According to @KobeissiLetter, margin financing in China has reached a record 390 billion dollars, exceeding the 2015 stock bubble peak of roughly 380 billion dollars (source: @KobeissiLetter). The author adds that margin debt has nearly doubled since the end of 2024, driven by stronger risk appetite from retail investors, indicating heightened leverage in Chinese equities that traders should note (source: @KobeissiLetter).

According to @business, CATL’s Hong Kong-listed shares are seeing a narrowing premium over its mainland-listed A-shares ahead of third-quarter results, signaling growing caution among global investors toward the EV battery giant (source: Bloomberg @business). According to @business, the development indicates pre-earnings de-risking in the EV supply chain and tighter cross-listing spread dynamics, with no direct cryptocurrency market impact cited by the source (source: Bloomberg @business).

According to @CNBC, Chinese stocks fell after Donald Trump threatened tariffs and accused Beijing of holding the world captive, prompting a market slide in China equities (source: @CNBC). The report identifies the tariff threat and rhetoric as the catalyst for the downturn in Chinese stocks, highlighting elevated policy risk for China-exposed assets in the near term (source: @CNBC). The article does not cite any direct impact on cryptocurrencies such as BTC or ETH (source: @CNBC).