The 9th meeting between the heads of state of China and the United States will be held in September 2026, with a state visit to the United States taking place from September 23 to 25
I think part of the latter half of this market run was driven by this kind of news stimulus. Since the leaders’ meeting isn’t necessarily about reaching any major breakthrough agreement, it’s more about reducing the tail risk of conflict between major powers. Once news of the meeting came out, it signaled that communications would be eased. As a result, global risk-averse sentiment cooled down, which led to more capital flowing from safe-haven assets back into equities. That’s also why the market environment hasn’t really moved much in recent days, while crypto assets have continued to move upward.
So here’s the question: when the leaders meet on the 23rd to the 25th, will good news already be “priced in” — or will it turn into a negative for the market?
$BTC
$ETH
I think part of the latter half of this market run was driven by this kind of news stimulus. Since the leaders’ meeting isn’t necessarily about reaching any major breakthrough agreement, it’s more about reducing the tail risk of conflict between major powers. Once news of the meeting came out, it signaled that communications would be eased. As a result, global risk-averse sentiment cooled down, which led to more capital flowing from safe-haven assets back into equities. That’s also why the market environment hasn’t really moved much in recent days, while crypto assets have continued to move upward.
So here’s the question: when the leaders meet on the 23rd to the 25th, will good news already be “priced in” — or will it turn into a negative for the market?
$BTC
$ETH
