Author: ngadmin

So this Saturday, the crypto market closed in the green, everything looked solid. The thing is, we were expecting that kind of bullish candle on Wednesday or Thursday, maybe Friday, especially after Jerome Powell (the head of the U.S. Federal Reserve) gave a speech. In that talk, Powell basically hinted that there’s still room to cut interest rates. That was a pretty big deal because big institutions like Bank of America and JP Morgan were saying, “Nah, the Fed’s done cutting.” But Powell himself kinda shut that down.

Now, Friday was a holiday in the U.S., so the “relaxed” Saturday mood was already locked in from Friday’s vibes. And guess what? When Saturday is green in crypto, Sunday usually turns out even greener. But hold up—there’s a wild card. If Trump decides to announce crazy tariffs on countries that do business with China, that could mess everything up. Instant market stress.

Also, there’s this bit from WatcherGuru saying if Trump fires Powell, the dollar’s credibility could take a hit. But honestly, firing Powell? Highly unlikely. That would take changing U.S. law, and that’s not a small thing. Still, if something like that did happen, Bitcoin could actually soar even higher. Because if a law like that can be changed, what can’t be changed? It would shake confidence in the system—and where do people go when that happens? Bitcoin.

Then over in Japan, there’s talk that they might loosen rules on American car imports. Sounds good, right? But here’s the catch: that would hurt Japanese carmakers, probably lead to layoffs, and that would mess with the economy. If too many people lose their jobs, it means less spending, more money circulating weirdly, and the Japanese yen could weaken even more.

A weak yen isn’t just bad for Japan. It can increase debt costs and make “carry trades” (a type of investment strategy) more risky. If investors feel like Japan’s becoming too unstable, they’ll move their money elsewhere—maybe not even to the U.S., but to China. In the meantime, Bitcoin and the U.S. dollar could absorb a lot of that liquidity (meaning more money flowing into them).

Some experts are saying, “Bitcoin’s already hit bottom.” They’re seeing all these signals and thinking, “Yup, it’s time to rise.”

Now here’s where it gets kind of wild and philosophical. One guy, The_Real_Fly, made this hilarious but eye-opening point: U.S. debt doesn’t really hurt the U.S. as long as the dollar stays the world’s reserve currency. Basically, the U.S. could mint a trillion-dollar metal…testicle (yes, that’s what he said 😂) and give it to China to cover debt, and it wouldn’t actually harm the U.S.—as long as the world still values the dollar.

Why? Because nearly all global wealth is measured in dollars. Even other currencies are kind of “wrapped” in dollars, meaning their value is tied to how many dollars their central banks hold. So, when the U.S. prints more money, it doesn’t just affect Americans—it spreads the inflation to everyone holding dollars. That’s why countries want every transaction traceable—to tax it, yes, but more so to share the burden of inflation with you and me.

And lastly, Trump’s talking about how Japan needs to pay more for U.S. military support while negotiating tariffs. It kinda sounds like Japan’s being used as a way for the U.S. to offload risk and collect fees—a bit like making them pay for protection. Like, “Hey, we protect you, now give us more money.” Mafia vibes, if you ask me.

So yeah, bottom line?

Markets are green, Bitcoin might’ve already found its bottom, and there’s a ton of geopolitical tension just waiting to flip things upside down. Buckle up.

So, first off — people are still hoping that Powell (the head of the Fed) will suddenly go soft and ease interest rates. But come on, that’s like expecting a finance minister to say, “Yeah, we’re broke.” Never happens. They always say the usual stuff: “cash is stable, debt is under control, reserves are high,” blah blah blah.

But here’s the interesting part — the Fed’s overnight money stash (RRP) has dropped massively, down to just $55 billion. That’s super low. It’s like the Fed’s emergency drawer is almost empty. And Powell? His speech last night came off all tough and hawkish… but honestly, it felt fake. Like a poker bluff — more bark than bite. It was more about sounding strong than being strong.

What’s this doing to global currencies?

Well, China’s yuan is weakening, and the Japanese yen is following. Why? Because everyone’s looking at that same RRP number and saying, “Whoa, liquidity’s getting tight.” China even tried to inject more money into the system earlier this week, and Japan chimed in too. Everyone’s trying to keep things from freezing up.

Today’s big moment? If the RRP hits zero, Bitcoin could explode upward. If it bounces back up, then we’re still in “wait and see” mode. But from what I see, the setup’s there for a green day — I mean Bitcoin might finally break out.

Retail Sales also came in hot: +1.4%.

That’s… surprisingly strong. People are still spending like there’s no tomorrow. But here’s the catch — they’re probably just swiping credit cards. Prices are high, interest rates are brutal, and at some point, all that card debt is going to hit a wall. Expect to see a spike in credit delinquencies and ballooning interest payments soon.

