The talks between U.S. President Trump and Russian President Putin are not just a political event but resemble a family meeting, where two 'brothers' – one biological and one cousin – sit down to talk about the foolish younger brother Ukraine.

Essential information

  • Time: Starts at 22:00 on August 15, 2025 (Vietnam time).

  • Location: U.S. military base in Anchorage, Alaska.

  • Expected: The joint press conference announcing the results will take place immediately after the talks.

1. The dynamics of the 'two brothers'

  • Putin: Russia is tired of sanctions and the costs of war. He needs an escape to 'de-escalate', buy time, and pressure Ukraine into concessions through pressure from the U.S.

  • Trump: With a desire for the Nobel Peace Prize, Trump wants to be the 'mediator' to score points with voters and bolster his personal standing.

2. Impact on the market

In my opinion, a peace roadmap will be presented. This is the time for investors to have a clear plan.

  • Other assets: Stocks will react positively. Gold will decline as it loses its role as a 'safe haven'. Oil may stabilize.

  • Impact on the cryptocurrency market: The cryptocurrency market will no longer be 'digital gold' but will shift its role to a 'risk-on' growth asset.

3. Action strategy for cryptocurrency investors

  1. Closely monitor developments: Pay attention to statements from the press conference. A clear peace roadmap is a signal for you to change your strategy.

  2. Re-evaluate the role of Bitcoin: Instead of redirecting your thinking, carefully consider Bitcoin's role in your investment portfolio. If you see Bitcoin as an asset to hedge against geopolitical risks, now is the time to reassess this strategy.

  3. Implement a specific plan:

    • With a position holding assets: Monitor how their prices react to the S&P 500 or Nasdaq. In a stable environment, if the stock market rises, the cryptocurrency market is likely to increase even more.

    • With a waiting position: Base your decisions on macroeconomic factors and general market sentiment rather than just waiting for geopolitical events.

💡 Conclusion

This meeting is a strategic compromise, fostering risk appetite across the market. The cryptocurrency market will become a 'sailboat' in the big waves of the growth market.

Caution: Investors must pay special attention to statements from Donald Trump. Unexpected statements could cause extreme volatility. Stay cool-headed and be ready for any scenario.

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