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Everyone’s waiting for the FED to save the markets. Whether it’s through emergency rate cuts or fresh QE, investors are glued to Powell’s every move. But what if the next major rally won’t come from the US at all? In fact, it’s already quietly brewing in Asia—and if you’re not paying attention to what's happening in China and Japan, you might completely miss the first wave of global liquidity. Markets Have Been in Panic Since April 2nd Since April 2nd, the global economy has entered full panic mode: 🔹 Global stocks, bonds, commodities, and crypto are all falling 🔹 US stocks alone have lost over $8 trillion in market cap 🔹 Bond yields, which should be dropping in such an environment, are actually rising The 10-year US Treasury yield is now 18 basis points (0.18%) higher than on “Liberation Day,” despite the enormous risk-off sentiment across the board. Why Are Bond Yields Rising Amid a Market Crash? There are two big drivers behind the unexpected rise in yields: 🔹 China Dumping T-Bills 🔹 China has sold nearly $50 billion in US Treasuries in recent weeks 🔹 This mass liquidation pushed bond prices down and yields up 🔹 The reason may be retaliation in the ongoing trade war—or an effort to raise USD liquidity 🔹 China still holds around $700 billion in US Treasuries, so more selling could follow 🔹 Basis Trade Blow-Up 🔹 Hedge funds have been using the “basis trade,” a leveraged arbitrage strategy between Treasury futures and cash bonds 🔹 These trades are often levered 50x to 100x, so they’re highly sensitive to market swings 🔹 Trump’s new tariffs triggered a market crash, forcing funds to raise cash 🔹 Many hedge funds are facing margin calls and are selling bonds to survive 🔹 This massive unwinding is further flooding the market and driving yields up 🔹 The notional size of these trades is estimated at $1.8T to $2T The result? An environment where yields rise despite a flight to safety, making it harder for the FED to act without worsening the situation. What If the FED Does Nothing? Let’s consider the possibility that the FED won’t announce any emergency cuts or QE. Does that mean crypto is doomed to bleed? Actually, no—and here’s where Asia enters the picture. China Is Already Devaluing the Yuan On April 8th, China’s central bank (PBOC) set the yuan’s daily reference rate at 7.2038 per USD, signaling a clear intent to weaken the currency. 🔹 The yuan is allowed to fluctuate within a 2% band around the midpoint 🔹 Breaking above the 7.2 level shows that the PBOC is encouraging further weakness Why would China want a weaker yuan? 🔹 1. Boosting Exports 🔹 A devalued yuan makes Chinese products cheaper in dollar terms 🔹 Example: If a toy costs 20 yuan to make   • At 1 yuan = 1 USD → it sells for $20   • At 1 yuan = 0.5 USD → it sells for $10 🔹 Result: Chinese exports become more attractive globally 🔹 2. Inflating Away Debt 🔹 As of 2023, China’s total debt (including non-financial sectors) is 285% of GDP 🔹 Currency devaluation reduces the real value of outstanding debt 🔹 It’s a strategic move to lighten the debt burden without defaulting How This Helps Crypto If the FED won’t cut rates or inject liquidity, why should crypto pump? Because Asia is about to unleash its own liquidity wave, just like it did in the past. During the 2016–2017 bull market: 🔹 The FED was raising rates, not cutting 🔹 The FED began a QT program in Sept 2017 🔹 Still, BTC rose from $200 to $20,000 🔹 Altcoins exploded with 100x–500x gains What caused the rally? 🔹 China’s yuan devaluation in Q3 2015 🔹 Europe’s massive QE program History is rhyming, and this time it’s China and Japan leading the charge. Massive Capital Sitting in China China has enormous capital reserves that could start to move as the yuan weakens: 🔹 As of January 2025, total deposits in China are $42.3 trillion 🔹 In comparison, the US has $17.93 trillion in deposits 🔹 China’s state-owned banks alone hold over $20 trillion USD equivalent in deposits During a currency devaluation, capital tends to flow into global assets to preserve value. 🔹 Despite capital controls, crypto offers a borderless, fast, and secure option 🔹 That’s why crypto will likely become one of the biggest beneficiaries of Chinese capital flight Japan May Be the First to Announce QE After the recent market open, the Bank of Japan held a three-way emergency meeting with: 🔹 Ministry of Finance 🔹 Financial Services Agency 🔹 Bank of Japan The discussion likely focused on: 🔹 The collapsing Japanese stock market 🔹 Surging bond yields 🔹 Risk of a yen carry trade crisis Conclusion? 🔹 Japan may be the first major economy to pivot with rate cuts and QE 🔹 In 2017, it was Europe and China fueling the bull market 🔹 In 2025, it’ll be China and Japan Conclusion: Liquidity Is Coming—But Not From Where You Expect The world is watching the FED. But while Powell stays cautious, Asia is already moving. 🔹 China has imposed 84% tariffs on US goods 🔹 Trade wars are intensifying 🔹 Capital is fleeing from Asia’s weakening currencies 🔹 The BOJ is preparing to inject liquidity 🔹 Crypto remains the best vehicle for cross-border wealth preservation Don’t wait for a press conference from the FED. The liquidity wave is coming—from Shanghai and Tokyo, not Washington. Until then, ride out the storm like a true memecoin degenerate and stay ready for the signal that starts the next big crypto run.

