William Huo Profile picture
Jun 7 9 tweets 1 min read Read on X
Another flashy Fed chart, another lesson in missing the point.

stlouisfed.org/on-the-economy…
Measuring trade without breaking down the goods is like counting calories without asking if it’s broccoli or beer. It matters. (1/8)
China exports mainly industrial goods—chips, machinery, components. The U.S. exports grain, aircraft, and intellectual property. Different leverage. (2/8)
Trading with China means relying on supply chains. Trading with the U.S. often means buying final goods or selling raw materials. Strategic dependency is one-sided. (3/8)
Volume stats ignore value added. Chinese goods can be low-margin but high-control. U.S. exports are often high-margin but not foundational. (4/8)
Services are missing from these numbers. The U.S. dominates finance, entertainment, and consulting. These shape power and influence, though they don’t show in container ports. (5/8)
Trade maps that crown China without this context are for headlines, not strategy. They count numbers and miss the real picture. (6/8)
This is a scoreboard for spectators, not a playbook for decision-makers. (7/8)
If you want to understand who really depends on whom, don’t ask how much they trade. Ask what breaks if the trade stops. (8/8)

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More from @wmhuo168

Jun 8
Forget Microsoft’s AI hype. China’s internet giants already own the future, running AI at a scale and speed the West can’t touch. Here’s why you’re behind.

bloomberg.com/professional/i…
Tencent alone processes more data than Microsoft 365 ever will.

1.3 billion users on WeChat.

China’s biggest gaming empire.

Its own cloud.

All AI-infused, end to end. (1/9)
Alibaba runs the world’s largest e-commerce system outside Amazon.

900 million+ users.

Real-time logistics, search, pricing, customer service, all AI-powered.

Also owns China’s top cloud platform. (2/9)
Read 10 tweets
Jun 8
Beijing doesn’t need to invade. It just needs to cut the lights and shut off the water. No bombs. No boots. Just silence and darkness.

Let’s dismantle the illusion.🧵

dailymaverick.co.za/article/2025-0…
TSMC fabs aren’t bunkers. They’re humidity-controlled, power-hungry cleanrooms. Pull the plug or stop the water and production halts. No exceptions. (1/10)
Taiwan imports over 80% of its energy. The grid is a soft target. China can hit it with a naval squeeze, cyberattack, or by cutting LNG supply. (2/10)
Read 11 tweets
Jun 8
Silicon is finished.
China already built something faster. Japan just joined the race. The U.S. is still chasing nanometers.

sciencedaily.com/releases/2025/…
The next chip war won’t be fought on silicon.
China already has a head start in post-silicon transistor tech. Japan just entered the race. The U.S.? Mostly watching.
(1/10)
In 2023, Chinese researchers built a gate-all-around transistor using a 2D material called bismuth oxyselenide.
It runs 40% faster than Intel’s 3nm chip and uses 10% less power.
(2/10)
Read 11 tweets
Jun 7
Most people think Jamie Dimon is just another banker. He’s not. He’s the empire’s risk officer, and this week, he lit the fuse. His latest warning isn’t about markets. It’s about regime fragility.

finance.yahoo.com/news/jamie-dim…
Most Americans missed it. They’ve been trained to treat banks like service providers, not imperial infrastructure. (1/15)
Dimon warned about ballooning deficits, global de-dollarization, internal dysfunction, and a Fed that’s too slow to act.

It wasn’t analysis. It was triage. (2/15)
Read 16 tweets
Jun 7
India’s girls are rising. But China’s daughters already run the scoreboard.
A quiet academic revolution is underway, and it’s not in the West.

India has made real progress educating its daughters. But China shows what happens when the system stops just including girls and starts letting them dominate. (1/9)
Female literacy in India jumped from 65.5% in 2011 to nearly 77% in 2023. Girls now outnumber boys in secondary school enrollment. (2/9)
Read 10 tweets
Jun 7
Before NED was exporting democracy, Soros was smuggling fax machines into Beijing.
The West's regime-change playbook started in China, and it never stopped.

Before there was NED, there was Soros. And before buzzwords like "rules-based order," there were fax machines smuggled into Beijing. (1/20)
In 1985, Soros launched the "China Fund" in Beijing. On paper, it was about academic exchange. In practice, it was covert political engineering. (2/20)
Read 21 tweets

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