caseyrog
Open Trade
High-Frequency Trader
5 Years
13 Following
29 Followers
31 Liked
0 Shared
Posts
Portfolio
Trump's visit to China after 9 years: What does it mean for crypto? (2017 vs 2026 comparison)
Trump is set to officially visit China from the 13th to the 15th, marking his return to a state visit after 9 years as President.
In November 2017, during Trump's first visit to China, BTC was in the midst of the 2017 bull run. Market sentiment was extremely bullish, with BTC surging from about $6,500 to nearly $20,000 over November and December. That bull market was primarily driven by retail investors and the ICO frenzy, with institutional players still on the sidelines.
Fast forward to May 2026, and the situation is completely different.
Currently, BTC is stuck in a range between $80k and $82k, showing signs of consolidation. However, the real picture on the funding front is already quite clear:
Institutions like BlackRock and Fidelity are seeing significant net inflows through Bitcoin ETFs, with nearly $2.4 billion flowing in during April alone, and May starting off strong as well.
Retail sentiment remains cautiously neutral, as many are still hesitant to re-enter the market after cutting losses at lower levels or are indecisive about standing firm at higher prices.
This mismatch of “institutions quietly accumulating tokens while retail is still waiting at the door” isn’t new to me.
The core topics of Trump's visit are likely to revolve around trade, tariffs, tech regulations, and Taiwan, but cryptocurrencies and stablecoins might just become footnotes in the discussions.
If the US and China can signal even a slight easing in trade negotiations (like minor tariff reductions or small-scale tech cooperation loosening), it would be a direct boon for risk assets. Historically, risk appetite tends to spike temporarily around high-level US-China meetings, making it easier for funds to flow into high-beta assets like BTC.
More importantly, this visit coincides with a time when institutions have already heavily positioned themselves while retail remains hesitant. If the negotiation results exceed market expectations, institutions might leverage this opportunity to increase their positions, and retail could get swept up in the FOMO, leading to a wave of catch-up buying.
Of course, we shouldn't be too optimistic.
Trump's visit primarily centers on traditional geopolitical issues, and crypto is likely just a side discussion. But sometimes, these “side notes” can unexpectedly act as catalysts—just like when digital economy topics suddenly emerged in past trade negotiations.
Trump is set to officially visit China from the 13th to the 15th, marking his return to a state visit after 9 years as President.
In November 2017, during Trump's first visit to China, BTC was in the midst of the 2017 bull run. Market sentiment was extremely bullish, with BTC surging from about $6,500 to nearly $20,000 over November and December. That bull market was primarily driven by retail investors and the ICO frenzy, with institutional players still on the sidelines.
Fast forward to May 2026, and the situation is completely different.
Currently, BTC is stuck in a range between $80k and $82k, showing signs of consolidation. However, the real picture on the funding front is already quite clear:
Institutions like BlackRock and Fidelity are seeing significant net inflows through Bitcoin ETFs, with nearly $2.4 billion flowing in during April alone, and May starting off strong as well.
Retail sentiment remains cautiously neutral, as many are still hesitant to re-enter the market after cutting losses at lower levels or are indecisive about standing firm at higher prices.
This mismatch of “institutions quietly accumulating tokens while retail is still waiting at the door” isn’t new to me.
The core topics of Trump's visit are likely to revolve around trade, tariffs, tech regulations, and Taiwan, but cryptocurrencies and stablecoins might just become footnotes in the discussions.
If the US and China can signal even a slight easing in trade negotiations (like minor tariff reductions or small-scale tech cooperation loosening), it would be a direct boon for risk assets. Historically, risk appetite tends to spike temporarily around high-level US-China meetings, making it easier for funds to flow into high-beta assets like BTC.
More importantly, this visit coincides with a time when institutions have already heavily positioned themselves while retail remains hesitant. If the negotiation results exceed market expectations, institutions might leverage this opportunity to increase their positions, and retail could get swept up in the FOMO, leading to a wave of catch-up buying.
Of course, we shouldn't be too optimistic.
Trump's visit primarily centers on traditional geopolitical issues, and crypto is likely just a side discussion. But sometimes, these “side notes” can unexpectedly act as catalysts—just like when digital economy topics suddenly emerged in past trade negotiations.
First official follow in May!
We're all about sincerity, no gimmicks, just the real deal.
I only share structural observations of the trading market, cycle analysis, and genuine thoughts—no signals, no hype, none of that fluff.
This time, I'm prioritizing mutual follows with friends who have a verified Blue V (mutual recognition and serious traders come first).
