Beijing warned: "decisive and mirror" steps in response. What does this mean for the markets?
The Chinese statement is not just rhetoric. It indicates a readiness for a new phase of trade confrontation, where the US encourages allies with economic preferences, and Beijing exerts pressure through political and economic levers.
As an analyst, I see three immediate risks:
1. The global supply chain may be destabilized, especially in sectors where China is critically important (microelectronics, batteries, rare earth metals).
2. The crypto market will gain momentum as an alternative to unstable fiat channels in interstate trade.
3. The stock markets of Asia and Europe will react with volatility, especially when mentioning tariff exemptions or sanctions.
In my opinion, this is no longer just geopolitics. It is a struggle for the architecture of the future global economy. And crypto is already part of this landscape.