[New Actions Between China and the United States May Influence Global Capital Flows?]
Recently, a spokesperson from the Ministry of Commerce revealed: China and the United States have launched a new round of economic and trade consultation mechanisms, advancing the framework reached during the leaders' call on June 5 and the Geneva consensus. The focus is on: addressing each other's economic and trade concerns and opposing unilateral tariff increases.
My observations and interpretations:
1️⃣ Global risk assets may benefit!
If negotiations successfully ease China-U.S. trade tensions, global capital sentiment will be boosted, which is a significant positive for cryptocurrency assets like Bitcoin and ETH. The safe-haven logic may temporarily shift towards “highly elastic assets.”
2️⃣ A signal of regulatory cooperation?
Improved communication between China and the United States is expected to reduce policy friction regarding cross-border transactions, mining, and stablecoins, opening up space for future cryptocurrency compliance.
3️⃣ But don’t celebrate too early!
The United States has a history of “saying one thing and doing another” and remains cautious towards China’s cryptocurrency technology and financial innovation. In the short term, we should guard against “talking cooperation but actually hitting the market” with repeated fluctuations.
This is not a simple diplomatic meeting; it is more likely to be a variable that affects global liquidity and market expectations!
Smart capital has long been eyeing this macro turning point. Brothers, it’s time to pay attention to policy signals and position ourselves early!