But here’s what made me suspicious: even though the retail numbers looked strong, the dollar (DXY) didn’t move. Bitcoin didn’t react either. That’s a huge red flag — it tells me the numbers might not reflect reality. We saw this kind of thing before under Biden — data made to look good on paper, but the truth didn’t match.

So… is it back to data games again?

If so, here’s the cheat code: just inverse the data. If it says good, assume bad.

Oh, and then there’s Boeing…

Yeah, major hit. China just cancelled orders for 8,830 planes over the next 20 years — all because of Trump’s tariffs. That’s a $1.6 million job loss hit, and Boeing’s stock immediately tanked 3.5%. Total wipeout in market cap.

It’s like — are we really ready to cut ties with China for real? If this keeps up, expect someone to quietly make a call and say, “Hey… let’s talk.” Ego only goes so far when real money is bleeding.

Speaking of money, Goldman Sachs just dropped a bomb.

They’re saying if US-China financial relations break down completely, American investors might have to pull $800 billion out of Chinese stocks. And Chinese investors? They might dump $1.7 trillion in US assets. Imagine the panic-selling. US stocks, bonds, even stuff in Hong Kong — all could get hammered. It would take months to unwind all that.

Tonight’s highlight? Housing Starts.

That’s basically the number of new homes being built. If that number goes up, normally the dollar (DXY) goes up too — it means the economy’s humming. But the forecast is for a drop.

Here’s the twist — I think the data might actually surprise us and go up. But even if it goes up and the dollar doesn’t rise? That’s a clear sign the market isn’t buying the story anymore. And if the data does drop as predicted, the dollar could tank even harder.

Bottom line?

The Fed’s running low on ammo, the market smells the bluff, and China’s pulling economic punches. If DXY weakens and liquidity stays tight, Bitcoin’s moment might be closer than people think. Just follow the money — not the headlines.

The Fed’s Mind Games

Early this morning, the market dipped (as expected), but not for the reasons you might think. Bank of America (BOFA) came out saying publicly that the US is far from a recession and there won’t be rate cuts in 2025. But here’s the kicker—privately, they’re telling their clients to buy 2-year US Treasuries (UST) and short the S&P 500 until the Fed panics. Why? Because they know the Fed might have to step in if things get messy.

Powell’s speaking tonight, and everyone’s nervous. Retail traders are pulling out early to avoid drama, but I think we’ll see a dump-and-pump—Powell doesn’t have enough hawkish ammo to really shake things up.

Gold Rising = Bitcoin Safe?

Gold’s going up. Why? Because the market thinks governments will print more money, inflation will spike again, and stocks will be propped up with cheap cash (not real economic growth).

Now, you might ask: “If gold’s high, won’t it dump like stocks or crypto?” Nope. Gold is a store of value—it doesn’t crash like speculative assets. Bitcoin? Also a store of value. Ethereum? More like tech stocks.

Gold won’t drop below $3,000 for long (if at all). Why? Because global debt is $320 trillion—money has to go somewhere. Gold and Bitcoin are inflation hedges. BlackRock isn’t buying Bitcoin for fun—they see the same thing.

The “Basis Trade” Blow-Up

This is a fancy arbitrage play where traders profit from price gaps between spot and futures markets. But recently, it backfired—liquidity dried up, and the market moved too fast (thanks, Trump’s mouth).

If this keeps happening, the Fed might panic and bail out the system—that’s why BOFA’s betting on a Fed freak-out. A real crisis would mean money fleeing banks, and guess what benefits? Bitcoin.

US vs. China: The Tariff War

Trump’s team wants to isolate China by offering lower tariffs to 70+ countries—if they cut ties with China. No Chinese goods, no Chinese companies, no cheap imports.

This could slow global trade, which = less liquidity. And when liquidity drops, markets get shaky.

Retail Sales & the DXY Trick

Tonight, we get US retail sales data. Normally, if sales rise, the DXY (Dollar Index) should rise too—but last week’s numbers were revised down, so the market’s confused.

If the DXY stays weak, Bitcoin won’t react much. But if it drops further? That’s a sign the Fed’s confidence is fake—and money will look for alternatives (like Bitcoin).

Who wins in the US-China war? Doesn’t matter. Who prints money first? That’s the real signal.

Stay sharp.

Imagine you’re waiting for the floodgates to open, hoping a bunch of coins will pour into the market and make things lively. That’s kind of like what’s happening with RRP (Reverse Repo). Ideally, we want that number to go down—because when it does, it’s like the market’s unlocking more liquidity. But right now, it’s stuck, Friday it was 98, then Monday it even went up a bit to 102 billion. So, no flood yet.