Why Crypto Market Is Up Today: Trump’s Tariff Pause Sends Bitcoin to $82K The crypto market just got a surprise boost—thanks to Donald Trump. In a sudden policy flip, Trump paused the global tariff war for 90 days, sending shockwaves through financial markets. Cryptocurrencies responded fast, with major coins like Bitcoin, Ethereum, and XRP all soaring. As Trump announced a 90-day suspension of the tariff war with most countries, the cryptocurrency market rose sharply, with ETH rising 15% to over $1,600 and XRP rising 15.3% to over $2. The liquidation amount in 24 hours reached $587 million, and the short position liquidation… After weeks of downward pressure from rising tariffs, crypto finally got a breather. Bitcoin jumped from $76K to $82K in just a few hours, reclaiming levels not seen since Sunday. Ethereum surged 15% to over $1,600, while XRP jumped 15.3% to cross $2. The total liquidations in. $XRP

Welcome to the Trump Era of Trade Wars What began as a seemingly strategic move to pressure China with tariffs has since evolved into a broader, more complex campaign. Under President Trump, tariffs have shifted from economic instruments to geopolitical levers—used not only to balance trade, but to assert global influence. Initially intended to reduce the U.S. trade deficit, the policy had unintended consequences. Consumer prices rose, American farmers faced mounting pressure, and some domestic manufacturers were forced to shutter operations. Financial markets reacted accordingly—Wall Street stumbled, investor confidence wavered, and volatility surged. Corporate leaders issued repeated warnings about deepening economic uncertainty, with some hinting that a recession may already be underway, albeit unofficially. Market instability became a persistent theme. Adding to the complexity, the Trump administration rejected tariff-free trade offers from the EU and Vietnam, arguing that the problem wasn’t just visible tariffs—but also hidden forms of trade manipulation. This revealed a broader agenda: reshaping the global economic order to prioritize U.S. dominance. One of the more unexpected developments was the contrasting performance of sectors within the economy. While retail, agriculture, and manufacturing suffered, the defense industry thrived. As trust in U.S. trade leadership declined, European countries increased defense spending, boosting military-related stocks—ironically benefiting from the very instability U.S. policies helped spark. The bottom line: Trump’s trade policy wasn’t simply about economics—it was a strategic maneuver rooted in power and realignment. And while large institutions adapted, small businesses and everyday Americans bore the brunt of the impact. For crypto investors, the lesson is clear: in times of global uncertainty, alternative assets like cryptocurrency often emerge as safe havens. This new era of trade conflict is about more than tariffs—it’s about economic resilience, political influence.

US inflation drops to 2.4% – A positive signal for the crypto market The U.S. Department of Labor has reported that the Consumer Price Index (CPI) rose 2.4% year over year in March, lower than the 2.6% forecast by Dow Jones. This data indicates that inflationary pressure in the U.S. is easing, raising hopes that the Federal Reserve may loosen monetary policy sooner. This is a positive signal for the crypto market, which is highly sensitive to interest rates and capital flows. A potential pause—or even a cut—in interest rates could drive more demand for risk assets like Bitcoin and altcoins. Market sentiment is gradually turning optimistic as expectations for a policy pivot become clearer.

Despite a strong market rebound after President Trump announced a 90-day pause on tariffs, U.S. spot Bitcoin ETFs saw net outflows of $127.12 million on Wednesday. BlackRock and Grayscale led the outflows, while Bitwise was the only fund with net inflows. Both traditional and crypto markets surged, with the Nasdaq up 12.16% and Coinbase jumping 16.91%. Bitcoin rose 7.16% to $82,115, and Ether climbed 11.08%. Investors remain cautious amid ongoing U.S.-China trade tensions.