Japan's 34-year dominance has been surpassed by Germany, with a net asset high of $3.7 trillion yet unable to stop the decline. How strong is the dollar siphoning effect?
The situation in the United States is more severe: the trade war is backfiring, there's a famine of AI computing power + a crisis in mineral resources, the return of manufacturing has become a political slogan (employment only accounts for 8%), capital interest is circulating, pushing US debt to a critical point, and the moment of the dam collapse is approaching.
Does the yen want to make a comeback in Southeast Asia? There's no chance. The Hainan Free Trade Port officially launched its closure on December 18, with a zero-tariff triangle (China's production capacity + Hainan policy dividends + ASEAN demand side) directly rewriting the supply chain ecology. ASEAN trade volume is expected to approach one trillion in 2024, and it is accelerating.
The RMB is quietly rising: the CIPS settlement mechanism has seen participation from over 1,700 institutions, offshore bond financing has surged, and the strategic energy cooperation between China and Saudi Arabia continues to deepen. The proportion of the US dollar in global foreign exchange reserves has fallen to a 30-year low, Japan's role as a blood bank is nearing its bottom, and Hainan has tightly closed its doors, limiting the space for the yen, while the RMB directly takes over the real economy chain.
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UnruggableChad
· 19h ago
Hainan's move directly locks in the yen, with the RMB catching a falling knife in the实体链条, the landscape has changed.
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SchrodingerProfit
· 19h ago
Wow, the metaphor of the US debt being a dam is brilliant, it will inevitably break!
#以太坊行情解读 $BTC $ETH $BNB
Japan's 34-year dominance has been surpassed by Germany, with a net asset high of $3.7 trillion yet unable to stop the decline. How strong is the dollar siphoning effect?
The situation in the United States is more severe: the trade war is backfiring, there's a famine of AI computing power + a crisis in mineral resources, the return of manufacturing has become a political slogan (employment only accounts for 8%), capital interest is circulating, pushing US debt to a critical point, and the moment of the dam collapse is approaching.
Does the yen want to make a comeback in Southeast Asia? There's no chance. The Hainan Free Trade Port officially launched its closure on December 18, with a zero-tariff triangle (China's production capacity + Hainan policy dividends + ASEAN demand side) directly rewriting the supply chain ecology. ASEAN trade volume is expected to approach one trillion in 2024, and it is accelerating.
The RMB is quietly rising: the CIPS settlement mechanism has seen participation from over 1,700 institutions, offshore bond financing has surged, and the strategic energy cooperation between China and Saudi Arabia continues to deepen. The proportion of the US dollar in global foreign exchange reserves has fallen to a 30-year low, Japan's role as a blood bank is nearing its bottom, and Hainan has tightly closed its doors, limiting the space for the yen, while the RMB directly takes over the real economy chain.