Recently, the international situation has been quite lively! The 'hard confrontation' between China and the U.S. in the energy sector has become the global focus - China has clearly stated that it will continue to import oil from Russia and Iran, even if Trump threatens to impose a 100% tariff! The energy game is not just about oil; it involves de-dollarization, global trade routes, and even the future direction of the crypto market! Brothers in the crypto space, don’t miss this grand performance!
China's strong counterattack: energy security is the top priority, U.S. dollar sanctions? Not a chance!
Let’s talk about the origins of this matter. China imports about 2 million barrels of oil from Russia daily and 1.3 million barrels from Iran, all settled in yuan, directly bypassing the dollar system. Trump saw this and got anxious, threatening to impose a 100% tariff on Chinese goods, trying to pressure China into submission through a trade war. But the Chinese Foreign Ministry responded firmly: 'Coercion won’t work!' This move not only safeguarded energy security but also added fuel to de-dollarization.
Why is China so strong? Simply put, energy security is the lifeline of national development. The oil from Russia and Iran not only has price advantages but also ensures stable supply, avoiding being 'choked' by the dollar. More importantly, settling in yuan directly weakens the dollar's dominance in international energy trade, marking a key step towards de-dollarization!
Accelerating de-dollarization: Is the crypto market welcoming new opportunities?
The energy game between China and the U.S. appears to be a trade war on the surface, but in reality, it is a reshaping of the global monetary system. What maintains dollar hegemony? First, the petrodollar system, and second, dominance in global trade settlement. Now, China buying oil with yuan is like digging a hole in the dollar's 'moat'; the tide of de-dollarization is surging.
For the crypto market, this could be a major boon! Why? Because de-dollarization means a surge in global demand for non-dollar assets. Cryptocurrencies, especially decentralized assets like Bitcoin and Ethereum, naturally have advantages in 'anti-censorship' and 'cross-border flow', making them likely tools for countries to evade dollar sanctions and diversify assets.
For example, Iran has been sanctioned by the U.S. for years, but successfully bypassed the dollar system through cryptocurrency oil transactions. Now China is also promoting the internationalization of the yuan; if it can combine with cryptocurrency to create a new settlement system of 'yuan + digital currency' in the future, the imagination space for the crypto market would be immense!
How will the crypto market respond under the shadow of the trade war?
Of course, the escalation of the China-U.S. trade war will also bring short-term fluctuations. When Trump swings his tariff stick, global markets will definitely tremble, and cryptocurrencies will inevitably be affected. But don’t panic! Historically, the more intense the trade war, the faster countries will seek alternatives to the dollar, which is actually a long-term boon for the crypto market.
Moreover, the current crypto market's ability to resist interference is much stronger than before. Regions like Hong Kong, Japan, and the UAE are promoting the implementation of crypto ETFs and stablecoin regulations, and the channels for traditional funds to enter are increasing. Coupled with the explosion of the DeFi decentralized financial ecosystem, the demand from institutional investors for crypto assets is on the rise.
How should people in the crypto space operate?
Pay attention to the mainline of de-dollarization: the internationalization of the yuan, cross-border payments of digital currencies, and stablecoin regulation could give rise to the next 'hundred-fold coin'.
Focus on macro data: progress in China-U.S. trade negotiations, global inflation trends, Federal Reserve interest rate policies. These will affect market sentiment, but don’t be scared off by short-term fluctuations.
Diversify your portfolio and hold long-term: mainstream assets like Bitcoin and Ethereum are still the top choices for risk resistance. Don’t chase prices; be patient and wait for the right moment.
The energy game between China and the U.S. essentially reshapes the global power structure. China buys oil with yuan while Trump threatens tariffs, behind which lies a competition of two different development models. For the crypto market, this is both a challenge and an opportunity - whoever can seize the wave of de-dollarization will hold a position in the future global financial system!
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