imo this US and China deal is a big one. They’ve officially announced it, but full details drop later today. From what we know, it’s aimed at reducing the $295B deficit the US runs with China.. part of a massive $1.2T global gap. Talks happened in Geneva, both sides calling it “productive.” Big names in the room.. Scott Bessent from the US, He Lifeng from China. I don’t think the real impact is priced in yet. No tariff cuts announced yet, but if that happens.. that’s the real unlock. Right now it’s still 145% US tariffs and 125% from China. That’s been killing $600B+ in annual trade. Markets already moving early: - BTC above $104K and ETH above $2500 - Stocks green across the board - Risk-on across Crypto X - Polymarket had 52% odds on the deal If tariffs get rolled back, I think we get a proper leg up.. not just BTC/ETH, but maybe across the entire market. If not, maybe a sell-the-news dip short term. But bigger picture.. feels like a global cooldown moment. Less uncertainty = more appetite for risk. and that’s bullish. I believe this is the most important macro event this week. Could easily set the tone for where we go next. hopefully higher!