This week has seen a flurry of macro events: the Fed hiking rates, the BOJ hiking rates, 10Y yields breaking above 5%, escalation in the U.S.-Iran conflict, and more—basically, most of what needed to happen has already happened. For Jian right now, the one thing most worth watching next week is the China-U.S. leaders meeting on the 24th. The publicly stated agenda includes trade, Taiwan, the Iran war, AI governance, critical minerals, and a tariff truce, among other items. Of course, for traders like us, the most practical things to watch are three very real issues:
Is there room for tariffs to keep escalating?
Will the supply of critical minerals improve?
Will restrictions on AI and chips ease further?
These questions may still seem macro in nature, but in the end they all come down to business costs, supply chains, and capital expenditures—and ultimately filter through to $BTC and the entire Crypto. So I’ll treat this meeting as a cost variable, not just a piece of geopolitics news
Is there room for tariffs to keep escalating?
Will the supply of critical minerals improve?
Will restrictions on AI and chips ease further?
These questions may still seem macro in nature, but in the end they all come down to business costs, supply chains, and capital expenditures—and ultimately filter through to $BTC and the entire Crypto. So I’ll treat this meeting as a cost variable, not just a piece of geopolitics news