US, China to resume trade talks today in London with focus on rare earth exports.

The US has a lot of leverage - semiconductors, jet engines, software, ethane, tariffs and so on - but China has one that can wreck the US economy in a few weeks:

Refined Rare Earth Minerals and products derived from them.

For example, China makes virtually all the world’s permanent magnets, without which not a single car can be manufactured in the US!

P.S. Trade talks historically create volatility but the real alpha is in fundamentals. BTC showing strength at $105k despite macro uncertainty. Keep your positions sized appropriately and don't get caught up in the noise. #USChinaTradeTalks