If you're a serious Blue V trader, feel free to follow back.
If I missed anyone, just @ me in the comments, and I'll check and follow back one by one.
Let's analyze the market together and grow stronger.
#MarketCycle
We're all about sincerity, no gimmicks, just the real deal.
I only share structural observations of the trading market, cycle analysis, and genuine thoughts—no signals, no hype, none of that fluff.
This time, I'm prioritizing mutual follows with friends who have a verified Blue V (mutual recognition and serious traders come first).
If you're a serious Blue V trader, feel free to follow back.
If I missed anyone, just @ me in the comments, and I'll check and follow back one by one.
Let's analyze the market together and grow stronger.
#MarketCycle
Trump is officially visiting China from the 13th to the 15th, marking his first state visit to Beijing as president in 9 years.
This is quite interesting given the current context.
Back in November 2017, when Trump first visited China, BTC was in the midst of the 2017 bull run. The market sentiment was overall euphoric; before and after his visit, Bitcoin didn't show any extreme daily volatility, but from November to December, BTC surged from about $6,500 to nearly $20,000. At that time, the crypto market was still relatively small, with minimal institutional participation, primarily driven by retail investors and the ICO frenzy.
Fast forward to May 2026, and the situation is completely different.
Currently, BTC is stuck in a tug-of-war between the $80k-$82k range, appearing calm on the surface, but the funding picture is quite clear: institutions like BlackRock and Fidelity are continuously accumulating through ETFs, with nearly $2.4 billion flowing in during April alone, and May has started off with no signs of stopping. Retail sentiment remains neutral to cautious, as many are still hesitant to re-enter after cutting losses at lower levels.
If Trump’s visit can signal even a temporary easing of China-U.S. relations, it would fundamentally be a positive for risk assets. Historically, before and after high-level China-U.S. meetings, market risk appetite tends to briefly elevate, with funds more willing to chase high-beta assets.
More crucially, this visit aligns perfectly with the point where institutions have already started to heavily accumulate, while retail investors are still on the fence. If the negotiation outcomes exceed expectations (for example, any positive statements regarding trade, stablecoins, or digital asset regulation), institutions might seize the opportunity to ramp up buying, potentially drawing retail investors back in and triggering a wave of catch-up buying.
Of course, we shouldn’t be overly optimistic.
The core topics of Trump’s visit are likely to revolve around trade, tariffs, and Taiwan—traditional issues—while cryptocurrency might just be an afterthought. However, sometimes these afterthoughts can lead to unexpected surprises—much like how digital economy topics have suddenly emerged in past trade negotiations.
Personally, I think the short-term impact of this visit on the crypto market is likely to be a positive sentiment correction, while the medium-term will depend on the actual negotiation results. If some superficial consensus can be reached, BTC might break through the $82k-$85k range; but if talks fall apart or yield no positive signals, we could continue to see sideways movement in the short term.
This is quite interesting given the current context.
Back in November 2017, when Trump first visited China, BTC was in the midst of the 2017 bull run. The market sentiment was overall euphoric; before and after his visit, Bitcoin didn't show any extreme daily volatility, but from November to December, BTC surged from about $6,500 to nearly $20,000. At that time, the crypto market was still relatively small, with minimal institutional participation, primarily driven by retail investors and the ICO frenzy.
Fast forward to May 2026, and the situation is completely different.
Currently, BTC is stuck in a tug-of-war between the $80k-$82k range, appearing calm on the surface, but the funding picture is quite clear: institutions like BlackRock and Fidelity are continuously accumulating through ETFs, with nearly $2.4 billion flowing in during April alone, and May has started off with no signs of stopping. Retail sentiment remains neutral to cautious, as many are still hesitant to re-enter after cutting losses at lower levels.
If Trump’s visit can signal even a temporary easing of China-U.S. relations, it would fundamentally be a positive for risk assets. Historically, before and after high-level China-U.S. meetings, market risk appetite tends to briefly elevate, with funds more willing to chase high-beta assets.
More crucially, this visit aligns perfectly with the point where institutions have already started to heavily accumulate, while retail investors are still on the fence. If the negotiation outcomes exceed expectations (for example, any positive statements regarding trade, stablecoins, or digital asset regulation), institutions might seize the opportunity to ramp up buying, potentially drawing retail investors back in and triggering a wave of catch-up buying.
Of course, we shouldn’t be overly optimistic.
The core topics of Trump’s visit are likely to revolve around trade, tariffs, and Taiwan—traditional issues—while cryptocurrency might just be an afterthought. However, sometimes these afterthoughts can lead to unexpected surprises—much like how digital economy topics have suddenly emerged in past trade negotiations.
