Sino-US thaw, blood flows in the cryptocurrency world
On June 10, 2025, a historic agreement was reached between China and the US in London: lifting semiconductor export restrictions and restarting the rare earth supply chain. Once the news broke, Bitcoin surged 8% to break $110,000 in 12 hours, Ethereum soared to $2,700, but altcoins collectively plummeted.
Three Major Deadly Impacts:
Dollar Hegemony Cracks: China accelerates selling US Treasury bonds for BTC, the terms of the agreement directly undermine the foundation of dollar credit.
Institutional Bloodsucking Frenzy: BlackRock accumulates $420 million in BTC in a single day, retail investors get trapped following the trend.
Bull-Bear Meat Grinder: Futures market clearing volume surged by 300%, and whales counterattack the FOMO crowd with good news.
II. The Truth Behind the Altcoin Massacre
1️⃣ Liquidity Strangulation: BTC's market cap share soared to 65%, 90% of altcoins have a daily transaction volume of less than $10 million, and whales control the market.
2️⃣ Fed's Nuclear Deterrence: The probability of a rate cut in September is only 16.5%. If inflation rebounds, altcoins will become liquidity cannon fodder.
3️⃣ Regulatory Meat Grinder: China and the US jointly froze 40% of USDT over-the-counter transactions, completely blocking altcoin OTC channels.
Scene of the Bloodbath: A Meme coin disbanded overnight due to failing Coinbase's review, with its market cap evaporating by 99%!
III. Retail Investors' Counterattack Three Laws
✅ Fight for BTC: $110,000 is just the starting point, buy the dip at $105,000, stop loss if it breaks $100,000.
✅ Stay Away from Pseudo Trends: Only choose coins listed on Coinbase in the AI and RWA tracks, and the project background must be thoroughly verified.
✅ Altcoin Season Terminator: If ETH can't break $2,730, 90% of altcoins will go to zero! Keep a close watch on the Fed's meeting night in September.
✅ Compliance Survival: Keep a close eye on the concept of central bank digital currencies, the Polkadot cross-chain ecosystem may become a new safe haven58
IV. The Crypto Endgame in Sino-US Rivalry
1️⃣ Digital Gold 2.0: China may promote the renminbi to be tied to BTC, and the SWIFT system may become history.
2️⃣ Tariff Chain Revolution: Ethereum smart contracts may become tax collection tools, and gas fees turn into a national printing machine.
3️⃣ Decentralized Cold War: If the US resumes sanctions, DEXs and mixers will become the rebel's nuclear weapons.
Ending Critical Hit:
In the cryptocurrency world of 2025, technology is just a facade.
On the chessboard of the Sino-US game, retail investors are not players, but pieces that can be eaten at any time—
Either survive in regulatory loopholes, or become minced meat under the sickle.
Do you think BTC can reach $120,000?
Is there still a way for altcoins to survive? Battle in the comments!
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