China Gold De-Dollarization Shift

The Largest Gold Deal in History: China and Russia Just Sounded the Death Knell for the Dollar

EDITOR'S NOTES

In a historic shift away from the U.S. dollar, China has bought nearly $1 billion in gold from Russia in a single month, marking the largest bilateral gold trade in history. This signals a dramatic acceleration of de-dollarization, with central banks around the world scrambling to diversify reserves and secure real assets. Frank Balm breaks down what this means for gold holders, everyday Americans, and anyone concerned about their financial future.

A $1 Billion Warning Shot: What Just Happened?

Let’s not sugarcoat it — China just made a move that should set off alarm bells across the United States.

In November 2025, China bought $961 million worth of gold from Russia. That’s not just a big number — it’s the largest gold deal in the history of their bilateral trade.

And it wasn’t a fluke.

In October, China bought another $930 million worth of Russian bullion. That means in just two months, China imported $1.9 billion in Russian gold — nine times more than the same period last year.

This isn’t trade. It’s strategy.

China Is Stockpiling Gold — And Hiding the Full Amount

According to Chinese customs data, this is all official. But the real numbers may be far higher.

French banking giant Société Générale crunched the numbers using global bullion flows — especially UK gold exports — and concluded that China might be adding 250 tons of gold per month, not 25.

That’s ten times more than what’s on the books. Since mid-2022, China may have secretly added over 1,080 tons of gold.

Why hide it? Simple. China doesn’t want the world to know how fast it’s dumping the dollar and hoarding real money.

Gold Is Now a Tool of Warfare

And this isn’t just about prepping reserves. Russia is using gold to buy weapons.

According to BullionVault’s Adrian Ash, gold is now being used to pay for kamikaze drones from Iran, bypassing sanctions and cutting the dollar completely out of the transaction.

That should terrify the global financial elite. It means gold has re-emerged as a currency in times of crisis, and countries know it.

Russia's Gold Fire Sale: A Desperate Signal

On the flip side, Russia is in such financial trouble that, for the first time in history, its central bank is selling sovereign gold directly into its domestic market.

Why? Because its National Welfare Fund is collapsing, with liquid assets falling from $113.5 billion in 2022 to just $51.6 billion in 2025.

Its gold holdings are down 57%, and it’s being forced to sell as much as 230 tons of gold in 2025 just to keep the ruble afloat.

This is what economic warfare looks like. Gold is the last resort — the only asset that still holds value when everything else falls apart.

Sanctions Backfire: The World Is Running from the Dollar

The G7 is now openly discussing seizing $300 billion in frozen Russian assets, and the global response is crystal clear:

Buy gold. Get out of U.S. assets. Fast.

The Central Bank of Russia even admitted it. Central banks in emerging markets are loading up on gold to protect themselves from U.S.-led financial crackdowns.

So if you think your 401(k) is safe in dollar-denominated assets while the rest of the world is rushing for the exit — you’re not seeing the full picture.

De-Dollarization Is No Longer a Theory — It’s Happening

This isn’t academic. This isn’t hypothetical.

It’s a coordinated, worldwide move away from the U.S. financial system — and gold is the escape hatch.

From India to Poland, countries are racing to shore up their gold reserves.

From China to Russia, gold is being used as currency, collateral, and protection.

And here in the U.S.? Most people are still asleep at the wheel, letting their dollars devalue while governments, billionaires, and central banks hoard the one thing that’s actually holding value.

What This Means for You: Everyday Americans Are on the Front Lines

Let me say this clearly:

  • If you own gold or silver, you’re ahead of the curve — but expect volatility as these geopolitical power moves shake the markets.
  • If you’re a subscriber of Dedollarize, you’re watching the exact kind of event we’ve been warning about — and now you’re seeing the playbook in real time.
  • If you’re an everyday American with savings in the bank or retirement in paper assets, this is a red-alert moment.

Your purchasing power is being eroded. Foreign powers are actively rejecting the dollar, and our enemies are showing the world how to survive without it.

Gold and Silver: Your Lifeline in a Broken System

I grew up in a working-class family where money was tight and trust in the system was even tighter. That’s why I care so much about this.

Gold and silver don’t rely on banks, governments, or digital codes. They don’t need permission, they don’t get hacked, and they don’t inflate.

If the people running this system were actually working for you, they’d be stacking bullion — just like China, Russia, and India are doing.

⚠️ Call to Action: Arm Yourself Before the Collapse

Don’t wait for the next "bank holiday" or currency reset to realize you’ve been had. Get physical. Get secure. And get educated — because they’re not going to warn you when it all goes down.

👉 Download the Digital Dollar Reset Guide now

Your future self will thank you. Or curse you — depending on whether you act now.

— Frank Balm
Lead Gold & Silver Analyst, Dedollarize News