Key Battlefields for the Next Two Weeks
The market will face three major tests:
May 19: Capital games after Coinbase is officially included in the S&P 500
May 15: Impact of the Russia-Ukraine negotiation results on the energy and commodity markets
Tariff Suspension Period: If the agreement is not renewed after 90 days, the 30% reciprocal tariffs between China and the U.S. will restart
Investors need to be wary of two extremes: being overly optimistic thinking that "bad news has all been priced in," or being overly pessimistic speculating on a "double bottom."
Currently, a "trend-following + risk-hedging" strategy is more suitable: capturing opportunities in the correlation between BTC, ETH, and U.S. stocks, while using stablecoins or short-term government bonds to guard against black swan events.
This capital game, driven by political maneuvers, is far from over. When market attention is focused on $100,000 Bitcoin, the real changes may be hidden in undervalued altcoins and sudden shifts in macro policies.
