Trump 2.0 official thread

[Cygnus]

Based on what he said, I think Trump is more like an monarchy rather than a president. 顺我者昌，逆我者亡。

We now know what Trump's tariff plan was all about. It was all about enriching himself and his friends. Create a chaos (form of a tariff), get some reactions, crash the market, allow some of his friends to buy stock, calm the market by pausing and cha ching! He is a grifter after all. Always follow His bottom line. How to make a quick buck.

 

[pbd456]

it is said that a major japanese hedge fund had to.unwind the basis trade

 

[lych470]

Agreed. I'd add that the September 11 terror attacks and the subsequent 'War on Terror' probably saved China from having to face U.S. hostility at an earlier stage of modernization.

Things were quite dicey in 2001 as that's the year the Hainan Incident occurred. The US was looking for an excuse to provoke China into a hot war.

 

[SilentObserver]

US Vice President Vance: "Chinese Peasants"

Westoids: "Haha ch1nks get sauced, MAGA #1 foreva!"

*Some random Chinese netizen made an AI-generated video of Americans in sweatshops*

Westoids:
View attachment 149761

Why is it racist? Because they are all fat?

Having travelled across America, this is a very accurate portrayal of rural/small town America. Doesn't matter if it's the north or south, a large number of Americans look like that.

 

[whatnow]

I'm not really sure if I should be worried for the American people or be angry that we're all going to lose a lot because of these imbeciles...

Countries whose people have become this divorced from reality usually end up starting bloody wars, economic depressions, or genocides.

 

[manqiangrexue]

https://twitter.com/i/web/status/1910070803321790771

@Captainquirk
Yo, why's your president such a #presidentpussyassbitch?

He literally went from, "China wants to talk to us but we won't talk to them until they remove tariffs," to "I know China wants to talk, waiting for their call; it'll happen," to "China, can we talk," in 3 days. WTF?

Dealing with Trump is totally crazy. It's like, "He said he won't talk to us until we surrender? Good luck with that. We should prepare to fight with all we have. See how long he can keep up this childish... Oh! He says he'll talk to us now and that we should just call him and he'll be super nice? Umm... ok... Communucation is good. What's his number? What should we be prepared to offer and demand in retur... Oh! He just said he'll call us? O... ok. So what time is he gonna call? Like I said, we need to think about what we can offer and what we want before he... What? He's outside my office now?? Who told him to come here? How'd he get pass customs without anyone telling me? Nevermind; bring him in and tell him we can have lunch and then discuss... what? He's on his knees and won't get up unless I offer my ring for him to kiss??? I don't even wear a ring. Does anybody have a ring I can borrow? See if it'll fit my fin... huh? He says a shoe will do now?? Forget this! Run to him and say something comforting! Just get him to stop talking before he tries to suck my D!"

I'm feeling humiliation for a man that wants to kill my whole country; it's a very confusing feeling.

 

[argo]

Trump is instituting a floating tariff rate that adjusts daily.

 

[lych470]

Because the asiatic hord decided to laugh at the yanks. They can dish it but they can't take it.

"The NAFOIDs entered this war on the rather childish delusion that they were going to mock everybody and nobody was going to mock them."

Xi 'Chad' Jinping, probably.

 

[zscstephen]

Trump hasn't quite turned US market into a casino yet, and people still believe he's just backing off a bit.

But he hasn't made a deal yet and we have around 70 countries.

 

[sanctionsevader]

Bond yield led to WH yield, to be expected tbh.

Haven't you figured out what's happening yet? The so-called rule-based system designed by the U.S. after World War II has completely collapsed due to debt problems. This system essentially allowed the U.S. to suck the global economy's blood to sustain itself – Europe and Asia were just major blood supply sources for America.

(I won't go into detailed economic explanations here.)

This system originally operated perfectly. If the U.S. hadn't made stupid mistakes, it could have lasted another 100 years or more (counting from now). It took 15-20 years to establish this system after the collapse of the Bretton Woods system.

However, America made two critical errors – neither related to China, which was actually part of this blood-supply system:

First mistake: Excessive consumption of U.S. hegemony. After the Cold War, America kept waging geopolitical wars and stirring regional divisions. This eroded its hegemonic power – exactly why China has no interest in霸权 (with 5,000 years of history, China's seen too many empires die from this mentality). Hegemony only shortens an empire's lifespan.

U.S. hegemony (since the 1950s) should have lasted at least 200 years, but now it's failing after just 75.

Second mistake: Wealth distribution failure. Through its global economic colonization system, America captured most profits from global trade – even from Chinese exports. Chinese products sold to U.S. traders at 3-30% markup, then resold to consumers at 2-10X higher prices. While America and China both benefited from globalization, America's internal distribution system failed to share these gains.

If America had followed Europe's welfare model for lower classes, social pressure would be smaller. Europe's current problems stem from blindly following U.S. wars (Middle East/Ukraine), causing refugee crises and energy disruptions. Pre-2010 Europe showed better social stability and welfare when it focused surplus on social programs.

These two mistakes caused U.S. national debt to balloon to unsustainable levels.

The tariff war marks the collapse of the U.S.-led order. This system relied on:

U.S. consumption/dollar exports
Global dollar dependency
Capital control through globalization
Dollar overissuance (collecting seigniorage)
Regular wealth harvesting via dollar tides
Even this parasitic system can't sustain America anymore.

Current debt crisis:

The U.S. needs to cover $9 trillion in new Treasury bonds this year
10-year bond yields at 4.5% with few buyers
Technical default likely within months
Trump's 10% tariff (400Bfrom4T imports) aims to pay interest on previous debts
Demanding China alone cover $250B is unrealistic
The proposed "Haihu Manor Agreement" (100-year zero-interest non-tradable bonds) is essentially financial slavery – requiring bondholders to pay interest TO the Fed when needing liquidity. With dollar depreciation, 100futurevaluemightequal1 today. No nation (including China) would accept this.

China's position:

Accounts for 30% of global industrial output
Losing 30% of global supply would cause worldwide price surges
Trade decoupling won't fundamentally hurt China
U.S. threats to isolate China through allies/tariffs are empty – global reliance on Chinese manufacturing is irreversible
America wants war? Then let it come. China's industrial dominance provides unshakable confidence.

Yes, you pointed out the key wrinkle that i suspect will cause the 90 day extension to be extended again until USA straight up concedes entirely. Their offer is literally financial enslavement.