Will Trump’s China visit team’s arrival surprise the market with results?

The world's eyes are focused on the skies over the Pacific. Trump has arrived, but the most eye-catching thing is not his signature red tie, but the delegation behind him that can be called “half of American business history”: Tesla’s Musk, Apple’s Cook, the CEO of Micron Technology, and the leaders of BlackRock and Goldman Sachs.

The only notable absence from this list is NVIDIA’s Huang Renxun, which surprisingly fuels more speculation about the underlying motives of this visit. On one side is the U.S. president eager to break the deadlock and stabilize the base, and on the other is the Eastern market reshaping global asset pricing logic. When Wall Street’s greed meets the stability of the East, what will this cross-Pacific handshake bring?

The strategic behind-the-scenes plan: not just selling goods, but also抢位 (seizing positions)

Looking at the accompanying list, you’ll see this is far from a simple “sales trip,” but a precise “positioning battle.” Musk, with ambitions in Starlink and new energy, is focused on supply chain stability; Cook is eyeing the robustness of supply chains; BlackRock and Goldman Sachs are top players in capital flows.

This group’s gathering has a clear goal — in the current era of global geopolitical and economic restructuring, to lock in the benefits of the East in advance. An important background is that Eastern powers are showing a highly pragmatic stance in the fields of crypto and Web3. First, Hong Kong has rolled out heavyweight policies one after another; second, mainland China is boldly experimenting with RWA (Real-World Asset) tokenization.

For giants like BlackRock, this means huge opportunities. If they can find compliant asset connection channels in this Eastern market, the massive funds they manage will see unprecedented liquidity release. Trump bringing this group indicates that his real intention isn’t just a social visit; he needs an Eastern market where American capital can pour in big money, to embellish the domestic economic figures and garner voter applause.

Bitcoin’s 80k tug-of-war: a calm before the storm?

Before Trump’s plane landed, the crypto market had already entered a “battle-ready” state. Recently, Bitcoin’s price movements have kept countless traders awake at night. The price repeatedly oscillated within a narrow range of $80k to $82,000, with bulls trying to push higher and bears ruthlessly selling down.

This suffocating tug-of-war appears to be a sign of weak upward momentum on the surface, but in reality, it’s a typical “consolidation before a big move” before large funds enter. From a chip perspective, a large amount of profit-taking has accumulated earlier; through repeated oscillations near $80k, major funds can efficiently shake out indecisive retail investors and complete chip turnover. Every dip to $80,000 is quickly pulled back, indicating strong support below.

As the China visit progresses, will Bitcoin have a chance to break through $85,000? The answer is yes, but the path may be more complex than just political good news. If U.S.-China talks can send warm signals regarding tech cooperation or financial connectivity, it will be seen as a strong sign of risk appetite recovery. Coupled with the macro backdrop of the Fed’s rate cuts, the previously suppressed bullish momentum could explode, and $85,000 will not be the end point.

The diverse faces in the capital game: how to position oneself?

We are at a special historical turning point. Cryptocurrency is no longer just a geek toy; it is becoming an important chess piece in the great power game. The U.S. is trying to incorporate it into traditional finance through ETFs, while the East is exploring a new paradigm of Web3 via Hong Kong as a testing ground.

Both giants are exerting efforts simultaneously, essentially fighting for global digital asset discourse rights. This top-level “immortal fight” is, in fact, the biggest benefit for us at the grassroots level. Because the establishment of consensus has always been accompanied by a huge pushback.