China’s Real Estate Meltdown: $18 Trillion Wiped Out
Since 2021, China’s property market has lost over $18 trillion in value—more than total U.S. losses during the 2008 Global Financial Crisis. This is not just a correction. It’s historic.
What Happened:
• Over-leveraged developers like Evergrande defaulted
• Buyer confidence collapsed
• Prolonged economic slowdown and tight regulatory policies continue to apply pressure
Why It Matters:
• Real estate accounts for roughly 25–30% of China’s GDP
• The middle class holds most of their wealth in property, so this hit is personal
• Weak demand from China could ripple globally—affecting commodities, exports, and even crypto liquidity
What’s Next:
• Beijing may increase stimulus, but without real reform, recovery will be slow
• Investors are likely to redirect capital away from real estate into crypto and tech
Takeaway:
The bubble has burst. A quick recovery is unlikely. Smart capital is already repositioning.
Watch assets like $CFX and $PENGU—they could benefit from this shift.