They're DONE Funding the U.S.
Foreign central banks just slashed their U.S. Treasury holdings at the New York Fed to the lowest level since 2012. The market has tripled since then. Do the math.
Taylor Kenney breaks down what the mainstream is calling an oil story. It isn't. It's BRIC-aligned nations, India, Thailand, Turkey, quietly executing a dollarization playbook they've been running for years. The war gave them cover. The selloff gave them plausible deniability. And every treasury they dump is a vote of no confidence in the dollar as the world's reserve currency.
The dollar's share of global foreign exchange reserves has collapsed from 72% to 56% over the last 25 years. That's not a blip. That's a structural shift. And when the buyers stop showing up at Treasury auctions, there's only one entity left to absorb the supply. You already know who that is.
When trust in a fiat currency breaks, it doesn't happen gradually. It happens all at once.
Are you positioned for what comes next, or are you still waiting for the mainstream to tell you it's serious?
About ITM Trading: ITM Trading has spent nearly 30 years helping clients prepare for monetary resets, inflation, and systemic risk using physical gold and silver. We focus on education, historical context, and strategies designed to protect wealth when trust in the system breaks down.