These past few days, the market has started to associate Trump's Beijing trip with the WLFI narrative.

This association isn't surprising.
➤ But if we directly write about it as an actual event now, I think it's still too early.
What truly deserves attention isn't a photo,
but the fact that three lines have been placed into the same discussion framework by the market for the first time:
Geopolitics, AI Infrastructure, Stablecoins.
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First, clearly define the boundaries.
Public information shows that Trump arrived in Beijing on May 13, accompanied by Elon Musk, Jensen Huang of Nvidia, and Eric Trump.
But there are also public statements mentioning that Eric Trump is not conducting business on this trip.
So at this stage, this event is better understood as a noteworthy signal to observe, rather than a verified development.
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Why is the market still sensitive about this?
Because for projects like WLFI, market pricing often considers more than just the current product itself.
A larger part is actually about pricing the resources, scenarios, and distribution capabilities it might connect to in the future.
The reason this Beijing trip sparked discussion
is fundamentally because it touches on three layers of imagination: political attention, tech capital, and on-chain finance.
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But what I care about more isn't the short-term hype itself,
but a more practical question:
For stablecoin assets like USD1,
is there a future opportunity for them to evolve from "narrative assets" to "payment tools" or "settlement tools"?
These are two completely different stages.
The former relies on sentiment and attention,
the latter depends on integration, usage, and continuous circulation.
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So, what’s truly worth tracking later on isn't the volume of discussion, but structural actions.
I will focus on three things:
1. Whether there are clearer institutional collaborations or channel advancements
2. Whether real payment/settlement scenarios emerge
3. Whether there are infrastructure actions around compliance, custody, and clearing & settlement
If these don't appear,
then this wave is more about emotional reinforcement than fundamental change.
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I've always believed that the most valuable moment for stablecoins isn't during the hottest discussions,
but when they start entering real-world capital flows.
> Can they be integrated,
> Can they be used,
> Can they be continuously settled,
these three things are more important than any photo together.
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➢ My interim judgment is:
This Beijing trip is worth paying attention to, but more suitable for tracking rather than drawing early conclusions.
It at least shows that the three lines—politics, technology, and on-chain finance—are appearing more frequently in the same scene.
But the real limit is not who appears in the photo,
but who can turn attention into products, scenarios, and usage.
Note: The above content is for personal informational purposes only and not investment advice. DROY!