Great power competition shifts to the fintech battlefield, with digital currencies as the biggest winners.
US Treasury Secretary Basent stated on July 23: 'We have a good relationship with China and can begin negotiations on larger topics,' emphasizing that trade negotiations are back on track, and we are not seeking decoupling but focusing on supply chain risk mitigation. These two short sentences are indeed the core fuse for the explosion of the crypto market in 2025!
1. US-China Breakthrough: A Call to Arms as Billions in Institutional Funds Flood into the Crypto Market.
Historical data reveals astonishing patterns: During Basent's talks with Chinese economic leaders in Switzerland in May, Bitcoin surged 3% in one day to break $97,000, while the Nasdaq index jumped 1.1% simultaneously. On-chain data also showed a net outflow of 15,000 BTC from exchanges in one day, with the intent of whales to hoard being laid bare!
New statements ignite a larger market: The declaration of 'negotiations on larger topics' aims at dismantling tariff barriers and restructuring technology supply chains. Traditional capital has taken notice—according to a Goldman Sachs internal memo, subscriptions for its crypto trust products surged 300% within 24 hours, and BlackRock's Bitcoin ETF (IBTC) premium soared to 1.8%.
Traders urgently adjust positions: Bitcoin's 4-hour RSI breaks through the 65 overbought line, ETH perpetual contract funding rates hit a three-month high, and the market is betting big on the dividends of US-China reconciliation!
2. The Rise of Dark Lines: RWA + Stablecoin Compliance Creates a $16 Trillion Wealth Black Hole.
As US-China rivalry shifts to the fintech arena, two major nuclear-positive factors are emerging:
1. Stablecoin compliance opens the fiat-crypto channel.
Hong Kong (Stablecoin Regulation) implemented on August 1, allowing the issuance of stablecoins pegged to offshore RMB (CNH). JD.com and Ant Group are competing for licenses.
The US (GENIUS Act) signed into effect by Trump requires 100% cash or US Treasury reserves, officially forming the 'on-chain dollar' empire.
Cross-border payment costs plummet by 90%: JPMorgan and Visa are building a stablecoin cross-border network, ushering in the era of corporate remittances within 10 seconds.
2. RWA Asset Tokenization Triggers a Capital Tsunami.
The global RWA market size surpasses $24.8 billion, with BlackRock and Goldman Sachs aggressively positioning in tokenized government bonds.
Siemens issues €60 million digital bonds, and the Hong Kong government promotes $16 billion of real estate on-chain.
Chainlink launches an Automated Compliance Engine (ACE), claiming to unlock $100 trillion of traditional capital into the chain.
Boston Consulting Group predicts: By 2030, the RWA market will reach $16 trillion, with stablecoin penetration exceeding 50%—in this round of wealth transfer, retail holders will be the biggest beneficiaries!
US-China are no longer at odds; big money is about to move! Hot money has to find a place to run; previously, it was gold and US stocks, but now? Bitcoin is the new target!
Don't wait for news to chase the rise; smart money has already positioned itself!
Follow Lao Zhu to seize policy dividends.
