May 14, 2026

Today's big news is Trump's visit to China, bringing a dream team composed of top executives from a tech company. These leaders' companies almost represent the forefront of human technology. The leaders of the world's two superpowers are meeting again after nine years, which likely indicates a trend toward easing US-China relations. Based on this team led by Trump, both sides have the opportunity to reach multiple agreements.
From a fundamental perspective, this is definitely good news. For the capital markets, it would normally have a positive impact.
This state visit lasts for three days. Regardless, I think it's a good thing for ordinary people that the leaders of China and the US can meet. Not to mention, since the trade war, the impact on employment related to export trade has been huge. Only those directly involved can truly feel it, not to mention Iran, where tensions are high and civilians are displaced.
Although I am not a so-called "red fan," I increasingly feel how fortunate it is to be born on this land, backed by a powerful motherland.
Back to the market, Bitcoin has fallen below 80k again, and Ethereum is also being suppressed around 2,300. Actually, I can accept this retracement; on one hand, it aligns with expectations, and on the other hand, I mentioned that I have been reducing positions and doing swing trades recently. This pullback has actually brought me good liquidity income.
But I am ultimately still bullish. Compared to the retracement, I hope the market will rise further, and recently transaction fees have started to decrease, especially compared to the crazy levels last month. Currently, I can only say the returns are average.