As Chinese regulators intensify scrutiny on public Real World Asset (RWA) tokenization to prevent capital flight, a stark regulatory divide is emerging between state-controlled blockchain networks and the open crypto economy. This fragmentation is accelerating demand for permissionless interoperability solutions capable of unifying global liquidity, with protocols like LiquidChain gaining significant traction by fusing Bitcoin, Ethereum, and Solana into a single execution layer to bridge these increasingly separate worlds.
about China's RWA Crackdown Fuels Demand for Cross-Chain SolutionsPeople’s Bank of China
0 in Finance and 1 in Crypto last weekChina Reaffirms Crypto Ban, Targets Stablecoins in Crackdown
China’s central bank has issued a stark warning that cryptocurrency speculation has resurfaced, prompting a renewed and coordinated regulatory crackdown. The People’s Bank of China, following a high-level meeting with a dozen other agencies, has specifically flagged stablecoins as a critical financial risk, reinforcing the nation’s comprehensive ban first enacted in 2021. This move signals Beijing’s unwavering commitment to isolating its financial system from the volatile world of digital assets and preventing capital flight.
about China Reaffirms Crypto Ban, Targets Stablecoins in CrackdownChina Dumps US Treasuries, Hoards Gold Secretly
China has continued its trend of reducing US Treasury holdings, shedding $900 million in May, marking the third consecutive monthly decline. Meanwhile, reports indicate the country is secretly amassing significantly more gold than officially reported. Analysts, including Stefan Gleason of Money Metals and Joseph Cavatoni of the World Gold Council, speculate that China is underreporting its gold acquisitions to prevent price surges. Jan Nieuwenhuijs estimates China’s actual gold reserves at over 5,000 metric tons—more than double the official figure of 2,280 metric tons. The move reflects China’s strategic shift toward diversifying reserves away from the US dollar.
about China Dumps US Treasuries, Hoards Gold SecretlyStablecoins to Outshine CBDCs, Says Treasury Secretary
U.S. Treasury Secretary Scott Bessent asserts that stablecoins will dominate over CBDCs globally due to their backing by U.S. Treasuries and robust regulation. In a Bloomberg interview, he emphasized stablecoins’ role as an innovative payment system and their potential to drive demand for U.S. Treasury markets. Bessent also supports the GENIUS Act, which mandates 1:1 asset backing for stablecoins and allows reserves in cash, deposits, or Treasury securities, urging the House to pass it by mid-July.
about Stablecoins to Outshine CBDCs, Says Treasury SecretaryBitcoin’s 40% Rally Tied to Record Global Liquidity Surge
Bitcoin’s second-quarter rally of 40% correlates strongly with a record-breaking expansion in global liquidity, as measured by Jamie Coutts’ Global Liquidity Index (GLI). Coutts argues that Bitcoin’s price exhibits a 20% sensitivity to each 1% increase in system liquidity, with the current cycle showing even greater elasticity. The GLI – which tracks central bank balance sheets, money aggregates, and key US liquidity accounts – hit all-time highs in April, coinciding with Bitcoin’s upward trajectory. Despite modest GLI growth of just 2% since April, Bitcoin has surged disproportionately, consistent with historical liquidity regimes. With central banks like the Fed, PBOC, and ECB maintaining accommodative policies, Coutts projects continued bullish momentum for Bitcoin, potentially yielding triple-digit gains by 2030 even under conservative liquidity growth scenarios.
about Bitcoin's 40% Rally Tied to Record Global Liquidity SurgeU.S.-China Trade Talks Progress as Crypto Markets Dip
U.S. officials announced progress in trade talks with China, describing negotiations as ‘productive’ and ‘constructive,’ though specifics on tariffs or timelines were not disclosed. China’s economic challenges were highlighted by a third consecutive month of falling consumer prices, raising expectations for further stimulus. Crypto markets, including Bitcoin and Ether, declined amid broader risk aversion and ETF outflows. A joint statement from the White House with more details is expected soon.
