According to @KobeissiLetter, the Fed cut interest rates again, signaled an uncertain path ahead, and emphasized policy remains restrictive, while planning to end QT on December 1. According to @KobeissiLetter, the committee is divided and continued labor market weakness would force further rate cuts. According to @KobeissiLetter, earnings from Meta, Microsoft, and Alphabet saw mixed price reactions, yet each company plans to invest over 100 billion dollars in CapEx next year, anchoring the AI build-out. According to @KobeissiLetter, the setup of rate cuts, QT ending, record AI CapEx, stagflation risk, and a potential US China trade deal defines the current market backdrop and underscores the AI revolution. For traders, according to @KobeissiLetter, this mix favors AI exposed equities and can be supportive for liquidity sensitive crypto such as BTC and ETH if policy eases with QT ending, while near term volatility stays elevated around mega cap earnings and macro headlines.

According to Gary Black, Nvidia shares rose about 3.2 percent in premarket trading to 208 dollars, putting the company near a 5 trillion dollar market capitalization. According to Gary Black, the move is driven by speculation that Donald Trump will allow Nvidia to resume exporting AI chips to China as part of a broader U.S.-China trade deal expected to be discussed Thursday. According to Gary Black, Trump said in pre-meeting remarks he will discuss permitting exports of a downgraded version of Nvidia’s Blackwell AI processor to China. According to Gary Black, such approval would be a major win for Nvidia by market value, a concession to Beijing, and a reversal of efforts to curb China’s AI capabilities, while Nvidia currently exports no AI chips to China. According to Gary Black, the source did not provide any direct implications for the cryptocurrency market.

According to @StockMKTNewz, President Trump stated that the US-China trade deal is completed pending final approval from both leaders, with the US imposing 55% tariffs and China imposing 10% tariffs. This announcement signals increased trade tensions, which may drive volatility in both stock and cryptocurrency markets as traders seek alternative assets like BTC and ETH for risk hedging. Market participants should monitor potential capital flows into crypto as traditional equities face uncertainty. (Source: @StockMKTNewz, June 11, 2025)

According to Crypto Rover, the US and China have agreed in principle on a new trade deal framework following two days of negotiations in London (source: Crypto Rover, June 11, 2025). This breakthrough eases global economic tensions and is expected to reduce volatility in traditional markets, which could drive increased risk appetite among cryptocurrency traders. Market participants should closely monitor how this agreement influences capital flows into major crypto assets like Bitcoin and Ethereum, as improved US-China relations historically correlate with stronger bullish sentiment in digital asset markets (source: Crypto Rover, June 11, 2025).

According to Cas Abbé on Twitter, Ethereum (ETH) must maintain the $2,500 support level to sustain its upward momentum. In March, the $2.5K level served as a major resistance, causing the price to fall to new lows. However, current trading conditions have improved, with two significant bullish catalysts: recent trade deals announced between the US and China, and visible weakness in Bitcoin (BTC) dominance. These factors could support ETH's price stability and potential for gains, as traders monitor the $2.5K level for confirmation of a bullish trend continuation. Source: Cas Abbé (@cas_abbe) on Twitter, May 12, 2025.

According to Brad Freeman (@StockMarketNerd), the upcoming US and China joint statement on their preliminary trade deal, combined with positive remarks from Bessent, signals a potential easing of global economic tensions. For traders, a formal agreement could reduce macroeconomic uncertainty, often a catalyst for increased volatility in both traditional and crypto markets. Recent trade optimism has historically triggered upward movements in Bitcoin and altcoins as risk sentiment improves (source: Brad Freeman on Twitter, May 11, 2025).

According to Crypto Rover, the recent announcement of a trade deal between the US and China is a bullish signal for global markets, including the cryptocurrency sector. As cited in Crypto Rover's tweet on May 11, 2025, this development is expected to boost investor confidence and could lead to increased inflows into major cryptocurrencies such as Bitcoin and USDT. Traders should watch for heightened trading volumes and potential upward price momentum as positive macroeconomic sentiment often translates into stronger crypto market performance. Source: Crypto Rover Twitter.

According to Cas Abbé (@cas_abbe), the United States has officially announced a trade deal with China, a move expected to significantly reduce global economic uncertainty and potentially fuel increased crypto market activity. Source: Twitter (May 11, 2025). With the easing of trade tensions, traders should monitor for heightened volatility in Bitcoin and Ethereum, as cross-border blockchain transactions and stablecoin flows between USD and CNY are likely to surge. This deal could also accelerate institutional adoption of digital assets as a hedge against shifting macroeconomic conditions.

According to Crypto Rover, the United States has announced a major trade deal with China in Geneva, as confirmed by the White House (source: @rovercrc, May 11, 2025). This development signals a potential reduction in global trade tensions and is expected to positively influence risk assets, including leading cryptocurrencies like Bitcoin and Ethereum. Traders are closely watching for increased liquidity and renewed investor confidence, as improved US-China relations historically correlate with bullish trends in the digital asset market. Market participants should monitor crypto price action and volume spikes in response to this geopolitical breakthrough.

According to StockMKTNewz, Polymarket is pricing in a 52% probability that the United States and China will reach a trade deal this month. This market-based prediction reflects real-money sentiment and could trigger volatility in related crypto assets, especially those sensitive to global trade policies and regulatory shifts. Traders should closely monitor Polymarket’s real-time odds, as changes in geopolitical developments may impact both traditional and digital assets. (Source: StockMKTNewz on Twitter, May 10, 2025)