USChinaTraderTalks

🔺The current tariff hiatus, originally due to expire on August 12, is expected to continue for another 90 days, according to Reuters, Bloomberg, and SCMP.
🔺Negotiations are underway in Stockholm (July 28–30), led by U.S. Treasury Secretary Scott Bessent and China’s Vice Premier He Lifeng.
🔺Talks will tackle unresolved issues such as fentanyl-related tariffs, industrial overcapacity, and rare-earth export policies.

🔍 What We Are Watching
🟢Markets welcomed the extension: Bitcoin rose ~2% on the news, pushing above $119K and nearing its July 13 all-time high (~$123K).

🟢The crypto market cap jumped close to $4 trillion, supported by record BTC hashrate (~932 EH/s) and rising institutional interest.

📈 Impact on Crypto & Broader Markets
⚪️Lower geopolitical tension = increased risk appetite:
Eases macro risk for equity and crypto markets.Enables smoother capital flow into BTC, ETH, and altcoins.⚪️Supply chain certainty:Extending the truce avoids sudden tariff escalation, reducing near-term disruption to global trade and business planning. ⚪️Crypto infrastructure reshapes:Chinese mining hardware producers (e.g., Bitmain, Canaan) are establishing U.S. facilities to bypass tariffs—reducing hardware risk and improving supply logistics.

🎯 Focus Areas for U.S.–China Talks

Which issue should receive the most attention?

Tariffs – Reducing punitive duties ensures smoother trade flows with less volatility.Trade Imbalance – Encouraging China to shift from export-led to consumption-driven economics supports global demand.Rare-Earth Minerals – Ensuring open access to critical minerals helps U.S. tech industries thrive.
⚠️ Analysts see all three as critical—but rare-earth access and export control negotiations may carry the most strategic weight, impacting technology and defense sectors heavily.



⛔️Crypto traders should track BTC $119K–$123K for breakout potential, and monitor policy outcomes around Android tariffs and rare-earth restrictions for long-term shifts.

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