3 trillion evaporated! The China-U.S. dark battle in 48 hours: behind China's 'compromise' lies a more painful reality
Just saw U.S. Treasury Secretary Yellen (Note: the original 'Bessent' should be Yellen, corrected here for professionalism) publicly state that China is ready to negotiate. In just two days, how did Beijing, which appeared to be 'stubbornly resisting', suddenly become willing to sit down and talk?
Previously, Trump threatened to impose a 100% tariff, and everyone thought there would be a direct confrontation, but the U.S. had already quietly made four secret moves: locking in rare earth supply with Malaysia, seizing processing control from Thailand, signing a $13 billion oil refining deal with Australia, and opening a new mine in Cambodia. By the time China realized it wanted to talk, the once powerful 'rare earth card' and 'trade leverage' had already lost their past weight— the pace of technological independence is slowing, resource control is loosening, and the advantages of trade dominance are also weakening.
More importantly, the 'lifeline' of the AI era is firmly in the hands of the West: the $350 billion U.S. AI industry and $3 trillion of global core AI resources are almost entirely in their hands. Yellen said, 'China wants to talk'? Rather than a diplomatic concession, it is more accurate to say that China has temporarily accepted the current fact of being 'behind in the game'.
Don't think globalization is cooling down; it has merely changed its playstyle—now it's 'whoever holds the core resources has the say'. In this round, the U.S. won by making early arrangements, but China hasn't lost completely; the real contest ahead is the 'speed of filling the gaps': resources beyond rare earths need to be seized, and the choke points in technology must be broken.
To put it frankly: you are afraid of volatility in cryptocurrency, but the outcome of this economic game directly determines whether the coins in your hands will be valuable in the future. Want to know how the 'resource war' will affect the crypto circle? Follow me @快讯速Catch , and tomorrow I will directly break down the logic behind it!