Personally, I think the short-term impact of this visit on the crypto market is likely to be a positive sentiment correction, while the medium-term will depend on the actual negotiation results. If some superficial consensus can be reached, BTC might break through the $82k-$85k range; but if talks fall apart or yield no positive signals, we could continue to see sideways movement in the short term.
BTC has been stuck in the 80k-82k range for a while now.
On the surface, it seems pretty calm, but the funding situation is actually quite clear.
On the institutional side, big players like BlackRock and Fidelity are continuously loading up with real cash, pouring nearly $2.4 billion in April alone, and they haven't stopped in May either.
Meanwhile, retail traders are still hesitant after cutting losses at the lows, and many are still holding at higher levels, with sentiment remaining neutral to cautious.
This scene of "institutions quietly gobbling up while retail hesitates at the door" is always interesting to me.
The meme coins are also starting to show some action; old favorites like PEPE and BONK are slowly gathering momentum, and newcomers like Maxi Doge are starting to spread in the community.
That's how the market is; there's never a shortage of excitement, but what’s truly valuable often lies in the funding flows that most people temporarily overlook.
#MarketCycle
On the surface, it seems pretty calm, but the funding situation is actually quite clear.
On the institutional side, big players like BlackRock and Fidelity are continuously loading up with real cash, pouring nearly $2.4 billion in April alone, and they haven't stopped in May either.
Meanwhile, retail traders are still hesitant after cutting losses at the lows, and many are still holding at higher levels, with sentiment remaining neutral to cautious.
This scene of "institutions quietly gobbling up while retail hesitates at the door" is always interesting to me.
The meme coins are also starting to show some action; old favorites like PEPE and BONK are slowly gathering momentum, and newcomers like Maxi Doge are starting to spread in the community.
That's how the market is; there's never a shortage of excitement, but what’s truly valuable often lies in the funding flows that most people temporarily overlook.
#MarketCycle
In the trading market, the real Alpha isn't about who spots the trends first, but rather who can identify those structurally mispriced opportunities ahead of the crowd.
Over the past few years, I've noticed that the strongest trading advantages often emerge in three windows:
1. The early stages of cycle shifts
2. When cross-market capital mismatches are at their worst
3. Areas with the most pronounced information asymmetry
Starting today, @caseyrog will focus on delivering these structural observations.
Content will cover topics such as:
- Crypto market cycles and capital rotations
- The cross-market linkage logic between US stocks/A-shares and crypto
- Marginal opportunities that are being overlooked by mainstream narratives but are currently unfolding
No shilling, no creating hype, just documenting real logic.
All serious traders (whether in crypto or traditional markets) are welcome to exchange and validate together.
We don't chase trends; we search for the margins.
#StructuralEdge #MarketCycle
Over the past few years, I've noticed that the strongest trading advantages often emerge in three windows:
1. The early stages of cycle shifts
2. When cross-market capital mismatches are at their worst
3. Areas with the most pronounced information asymmetry
Starting today, @caseyrog will focus on delivering these structural observations.
Content will cover topics such as:
- Crypto market cycles and capital rotations
- The cross-market linkage logic between US stocks/A-shares and crypto
- Marginal opportunities that are being overlooked by mainstream narratives but are currently unfolding
No shilling, no creating hype, just documenting real logic.
All serious traders (whether in crypto or traditional markets) are welcome to exchange and validate together.
We don't chase trends; we search for the margins.
#StructuralEdge #MarketCycle
Somnia: The "Dream Factory" of the Metaverse, the new darling of the gaming world is here!\n\nHey, crypto friends! Have you ever thought about how a Layer 1 chain that can easily handle a million TPS, with a lightning-fast confirmation speed and negligible Gas fees, would revolutionize gaming and social interactions? @Somnia_Network Somnia (SOMI) is just that fierce character—specifically tailored for the metaverse, EVM compatible and super friendly, allowing developers to migrate with one click, while players can directly immerse themselves in a zero-latency virtual world. Speaking of which, recently the price of SOMI has skyrocketed to a new all-time high (ATH), I was stunned, who can stop this "dream momentum"? Come join us and build your own digital kingdom!\n\n🚀💥 #Somnia #CryptoGaming #Layer1 #SOMI
#BinanceTurns8 Join us for the #BinanceTurns8 celebration event, sharing up to $888,888 worth of BNB! https://www.marketwebb.red/activity/binance-turns-8?ref=GRO_19600_ZSV5O
Login to explore more contents