The U.S.-China trade war thaw is boosting global markets, with key implications:
⚡Immediate Effects
Tariff Reductions:
Cuts on $370B in goods may lower inflation, easing Fed rate pressure.
Supply Chain Relief:
Tech (semiconductors) and agriculture (soybeans) sectors rebound.
💸Crypto Opportunities
1️⃣ Risk-On Rally: Bitcoin and altcoins (ETH, SOL) rise as investor confidence grows.
2️⃣Asia-Linked Tokens:
CFX (Conflux) surges on China’s crypto policy optimism.
MASK (Web3 infrastructure) benefits from cross-border data flows.
📈Long-Term Wins
Stablecoin Growth: Easier China-U.S. trade could boost USDC/USDT usage in commerce.
Mining Resurgence: Chinese Bitcoin miners regain access to cheap hardware.
⚠️ Caution
Geopolitical risks remain—monitor Taiwan tensions and tech bans.
🚀 Action
Watch industrial crypto projects (IoT, logistics) for trade-driven gains.
💡 Data Point:
S&P 500 hits record highs as trade fears fade.