about U.S.-China Trade Talks Progress as Crypto Markets DipBitcoin Rises 2% as Fed Holds Rates Steady Amid Tariff Uncertainty
The Federal Reserve kept interest rates steady at 4.25%-4.5%, a move widely anticipated despite pressure from President Trump to cut rates. Bitcoin rose 1.7% to $96,500 post-announcement, extending its recent rally. The Fed highlighted economic risks from Trump’s tariffs, which could fuel inflation or slow growth. While the labor market remains strong, inflation has cooled closer to the Fed’s 2% target. Traders now see a 28% chance of a rate cut in June. Meanwhile, China has taken stimulative measures to counter U.S. tariffs, as both nations prepare for potential trade talks.
about Bitcoin Rises 2% as Fed Holds Rates Steady Amid Tariff UncertaintyChina Boosts Gold Reserves as Bitcoin Holds Strong
China’s People’s Bank of China (PBOC) has increased its gold holdings by five tonnes in March, marking its fifth consecutive monthly purchase and bringing total reserves to a record 2,292 tonnes. This move comes amid escalating US-China trade tensions, driving demand for traditional safe-haven assets like gold, which has surged to $3,401. Bitcoin, meanwhile, has held firm above $87,000, with whale wallets growing by 60 since early March, indicating strong institutional interest. Despite $5 billion exiting Bitcoin ETFs, the cryptocurrency’s stability has surprised analysts. Mixed signals persist, including rumors of China building a strategic Bitcoin reserve while also reportedly selling BTC offshore. Investors are closely watching both gold and Bitcoin as hedges against global economic instability.
about China Boosts Gold Reserves as Bitcoin Holds StrongBitMEX Founder Predicts Bitcoin Surge Amid Money Printing
Arthur Hayes, co-founder of BitMEX, argues that Bitcoin is poised for a major rally due to macroeconomic factors. He highlights the potential for increased money printing as US Treasury yields rise and China’s yuan weakens, driving investors toward BTC as a hedge. Additionally, Hayes suggests a possible Supplementary Leverage Ratio (SLR) exemption for banks, advocated by JPMorgan’s Jamie Dimon, could further boost liquidity and Bitcoin demand. Bitcoin’s price has already risen 4.9% in 24 hours, trading at $83,343 at the time of writing.
about BitMEX Founder Predicts Bitcoin Surge Amid Money PrintingChina Retaliates with 125% Tariffs as Trade War Escalates
China has responded to President Trump’s increased tariffs on Chinese goods by imposing a 125% tariff on all American imports, further intensifying the trade war between the two superpowers. Victor Zhikai Gao, a senior Chinese official, downplayed the economic impact, asserting China’s historical resilience. The tariffs have already rattled global markets, with stocks suffering losses before a slight recovery. Analysts warn that prolonged tariffs could push China closer to aggressive actions, such as a move on Taiwan. Meanwhile, Bitcoin is gaining traction as a hedge against market instability, with speculation that a potential yuan devaluation could drive Chinese capital into crypto. The Federal Reserve has hinted at possible market interventions, adding to the financial uncertainty.
about China Retaliates with 125% Tariffs as Trade War EscalatesBitMEX Founder Predicts Bitcoin Surge Amid China Yuan Weakness
Arthur Hayes, co-founder of BitMEX, argues that a devaluation of China’s yuan (CNY) due to central bank money printing could trigger capital flight into Bitcoin, echoing past trends from 2013 and 2015. Hayes believes Bitcoin will outperform altcoins, with dominance possibly climbing to 70%, and advises caution on riskier crypto assets until BTC surpasses $100,000. Currently trading at $76,533, Bitcoin has dipped 3.5% in 24 hours. Hayes also anticipates Ethereum (ETH) may soon outperform Solana (SOL).
about BitMEX Founder Predicts Bitcoin Surge Amid China Yuan WeaknessBitcoin Rebounds to $78K Amid Geopolitical Tensions
Bitcoin’s rebound above $78,000 provides a temporary lifeline for bulls, but looming technical indicators like the ‘death cross’ and a descending trendline suggest potential further declines. The recovery coincides with heightened U.S.-China trade tensions, where a yuan devaluation beyond 7.20 per dollar adds market uncertainty. Historically, yuan weakness has correlated with Bitcoin rallies, but China’s stricter crypto policies may limit this effect. Global markets show tentative optimism amid trade negotiations, yet Bitcoin’s fate hinges on holding the $78K-$80K range—failure could push prices toward $70K, while success may reignite a push toward $90K.
about Bitcoin Rebounds to $78K Amid Geopolitical Tensions