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...

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.

There is also something worth noting about the contrast with China, which banned onshore RWA tokenization...

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...

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.

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. ...

...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.

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...

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.

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.

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...

“Catchup growth” from globalization reverses – AI winners start pulling away; China may be the last emerging...China is naturally in a significantly worse position – surrounded by hostile powers, energy dependent...China has been keeping its exchange rate artificially low for decades, reinvesting surpluses into areas...

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...

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

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...

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.

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.

...model has started to raise concerns about the economic and geopolitical competition between the US and China...able to achieve its low-cost model despite US restrictions on the supply of high-power AI chips to China...

Meanwhile, China has been emerging from its own quasi-financial crisis of sorts — fighting a major real...China has been doing much of the heavy lifting recently — as we predicted it would — despite a rather...If China really wanted to accelerate de-dollarization, buying gold then devaluing the yuan against it...China has already chosen its path.

Why the Fed just gave the “green light” to global central banks Impact of China’s pivot and PBOC stimulus...I still believe more stimulus is coming, because it certainly isn’t enough to pull China out of the rut...People think it should be moving today because China did it, but there’s a 10-week lead for whatever...