Luckily, Twitter helps me keep a pulse on global events, such as informing me that China is currently...Because, at any given time, Bitcoin miners in China are estimated to comprise ~70% of global hashrate...It’s not just China’s total hash power that’s the concern here, but also the regions most affected.

Market Update China continues to pile up FUD by re-iterating that banks should not engage in business...BTC To Retest Neckline Support With China’s move against Bitcoin and a bloody start to the week, it...Hashrate Exodus From Larger Mining Pools Ever since China started clamping down on Bitcoin mining, hash...

Neither were China’s plans to lead the world towards a central bank digital currency and launch “the...away with today: Don’t sleep on China....It’s been developed primarily by the Chinese central bank, the People’s Bank of China....It seems like Apple won’t be the only US company playing by China’s rules. ...

I recently had the pleasure of attending ChinaJoy, China’s largest consumer event focused on digital...launch of Wuchang, Shadow Blade: Zero, and Blood Message, I hope to see this corner grow year on year as China...before HarmonyOS stops being a nice option and becomes a must-have third pillar for games launching in China...

The US-China-Japan Conundrum The other big central bank juggernaut is the PBOC....(like Janet Yellen) criticizing China’s use of government subsidizes for key industrial sectors as a...This is causing a host of other problems as China doesn’t want to concede market share to other rival...

This is the new middle class in China and other Asian countries....The only country with the size to challenge the dollar is China....Unlike the U.S., China is a closed economy....China’s export-driven economy drives its trade surplus China has grown rich by selling cheap stuff to...Outside of China, there are two conceivable threats to the dollar.

BREAKING: China is considering injecting up to $142 billion of capital into its biggest state banks,...All of a sudden the feed is littered with takes on “why China matters” China has always mattered – the...China has always been important for global liquidity cycles, and by extension crypto cycles....China mattered in 2017 cycle, and again in the 2020 cycle.

At the time, we noted this was “largely driven by China’s PBoC and, to a lesser extent, the Fed” and...Liquidity expansion out of China has been a strong driver thus far....The year-over-year change in China’s credit impulse continues to trend higher, and history shows similar...

Fed Holds Steady While China Faces Wall of Worries Everyone’s attention seems to be focused on if and...Meanwhile, China’s struggles are becoming more apparent by the day....’s domestic markets.Real estate makes up a much larger percentage of household wealth in China, but the...

Teams with a proven track record in China, South Korea, Japan, and South East Asia (SEA) are well positioned...In China, WoW, DnF, and Fantasy Westward Journey (FWJ) are incredibly popular, boasting over 1 billion...dollar > 20-year-old franchise, netted an estimated $55M in revenue within 35 days of its launch in China...

...strong IP (at one point, the Legend of Mir mobile game was generating around $100 million a month in China...Regional Breakdown Regionally, Wemade’s revenue has always been dominated by South Korea and China....Not surprisingly, MIR4 generates nearly half of its revenue from Asia (excluding Korea and China)....China remains an outlier.

China is another big one....The growing divergence between US-China rates is adding pressure to an already weak yuan, which is on...We’ve talked a lot about the setup for more PBOC liquidity, and have taken note of China’s ongoing effort...

...considerably across the board, in large part due to recent increases in global liquidity driven by China...

For decades, overseas central banks and investors – notably China and Japan – were reliable sources of...Treasury data show that China and Japan have collectively reduced their Treasury holdings by over $400...Even countries with relatively low gold allocations, like China and Japan (6%), are participating in...One notable offset to U.S. tightening comes from China.

Thanks to Hong Kong, China is taking two approaches to crypto at once....Historically, we’ve seen policymakers get more active when China faces growth headwinds....We’ve seen risk assets benefit from China-driven liquidity expansions before....China is one of the largest contributors to global liquidity for this reason....Which means what happens in China matters.

The collapse of the Soviet Union and the spread of market-oriented economic policies in China and other...down, labor union squashing, tax cuts, deregulation, and corporate concentration made things worse China...clean energy investment, production, and demand American companies sell all sorts of technology to China...

We were talking about this U S Japan kind of China conundrum....And I think China, he said, like, China wants to stimulate because like, they’re undergoing some deflationary...This dollar move is helpful in the sense of give China a bit more of a buffer to simulate, right.

Last year, we saw BTC’s hash rate dropped significantly from 200M TH/s to 61M TH/s after China implemented...China held more than 50% at the start of 2021, but as the ban started taking effects, it has since dropped...to 0% as miners move their operations out of China....This means that the number of miners has been growing even as some move out of China.

Hash rate exodus continues as the China mining & derivatives clampdown continues....China Piling Up FUD, Miners Net Dumping, and Hashrate Decentralization.

(Note: red circle indicates data calculated using forecasted UST 2yr yields) China has become the largest...China is also tightening to combat the strength of the US dollar to ensure yuan stability (the devaluation...Meanwhile, consumer confidence in China has fallen off a cliff.