Jason M. Kingdon

American Sinophile | 中美交流倡导者 | @harvardhbs ‘21 @columbia ‘16 @ChinaInstitute1 NextGen x @TheSerica #CINGS exec. committee

[Jason M. Kingdon @Jasonkingdon_]

There is no engine for wealth creation firing for the China layperson currently

[beetle moses @beetlemoses]

(1/2)

[rwlk @sherlock_hodles]

Trump every time the S&P 500 drops more than a percent

[Jason M. Kingdon @Jasonkingdon_]

AI demand is the unstoppable force against the immovable economic reality of the value chain. When bottlenecks ease, will hype demand ROI?

[Jason M. Kingdon @Jasonkingdon_]

Fun times for the masochist

[NoSleepJon 💤⏩ @nosleepjon]

TLDR Oil Tokenomics:
- 3 token system (Brent, WTI, Dubai), each produced on different chains
- Not 1:1 redeemable
- 3 main bridges (Hormuz, Malacca, Suez) to move oil between chains. Hormuz is down
- Devs (OPEC, US) control mining rate + insider supply (SPR) + sanctions

[Jason M. Kingdon @Jasonkingdon_]

This morning was interesting. 1260H released and reeled right back.

The China Policy is discordant at best thanks to a Dovish Trump; Hawkish Cabinet

[Jason M. Kingdon @Jasonkingdon_]

Year of the Horse Trading

[Jason M. Kingdon @Jasonkingdon_]

Made the switch to Claude. Already night and day.

[Jason M. Kingdon @Jasonkingdon_]

Pew 77% of Americans have an unfavorable opinion of China (down from 81% in 2024), as of April 25.

So hawkish China but not China Trade, which is tough to square as far as policy goes.

[Jason M. Kingdon @Jasonkingdon_]

AI Overwatch Act likely to face pushback by the President as China Trade Hawkishness is unpopular.

Chicago Council Survey: 54% oppose higher tariffs on Chinese imports, and 66% favor reducing tariffs in exchange for China reducing its trade deficit (July 25).

However…

[basil @blis5ful]

why does everyone want to go to japan lets go to china

[Jason M. Kingdon @Jasonkingdon_]

1) what

[Collin Rugg @CollinRugg]

Top moments from President Trump and Zohran Mamdani’s time in the Oval Office today.

7. Trump defends Mamdani from people calling him a ‘jihadist,’ says he is a rational person.

6. Trump defends Mamdani after reporter asked him why he didn’t take a train.

5. Trump says he is fine with Mamdani calling him a despot because people have said way worse.

4. Trump says he would feel comfortable living in NYC with Mamdani as mayor.

3. Trump slaps Mamdani on the arm and says he can go ahead and call him a fascist.

2. Trump commends Mamdani for retaining a great police commissioner.

1. Trump says Mamdani has a chance to Make New York City Great Again.

[Jason M. Kingdon @Jasonkingdon_]

I saw a meme that said:

a: Buy the dip.
b: But, my brother in Christ, I'm all in.

[gaut @0xgaut]

something to consider

[Jason M. Kingdon @Jasonkingdon_]

Land of the free (gift with purchase)!

[Jason M. Kingdon @Jasonkingdon_]

Soybeans for semis (cap equipment)

[Jason M. Kingdon @Jasonkingdon_]

I’m ordering Mexican for lunch

[Commentary Donald J. Trump Truth Social Posts On X @TrumpTruthOnX]

Don’t worry about China, it will all be fine! Highly respected President Xi just had a bad moment. He doesn’t want Depression for his country, and neither do I. The U.S.A. wants to help China, not hurt it!!! President DJT

(TS: 12 Oct 12:43 ET)​​​‍​​‌‍​​‌‍​​​​​​‌‍​​​​‌‍​​​​​​​‌‍​​​‌‍​​‌‍​​​​​​​​​​‌‍​​​​​​​‌‍​‌‍​​​​​​​​​‌‍​​​​​​​​​‌‍​​​‌‍​​​​​​​​‌‍​​​​‌‍​​​​​‌‍​​​​​​​​‌‍

[Heisenberg @Mr_Derivatives]

Polymarket showing Trump’s China tariffs will likely be another 🌮.

Interesting.

[Jason M. Kingdon @Jasonkingdon_]

Source: https://t.co/keDPtqzBXD

[Jason M. Kingdon @Jasonkingdon_]

China doesnt respond to tariffs with their own.

CHINA MOFCOM: regarding tariffs, China’s stance has been consistent. We do not want a fight, but we aren’t afraid to fight.

对于关税战，中方的立场是一贯的，我们不愿打，但也不怕打。