The dollar is our currency, but it's your problem”🔥🔥🔥🔥$BTC
——This harsh statement made by Treasury Secretary Nixon back in the day now sounds like a self-deprecating joke from the United States. Japan has endured for 34 years, and finally in 2025, it will hand over the crown of 'the world's largest creditor nation' to Germany, with $3.7 trillion in overseas net assets being sucked away by dollar capital, leaving little 'blood' left, and the massive outflow of dollars has reached a complete deadlock.
The United States has been playing a tough game in recent years: trying to choke China with a trade war, only to find itself gasping for air; pouring money into the AI race while facing shortages of electric minerals, making technology monetization increasingly difficult; loudly calling for the return of manufacturing, yet years have passed with employment still stuck at a pitiful 8%, high costs and few workers, purely a façade. The dollar's dam is about to burst, and the interest bill from idle capital is inching closer to the explosive red line of U.S. debt.
They are eager to utilize the yen to penetrate the Southeast Asian corridor, but Hainan's free trade port has prematurely tightened operations! This is not just a simple comparison to Singapore's 'small skirmishes'; zero tariffs are fully opened, creating a super platform combining 'Chinese capacity + Hainan policies + ASEAN demand' that has completely uprooted Japan's remaining industrial chain and reshaped the regional supply chain. China-ASEAN trade volume has steadily risen over the past few years, soaring to nearly $800 billion in the first 10 months of 2024, and doubling within five years is not a dream.
The internationalization of the RMB is also in full swing: although Saudi Arabia's RMB settlement ratio for oil trade with China has not officially broken 45%, Sino-Saudi energy cooperation is deepening; the CIPS system has covered over 1,600 institutions, and the global network is surging; offshore RMB bond issuance has increased year after year, and the dim sum bond market is expected to set another record in 2025, with overseas issuance soaring by 150%.
The US dollar's foundation is shaky, with the global foreign exchange reserves' dollar share hitting a 30-year low. Japan's 'blood' is nearly drained, and Hainan's 'door' has been tightly shut, as the RMB is stepping up to meet global real economy demands. The ultimate choice for the Americans is right here: should they bow down and bind themselves deeply to the Chinese industrial chain, eating meat and drinking soup together? Or should they stubbornly hold their ground, watching capital trample each other and topple the dam?
Brothers, which path do you think the US will choose? Will they admit defeat and cooperate, or continue to tough it out and self-destruct? Let's discuss, what are your thoughts? 😂
Little 'Milk'🐶, 'p●u●p●p●i●e●s'
