daily-report-09-04-2025

U.S.-China trade tensions are heating up once again. The U.S. plans to raise retaliatory tariffs on China by up to 104%, sparking speculation about China’s potential countermeasures. One likely move is to weaken the yuan to maintain export competitiveness.

Arthur Hayes, founder of BitMEX, stated that a weaker yuan could lead to capital flight from China, with investors turning to hedge assets like Bitcoin. According to Hayes, this phenomenon occurred in 2013, 2015, and 2019, each time accompanied by increased interest in crypto during yuan devaluation. He suggested a similar scenario might unfold in 2025.

Echoing Hayes’ views, the CEO of Bybit also noted that every time the yuan depreciates, many Chinese investors move their assets into Bitcoin as a way to protect their wealth from currency depreciation risks.

Trade Tensions as a Potential Catalyst for Bitcoin Price Surge

In the current macroeconomic landscape, rising trade tensions between the world’s two largest economies could act as a new catalyst for Bitcoin’s price movement. The shift of capital from yuan to alternative assets like crypto could significantly boost Bitcoin demand.

For crypto investors, this development is worth monitoring. If this scenario plays out, Bitcoin may see price increases driven by heightened demand from investors seeking a store of value.

Conclusion

A weakening yuan in response to U.S. tariff pressures may trigger increased capital inflow into the crypto market, particularly Bitcoin. This phenomenon has occurred before and may repeat. For BTC holders, this geopolitical situation could present a crucial opportunity to shape future investment strategies.

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Disclaimer:
This material is for general information and is not investment advice, a recommendation, or a solicitation to buy and sell any cryptocurrencies, digital assets, securities, or derivative instruments, or to make any investments. Any opinions or estimates are the best judgment of the research team as of the date of preparation and are subject to change without notice. Mobee is not obligated to update this report based on information and events that occurred after this report was created and published. Any suggestions or recommendations in this report may not be appropriate for certain users.