Trump just signaled he's cool with Chinese automakers setting up shop in the US—IF they build locally. He literally cited Japan as the playbook.

This is huge for understanding his tariff game. It's not about blocking China outright. It's about forcing capital + jobs onshore. Same logic could apply to crypto infra, stablecoin issuers, or even mining ops.

If you're not thinking about how geopolitical leverage flows into where liquidity and infrastructure get built, you're missing the meta. Trade wars aren't just about cars—they're about who controls the rails.