“There will be dialogue, but these are our conditions”
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China injects 1 billion yuan, which is seen as an impulse to the global M2, well for BTC.
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Bitcoin is considered “cheap” to a “global liquidity supercycle” that would boost its price.
Accusing Washington of imposing a series of “unilateral, illegal and unreasonable tariff measures” that have severely “impacted” bilateral relations and global economic recovery, China confirmed today that it will sit at the negotiating table. The viceprimer Minister He Lifeng will meet with the US Treasury Secretary, Scott Besent, in Switzerland from May 9 to 12, in a meeting that, although responding to US signals on a possible tariff adjustment, Beijing warns that it must be founded in the “mutual respect, the equitable consultation and mutual benefit” to have some possibility of success. “
In a question and answers session held today, a MOFCOM spokesman explained that senior US officials have repeatedly hinted at the possibility of adjusting tariff measures “and have transmitted messages through various channels expressing their desire to dialogue.
“The Chinese part has carefully evaluated the messages of the United States,” said the spokesman, adding that Dialogar’s decision was based on «totally considering global expectationsthe interests of China and the requests of the business community and American consumers ».
While he agreed to meet, China’s position remains inflexible. “Either through confrontation or negotiation, China’s determination to safeguard their development interests will not change, nor its position and objectives of defending international equity and justice,” said the ministry. “We will fight with determination if they cause us, and our door remains open to negotiation.”
In such a way that Beijing urges Washington to demonstrate sincerity. If the United States wishes to solve the problems through negotiation, it must face the serious negative consequences that its unilateral tariff measures have for themselves and for the world, recognize international economic and commercial norms, equity and justice … as well as correct their errors.
A severe was also issued Warning against any attempt to deceive by the United States. The spokesman cited a Chinese proverb: “Listen to what someone says and observes what he does.” The Ministry emphasized: “If the United States says one thing but it does another, or even tries to use negotiations as a pretext to continue with coercive and blackmax tactics, China will never accept, or sacrifice its international principles or equity and justice to seek an agreement.”
Addressing other nations that also talk with the United States, The Ministry of Commerce warned that «appeasement cannot bring peace, And the commitment cannot generate respect, ”advocating the defense of principles as the right path.
Despite persistent friction, China reiterated its commitment to “unwaverly expand its opening policy, defend the multilateral trade system with the World Trade Organization (WTO) as a central axis and share development opportunities”, expressing its willingness to work with all parties to “jointly resist unilateral protectionism and hegemonic intimidation.”
The next conversations in Switzerland will be closely followed as a key indicator of the potential of de -escalated in the prolonged economic tensions between the two largest economies in the world.
Bitcoin and the global monetary flow
In this scenario, the Bitcoin market analyst David Battaglia highlights the striking temporary coincidence between the announcement of China-EE.U commercial conversations. and the injection of a billion yuan by the Chinese Central Bank, an action that could be interpreted as a preventive economic propositioning, A stability signal or part of a broader strategy to negotiations.
This maneuver adds to the constant growth of the global M2, the money supply, which according to Battaglia directly benefits Bitcoin. Argues that the digital currency is extremely sensitive to liquidity increases, since excess money in the system tends to Find assets with return potential as Bitcoingiven your scheduled shortage.
The Battaglia perspective extends to future actions of the US Federal Reserve and the Treasury, anticipating an eventual “capitulation” of the Fed towards more expansive policies or a repair of debt by the Treasury.
Any of these scenarios, he maintains, would catapult the global M2 to even higher levels, which would be a very significant upward catalyst for Bitcoin. All these factors, from Chinese actions to future US decisions, are framed within what Battaglia calls a “liquidity supercycle”, which would extend from the end of 2023 to approximately 2029-2030.
Under this premise of a global liquidity environment in continuous expansion, driven by the main central banks, and given the high Bitcoin correlation with these monetary flows, Battaglia concludes that Bitcoin’s current price is undervalued. It considers that the digital asset still does not completely reflect the potential for appreciation inherent to this prolonged cycle of increased money supply, noting that “Bitcoin is cheap” in the context of this macrotence.
As Cryptonotics reported recently, the price of Bitcoin could be fired in the coming months, fundamentally driven by a sustained increase in global liquidity and macroeconomic dynamics between China and the United States. The analyst Juan Villaverde also emphasizes that the growing liquidity, with a delayed impact of approximately three months in BTC, anticipates an “abundant increase” from June.
At the same time, the escalation of the commercial war between both powers, marked by significant reciprocal tariffs, although it generates volatility, has also strengthened Bitcoin’s narrative as an active refuge, evidenced by its rapid recovery after initial falls linked to tariff ads. This dual scenario, with a liquidity engine and commercial uncertainty, supports Villaverde’s forecast of a BTC that could reach $ 150,000 Sand an agreement between the two countries is specified.