Meanwhile, the US Dollar (DXY) is acting weird. Normally, when other currencies fall, the dollar gets stronger—it’s like the reliable inflation-proof bunker. But now? It’s sliding too. And instead of owning it, the US is pointing fingers, saying China’s devaluing the Yuan. But honestly, it’s not that simple—Japan isn’t dumping US bonds without permission. The US has allies like Japan and Qatar that don’t really move without a green light. For example, Qatar even admitted it opened and funded the Hamas office at the US’s request. Makes you wonder who’s really pulling the strings.

And now, there’s this sneaky feeling—what if China and Trump are quietly making eyes at each other? Because China hasn’t sold off its US bonds yet. Japan is acting like the fall guy, taking the hit, while China just sits cool. Pretty clever, right?

But what about Bitcoin today? That’s really the question I keep circling back to. With all this chaos—currencies weakening, US stocks dropping, no strong economic data from the US, and the dollar crashing too—Bitcoin is looking green. Like, actually rising.

I’ve been watching the Yuan and Yen fall. The Chinese central bank (PBOC) injected money into the system without taking any out—almost like pumping air into a balloon. If the effect kicks in after three days, today’s the day we should see that balloon float… and the Yuan get weaker.

People like Hartnett are recommending betting on 2-year yields going up and shorting the S&P 500. That tells you something. If investors are choosing a boring 3.85% return over running a business, they’re playing it safe. But smaller investors? They’re not excited about low-yield bonds. They’d rather put their money in high-risk plays… like Bitcoin. So it climbs.

And tomorrow? Big Powell day. But I doubt he’ll be super hawkish. Why? Because Japan has already been offloading a ton of US bonds, and Powell probably needs to absorb that without panicking the markets. If he stays soft, China might jump in next and drop a hammer. That could hurt the dollar even more.

Meanwhile, in China, some banks have dropped deposit rates below 2%. That’s like saying, “Hey, don’t park your money here, go spend or invest it!” So people might start buying stocks, which increases liquidity. More liquidity? Bitcoin loves that.

Oh, and geopolitics is brewing too. The US is possibly trying to cozy up to Russia again. Why? Back in the day, the US used investments and tech to get China to drift away from Russia. Now that China’s a strong rival, the US might try the same trick on Russia—to keep them from teaming up. But Putin? He’s already turned down sweet deals to stay close to Iran. So we’ll see if he stays loyal to China this time.

Back to Japan: their central bank isn’t raising rates anytime soon. That keeps Yen flowing and inflation rising. And when that decision hits the wires, watch Bitcoin jump again—because easy money means more action in riskier assets.

Lastly, Morgan Stanley says China might cut bank reserve ratios and interest rates soon, and plans to inject RMB 1 to 1.5 trillion in stimulus later this year. All that fresh cash in circulation? That’s good news for Bitcoin too, especially in Asian hours when that liquidity kicks in.

And China’s shouting loud and clear: “We’re open for business and ready to attract more global investment.”

So… dear USA, where you at?

Hey, guess what happened in the markets today?

So, it started off a bit rocky — Trump made a comment that basically confirmed no exceptions on tariffs, even on electronic goods. That freaked people out because markets were hoping for some wiggle room. It’s like hoping your boss will let you off early, then hearing “nope, everyone stays late.”

But here’s the catch: even though that sounded bad, it didn’t crash everything — it just delayed the rally. Think of it like traffic slowing down, not a full roadblock.

Now, here’s something interesting — when governments start to look messy or panic, people stop panicking. Weird, right? But it makes sense. When leaders start flipping decisions or changing presidential orders on the fly, it shows there’s tension or disagreement at the top. And the markets hate confusion like that.

One tweet from a president can wipe out trillions of dollars in market value. Wild.

And guess what tends to benefit from all this chaos? Bitcoin. Yeah, every time people start losing trust in the system — whether it’s government, money, or policy — Bitcoin starts shining. It’s like the cool outsider who doesn’t care what’s happening in the drama.

Even over the weekend, things got weird. Saturday looked chill — some green candles on crypto charts. Sunday, boom — price got squeezed hard. That’s retail traders doing their thing, not big institutions. So weekend moves? Not always reliable, but still part of the bigger pattern.

And the bigger pattern? The messier Trump’s policies seem, the more Bitcoin becomes attractive. Why? Because in the end, Trump’s game usually means printing more money — not less. More money in the system = more liquidity = good for Bitcoin. So yeah, chaos isn’t so scary for crypto.

Plus, there’s this sneaky thing happening with the US dollar. They’re kind of trying to weaken it on purpose to boost exports. The DXY (that’s the dollar index) has been slipping. But here’s the twist — other currencies like the Yen, Dong, Baht? They’re doing even worse. At some point, their people might start asking, “Wait, why are we working so hard if our money’s worth so little?”

