clearing” (e.g., smaller units, simpler operations). UK CCPs can already accept allocated pure gold bullion of recognised good delivery; tokenisation must preserve the link to the underlying allocated metal or the asset may lose eligibility. Separately, the FCA ran a Call for Input on Tokenised Gold (closed ~23 October 2026). LBMA members broadly supported exploring it, especially for collateral mobility, easier pledging of allocated gold, and delivery-versus-payment settlement provided there is legal certainty on ownership and insolvency, no fragmentation of Loco London liquidity (~$200 billion daily), and equivalent prudential treatment to physical gold. They stressed building on existing Good Delivery standards rather than replacing them. Broader BoE/FCA work on wholesale tokenisation (Digital Securities Sandbox, Tokenisation Roadmap, etc.) continues in parallel. bankofengland.co.uk/news/202…

Global Central Banks are aggressively buying the dip in #Gold.

🔶The U.S. does not sanction foreign governments or their entities just for buying Russian gold. ⭕️Sanctions mostly redirected the trade rather than stopped it. After 2022, Russian gold shifted from London and other Western hubs to Hong Kong, China, the UAE, Armenia and similar markets. China (mainly via Hong Kong) became a major end buyer, and volumes stayed substantial. Major non-Western buyers have kept purchasing without facing systematic U.S. sanctions specifically for the gold itself. 🎯Bottom line: Foreign governments can buy Russian gold without automatic U.S. sanctions. But their banks, traders or intermediaries can still face secondary sanctions risk under the metals-and-mining sector and related authorities if OFAC decides the activity warrants designation. #Gold #Silver Image from Kitco 👇

Thank you Mario @maneco1964 for inviting me to your show again. 🙏👌👍👇

Global central banks are not buying physical #Gold hand over fist nonstop simply because they are “hedging.” They are buying #Gold because they know it is about to reclaim its rightful place in the modern monetary system as High-Quality Liquid Asset (HQLA) collateral for global liquidity.