We Survived It All—But Now, There's a New Storm Brewing ⛈️

✅ Grayscale Dump? Survived. ✅ Mt. Gox Dump? Survived. ✅ German Government Dump? Survived. ✅ Japan Stock Market Crash? Survived.

But now, something even bigger looms on the horizon… 🌪️

Let’s talk about 🇨🇳 China’s Real Estate Market.

🔻 Chinese real estate stocks have plunged to their lowest levels since 2008. Back in August 2023, Evergrande’s bankruptcy filing alone caused a 20% BTC crash. Now? The entire real estate sector in China is spiraling. 📉

Here’s why it matters: in 2008, China accounted for just 4% of the global GDP. Today, it’s a massive 18%. And what’s scarier? U.S. companies and banks have major exposure to China’s real estate market.

If the situation in China worsens, it could hit U.S. stocks hard. And when U.S. stocks tumble, history tells us crypto often follows—#BTC and the broader #crypto market could face a significant crash.

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But There’s a Silver Lining 🌈

If stocks begin to slide, it could trigger the U.S. government to respond with Quantitative Easing (QE) and faster rate cuts. Translation? More money printing, which often benefits assets like Bitcoin in the long run.

September might be a rollercoaster 🎢 with choppy moves and short-term pumps, but even with potential dumps on the horizon, I’m still bullish long-term. For $BTC and crypto, it’s “up only” from here. 💪

#CryptoStorms #BTCResilience #EvergrandeImpact #ChinaMarket #QE

Well Known Investors Release Optimistic Views on US Treasuries😀
The jump in bond yields took a reprieve yesterday as a pair of well known investors publicly stated that they have turned less negative on US treasuries at this juncture (more on that later); a quick look at the US/EU/UK's 'government bonds returns over the past 3 years shows the following performance for a supposedly 'safe' risk-less asset:

An average capital loss of ~20% for US/EU government bonds, and 27% for UK points over 3 years (including coupon) seems to be anything but 'risk-free'. While the era of QE/ZIRP had bred a whole generation of "TINA" (There is No Alternative) investors to throw their capital in anything but cash, we are now going through a decade or so of reckoning where the post-party hangover is going to be quite enduring, unfortunately.
#QE #TINA #risklessAsset #capitalloss #bond