When Trump brings out the tariff stick, Vietnam can only obediently lie down! This is not a trade agreement; this is America's ‘legal harvesting order’ for emerging markets! Global capital is sleepless tonight, the horn of a new round of wealth transfer is sounded by Emperor Trump himself!
Brothers, Sencel helps you see through the essence! This old guy Trump is stirring up trouble again, just signed an 'unequal treaty' with Vietnam:
Vietnam surrenders and pays the ‘protection fee’: From now on, all Vietnamese goods sold to the United States must first pay a 20% 'toll' (tariff)! What's even harsher is that if goods want to sneakily transfer from Vietnam to the US (for example, to avoid other tariffs), a direct 40% tariff will be waiting! This is simply skinning and pulling tendons; the profit margin of Vietnam's manufacturing industry will be squeezed dry!
Vietnam 'strips naked' to welcome the American Empire: As a 'return', the Vietnamese market opens its doors completely to the United States! American goods, especially the large American SUVs that Trump has praised, as well as various American agricultural and technological products, will enter Vietnam with zero tariffs! Brothers, think about it, can those big, fuel-hungry SUVs sell well in Vietnam where gas prices are not cheap? I think it’s unlikely! But that’s not important; what matters is that American capital can drive straight in, sell at low prices, seize market share, and rub local Vietnamese enterprises into the ground!
Sencel gives an example: This is like your (Vietnam) local convenience store (local enterprises) suddenly being allowed to have a wealthy neighbor, Walmart (American giant), open right across from you with zero rent, and you still have to pay heavy taxes on your goods! What’s the result? The convenience store either dies or gets acquired! Think about the fate of Lotte Mart in China after the THAAD incident in South Korea, or imagine if iPhones suddenly sold cheaper than Xiaomi in Vietnam... The pressure of the Vietnamese dong's depreciation, panic in the local stock market, and the undercurrent of capital flight... are already on the way!
Sencel knocks on the blackboard! The key point is coming! Such a level of trade earthquake will inevitably trigger a chain reaction:
Vietnamese dong under pressure, capital seeks a safe haven: When local asset risks suddenly increase, where does the money run? Gold? US dollars? Or... naturally censorship-resistant, globally circulating cryptocurrencies? Think about those sharp-sensed Vietnamese hot money!
Supply chain reshuffling, uncertainty surges: The global manufacturing landscape is about to shift again, new friction points emerge. In chaotic times, which assets are most resistant to policy risks? Should BTC, ETH, these 'digital gold', come out to shine?
America's 'winner takes all' logic strengthens: Trump's 'America First' boxing style is becoming more proficient. Who will be the next to be 'cut'? Under this hegemonic logic, has the decentralized crypto world become more people's 'Noah's Ark'?
‘Trump's tariff stick has stunned Vietnam, but it may awaken global capital's desire for crypto assets! When the rules of traditional trade are recklessly rewritten by the strong, do you choose to shiver in the old world, or lay out plans in the new crypto frontier that is not controlled by any single power? Sencel asserts: This 'fire' ignited by the White House will likely end up heating the 'stove' of the crypto world! What do you think? Tell me in the comments, follow Sencel, and in the next issue, Sencel will take you deep into the 'wealth password of the crypto world under the trade war flames'!
