Trump Trump
U.S. President Trump released positive signals on the U.S.-China relationship, saying that President Xi Jinping’s state visit to the United States was constructive and highly successful, and that both sides achieved many positive results through in-depth communication on U.S.-China relations and major international and regional issues. Trump also commented on artificial intelligence, saying that Treasury Secretary Bessent does not want to serve as the person in charge of AI affairs; Bessent’s work at the Treasury has been excellent and he hopes to remain. On trade, Trump previewed major outcomes, noting that tariff cuts on some goods will be announced on Monday, with market expectations including historic purchasing.
Impact on the market: Easing signals in U.S.-China relations are a direct positive for Hong Kong stocks and China concept stocks, and they also improve expectations for trade flows in bulk commodities. Bessent’s statement about staying on at the Treasury implies stronger continuity in fiscal policy, and expectations for U.S. Treasury supply and the dollar’s trajectory are becoming more stable.
Xi Jinping and Trump tea meeting
China and the U.S. agreed to jointly build a constructive strategic relationship featuring mutual respect, fairness, and equality. Xi said the visit enriched the meaning of the U.S.-China relationship’s positioning, and that the economic and trade fields also achieved mutually beneficial outcomes. Trump said he hopes to welcome everyone with the same enthusiasm, with a welcome banquet bringing together Musk, Jensen Huang, Dennis Su Shimin, Altman, and others.
Impact on the market: This is the most risk-asset-friendly geopolitical signal in this round. The collective attendance by tech entrepreneurs sends a signal that the risk of U.S.-China tech decoupling is declining at the margin.
Zhao Changpeng
Zhao Changpeng publicly stated that he is ready to support Bitget, saying that Binance and $BNB Chain ecology will do their best to help, but he did not disclose any specific support measures or scale.
Yi Lihua, founder of Liquid Capital
Yi Lihua said that the market rally has reached the $8.6 million pressure level, and it is facing a period of normal pullback. In a bull market, he said he won’t go short while waiting patiently for the next opportunity to go long. As for specific opportunities, Ethereum is even stronger; demand-driven trading infrastructure such as $UNI and Hyperliquid are recognized as essential, and there are also Zcash strong-man assets.
Impact on the market: As a well-known opinion leader in the Chinese-speaking community, his pro-long and non-short stance helps guide retail sentiment positively, and he also explicitly named Ethereum, Uniswap, Hyperliquid, and Zcash$ZEC .
U.S. President Trump released positive signals on the U.S.-China relationship, saying that President Xi Jinping’s state visit to the United States was constructive and highly successful, and that both sides achieved many positive results through in-depth communication on U.S.-China relations and major international and regional issues. Trump also commented on artificial intelligence, saying that Treasury Secretary Bessent does not want to serve as the person in charge of AI affairs; Bessent’s work at the Treasury has been excellent and he hopes to remain. On trade, Trump previewed major outcomes, noting that tariff cuts on some goods will be announced on Monday, with market expectations including historic purchasing.
Impact on the market: Easing signals in U.S.-China relations are a direct positive for Hong Kong stocks and China concept stocks, and they also improve expectations for trade flows in bulk commodities. Bessent’s statement about staying on at the Treasury implies stronger continuity in fiscal policy, and expectations for U.S. Treasury supply and the dollar’s trajectory are becoming more stable.
Xi Jinping and Trump tea meeting
China and the U.S. agreed to jointly build a constructive strategic relationship featuring mutual respect, fairness, and equality. Xi said the visit enriched the meaning of the U.S.-China relationship’s positioning, and that the economic and trade fields also achieved mutually beneficial outcomes. Trump said he hopes to welcome everyone with the same enthusiasm, with a welcome banquet bringing together Musk, Jensen Huang, Dennis Su Shimin, Altman, and others.
Impact on the market: This is the most risk-asset-friendly geopolitical signal in this round. The collective attendance by tech entrepreneurs sends a signal that the risk of U.S.-China tech decoupling is declining at the margin.
Zhao Changpeng
Zhao Changpeng publicly stated that he is ready to support Bitget, saying that Binance and $BNB Chain ecology will do their best to help, but he did not disclose any specific support measures or scale.
Yi Lihua, founder of Liquid Capital
Yi Lihua said that the market rally has reached the $8.6 million pressure level, and it is facing a period of normal pullback. In a bull market, he said he won’t go short while waiting patiently for the next opportunity to go long. As for specific opportunities, Ethereum is even stronger; demand-driven trading infrastructure such as $UNI and Hyperliquid are recognized as essential, and there are also Zcash strong-man assets.
Impact on the market: As a well-known opinion leader in the Chinese-speaking community, his pro-long and non-short stance helps guide retail sentiment positively, and he also explicitly named Ethereum, Uniswap, Hyperliquid, and Zcash$ZEC .
