2026-01-03 11:46:40

How China's surplus capacity flows into international markets next year could reshape global supply chains and investment landscapes. The direction of these exports—whether toward emerging markets, developed economies, or digital assets—carries serious implications for inflation, currency pressures, and cross-border capital flows that inevitably touch every major economy.

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GateUser-26d7f434

· 01-05 02:34

How to allocate China's capacity surplus... feels like it's going to stir up the global market again

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MetaMaximalist

· 01-04 21:37

ngl this is exactly why we need to understand adoption curves at a macro level. china's overcapacity flooding emerging markets? classic innovation arbitrage play happening in real time. but most people won't catch it until the network effects kick in... they're always three moves behind the actual dynamics unfolding

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RatioHunter

· 01-03 12:15

Is China's capacity output really that strong? It might cause global inflation to take off again.

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MidnightTrader

· 01-03 12:15

The issue of China's capacity output really depends on how it's allocated... If it's poured into emerging markets, those countries' currencies will suffer significant losses.

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ser_we_are_early

· 01-03 12:09

The issue of overcapacity in China, to put it simply, depends on where it flows. If it truly shifts toward digital assets, the crypto world will have another wild celebration...

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BTCWaveRider

· 01-03 12:09

Where China's productive capacity will be exported to is really the next big move, but to be honest, this thing has the most direct impact on retail investors... the crypto circle needs to be cautious.

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HallucinationGrower

· 01-03 12:04

The issue of overcapacity in China really depends on where things will go next year... The global supply chain is probably going to undergo a major reshuffle.

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HalfPositionRunner

· 01-03 11:58

The issue of China's capacity overflow essentially depends on where the flow goes. Emerging markets or developed countries, the difference is huge.

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