And then there’s this finance guy (Hartnett) saying: go long on 2-year treasuries, and short the S&P 500. That’s fancy talk, but what it really means is: the US might need emergency money soon, but in the long run, the economy could still be okay. In the short term though? Liquidity dries up. People expect the Fed (Powell) to panic and inject cash. When that happens — inflation goes up. And again, what usually does well in inflation? You guessed it: Bitcoin.

Now over in China, they’re planning to cut the RRR (that’s the amount of money banks must keep in the central bank) on May 15. When they cut that, banks can lend more — more money enters the system. That also means inflation could go up there too. And what likes inflation and liquidity? Yup. Bitcoin again.

So overall? It’s not a bear market. Because a bear market usually means less money circulating. But right now, with the US and China both leaning toward more liquidity, there’s reason to be hopeful.

No one can say the exact hour or day Bitcoin will jump, but with all this going on? The setup looks pretty bullish.

I thought it’d be one of those chill weekends, but nope—Bitcoin suddenly shot up. The funny thing is, this spike didn’t come from big institutions buying in. It looks like retail investors (a.k.a. regular folks like us) decided to jump in early and stir the pot.

Now, here’s where it gets spicy. The U.S. decided to make some electronics imports tariff-free. That kind of move makes you wonder—were those tariffs real economic tools, or just bargaining chips all along?

Even more surprising: there’s talk of Trump pushing to remove income tax. Sounds wild, but if that actually happens, it could trigger crazy inflation—double digits even. I wish my country would do that too. I mean, imagine living in a country where you get taxed for earning money, spending money, saving money, inheriting money, investing money—literally everything. Even owning and parking a car gets taxed. You feel me? That kind of setup makes it feel like we’re broke even when we’re earning.

So back to Bitcoin. You know that “Bitcoin Jump” headline that made waves? Turns out, it really happened this weekend—even though there was some drama around it first.

@cryptolipsync

Bitcoin suddenly shot up now it’s not just a chill weekends. Bitcoin spiked hard over the weekend—but this time, it wasn’t the big institutions making waves. It was retail investors kicking off the momentum. In today’s video, we break down the real reasons behind the sudden Bitcoin price surge and why this might not be just another “pump and dump.” Learn how macroeconomic trends, government policy, and global money supply are shaping the Bitcoin market right now. No hype, no nonsense—just data-backed insights for smart crypto investors. Whether you’re a crypto beginner or a seasoned trader, this video will help you understand what’s really driving Bitcoin’s moves. #fyp #CryptoMarket #CryptoUpdate #CryptoToday #CryptoNews #CryptoTrading #CryptoAnalysis #BitcoinNews #BitcoinSurge #RetailInvestors #CryptoMarketAnalysis #BTCUpdate #TrumpTaxPlan #ChinaEconomy #BitcoinFundamentals #M1Supply #Macroeconomics #GoldToBitcoin #BitcoinBreakout #Bitcoin #Crypto #BitcoinPrice #Cryptocurrency #BTC #Investing #Trading #Gold #Inflation #Trump #China #M1MoneySupply #BitcoinJump #BitcoinPrediction #BitcoinTA

♬ original sound – cryptolipsync – cryptolipsync

And here’s a plot twist: rumors are flying that the White House might sell some of its gold reserves to buy Bitcoin. I know, I know—sounds super suspicious. Who exactly are they selling it to? Are they really selling gold or just issuing paper claims? Feels shady. If that’s true, it adds fuel to those old theories about Bitcoin being a CIA project or whatever.

Meanwhile in China, their M1 money supply (the most liquid form of money like cash and demand deposits) jumped 1.6%—way above the 0.3% forecast. This is big, because there’s usually a three-month lag between a spike in China’s money supply and Bitcoin’s price reacting. And guess what? The big spike happened in January, and now we’re in April. Right on cue.

I even wrote about this last week: when M1 supply surges, Bitcoin tends to follow. Why? Because Bitcoin isn’t just running on hype—it’s tied to macro stuff like how much money is circulating. If that money supply grows fast, Bitcoin tends to climb in a more sustainable way—not just from some random tweet or political drama.

So yeah, this isn’t just a weekend pump and dump. There might actually be real fundamentals behind the move this time.

So, this morning’s data came out, and it was a shocker. Inflation (PPI) actually dropped, even though everyone thought it would rise — totally caught the market off guard. And on top of that, the University of Michigan’s consumer sentiment inflation expectations shot up to 6.7%, which is way higher than we predicted. That’s basically a huge warning sign that inflation could hit double digits soon.

