4 ms·

Makes sense. Economic tit for tat. Crypto is a cable for moving money out of China and Russia and back into assets in the west mainly real estate hence the huge

Makes sense. Economic tit for tat. Crypto is a cable for moving money out of China and Russia and back into assets in the west mainly real estate hence the huge disparity between income and housing prices post Tether What concerns me is China can absolutely trigger a market meltdown in equities as well especially pull the rug out from entire companies with a flip of a button ex) SVB The timing of Xi Jinping's stroke 11 days before the 4th Plenum where a new leader is supposed to be announced, massive build up of military assets around Taiwan recently is not a coincidence My money says China is getting ready to take Taiwan but not in the way many in the West envision in their WW2 fantasy. I sold all my stocks. We are going to see assets across the whole sector correct even gold. Also we might be seeing the start of the end of CCP.

deleted 1y ago
[deleted]
bfg_9k 1y ago
> What concerns me is China can absolutely trigger a market meltdown in equities Agreed - if they wanted. > as well especially pull the rug out from entire companies with a flip of a button ex) SVB They didn't cause the collapse of SVB, SVB collapsed because of rising inflation and piss poor asset liability matching. > My money says China is getting ready to take Taiwan but not in the way many in the West envision in their WW2 fantasy. How do you think? I'm curious > Also we might be seeing the start of the end of CCP. Don't know if I agree with this but I am curious as to why you think it
- conception 1y ago
  My guess is they walk in and say “Welcome home!” And Taiwan decides they don’t want to be annihilated and the world ¯\_(ツ)_/¯ as they do.
  - nradov 1y ago
    It's tough to walk across the Taiwan Strait.
    - conception 1y ago
      You’d be surprised- https://www.navalnews.com/naval-news/2025/01/china-suddenly-building-fleet-of-special-barges-suitable-for-taiwan-landings/ https://www.navalnews.com/naval-news/2025/01/china-suddenly-...
nradov 1y ago
SVB pulled the rug out from themselves through failure to properly manage interest rate risk. It wasn't China. https://www.federalreserve.gov/publications/files/svb-review-20230428.pdf https://www.federalreserve.gov/publications/files/svb-review...
Lordarminius 1y ago
This is a very ignorant take. Americans always want to pin everything on a bogeymen. The largest beneficiary we know of in this liquidation event was an anonymous trader who shorted bitcoin on Hyperliquid just before Trump's tarrif announcement, and made 88M dollars.You think the Chinese did that ? If the Chinese wanted to nuke any market it would be equities.
- deaux 1y ago
  Not surprising to hear an ignorant take from someone using a racial slur as a username that would get them instantly banned if it were in English.
fnicfnac 1y ago
> We are going to see assets across the whole sector correct even gold. What would gold correct relative to? I can't really comprehend why something like a national currency would maintain its purchasing value as well as any physical asset in the dissolving contracts kind of scenario you describe. I will agree that other nations will begin taking what they want instead of just keeping these things as alternatives. It is of course surprising that China's response to America first wasn't to put America's interests first.

deleted 1y ago

[deleted]

bfg_9k 1y ago

> What concerns me is China can absolutely trigger a market meltdown in equities Agreed - if they wanted. > as well especially pull the rug out from entire companies with a flip of a button ex) SVB They didn't cause the collapse of SVB, SVB collapsed because of rising inflation and piss poor asset liability matching. > My money says China is getting ready to take Taiwan but not in the way many in the West envision in their WW2 fantasy. How do you think? I'm curious > Also we might be seeing the start of the end of CCP. Don't know if I agree with this but I am curious as to why you think it

conception 1y ago
My guess is they walk in and say “Welcome home!” And Taiwan decides they don’t want to be annihilated and the world ¯\_(ツ)_/¯ as they do.
- nradov 1y ago
  It's tough to walk across the Taiwan Strait.
  - conception 1y ago
    You’d be surprised- https://www.navalnews.com/naval-news/2025/01/china-suddenly-building-fleet-of-special-barges-suitable-for-taiwan-landings/ https://www.navalnews.com/naval-news/2025/01/china-suddenly-...

nradov 1y ago

SVB pulled the rug out from themselves through failure to properly manage interest rate risk. It wasn't China. https://www.federalreserve.gov/publications/files/svb-review-20230428.pdf https://www.federalreserve.gov/publications/files/svb-review...

Lordarminius 1y ago

This is a very ignorant take. Americans always want to pin everything on a bogeymen. The largest beneficiary we know of in this liquidation event was an anonymous trader who shorted bitcoin on Hyperliquid just before Trump's tarrif announcement, and made 88M dollars.You think the Chinese did that ? If the Chinese wanted to nuke any market it would be equities.

deaux 1y ago
Not surprising to hear an ignorant take from someone using a racial slur as a username that would get them instantly banned if it were in English.

fnicfnac 1y ago

> We are going to see assets across the whole sector correct even gold. What would gold correct relative to? I can't really comprehend why something like a national currency would maintain its purchasing value as well as any physical asset in the dissolving contracts kind of scenario you describe. I will agree that other nations will begin taking what they want instead of just keeping these things as alternatives. It is of course surprising that China's response to America first wasn't to put America's interests first.