TFTC: A Bitcoin Podcast #670: Why Central Banks Are Bringing Gold Home with Vince Lanci
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Oct 13, 2025 In this discussion, market analyst Vince Lanci, who focuses on gold and geopolitics, dives deep into the strategic gold accumulation by China and its implications for monetary policy. He explores how gold is becoming a competitive alternative to U.S. Treasuries, the effects of Basel III changes, and the role of gold in internationalizing the yuan. Vince also highlights potential central bank gold purchases, Bitcoin's price manipulation through ETFs, and the collaborative future of gold and Bitcoin advocates. A must-listen for anyone interested in the evolving financial landscape!
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China's Gold As Strategic Collateral
- China is locking up physical gold via Shanghai warrants and vault networks to back an alternative to US Treasuries.
- They aim to make gold credible collateral for yuan-based financing across BRICS and partner vaults.
Turning Gold Into High-Quality Liquid Collateral
- China and allies are designing gold to function as HQLA so it can be used in repo financing like treasuries.
- That transforms gold from a passive reserve into high-quality collateral for project finance and liquidity markets.
SGE International: Visible Gold For Partners
- China built an SGE International vault network so foreign partners can hold visible, local gold while using yuan convertible to metal.
- This reassures partners and enables direct project loans backed by gold rather than US debt.
