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TEXXR

Chronicles

The story behind the story

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A significant amount of illicit crypto activity still remains in China, highlighting the continuing use of cryptocurrencies despite Beijing's digital asset ban

Bloomberg :

Bloomberg

Context & Ripple Effects

China's trading ban did not end participation: earlier coverage found Chinese residents continuing to trade digital assets after the 2021 prohibition, including through continued access to crypto markets. This report adds illicit activity to the evidence that a formal ban and actual market use remain materially different.

The pattern later extended to large flows through over-the-counter brokers, underscoring why activity can persist outside the most visible regulated venues.

First-order effects

  • The report reinforces that Beijing's digital-asset trading ban has not fully removed crypto use in China, particularly activity operating outside compliant channels.
  • Chinese users and intermediaries participating in illicit crypto activity face continued legal and enforcement exposure rather than access to a recognized domestic market.

Second-order effects

  • Compliance teams at exchanges, brokers, and blockchain-analysis providers have stronger reason to scrutinize China-linked flows, even when the activity is routed through offshore or informal channels.
  • A ban that displaces rather than eliminates demand increases the importance of peer-to-peer and over-the-counter routes, where transparency and consumer protections are weaker.

Third-order effects

  • If this persistence continues, China will remain an example of the crypto legitimacy gap: domestic demand can survive a prohibition, but in less visible and more difficult-to-supervise forms.
  • The longer-term policy question is whether enforcement can meaningfully constrain cross-border digital-asset activity without pushing more of it into informal networks.

The trend: Crypto bans are increasingly testing whether restrictions suppress demand or instead shift trading toward offshore and informal infrastructure.