Trump's plan to cap credit card rates at 10% (from 20-30%+ now) could slash defaults, free up billions in consumer spending → super bullish for the economy & risk assets.
Downside? Banks lose big on interest revenue → pressure on financial stocks + potential capital rotation into crypto.
Early market whispers already hitting high-beta US-themed tokens.
This isn’t just markets. This is a geopolitical energy war — and China is the target.
Here’s what’s really happening 👇 • Venezuela holds the world’s largest oil reserves (~303B barrels) • 80–85% of its oil flows to China • Cut Venezuela = cut China’s cheapest energy
This was never about Maduro. It’s about denying China leverage.
Same playbook. Different countries: • Iran pressured → China becomes top buyer • Venezuela pressured → China becomes top buyer
🎯 The goal: ❌ Cheap energy ❌ Reliable suppliers ❌ Strategic footholds near the U.S.
⏱️ Timing matters Moves accelerated as Chinese officials landed in Venezuela — that’s not coincidence.
China already responded: • Jan 2026: Silver export restrictions
Next? Resource-for-resource retaliation.
If talks fail, expect: • Oil supply shock → prices spike → inflation returns • Emerging markets crack first → global markets follow
This is how economic pressure turns into market collapse. Stay alert.