🟡 GOLD DISCOVERY ≠ JUST A MINING STORY

China’s massive undersea gold find isn’t only about supply — it’s a strategic move. As global tensions rise, major economies are prioritizing domestic access to critical resources.

What to watch:

• Extraction timeline & costs (undersea ≠ easy)

• How this affects China’s reliance on imports

• Implications for reserve diversification strategies

Why it matters for macro markets:

Gold isn’t just a commodity — it’s a safe haven when geopolitics, currencies, and trade flows get messy. Big finds don’t crash prices; they underline why scarcity matters.

Gold vs crypto:

Hard assets, whether physical or digital, stay relevant when trust in systems weakens. Scarcity drives value — always.

Key takeaway:

Control over resources is turning into policy. Markets move before production even starts.

#Gold #Commodities #Macro #China #ResourceSecurity #GlobalMarkets