Now here’s the issue: interest rates are still sitting at 4.5%, and the Fed hasn’t started pumping money back into the system (no QE yet), but the market’s already drowning in government debt that nobody seems ready to buy unless the Fed steps in.

Normally on a Friday, markets are just wicky-wacky (lots of indecision), but this time it ended strong — green candles everywhere.

Now let’s break it down real simple with some analogies:

Want to save for retirement? Buy Bitcoin.

Need to top up your mortgage? Go for Ethereum.

Wanna go wild on a luxury hotel staycation? Altcoins are your ticket.

Makes sense, right? Don’t use your retirement money for vacationing, and don’t blow your house funds on some degen coin.

@cryptolipsync

Trump’s finally ditched some terrible advisors and crypto Twitter is yelling Bitcoin Jump. The latest inflation data shocked markets—PPI dropped while UMich inflation expectations surged to 6.7%, signaling potential double-digit inflation. The Fed is trapped: rates at 4.5%, no QE yet, and a flood of government debt needing buyers. Is Bitcoin about to skyrocket again? This week’s shocking inflation data and rising liquidity pressures from China and the U.S. are setting the stage for a massive crypto move. #fyp #CryptoMarket #CryptoUpdate #CryptoToday #CryptoNews #CryptoTrading #CryptoAnalysis #Bitcoin #Crypto #Inflation #Fed #InterestRates #StockMarket #Investing #BitcoinPrice #Altcoins #Ethereum #BullRun #Deflation #QE #China #Liquidity #DebtCrisis #Powell #BitcoinNews #EthereumUpdate #FedUpdate #LiquidityCrisis #CryptoBullRun #MacroEconomics #BitcoinStrategy

♬ original sound – cryptolipsync – cryptolipsync

Now, short-term — like tonight or tomorrow — Bitcoin’s probably gonna break out of its current range and do a quick retest. On a weekly basis, it’s already done one leg up and could push again next week before we get a healthy correction.

Altcoins are likely to rally next week too. Why? Because Bitcoin’s kind of in a “wait-and-see” mode until the Fed gives their final say on whether they’ll start printing money again or keep being tight. Wednesday, Jerome Powell is scheduled to talk — could be spicy.

Data-wise, next week’s pretty chill. Not much earth-shattering stuff besides retail sales, Powell’s talk, and housing data. So, yeah, vibes are still bullish.

Think about this: Bitcoin was literally created to fight inflation. Just like interest rates are supposed to fight inflation. But in the short-term, higher interest rates win. Long-term? Bitcoin takes the crown. Because you can’t keep raising interest rates forever — that’s like switching from salmon to cheap fish just to survive.

Now over in China, something interesting happened. Their money supply (M1) jumped, not because their economy’s growing, but because the government is injecting liquidity. That’s like printing money to keep the engine running.

And guess what? When the world has more liquidity sloshing around — especially from big players like China or the U.S. — Bitcoin tends to pump. During COVID, the Fed printed 20% more dollars out of thin air, and Bitcoin hit an all-time high. When inflation hit 9.1%, they jacked interest rates from 0% to 5.5%, and Bitcoin fell to 15K. But that pain didn’t undo a decade of easy money. That’s why, after holding rates high for a year, and nothing really improved — Bitcoin’s hitting new highs again.

Right now, the U.S. has a debt ceiling issue. To inject more liquidity, they’d need to borrow more — but the law doesn’t let them. They’ve hit the cap. And raising rates again? Not likely, even if inflation isn’t under control yet.

Switch scenes to China again: the second-largest source of liquidity globally. Their currency (Yuan) is under pressure. If it gets inflated to kickstart the economy, Bitcoin can surge even more — not because people are buying, but because Bitcoin acts as a hedge. It protects against your money losing value.

You know how your dad says he bought a house for 200 million rupiah and now it’s worth 2 billion? It’s not that the house got better. It’s that the value of money dropped. If you sold it today, you probably couldn’t buy a house with the same specs for 200 mil again.

So, it’s the same with Bitcoin. It’s not that Bitcoin’s magically becoming more valuable — it’s that money is losing value. Gold, houses, Bitcoin… they all “rise” for the same reason: your money buys you less than it used to.

And now? China’s inflating, Japan’s feeling the heat, and both are massive holders of U.S. debt. If they start dumping those bonds, the U.S. dollar index (DXY) could tank. And yeah, when that happens — Bitcoin could jump again.

Oh, and by the way — a wild tweet’s going around that Trump’s finally ditched some terrible advisors, and crypto Twitter is yelling “Bitcoin Jump!!” because of it.

So yeah — inflation’s back, liquidity games are heating up, central banks are cornered… and Bitcoin’s just doing what it was born to do.

