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#CapitalFlowsBackToAltcoins
Geopolitics
Trump in Beijing, Hormuz Burning 🔹
Oil jumped May 11 after Trump rejected Tehran's latest offer while the Strait stays locked.
🔹 Trump visits China May 13-15, first US presidential trip in almost nine years
🔹 Agenda centers on Iran, trade, Taiwan, rare earths, AI
🔹 Tehran demands reparations and full Hormuz control, Washington pushes back
🔹 Ceasefire declared April 16 holds on paper, fire exchanged May 8 anyway
🔹 Oil prices climb as Hormuz closure persists, shipping costs surge
Market read: energy volatility accelerates, risk appetite tightens, capital stacks into BTC, gold, and select large-cap alts. Beijing talks offer potential trade thaw, a catalyst for relief rallies in tech and China-linked plays.
Punchline: Trade the headline, stack the volatility.
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