San Gold Corporation

Through currency intervention, China is able to acquire depreciating dollars and turn them into metal and oil. She does this because no one will sell her enough gold to replace her dollars. Looked at this way it becomes apparent that a rise in the dollar price of gold becomes a threat to the dollar itself, since gold is the leading proxy for a general basket of commodities.

I don't think you'll find the talking heads on Fast Money or Bulls and Bears quite able to wrap their minds about this one.