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21 sats \ 0 replies \ @nolem 12 Oct \ on: China is calling Trumps Bluff. US military industrial combine needs rare earths. econ
Trump's tariff threats and China's mineral export curbs are just the latest in the endless game of nation state musical chairs with trade and supply chains
Markets crashing shows how vulnerable everything is to politicians
But this isn't our problem it's a symptom of relying on dollars and yuan that governments can inflate, tariff and weaponize at will
China has the West over a barrel on minerals and batteries but we've been saying this forever, nation states have always used force and sanctions to dominate, from trade routes in ancient times to today
The trade war exposes the emperor's new clothes of global finance, proving stacking sats as neutral non political money for a messed up world