China and the U.S. Break the Ice, Blood Flows in the Crypto World

On June 10, 2025, China and the U.S. reached a historic agreement in London: canceling semiconductor export restrictions and restarting the rare earth supply chain. Upon this news, Bitcoin surged 8% to over $110,000 in just 12 hours, Ethereum spiked to $2,700, while altcoins collectively plummeted.

Three Fatal Impacts:

Dollar Hegemony Crack: China accelerated the sale of U.S. Treasury bonds to buy BTC, with the agreement's terms directly undermining the dollar's credit foundation.

Institutional Bloodsucking Frenzy: BlackRock sucked in $420 million in BTC in a single day, retail investors followed suit and got trapped.

Long-Short Meat Grinder: Futures market liquidation surged by 300%, with speculators using the good news to counterattack FOMO traders.

The Truth Behind the Altcoin Massacre

1️⃣ Liquidity Strangulation: BTC's market cap share soared to 65%, with 90% of altcoins having daily trading volume of less than $10 million, as speculators controlled the market.

2️⃣ Federal Reserve's Nuclear Deterrence: The probability of a rate cut in September is only 16.5%. If inflation rebounds, altcoins could become liquidity cannon fodder.

3️⃣ Regulatory Meat Grinder: China and the U.S. jointly froze 40% of USDT over-the-counter trading, completely blocking altcoin OTC channels.

Bloodshed Scene: A certain meme coin was unable to pass Coinbase's review, causing the community to dissolve overnight, with its market cap evaporating by 99%!

Retail Investors' Comeback Three Laws

✅ Stick to BTC: $110,000 is just the starting point; buy the dip at $105,000, stop loss below $100,000.

✅ Stay Away from False Trends: In the AI and RWA sectors, only choose coins listed on Coinbase; project backgrounds must be thoroughly vetted.

✅ Altcoin Season Terminator: If ETH cannot break $2,730, 90% of altcoins will go to zero! Keep an eye on the Federal Reserve's interest rate night in September.

✅ Compliance for Survival: Focus on central bank digital currency concepts; the Polkadot cross-chain ecosystem may become a new safe haven.

The Endgame of China-U.S. Crypto Game

1️⃣ Digital Gold 2.0: China may promote the yuan's binding to BTC, and the SWIFT system could become history.

2️⃣ Tariff Chain Revolution: Ethereum smart contracts may become tax tools, with Gas fees turning into the national printing machine.

3️⃣ Decentralized Cold War: If the U.S. resumes sanctions, DEX and mixers will become the resistance's nuclear weapons.

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