So, here’s the thing. The U.S. just reported a CPI (consumer price index) drop of -0.1%. That’s not inflation anymore, it’s deflation. And that’s kind of a big deal.

Currencies are supposed to inflate a bit over time—because if they don’t, people might start treating cash itself as a valuable asset like gold. That’s why governments intentionally spend more than they earn—to keep the economy growing and inflation ticking along. Weird, right? But it makes sense.

Now, over in China, they’re doing their usual move—dropping announcements quietly on the weekend. There’s talk about tariffs going up to 150%, but honestly, that feels like theater. If the U.S. keeps pushing like that, it could lead to China getting booted from the global financial system (like Russia was with SWIFT). That would be a financial earthquake.

Meanwhile, gold just hit an all-time high—$3,165 per ounce, while Bitcoin is kinda lagging. That tells you something. Gold tends to spike during wars—especially currency wars, where countries compete to make their currencies cheaper so their exports get a boost.

@cryptolipsync

Bitcoin? It’s waiting for the real financial panic. Buckle up. Welcome back to the channel! In today’s crypto market update, we break down the latest financial moves shaking the global economy 🌎. From the surprising CPI deflation data to gold’s record-breaking high of $3,165, and Bitcoin’s slow response — we’ve got all the angles covered. Bitcoin thrives in monetary chaos—whether from inflation, debt crises, or currency wars. Right now, gold is leading, but if China faces SWIFT sanctions or the U.S. debt spiral worsens, Bitcoin could be next. We’ll also explore how China’s economic strategy, including a 200 billion yuan special fund, is influencing global liquidity and inflation. Plus, we analyze how a potential US-China economic war could shake up markets and what it means for crypto investors. #fyp #CryptoMarket #CryptoUpdate #CryptoToday #CryptoNews #CryptoTrading #CryptoAnalysis #Bitcoin #Gold #CPI #Deflation #Inflation #StockMarket #Fed #China #USD #Economy #Finance #Investing #Altcoins #Cryptocurrency PPI #Stimulus #DebtCrisis #ChinaVsUS #CurrencyWar #FinancialNews #BitcoinPrice #GoldATH

♬ original sound – cryptolipsync – cryptolipsync

Right now, that’s what we’re seeing. Everyone’s trying to devalue their money. People who understand this are rushing to hedge against inflation—with gold, with dollars (yep, because dollars still act as a hedge too), and ideally with Bitcoin… but Bitcoin hasn’t moved yet. Why? Because Bitcoin pops off more when the system itself feels like it’s breaking. We’re not quite there—yet.

If China ever gets cut from SWIFT, like Russia did, that would be the signal. And honestly—if you just look around—nearly everything is made in China. From your phone to your blanket to your clothes. If China gets isolated, that’s gonna hurt everyone, not just them.

In the U.S., Congress just voted to cut taxes and raise the debt ceiling again. So the U.S. solution to not having money? Borrow more. Then lower the amount of tax they collect. That’s a one-two punch for inflation: more debt + fewer taxes = more printed money.

And if Trump actually follows through with delisting Chinese companies from U.S. exchanges, you can bet China will retaliate—probably going after American giants like Apple and Tesla. That’s not a trade war anymore; that’s a full-on economic war.

Remember: markets love open systems. When Baghdad was a free trade hub back in the day, it was booming. But when you start closing doors and making things exclusive, money leaves. It doesn’t care about race, nationality, or politics—it just wants to feel safe.

Oh, and tonight? We’ve got the Producer Price Index (PPI) coming. That’s inflation measured from the producer’s side. The Fed actually watches PPI more closely than CPI. If PPI goes up more than expected, the dollar usually strengthens. But if it doesn’t? And if the dollar drops despite a high PPI, that could mean companies are raising prices not because of demand, but because they’re getting squeezed.

And that opens the door for the government to step in with stimulus—pump more money in, raise government salaries, cut taxes—anything to keep the public spending. But again, more money floating around = more inflation. So we’ll see gold, silver, property, and yes—Bitcoin—start to rise as people look for protection.

Also, China’s e-commerce giant JD just launched a 200 billion yuan special fund to boost domestic sales of export goods. That’s a massive economic ripple—basically flooding the market with money again. And yep, that’s inflationary too.

Here’s a fun fact: China’s banks have $63 trillion in assets. The U.S.? Only $24 trillion. That’s why China doesn’t flinch much. They’ve got serious financial firepower. If you had $63 trillion in the bank, you’d walk into every room like you own the place too, right?

And now people are asking—did Bitcoin finally wake up? Some say yes. Some are still waiting. But honestly? It’s not about charts or guesses. It’s about whether policies are injecting more money into the system. If yes, that’s good for Bitcoin. If not, it’ll take longer.

