July 24th: The Day China Reveals Gold’s Real Price", and it was created by The #JayMartin
#jaymartinbc

China is shutting down paper gold. On July 24, 2026, some of the largest banks on Earth — ICBC, the Postal Savings Bank, Ping An — stop letting their everyday customers trade it, all in the same narrow window, and Jay argues this isn't about protecting investors from volatility. It's the moment China starts finding out what gold is actually worth. In this episode, Jay traces the setup back to a room inside the Bank of England where, in March 1968, the floor physically gave way under the weight of the gold stacked on top of it — the same week a defended paper price collapsed into two prices and a whole new monetary system. This is a look at what happens when the paper price of gold breaks away from the real metal, why central banks are quietly trading their U.S. Treasuries for bullion at a record pace, and how China built the machine to force the question on purpose.


00:00​ — The Banks Shutting Down Paper Gold
00:55​ — The Official Story, and Why Jay Doesn't Buy It
01:29​ — 1968: The Floor Gave Way at the Bank of England
02:23​ — The $35 Promise
04:01​ — The London Gold Pool
04:52​ — The Run on Gold: 5 Tonnes to 1,000
05:16​ — The Bank Holiday and Two Prices
06:23​ — What Paper Gold Actually Is
07:31​ — Ten Claims Per Ounce
08:49​ — Test #1: Watch for Two Prices
09:40​ — Test #2: Watch the Smart Money
11:08​ — Your Grocery Bill, 1976 vs Today
14:37​ — China's Three-Part Replacement
16:50​ — "Priced in the West": They Told Us in 2014
17:13​ — What Happens on July 24
18:04​ — The Two Things to Watch

https://youtu.be/hHNDgjan15c?is=L9iG55ksPEQu0u1X

While You Were Sleeping: 5 stories you might have missed, July 19, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-19-2026

#Bloomberg
At the 2026 World Artificial Intelligence Conference China's Moonshot AI unveiled its Kimi K3 model, intensifying concerns that Chinese developers are rapidly narrowing the AI gap with US rivals while offering lower cost. Bloomberg News China Correspondent Minmin Low and Bloomberg News Technology and Strategic Industries Senior Editor Mike Shepard join Bloomberg This Weekend and discuss how more open models are forcing investors to reassess massive spending on AI infrastructure

https://youtu.be/8v5T7Gk0_b8?is=Ku7SPLelAKn5-Zl2

Morning Briefing: Top stories from The Straits Times on July 19, 2026

https://str.sg/LPfs

Big Tech earnings will test tech's big rotation
https://finance.yahoo.com/markets/article/big-tech-earnings-test-techs-big-rotation-what-to-watch-this-week-122359843.html

China’s Moonshot plans IPO in 6 months after AI breakthrough
https://www.straitstimes.com/business/chinas-moonshot-plans-ipo-in-6-months-after-ai-breakthrough

While You Were Sleeping: 5 stories you might have missed, July 20, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-20-2026

Morning Briefing: Top stories from The Straits Times on July 20, 2026

https://str.sg/uD7E

What IBM, Micron, and Sandisk all have in common
https://finance.yahoo.com/markets/article/what-ibm-micron-and-sandisk-all-have-in-common-123000163.html

Netflix's growth slowdown exposes a classic shareholder trap: #Chart of the Day

https://finance.yahoo.com/markets/article/netflixs-growth-slowdown-exposes-a-classic-shareholder-trap-chart-of-the-day-120918891.html

This week's AI winners and losers
https://finance.yahoo.com/news/this-weeks-ai-winners-and-losers-131654035.html

CEO: SpaceX's record IPO was the space economy's opening act. Here's what comes next.
https://finance.yahoo.com/technology/article/ceo-spacexs-record-ipo-was-the-space-economys-opening-act-heres-what-comes-next-140618299.html

SpaceX moves Starship launch attempt to Thursday
https://finance.yahoo.com/markets/stocks/articles/spacex-moves-starship-launch-attempt-222525471.html

#HKMarketUpdate
China stocks rebound on signs of state support; tech share slide continues
Jul 20, 2026, 12:45 GMT+8

https://www.tradingview.com/news/reuters.com,2026:newsml_L1N43M03G:0-china-stocks-rebound-on-signs-of-state-support-tech-share-slide-continues/

Alibaba Stock Just Got Apple’s Biggest AI Endorsement. This Could Be a Game Changer for BABA.
https://finance.yahoo.com/technology/ai/articles/alibaba-stock-just-got-apple-193002597.html

The world is looking ahead toward a post-Iran oil market that offsets most Hormuz volumes in a few years as ships reject a U.S.-backed alternate route
https://finance.yahoo.com/energy/articles/world-looking-ahead-toward-post-175103429.html

Synopsys Should Benefit No Matter Who Wins The AI Race. Here’s What Explains Its Poor Stock Performance.
https://finance.yahoo.com/markets/stocks/articles/synopsys-benefit-no-matter-wins-150002706.html

China's Moonshot AI pauses signups amid hot demand, IPO push
https://finance.yahoo.com/technology/ai/articles/chinas-moonshot-pauses-kimi-subscriptions-080317250.html

#HKMarketUpdate
<Full-day Takeaway>HSI Up 580 pts; HSTI Up 128 pts; CCB Up over 4%; BABA Up over 3%; TENCENT Up over 3%; MENGNIU DAIRY Hit New Highs; Market Turnover Rises AASTOCKS Financial News - Top News
2026/07/20 16:12 GMT+08

https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1534067/top-news/AAFN

Hong Kong mulls longer stock trading hours, ending lunch break
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/hong-kong-mulls-longer-stock-trading-hours-ending-lunch-break

DeepSeek founder’s fund slumps 16% as AI rout hits China quants
https://www.businesstimes.com.sg/startups-tech/technology/deepseek-founders-fund-slumps-16-ai-rout-hits-china-quants