🧐 The United States announces a trade agreement with China in Geneva｜What is the impact on cryptocurrency?——

The White House announced that the United States has reached a trade agreement with China in Geneva, and both sides are satisfied with the negotiation results, believing that the differences are not as significant as imagined, and the agreement was reached quickly.

1️⃣ Changes in dollar strength expectations: favorable for risk assets (including cryptocurrencies);

If the trade agreement eases tariff pressures, it may reduce inflationary pressures and lessen the Federal Reserve's reasons to continue "stubbornly maintaining high interest rates."

The market may expect the Federal Reserve to cut interest rates earlier or shift to a dovish stance → Dollar index declines → Bitcoin and other dollar-hedged assets rebound.

🚨 Note: Cryptocurrencies are very sensitive to the "dollar liquidity inflection point." If negotiations ease the impact chain, BTC, ETH, and others may experience a wave of liquidity overflow.

2️⃣ Decreased demand for safe-haven assets, but the logic of "borderless assets" remains solid;

If China and the U.S. ease tensions → Geopolitical safe-haven demand weakens → Gold/cryptocurrencies and other safe-haven assets may face short-term headwinds.

However, in the long term, the trust foundation between China and the U.S. remains fragile, and the logic of crypto assets as a "trustless, stateless" value anchor will not disappear.

3️⃣ Capital market confidence rebounds, driving speculative sectors;

Successful talks will help U.S. stocks, Hong Kong stocks, and other overall risk assets rebound, warming market sentiment, which is beneficial for altcoins, meme coins, and speculative sectors in crypto.

If the details of the agreement involve technology, data, and other fields, it may also boost expectations for AI+Crypto and Web3 infrastructure.

Operational suggestions——

Short-term perspective: Be aware that the market may trade on "positive outcomes" (buy the rumor, sell the news), do not chase prices excessively, and it is advisable to proceed with caution;

Medium-term perspective: If the agreement can lead to a reversal in Federal Reserve policy expectations, cryptocurrencies will welcome stronger Beta opportunities, especially BTC, ETH, and highly elastic public chains.

Pay attention to key time nodes: Trump's speech the next day and the release of agreement details may trigger market volatility.

This is a potential "macro inflection point foreshadowing" for the crypto market:

If trade negotiations allow the Federal Reserve's policy space to shift towards easing, it means that—cryptocurrency assets will once again "benefit from liquidity overflow."

The White House releases news From @BlockBeatsAsia:

The White House announced that the United States has reached a trade agreement with China in Geneva. U.S. Treasury Secretary Scott Bessent and U.S. Trade Representative Ambassador Jamieson stated that the negotiations took place in Geneva, Switzerland, lasted two days, and achieved "substantial progress."

The U.S. is facing a $1.2 trillion trade deficit, and President Trump has declared a national emergency and implemented tariffs. The purpose of the negotiations is to address this "national emergency."

Both sides are satisfied with the negotiation results, believing that the differences are not as significant as imagined, and the agreement was reached quickly.

Specific details will be announced the next day (May 12), and President Trump has been briefed and will receive a comprehensive briefing the following morning.

U.S. officials are optimistic about the agreement, believing it will help address the trade deficit issue.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。