2025 and 3 questions that could change the global economic landscape

Hearing the title sounds daunting, but this is not a story analyzing the crypto market; it is simply an overview, raising global questions that need to be considered in 2025. How do you drink iced tea and chat with me?

➡️ Trump rises, does the economy spin around?

Trump's policies may be wrong, but they might not have a significant impact. BlackRock predicts: despite slow growth + inflation, American businesses can still cope + the continued boom of AI => the market, crypto still has a chance to rise.

On the contrary, if Trump reduces taxes reasonably, stimulates CAPEX + buybacks => the market could benefit even more.

➡️ Will the AI bubble burst?

AI applications have not generated significant profits, and the bubble is easily burst => risks for Vietnam betting on semiconductors. However, this bet is reasonable due to geopolitical opportunities; the issue is how Vietnam transforms.

This trend will certainly affect crypto, especially as blockchain AI flourishes thanks to the AI boom in 2023-2024.

➡️ Where is the Chinese economy heading?

China is shifting towards domestic consumption, issuing 2 trillion bonds in 2025, but the policies are ambiguous, like "talk is good, doing is poor."

ECB, SNB, BOC are cutting interest rates, the USD strengthening puts pressure on the exchange rate, potentially leading to capital withdrawal from emerging markets. In 2025, the exchange rate and USD trends will also be significant issues to watch out for.

In summary:

2025 could be “slow but not chaotic.” Remember to pay attention to clusters of cleantech, AI, and exchange rates, as they will strongly impact crypto. 🚀