A Space War on Digital Currencies Between U.S. and China
summary
Halving cuts miner issuance from 12.5 to 6.25 BTC, creating a supply shock that reduces daily sell pressure and is judged a moderately bullish event while institutions (Paul Tudor Jones cited) move toward crypto as a hedge; savers sit on roughly $9.2 trillion in low‑yield deposits being squeezed by near‑zero rates. China treats blockchain as a strategic tech and is rolling a government digital currency described as not blockchain — a state‑backed e‑payment layer — while mining hardware and miners concentrate in China and DeFi development leads in the US/EU.
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chapters (5)
- 0:00Introduction and panel
- 1:28Bitcoin halving impact
- 5:31Market dynamics and cycles
- 10:33Geopolitics of blockchain
- 14:15Sector-specific dominance
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