Trump's China Visit vs. Hawkish Wosh as Fed Chair

Bitcoin once dropped below $79,000, is there still hope?

Trump's China visit 90% will sign big deals
Analyzed from macro and practical perspectives

Practical: Trump urgently needs support

CPI too high, oil prices soaring, American people's living costs are suffocating

The support rate for the "懂王" has fallen to a poor level, must rely on economic cooperation to stimulate

Boost the stock market, raise employment, the people will naturally vote for him

If midterm elections are lost, the Congress will be lost, policies in the next two years will be directly stalled

He can't afford to lose, nor dare to lose, without Congressional cooperation, many things can't be pushed forward at all

Macro: The world is moving towards unity

The essence of war is dividing wealth, but the form of wealth has changed

Past resources: land, grain, gold, oil, people (fight and take)

Now resources: talent, data, AI, chip design (win but can't take)

Taking Silicon Valley, engineers run away on the same day, taking OpenAI, model weights backed up in 30 countries

Moreover, the supply chain is deeply integrated, Apple’s large-scale production relies on us, our rare earths are deeply integrated into the US industrial system
How to measure? Actually, the results are evident from his large team

Hawkish Wosh as Fed Chair: The impact is temporary

Market reactions in US stocks and Bitcoin show market reverence for him
What he aims to do is save America, not US stocks or Bitcoin
He has publicly stated multiple times: "Look, not Bitcoin"
Wosh’s three labels: rate-hiking fanatic, Bitcoin critic, loyalist to the dollar
So, in the face of Trump's super positive China visit, US stocks and Bitcoin are also trembling
But ultimately, the market will become rational, not because of one person completely changing the trend

What to do next

From a macro perspective again, funds are still sensitive, and will run at the slightest sign of trouble

We focus on two things in the May 14 joint statement:

1. Whether there is an open chip export to the East

2. Whether the signing of agricultural products/energy/aircraft meets expectations

I personally think it will far exceed expectations, so continue holding positions

Exceeding expectations makes profits run, meeting expectations is safe to take profits, falling short of expectations, run quickly