Was last night having a long brainstorming session with some friends about the market and geopolitical situation on Club House..

Discused possible scenarios based on what’s unfolding right now.

As I always say: The tariff move from Trump wasn’t just economics it was strategic. Will explain why..

We saw similar moves during the last Trump administration (2017–2021).

As well recently, several Asian countries, Japan, South Korea, the Philippines, India, and notably Taiwan, received expanded U.S. visa access under various programs.

I’m not saying Taiwan’s inclusion was meant to provoke China…

But also let’s be real we all know the China Taiwan tension, and how crucial Taiwan is in today’s tech driven world (TSMC produces 60% of global semiconductors).

Before diving deeper, let’s understand also what bonds are and how they work, especially with this 10 year yield drama going on. Which is very important to Crypto market users also.

Many say the rise in U.S. 10-year bond yields (4.3% in April 2025) is driven by tariffs, inflation concerns, and growing U.S. debt.

So… Let’s dig in. 🧵