Unchained Bits + Bips: Are the U.S. and China About to Reshape the Global Economy? - Ep. 835
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May 14, 2025 
Join Peter Tchir, Head of Macro Strategy at Academy Securities, and Zach Pandl, Head of Research at Grayscale, as they dive into pivotal financial discussions. They dissect the recent U.S.-China tariff pause and its implications for the global economy. The conversation touches on America's soaring deficit and why policymakers might underestimate the crypto community. They also explore Ethereum's unique positioning and debate the risks and rewards surrounding Solana, all while considering the specter of recession versus stagflation in this shifting economic landscape.
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U.S.-China Tariff Pause Impact
- The U.S.-China tariff pause signals a de-escalation of trade tensions that reduces policy risk globally.
- Market optimism reflects a rotation of capital back into American markets, benefiting sectors like semiconductors.
Tariff Strategy Limitations
- The grand strategy of reshaping the global economy through tariffs is fading amid the complexity of global trade and alliances.
- The strategy underestimated China's resilience and the consequences of alienating allies like Canada and the EU.
China-Taiwan Conflict Risks
- A direct military invasion of Taiwan by China is unlikely due to logistical challenges and political considerations.
- China may instead employ maritime militia to disrupt trade and use economic incentives to influence Taiwan.