🌍 USA vs China: who will break first — and what will happen to crypto?
The trade war is back.
— The USA imposed 54% tariffs on China
— China retaliated with 84% on the USA
These are not just headlines — this is a battle of attrition.
💥 What about the economy?
— China is losing up to -1.5% GDP (Goldman Sachs forecast)
— The USA is holding up for now, but a shock is just a matter of time
— First blood in Q2: whoever cracks first loses
📉 Markets do not believe in a rebound
— S&P 500: -1.45%
— Chinese ETF FXI: -1.3%
— BTC: -4.4%
— ETH: -8.0%
Even crypto couldn’t withstand — it went down along with the stock market.
🧠 But therein lies the opportunity:
If China devalues the yuan (and it might) —
💸 Money will flow back into bitcoin as a capital protection
> “If the yuan falls — bitcoin will soar” — Arthur Hayes (BitMEX)
📌 Conclusion:
— Q1 statistics are dead — looking towards April
— Panic = opportunity
— Crypto is falling along with everything, but it shoots up before all
Watch the numbers.
Watch the yuan.
Watch the fear.