Trump just prepared to visit China, BTC surges past $80k! The real big market move might just be beginning

The crypto scene in May is like a soap opera: first, the US-Iran situation escalates, then Trump releases news of visiting China, and BTC surprisingly doesn’t fall but rises back to $81k. Many think this is the “last诱多,” but altcoins immediately start dancing, with the PayFi sector up 3% in a day, and old coins that had been silent for half a year begin to fake their death.

Why is the market suddenly so fierce? The core logic is actually simple: global capital is starting to bet again on “liquidity returning.” The US-Iran deadlock increases traditional market risk aversion, while expectations of Trump’s China visit make the market fantasize about a thaw in US-China relations. On one side is risk aversion, on the other is loose monetary policy expectations, and funds ultimately choose risk assets — cryptocurrencies.

The most exciting part now is: BTC is rising like gold, while altcoins are rising like MEME coins. After ETH approaches $2,400, funds are frantically searching for the “next 100x story.”

The three directions I am most optimistic about right now are:
First, PayFi. Stablecoin payments are becoming real financial gateways, with many projects already integrating into real consumption scenarios.
Second, AI + Crypto. AI isn’t cooling off; it’s moving from storytelling to “real revenue” stage.
Third, RWA. On-chain traditional assets are increasingly like the ticket for the next institutional bull market.

As for trading? Currently, chasing BTC isn’t very cost-effective, but many altcoins are still at the floor. True experts aren’t chasing already flying leaders but are crouching early for the next rotation.

My current positions are:
40% BTC for defense, 30% ETH and other coins for catch-up, 20% laying in PayFi, 10% holding USDT for crash opportunities.

Remember one thing: the hardest thing to earn in a bull market isn’t not buying, but holding. #Gate广场五月交易分享