Bro, let me tell you what’s going on in the markets right now—it’s wild.

So, Trump’s kind of in a tough spot. He was trying to play hardball with China using tariffs, but it looks like he had to back down. Imagine him having a chat with Xi Jinping like,

“Xi, thanks a lot for the help. I’ve tried everything to get the US central bank (the Fed) to chill out and cut rates, but nothing worked. If it weren’t for your help pushing back with tariffs, I might’ve already driven us into a recession. Seriously, thanks.”

Then there’s this dramatic moment from last night—basically, a bunch of big bondholders (think China, Japan, Europe) dumped US bonds. And when the US government wants to borrow money, it sells these bonds. So yeah, it looked like a financial panic. The market basically forced Trump to back off. China’s not playing anymore. They’re saying loud and clear:

“If the US wants to go all in on this fight, we’re not backing down.”

Meanwhile, over in China, their inflation (CPI) just ticked up from negative to flat—yeah, from -0.7% to 0.0%. That’s technically an improvement, and even with a weak Yuan and a sluggish Yen, Bitcoin is on the rise. Why? China’s central bank is quietly injecting money into the system while the US has already hiked rates twice recently. That shift in global money flow is helping risk assets like Bitcoin.

Bottom line: This is looking like a win for China.

@cryptolipsync

A bunch of big bondholders dumped US bonds The market basically forced Trump to back off. What’s really happening behind the scenes in the global economy? In this video, we break down the wild week in markets, from Trump backing down on tariffs to China flexing its economic muscle—and how all of this affects Bitcoin, crypto markets, and the future of US monetary policy. This isn’t just about Bitcoin going up—it’s about understanding the macroeconomic puzzle that’s making it happen. Whether you’re a seasoned crypto investor or just crypto-curious, this is your must-watch economic update. #fyp #CryptoMarket #CryptoUpdate #CryptoToday #CryptoNews #CryptoTrading #CryptoAnalysis #FedPolicy #ChinaInflation #TrumpTariffs #BlackRockCrypto #JamieDimon #Macroeconomic #DigitalGold #BitcoinPricePrediction #CryptoMarketUpdate #BitcoinETF #LiquidityFlow

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And here’s where Jamie Dimon comes in—the guy running JPMorgan. He understands the flow of money way better than the US Treasury Secretary, who mostly cares about making the president look good. Jamie Dimon? He’s loyal to the money. And if he’s telling the President to cool it with the tariffs, it’s probably because the US is actually losing more from this trade war than China is.

Now back to Bitcoin.

People think Bitcoin only goes up because people buy it. But that’s not really the whole picture. It also rises when there’s more money sloshing around in the system—when liquidity increases. So yeah, buying pressure helps, but Bitcoin also functions like digital gold, a place to park value when currencies weaken.

If Bitcoin was just going up because people bought it, and crashed when they sold? That’d be a Ponzi scheme. But it’s not. It’s now considered a legit asset class, like gold, stocks, oil—you name it. Big players like BlackRock wouldn’t be touching it if it were just hype.

Even JPMorgan agrees: despite talk of a recession and delays in Fed rate cuts, Bitcoin can still go up in 2025. Why? It protects against a weakening dollar, especially if Trump’s policies cause inflation. Plus, crypto markets are getting more stable and institutions are slowly embracing it.

Still, not everything is so clear-cut. Some economists, like James Thorne, say there’s no solid proof yet that tariffs cause long-term inflation—but the fear alone is driving decisions. China’s still dealing with deflation, and they haven’t even fully rolled out their stimulus yet.

That brings us to Bitcoin again—its recent rise isn’t even from China’s liquidity yet. It’s still mostly driven by US liquidity and maybe even speculation. If BlackRock is selling and retail investors are piling in, that might explain part of the price movement.

And tonight? Big moment. The US will release its CPI (monthly inflation report). If inflation comes in lower, markets will start betting that the Fed will go soft—Dovish, in Wall Street speak. That usually weakens the dollar and lifts Bitcoin. That’s the playbook.

But here’s the twist:

The Fed’s job is to keep inflation in check and make sure people have jobs. Right now? Job growth is meh, unemployment’s at 4.2%, consumer spending is slowing, home sales are just okay, and interest rates are still high at 4.5%.

So can the Fed still afford to act tough (stay Hawkish)?

Well… they’ve already dialed back their money-tightening (QT) from $25 billion/month to just $5 billion, and emergency funds (RRP) have shrunk from $2 trillion to $156 billion. On top of that, China and Japan are selling off US debt, shaking up the bond market, and the US still hasn’t raised its debt ceiling.

So realistically, can the money supply actually shrink right now?

Doesn’t look like it.

So where does Bitcoin go?

