Has a real settlement been reached?
There is currently no written official agreement or joint announcement regarding the termination of tariffs.
All that has happened is "limited mitigation initiatives"
such as:
Exemption of some US imports from tariffs.
US statements are optimistic but unconfirmed.
The market is still cautiously reacting to this news and does not price it as a final settlement.
How has this affected cryptocurrencies?
Volatility has increased significantly this week, especially on Bitcoin and Ethereum.
Institutional investors have started shifting some liquidity from stocks to cryptocurrencies as an alternative refuge, especially with ongoing uncertainty.
Solana (SOL) and BNB have seen higher demand due to greater confidence in technology-related projects, especially with fears of a global economic slowdown.
Bitcoin is moving similarly to gold, as it rose at the moment of rising tensions, then corrected slightly with rumors of calming.
The important point:
If a comprehensive trade agreement between the US and China is officially announced:
➔ We may see a slight downward correction in cryptocurrency prices as some investors return to traditional stock markets.
If the ambiguity and lack of clarity continue:
➔ Cryptocurrencies, especially Bitcoin, will maintain their strength as a safe haven and will benefit more.
In short:
The market is now highly sensitive to any new news, whether negative or positive. Cryptocurrencies remain the primary beneficiaries as long as the agreement between the US and China has not been officially announced and documented.
Therefore, we are in a golden area to pursue opportunities, but with caution and attention to any sudden changes.