Trump's declaration shakes the world— the US and Japan reach 'the largest trade agreement in history', with Japan investing $550 billion in the US, slashing auto tariffs from 25% to 15%, and fully opening the agricultural market! On the surface, it seems that US manufacturing has won, but those in the crypto circle sense an even more explosive signal: the undercurrents of the crypto market have surged to the center of the storm...
Behind the 'fake moves' of the trade war, Japan has long concealed financial tricks.
When Trump loudly proclaims '15% equivalent tariff victory', he completely ignores that Japan's countermeasures have already been laid out miles ahead:
Massive sell-off of US debt: In June 2025, Japan's weekly sale of $50 billion in US debt set a three-year record, with the subtext of 'diversifying' foreign exchange reserves being de-dollarization;
RMB breakout: The Bank of Japan and China secretly expand the scale of currency swaps, increasing the quota from 200 billion to 500 billion RMB, undermining the Asia-Pacific trade settlement system;
A major migration of the industrial chain: 30% of key component capacity is moving from the US to China and Southeast Asia, with automotive giant Toyota using its Chinese factories to manufacture electric vehicles, bypassing US tariffs to directly attack the European market.
The truth in the crypto circle: Amid the smoke of the trade war, global capital is voting with its feet— as the cracks in dollar hegemony deepen, the safe-haven attributes of crypto assets grow stronger!
$550 billion flowing into the unknown, semiconductor mining may become the biggest dark horse.
Trump claims that a $550 billion investment will create 'hundreds of thousands of jobs', but the details hide the devil:
Energy and semiconductors are core investment targets; the Alaska LNG joint venture and automotive chip factory seem traditional, but don't forget—cryptocurrency mining consumes over 30% of global chip capacity;
Japan's Denso and Aisin join forces with CATL to establish battery bases in Southeast Asia, revealing a new energy computing power network, which could lead to a sharp decline in mining machine power supply costs;
More crucially, the stablecoin bill has just landed, requiring stablecoin reserves to be linked to US debt; if $550 billion partially flows into national bonds, it paves the way for stablecoin expansion.
Trump's 'crypto conspiracy': the stablecoin bill is actually a sequel to the trade war.
Understanding the GENIUS Act reveals how many clear cards are hidden in the US-Japan agreement:
The bill mandates stablecoins be pegged 1:1 to US debt, with a $2 trillion market increment needing to absorb $1.8 trillion of US debt—this just alleviates the debt gap after Japanese sell-offs;
Banning interest payments forces funds to shift to Ethereum DeFi, with ETH surging 17% in a week, and The Ether Machine raising $1.6 billion through SPAC, the on-chain yield war has just begun;
Industrial giants have already laid out plans: Mitsubishi and SoftBank appear at the 'Stablecoin and Industrial Digital Asset Seminar' in China, with high-end equipment data tokenization (RDA) set to become the next gold mine.
Clues to wealth: The compliance of stablecoins is just a facade; the ultimate trump card is the infusion of US debt + the on-chain of physical assets!
The global monetary landscape has shifted, and Bitcoin may become the ultimate winner.
As the US and Japan tug at tariffs, a silent revolution is underway:
China and Japan expand local currency swaps, and Hong Kong implements a stablecoin licensing system on August 1, allowing the internationalization of the RMB to overtake through crypto assets;
American aluminum producers are shifting capacity to Mexico due to tariffs, and businesses urgently need Bitcoin for cross-border settlements;
More deadly is that 90% of stablecoins operate on Ethereum, and the GENIUS Act indirectly promotes ETH as the 'on-chain US dollar carrier'—while Bitcoin remains the decentralized store of value's gold base.
Three major clues to wealth accumulation are ambushed.
Accelerating US debt sell-off: If Japan continues to reduce holdings, the Federal Reserve may be forced to ease, Bitcoin's halving cycle + liquidity = an epic market;
RWA track explosion: Industrial data tokenization (RDA) connects the physical and on-chain worlds, with tokens for storage, computing power, and patents expected to double;
Countdown for Ethereum ETF: compliant stablecoins are prompting institutional entry, and Grayscale's holding volume reveals traces of major positions being built...
Final piece of advice: When $550 billion flows into semiconductors and energy under the guise of 'traditional investment', remember—computing power equals power, and the crypto world never lacks for great power chess games!
Final question: Do you want to be a lifelong loser, or do you want to focus on narrowing down to be the next fan of wealth accumulation?—At the moment of choice, the K-line is watching you.
$BTC