To The Moon

The headlines may say “US–China Trade Truce”... But what really happened under the surface tells a very different story.

Over the weekend, a surprise trade deal was struck in Geneva — and while it may seem like both sides are easing up, the true strategic plays reveal something much deeper.

Here’s what you need to know:

🔍 Tariffs Were Cut, But Not Gone

US tariffs will drop to 30%, China’s to 10%

But fentanyl-linked tariffs (20%), EV tariffs (100%), and solar tariffs (50%) remain untouched

According to Bloomberg, final tariff levels will likely range between 10–34%

⚠️ The Real Battle: Rare Earth Minerals

While the media focused on tariff cuts, the U.S. was really negotiating for access to rare earths — the metals that power EVs, robotics, semiconductors, and defense tech.

China controls:

🏭 61% of global production

🔬 92% of global processing capacity

And while they’ve agreed to ease some restrictions for the U.S., this is not a full removal. China knows it holds the trump card.

🧨 Meanwhile… China Shuts Out U.S. Capital

In an ironic twist, China’s largest battery maker CATL just filed a $4B IPO in Hong Kong, while blocking U.S. funds from participating.

This is more than legal caution — it’s a strategic move to drain U.S. liquidity and reclaim capital flows.

If more companies follow suit — and the U.S. pushes for delistings — guess who wins?

🇨🇳 Hong Kong and China.

🧠 Bottom Line

This wasn’t a China cave-in. This was a U.S. back-down, repackaged as a win.

China is playing the long game — and smart investors should pay attention to where the capital, minerals, and manufacturing are shifting next.

Play smart. Think big. Ride the trend. See you around

— Pete