Real Vision: Finance & Investing Is China Quietly Winning the Trade War?| Macro Mondays: November 3, 2025
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Nov 3, 2025 The hosts dive into the perplexing underperformance of crypto as interest shifts to AI. They discuss the implications of the Trump-Xi agreement on rare earth exports and why Chinaâs strategies remain a pressing concern. The conversation turns to the potential bubble in AI data centers sparked by major cloud deals. Geopolitical tensions are examined, especially the U.S. military's moves in Venezuela and Nigeria. The oil market is analyzed for signs of a bottom, alongside the complexities of the U.S. solar sector amid supply-chain challenges with China.
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AI Outpaced Crypto For Investor Focus
- AI adoption has outpaced crypto this year and attracted investor attention and capital.
- Andreas says that shift explains why crypto has lagged relative to other tech themes.
New Holders Changed Bitcoin Psychology
- ETF inflows and institutional buying partly replaced Bitcoin's OG holders over the past 12â18 months.
- Mikkel warns this holder rotation changes price psychology and investor behavior in crypto.
Rare Earths Deal Is Only A Partial Fix
- China still enforces export limits on seven critical rare earths despite the Trump-Xi deal.
- Andreas warns the deal is a partial stopgap and dependency on China persists for strategic metals.