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The dollar's share of global FX reserves has fallen to its lowest level in three decades, though the shift looks incremental rather than a structural break in reserve manager behavior. The transmission runs through slow reserve diversification into gold and non-dollar assets, which supports the debasement trade in bullion and, at the margin, in BTC as a portfolio hedge, without yet undermining Treasury demand or dollar funding depth. Confirmation would require IMF COFER data showing sustained declines alongside falling official Treasury holdings and a durable DXY downtrend; absent those, valuation effects and rate differentials remain the dominant driver, and the specific reserve percentage and reporting period need to be verified against the underlying release.
As a Forex signal, watch whether it changes price action, volatility, or flows around KRW=X, GC=F, BTC.
Original Source: Yahoo Finance
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