The Chinese economy is booming. Much more chance of US or Europe going down .......
Their real estate bubble is ready to pop. The shock wave of that may be enough to make the world wide bond bubble pop. That will be a show when billions of people are suddenly headed for only a few exits, labelled "real estate", "commodities", "Bitcoin".
Real estate bubble bursts leads to .... "real estate" exit?
Or are you saying that is taken off the table and we are left with just commodities and bitcoins?