[jjangkke]

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.

[bfg_9k]

> 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]

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]

It's tough to walk across the Taiwan Strait.

[conception]

You’d be surprised- https://www.navalnews.com/naval-news/2025/01/china-suddenly-...

[nradov]

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...

[fnicfnac]

> 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.

[Lordarminius]

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]

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.