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# ![@ShanghaiMacro Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1516578808924569603.png) @ShanghaiMacro Shanghai Macro Strategist

Shanghai Macro Strategist posts on X about shanghai, macro, stablecoins, cryptocurrencies the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1516578808924569603/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516578808924569603/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1516578808924569603/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516578808924569603/c:line/m:posts_active.svg)

- X Months XX +29%
- X Year XX -XX%

### Followers: XXXXXX [#](/creator/twitter::1516578808924569603/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516578808924569603/c:line/m:followers.svg)

- X Week XXXXXX +0.12%
- X Month XXXXXX +0.47%
- X Months XXXXXX +8.60%
- X Year XXXXXX +20%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1516578808924569603/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516578808924569603/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1516578808924569603/influence)
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**Social category influence**
[travel destinations](/list/travel-destinations)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands) 

**Social topic influence**
[shanghai](/topic/shanghai), [macro](/topic/macro), [stablecoins](/topic/stablecoins), [cryptocurrencies](/topic/cryptocurrencies), [surge](/topic/surge), [bitcoin](/topic/bitcoin), [meituan](/topic/meituan), [alibaba](/topic/alibaba), [$6753t](/topic/$6753t), [stocks](/topic/stocks)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts [#](/creator/twitter::1516578808924569603/posts)
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Top posts by engagements in the last XX hours

"Many of you may recall the chart below which I first created in early 2024 to illustrate Beijings bold credit reallocationfrom the property sector to manufacturingin an effort to reengineer Chinas growth model. This strategic shift was a key reason the Chinese economy remained relatively resilient in recent years despite the severe property market downturn. However what was once hailed as a successful pivot now appears to be running out of steam. Overcapacity and price wars have begun to plague the industrial sector even as the property market shows little sign of recovery. If Beijing is"  
![@ShanghaiMacro Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1516578808924569603.png) [@ShanghaiMacro](/creator/x/ShanghaiMacro) on [X](/post/tweet/1943512213886767556) 2025-07-11 03:26:35 UTC 52.5K followers, 20.5K engagements


"Todays surge in Bitcoin and other cryptocurrencies appears to be driven by news that the Shanghai State-owned Assets Supervision and Administration Commission (SASAC) held a study session on cryptocurrencies and stablecoins. The development has fueled speculation that the Chinese government may be in the early stages of reassessing its official stance on the crypto industry which it effectively and comprehensively banned in 2021. As we noted in our May monthly report: While we remain optimistic about Bitcoins long-term role in a shifting global monetary order its path to reserve status faces"  
![@ShanghaiMacro Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1516578808924569603.png) [@ShanghaiMacro](/creator/x/ShanghaiMacro) on [X](/post/tweet/1943551280426713205) 2025-07-11 06:01:49 UTC 52.5K followers, 14K engagements


"Despite the recent strength in Chinese equity benchmarksdriven largely by rallies in financialsleading tech names like Alibaba Meituan and have sold off sharply all breaking below their April X lows. The growing weakness in these internet platforms largely reflects the intensifying price war in the fast-delivery space. This kind of ultra-involutionary competition underscores the deepening domestic deflationary pressures and presents a major headwind to corporate earnings"  
![@ShanghaiMacro Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1516578808924569603.png) [@ShanghaiMacro](/creator/x/ShanghaiMacro) on [X](/post/tweet/1942042511201202526) 2025-07-07 02:06:30 UTC 52.5K followers, 11.9K engagements


"It may come as a surprise to many investors that financials have been the best-performing sector in Chinas equity market over the past two yearsdespite a sharp economic slowdown weakening credit demand and a significant narrowing of interest margins. The bullish onshore case for bank stocks rests primarily on their high dividend yields which appear increasingly attractive in a persistently declining interest rate environment. Is this logic sound or are investors broadly complacent about credit risk within the banking system Will concerns over bank credit risk resurface If you're interested in"  
![@ShanghaiMacro Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1516578808924569603.png) [@ShanghaiMacro](/creator/x/ShanghaiMacro) on [X](/post/tweet/1940642188679172382) 2025-07-03 05:22:07 UTC 52.5K followers, 12.2K engagements


"This is the result of Beijings renewed enforcement of the Eight-Point Regulation which has cast a chilling effect over the restaurant industry as government employees now avoid dining out altogether for fear of being accused of bureaucratic extravagance"  
![@ShanghaiMacro Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1516578808924569603.png) [@ShanghaiMacro](/creator/x/ShanghaiMacro) on [X](/post/tweet/1944960768132440166) 2025-07-15 03:22:37 UTC 52.5K followers, 23.7K engagements