Crypto comics

Macro + markets + geopolitics explained simply / I write weekly essays on financial freedom, incentives & leverage

[Crypto comics @Crypto_comiks]

🧵 1/ CZ’s Masterplan: The Hidden Strategy Behind the Next Binance Season

🚨CZ (@cz_binance) is playing the same game again.
Back in 2020, he used PancakeSwap to outsmart Uniswap and turn BNB Chain into a DeFi powerhouse.

In 2025, he’s running it back — but way more sophisticated.
Here’s the master plan unfolding right now 👇

[Crypto comics @Crypto_comiks]

Create a chart that shows the correlation between major artificial intelligence announcements (such as the launches of ChatGPT, GPT-4, Claude 3, Gemini, etc.) and the stock price declines of companies considered vulnerable to these advancements (EdTech, media companies, Q&A platforms, competing SaaS tools, etc.)

[Crypto comics @Crypto_comiks]

@zachxbt @grok what John daghita and his father risk ? How many years in jail

[Crypto comics @Crypto_comiks]

@oguzerkan Supply is the bottleneck, mines can’t scale on demand. If the 2027 deficit window is right, price becomes rationing. Full breakdown: https://t.co/y8ml2rh1bV

[Crypto comics @Crypto_comiks]

https://t.co/bANzA5b0eD

[Crypto comics @Crypto_comiks]

@MrMikeInvesting Copper is inevitable, watch and chill 📈

[Crypto comics @Crypto_comiks]

@AIInvestorHQ Copper Next 📈

[Crypto comics @Crypto_comiks]

@oguzerkan Good summary. The key point people miss is the supply-side timing - demand can ramp fast, but new copper supply is an industrial process ! I structured the full case with charts + scenarios + invalidations here: https://t.co/y8ml2rh1bV

[Crypto comics @Crypto_comiks]

https://t.co/bANzA5b0eD

[Oguz Erkan @oguzerkan]

Insane demand coming for copper..

Bloomberg expects copper demand to reach 40 million tons by 2040.

Energy transition, data centers, chips and robots will be the main drivers of demand.

Shortage is coming, copper will explode like gold and silver did.

[Crypto comics @Crypto_comiks]

https://t.co/bANzA5b0eD

[Crypto comics @Crypto_comiks]

https://t.co/I3PlTr3rEU

[Crypto comics @Crypto_comiks]

🔥 Is this the start of Trade War 2.0 — or the opening move in a new global power conflict?

🇨🇳 China just weaponized its resources.
Beijing announced new restrictions on rare earth exports — critical materials like gallium and germanium used in AI chips, EV batteries, satellites, and missile guidance systems.
It’s not just about trade. It’s a strategic chokehold on the technological and military backbone of the U.S

🇺🇸 Washington fired back immediately.
Trump announced 100% tariffs on Chinese imports starting November 1st, and said there’s “no reason” to meet Xi Jinping.
Behind the scenes, the Pentagon is alarmed — because without these minerals, America’s defense production chain faces real pressure

🧨 Let’s be clear: this is not only an economic confrontation.
It’s a geoeconomic-military escalation, where both nations are testing how far they can push before triggering open retaliation

💥 Market impact:
Crypto and equities corrected sharply within hours.
But this isn’t just a “risk-off” move — it’s a sign that liquidity is drying up as capital flees uncertainty.
Bitcoin dropped short-term, yet this type of systemic tension is exactly what builds long-term conviction for decentralized assets

📊 Why this matters so much:
•The U.S. depends on China for over 70% of rare earth supply — key to both military and AI infrastructure.
•These restrictions hit directly at Nvidia, Tesla, and the U.S. defense sector.
•Expect Washington to retaliate not just economically, but possibly by strengthening military alliances in the Pacific and sanctions on Chinese tech firms

🧭 From a geopolitical lens, this is a power transition moment.
From a crypto lens, it’s the beginning of a trust transition — as more investors realize how fragile the global system really is

⚙️ History’s lesson:
In 2018, during the first trade war, Bitcoin dropped… but when the U.S. injected liquidity again, it outperformed every asset.
Crises hurt in the short term — but they accelerate monetary decentralization in the long run

🔮 What to watch next:
•Talks between Xi and Trump could calm or reignite the tension.
•If Beijing cuts deeper into tech exports, expect U.S. military posture to harden in Asia.
•And every move like this pushes the world a step closer to a multipolar economy — where crypto plays the neutral role

💡 Bottom line:
This isn’t just a trade story.
It’s a glimpse into the next decade — where economics, defense, and digital finance collide.
And as always: power sets the trend… crypto adapts to survive it

[Crypto comics @Crypto_comiks]

@brunobog71 @cz_binance Merci ! 🙏

[Crypto comics @Crypto_comiks]

🧵 1/ CZ’s Masterplan: The Hidden Strategy Behind the Next Binance Season

🚨CZ (@cz_binance) is playing the same game again.
Back in 2020, he used PancakeSwap to outsmart Uniswap and turn BNB Chain into a DeFi powerhouse.

In 2025, he’s running it back — but way more sophisticated.
Here’s the master plan unfolding right now 👇

[Crypto comics @Crypto_comiks]

@YumannYu @cz_binance Thank u very much 🙏👌

[Crypto comics @Crypto_comiks]

@cryptomonkeylux @cz_binance Merciii ! 🙏🙏

[Crypto comics @Crypto_comiks]

@cryptosNF BNB au dessus de XRP, ça va embêter un certain nombre de gens 😂

[Crypto comics @Crypto_comiks]

Many info come from @ASvanevik @crypto_condom @asparagoid @stacy_muur @YazanXBT @__starplatinium @JakeGagain @shilllin @0xSisyphus @theunipcs and @cz_binance (I think @ramonos will love the thesis)

[Crypto comics @Crypto_comiks]

10/
Everything’s detailed in my full 11-page report:
➡️ The Binance Playbook 2.0 — How CZ is Re-Engineering the BNB Chain Ecosystem in 2025

Like and DM me and I’ll send it 📩