Gold priced in CNY. “The CNY is our currency, AND it’s our problem. If you don’t trust CNY, please convert any excess CNY received from commodity exports into gold, which will rise at a 45-degree angle over time in CNY terms, allowing your FX reserves to buy more Chinese goods." https://t.co/yOOphtp8r7
Original source ↗  |  February 09, 2026 at 16:03 UTC  |  Twitter - @lukegromen

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: $BYDDF, $XIACF, $GELYF, $NIO, $LI, $XPEV, $ZK DIRECTION: long THESIS: Expect more support policies to boost auto sales after a correction in January/February, which should benefit these Chinese auto manufacturers. SPEAKER: @briantycangco TIMEFRAME: medium-term

IDEA [4] TICKER: US Bonds (e.g., TLT, IEF, BND) DIRECTION: short THESIS: Chinese regulators' reported guidance to limit US Treasury exposure adds pressure to bonds, alongside upcoming NFP and CPI data. SPEAKER: @ces

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