China Geopolitics And Currency

• [FALSE] China conducted its first repo operation in October 2024, indicating they are expanding their monetary policy toolkit out of necessity.

  It was just last October 2024 that the Chinese government did their first repo

  • Correction: The PBOC has conducted repo/reverse repo operations for decades. Any October 2024 development likely involved a new type of repo operation, expanded scale, or updated framework—not the first-ever repo. To verify what specific development occurred in October 2024, consult PBOC official statements, Reuters, or Bloomberg reports from that period.
• [UNVERIFIED] China will progressively expand demographic and economic presence into Russia’s depopulated Eastern territories, potentially achieving effective control over resource-rich border regions as Russian population continues to decline in those areas.

  the Chinese have been crossing the border into Russia because there’s no Russians there… there’s more Chinese living in Eastern Russia than there are Russians. Okay. So it’s just a matter of time.

• [UNVERIFIED] China is expected to progressively integrate Eastern Russia into its sphere of influence within approximately 15 years, following a pattern analogous to Hong Kong’s absorption. This assessment reportedly aligns with internal FSB analysis identifying China as the primary strategic threat to Russian territorial integrity.

  FSB report… they say that they believe the Russians believe that the number one threat to Russia is China taking Eastern Russia from the Russians. So 15 years from now, I think China will have that.

• [UNVERIFIED] The presenter predicts that within 15 years, a transition window will open during which China may permit the renminbi to float freely and potentially challenge the dollar as a reserve currency, as part of a broader shift from a globalized to a regionalized world order.

  I believe in the next 15 years during this transition from the global world to a broken down regionalized world that there will be a time I believe in the next 15 years where China can step up and let their currency go free and thereby maybe take on the dollar as a reserve currency

• [UNVERIFIED] The presenter predicts that China will take Eastern Russia, driven by resource needs (farmland, energy, rare earths), demographic advantages, and Russia’s weakened position due to the Ukraine conflict.

  I believe Russia and Europe are going to come together and that China is going to take back the lands that they lost and take back more. They’re going to take Eastern Russia

• [UNVERIFIED] China may face a strategic choice within approximately 15 years on whether to position the renminbi as the world’s reserve currency, according to the presenter’s framework.

  Anyone follows me knows that I believe sometime in the next 15 years, China’s going to have a choice of whether they want to become the new currency for the world.

• [UNVERIFIED] Within approximately five years, China will pursue territorial expansion into eastern Russia to secure farmland, oil, gas, and rare earth mineral resources, representing a direct consequence of unresolved Malacca vulnerability.

  when you think about it from China’s point of view and the five factors they then will see that taking eastern Russia with its farmland oil and gas and rare earth minerals that will be the move.

• [UNVERIFIED] China could potentially emerge as an alternative world reserve currency within approximately 15 years, though this outcome requires overcoming substantial infrastructure, trust, and convertibility barriers through development of a rapid settlement system beyond the current CIPS framework.

  They say that this could be the moment for China to step up and fill the gap, i.e. become a world currency. We think sometime in the next 15 years this may actually come about for China to take advantage of this but the costs are huge for China and it remains totally unresolved. China has to have a swift system where people can do transactions in their currency not the CIPS system which is trading commodities but they’re working on it.

China Strategy

• [UNVERIFIED] China is deliberately bleeding Russia in the Ukraine conflict to weaken it for territorial expansion.

  my personal opinion, which I have no proof of, I think they’re bleeding Russia on purpose.

Renminbi Appreciation Scenario

• [UNVERIFIED] If China liberalizes its capital account and allows the renminbi to float, the presenter predicts the renminbi would experience a substantial appreciation event, described as ‘skyrocketing.’

  If they do it though, you have to know that the renminbi is going to skyrocket. Now, it’s not going to go up. It’s going to skyrocket

Territorial Seizure

• [UNVERIFIED] China will seize at least one-third of Russian territory in the event of Russian collapse, focusing on the Far East for water resources (Lake Baikal), rare earth minerals, oil, gas, and gold.

  Russia will collapse and they need to seize at least a third of its territory. the 7 million kilometer border, the Far East should not be lost in vain. It has Antarctic. It has rare earth minerals, has oil, gas, gold, silver, all that stuff. But more importantly, it has Lake Ball.

What Is Predicted

• [UNVERIFIED] Following a systemic crisis in Western-led commodity trade finance, China is positioned to become the primary financier for the global oil industry.

  when all our banks get crushed with the repos, there’s going to be one person standing that can finance the oil industry. China.

• [UNVERIFIED] The channel predicts that China will eventually assume control over Eastern Russia due to economic and demographic imbalances, rather than through military conquest.

  I said that I believe in the end China will take Eastern Russia and Russia and Europe will come together because they need the gas and so forth.

• [UNVERIFIED] China is predicted to expand the scope of its anti-sanction ‘blocking rules’ to cover new industries within a 6-to-9-month timeframe, contingent on the growing adoption of its parallel payment systems.

  blocking rules likely extend to new sanction categories within 6 to 9 months. That means as China gets more control over this with the payment system

• [UNVERIFIED] A potential geopolitical outcome involves China absorbing Gulf oil flows in exchange for providing a 25-year security guarantee, precluding weaponization of the energy supply.

  China offers a Xi-Trump call and they chips then absorbs the Gulf oil flow, no weaponization, 25-year guarantee, okay?

• [UNVERIFIED] For the next three to five years, China possesses limited capability to project military power into the Middle East, preventing it from filling the security vacuum.

  maybe for the next three to five years, China will not have the ability or a limited ability to project power, okay?