🌐 Ripple Effects from Risk Assets to Rare‑Earths

Top-tier trade talks resumed in London on June 9, featuring Treasury Secretary Bessent, Commerce Secretary Lutnick, and Vice Premier He Lifeng . Key focus: rare‑earth minerals—China has already approved some export licenses to ease global supply chains .

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📈 Markets on Edge

• Bitcoin is hovering around $107K, up ~1.6%, as traders brace for ripple effects from the talks .

• Stock futures & Nasdaq are rallying too, especially tech and chipmakers like NVIDIA and AMD, fueled by optimism over rare‑earth flow and semiconductor access .

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🎯 Why This Matters for Crypto Traders

• Macro confidence from easing tensions supports risk-assets across the board—including crypto.

• Short-term Bitcoin consolidation (~$105K–107K) suggests traders are waiting on fresh cues from the talks  .

• Institutional flows often follow geopolitical stability—this could drive renewed interest in BTC and ETH ETFs.

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✅ What to Look Out For

• Rare‑earth export updates: improved supply improves chip production, benefiting blockchain infrastructure and mining hardware.

• Tariff rollback or tech‐export relaxation: could lift risk appetite, lifting crypto prices.

• Signals from U.S./China—any sign of escalation could swing markets, especially crypto, sharply.

#USChinaTradeTalks