Trump's visit to China and the US-Iran deadlock, how do these big words relate to your altcoins?

You might think that news like Trump's visit to China and the US-Iran deadlock are a bit distant from your altcoin holdings. But the reality is, these “big words” are precisely the underlying variables that determine how your coins will move next.

Let me clarify the transmission chain for you.

The US-Iran deadlock pushes up oil prices. Rising oil prices increase inflation expectations. Higher inflation expectations delay the interest rate cut timetable. Delaying rate cuts means hot money in the market won't come back as quickly, and the environment of high interest rates will last longer than everyone expects. What does this mean for altcoins? It means liquidity won't flood in freely; altcoins can only rise through internal capital rotation, not through new capital inflows. The market movements driven by internal capital rotation usually have a lower ceiling than those driven by new capital, and are harder to sustain.

Speaking of Trump's visit to China, if this trip signals a phased easing of US-China relations, the market might rise first—because nerves that have been tense for a long time can finally relax. But there's a trap: the rally driven by easing expectations often comes quickly and goes just as fast. Because people will soon realize that easing does not mean solving the structural conflicts still exist. So this kind of market is a typical “buy the rumor, sell the fact” scenario. If you rush in just because of the news, you're basically standing at the top.

I once said: don’t just rely on candlestick charts for trading, look up and see where the wind in the world is blowing. This advice is especially relevant now. The altcoins you hold are not living in a vacuum; they are a boat on the vast ocean of global liquidity. When the water flow changes direction, no matter how hard the boat tries to row, it can't change where it's headed.

Therefore, while watching the top gainers, also pay some attention to the news broadcasts. Not to follow politics all the time, but when truly important events happen, you should be able to connect them with your holdings in your mind. This ability isn't built in a day or two, but every conscious practice brings you closer to “avoiding blind trading” and “understanding the situation.”