#关税 A 93.5% anti-dumping tariff ruling, behind which is a tariff noose as high as 160%, will cause a massive shock to the global new energy supply chain tonight!

On July 17, the US Department of Commerce suddenly struck a heavy blow against China's anode-grade graphite, imposing a 93.5% anti-dumping tariff, and the effective tax rate soared to 160% after tariffs. This black material with over 90% carbon content is the lifeblood of electric vehicle batteries, and China controls two-thirds of the US import volume!

Tesla and Panasonic, among other giants, urgently warned: The US domestic capacity simply cannot meet demand. The new tariff will directly cause battery costs to surge by $7 per kilowatt-hour, devouring 20% of the tax credit benefits from the US government (Inflation Reduction Act). Under the risk of supply chain breakage, a wealth tsunami sweeping the crypto world has quietly taken shape —

1. New energy tokens are about to surge violently.

The graphite tariff is essentially a "precise demolition" of the electric vehicle industry chain. As traditional markets descend into chaos due to skyrocketing costs, capital will inevitably flood towards decentralized alternatives:

Battery chain projects (e.g., BATT): The graphite crisis is forcing a revolution in battery technology. Silica-based anode material supplier BTR released a disruptive "S+i graphite solution" at the Chain Expo yesterday, claiming a 20% increase in battery lifespan!

Lithium battery cryptocurrencies (e.g., LBC): North American lithium mining stocks surged 51% in a single day, and mining power tokens will become the biggest beneficiaries.

2. Supply chain tokens are ushering in a golden window.

"Decoupling from China" supply chains have become US national policy, but localization will take 3-5 years. During this time:

Logistics public chain (e.g., VET, AMB): The graphite tariff forces companies to restructure their global inventory networks, with real-time traceability demand surging.

Alternative resource tokens (e.g., AUS Australia Mining Chain): Australian Syrah Resources has secured an order from Lucid to supply processed graphite to the US starting in 2026.

3. Bitcoin will open a super cycle of hedging.

The essence of the trade war is the collapse of the fiat currency system! When a 160% tariff raises battery costs and stimulates a resurgence of inflation, the Federal Reserve's expectations for interest rate cuts will be completely shattered.

Historical script repeats: During the US-China tariff war in 2019, Bitcoin surged 300%.

Whale moves: A single order of 23,000 BTC appeared on Coinbase last night, with institutions urgently laying out hedge positions.

Old Zhu's analysis:

How severe was the US Department of Commerce's strike? Simply put: Chinese graphite sold to the US, which originally cost $100, now requires $160 in taxes! Graphite is the "heart material" of electric vehicle batteries; without it, Tesla would be immobilized. And China controls 70% of the global supply, with two-thirds of US imports relying on us — this strike appears to target China but actually pierces through the US's own new energy industry chain!

1. Why is this considered the biggest opportunity in the crypto space in 2025?

"Battery shortage" is forcing capital into on-chain energy.

Tesla and Panasonic have jumped up in urgency: The quality of US domestic graphite is poor, and production is low. A 160% tariff means an increase of $7 in battery costs, directly consuming the subsidies provided to companies by the US government. Car manufacturers have two options: either accept the loss and wait for death, or find alternative solutions.

Case study: When lithium prices soared back then, the token LBC (Lithium Battery Chain) quadrupled in three months;

Opportunity point: If silica-based anode technology (like China's BTR's S+i solution) goes on-chain, the related token BATT may replicate the trend.

"Decoupling from China" supply chains are giving rise to a revolution in on-chain warehouse receipts.

The US wants to replace Chinese graphite with Australian and Canadian sources, but building capacity will take 3-5 years. During this time, global companies are frantically restructuring their inventory networks — whoever can trace the source of graphite using blockchain will capture the trillion-dollar trade market.

Dark horse target: The logistics chain VET has connected to BMW's battery traceability system, and on the announcement of tariffs, on-chain transaction volume surged by 37%;

Wild operation: Canadian miner Nouveau Monde's stock price skyrocketed 51% in a single day, and its partner chain AUS (Australia Mining Chain) may become a target for capital ambush.

2. Old Zhu's exclusive prediction: Three major wealth-making tracks have been launched!

The "tariff hedging logic" of Bitcoin is about to explode.

Remember: Trade war = Fiat currency credit collapse = Bitcoin demand explosion.

During the US-China tariff war in 2019, Bitcoin surged from $3,400 to $14,000;

Last night, Coinbase saw a 23,000 BTC institutional buy order; hedge funds are starting to lay out positions.

Strategy: After each round of tariff news releases, BTC typically rises by 8%-15% within 72 hours.

The deadly combination of AI + energy tokens.

Jensen Huang just shouted that "AI power consumption will exceed that of small countries," while the graphite tariff makes efficient batteries even scarcer. Tokens that integrate computing power and electricity will become the new trend:

RNDR (Render Network): Has connected to Tesla's Dojo supercomputer center, using idle GPUs for mining + peak power supply;

FIL (Filecoin): Amazon Cloud uses it to build a decentralized battery data network.

The "hidden line opportunities" of China's countermeasures.

If China imposes retaliatory tariffs on US chips (e.g., Nvidia H20):

Computing power leasing token AIS (Aethir Cloud) can hedge against chip shortage risks;

The quantum computing token QAN (quantum attack-resistant chain) may receive policy support.

Old Zhu's prediction: December 5 is the nuclear explosion point!

The current 93.5% tariff is just a preliminary ruling; the final decision will be on December 5. During this 5-month window, there will be:

A double-edged sword: Battery companies stockpile → graphite prices rise in the short term → tokens follow suit → if tax rates are reduced in December, they will plummet;

Golden period for chain games: Axie model + battery NFTs (players mining and charging) may ignite new P2E gameplay.

History does not repeat itself, but it rhymes.

The trade war in 2018 gave birth to DeFi, and the graphite war in 2024 will ignite the RWA + energy revolution!

Click my avatar to follow; Old Zhu explains in detail (Tariff battle betting principles: how to use 5% position to bet on 30x returns)