If liquidity flows again—especially from China later—it probably goes up.

Hey man, you won’t believe what’s going on in the financial world right now — it’s like a chess match, but with nukes instead of pawns.

So, I’ve been watching U.S. Treasury yields (USTs), hoping they’d go down. They haven’t. It feels like every time they drop a little, they bounce right back up — like a yo-yo. And in this game, you only win if your balance doesn’t go negative. Mine? Yeah, deep in the red. So it’s not just an exciting match anymore — it’s painful.

Now, here’s the juicy part: The U.S. slapped a massive 104% tariff on Chinese products. That’s huge. So now everyone’s guessing how China will respond. Will they start selling off their U.S. Treasuries? Maybe. Or will they try something more strategic — like tying their currency (Yuan) to gold to stop money from fleeing the country? Could be.

China will definitely retaliate with tariffs of their own, but their bigger problem is avoiding economic collapse. And here’s where it gets really dark: some people think China might try to bankrupt Japan first. The idea? Hurt Japan’s export market — especially since Japan relies heavily on U.S. buyers. If Japan’s economy crashes, maybe they’ll be forced to sell their U.S. Treasuries too. That would tank demand for USTs and shake the foundation of the U.S. dollar.

But Japan just said, “Nope, we’re not selling our Treasuries just to make a point.” So now China’s left hanging. If they sell their USTs first, they lose their trump card. So they’re holding.

@cryptolipsync

Watch global power struggles play out in real time through charts and currency moves. Are we witnessing the start of a global economic power shift? #fyp #CryptoMarket #CryptoUpdate #CryptoToday #CryptoNews #CryptoTrading #CryptoAnalysis #FinancialCrisis #Bitcoin #UST #DollarCollapse #ChinaEconomy #Fed #Stagflation #Gold #Crypto #Markets #Investing #BitcoinPrice #GlobalEconomy #StockMarket #Tariffs #USD #Yuan #Japan #TSMC #QE #InterestRates #EconomicCollapse #DollarCrisis #FederalReserve #GoldStandard #Hyperinflation #MarketCrash #InvestSmart #Finance #Macro #BitcoinAnalysis #CryptoInvesting #BitcoinETF #GlobalMarkets #ChinaVsUSA #USTreasuries #MacroEconomics #TrumpTariffs #GlobalFinance

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Meanwhile, the U.S. is trying to crush the Chinese currency by making the Yuan look weak. The pressure’s all on China’s central bank (PBOC) now — what are they gonna do? Maybe they’ll tie the Yuan to gold like Russia did. That could stop people from dumping Yuan and actually attract investment.

Oh — and Trump? He just told TSMC (the Taiwanese chip giant), “Build your factory here in America or pay 100% tax.” Total power move. Basically saying: You want access to our market? Pay up. It’s wild, because building in the U.S. is way more expensive, but Trump doesn’t care. He’s playing hardball.

Back to the U.S. — the government wants yields to go down so they can borrow more cheaply, but the market’s not cooperating. So where will Trump get the money to fund his plans if the debt ceiling isn’t raised? That’s the billion-dollar question.

And then there’s this ticking bomb: some analysts say a huge financial unwind is happening — multi-trillion dollar positions are being liquidated. Everyone’s watching what the Fed will do in the next 48 hours. If Powell cuts interest rates or restarts money printing (QE), it might be seen as bailing out Trump. But if he doesn’t act, the whole system might break.

Retail’s already on the edge. With tariffs, prices are going up, people are buying less, and stores are shutting down. It’s a chain reaction — fewer stores means more layoffs, more empty malls, and banks left holding the bag on bad loans. Ironically, that might shrink the U.S. trade deficit. Not because of strength, but because people simply can’t afford to import stuff anymore.

One expert summed it up: the Fed is stuck. Inflation’s rising because of tariffs, but the economy is freezing up. If they cut rates now, they risk making inflation worse. If they raise rates, they kill whatever growth is left. It’s a lose-lose.Capital is drying up. The U.S. banking system is fragile. Without banks lending and circulating money, an economy can’t function. It’s like trying to run a car with no oil.

Back to China — their central bank just told state banks to stop buying dollars. They don’t want to panic the markets with a Yuan crash just yet. But everyone’s bracing.

The whole world is waiting for Bitcoin to make a move. If it spikes during U.S. hours, that means the U.S. is losing the battle. If it jumps during Asia hours, China’s losing. So far? Quiet. Which means… China’s still holding ground. Oh, and you can tell where the money is coming from by watching the markets in the morning. If green candles are weak, that’s probably Japanese money. If they’re strong, that’s Chinese cash flowing in.

Crazy, right? It’s like watching global power struggles play out in real-time — through charts and currency moves.