US-China Trade Truce Sparks Bitcoin Rally

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Easing trade tensions between the United States and China have breathed new life into the cryptocurrency market, sending Bitcoin and major altcoins soaring. As fears of a renewed tariff war subside, global investors are turning their focus to a critical week packed with economic and diplomatic events.

Positive Signals from US-China Talks

Following discussions in Kuala Lumpur, Malaysia, the world’s two largest economies indicated they are close to finalizing a framework trade agreement.
China is reportedly considering a one-year delay in implementing export controls on rare earth materials — a key point of contention.
The United States is expected to postpone its planned 100% tariff hike on Chinese imports.
In addition, Beijing agreed to boost imports of US soybeans and agricultural goods, while Washington pledged to review certain export restrictions and port fees.

In the wake of the announcement, Bitcoin surged by about 2% to $113,450, sparking a strong rebound across altcoins. HYPE (+6.67%) and WLFI (+7.33%) jumped sharply, while Ethereum rose 4.52% and Solana gained 5.94% over the past week.

Whales Accumulate Amid Renewed Optimism

On-chain data from Santiment revealed that wallets holding 100–10,000 ETH have accumulated over 218,000 ETH (roughly $870 million) in recent days.
This accumulation suggests a return of confidence among large investors who appear to have anticipated the diplomatic shift and seized the dip.

Positive News Flow Returns

The REX-Osprey XRPR, the first US spot XRP ETF, surpassed $100 million in AUM within a month, reinforcing optimism about potential altcoin ETF approvals.
XRP posted an 11.22% weekly gain.
Meanwhile, JPMorgan announced that institutional clients can now use BTC and ETH as loan collateral, a milestone marking deeper crypto adoption among traditional Wall Street banks.

A Decisive Week Ahead

Despite the upbeat sentiment, markets now face a pivotal stretch dominated by two major events:

The US Federal Reserve’s FOMC meeting, where a 0.25% rate cut is widely expected, alongside possible signals of an end to Quantitative Tightening (QT).
The APEC Leaders’ Summit in South Korea, featuring a face-to-face meeting between President Donald Trump and President Xi Jinping, where they are expected to address key issues including TikTok, fentanyl precursor exports, and semiconductor trade restrictions.

Adding to the mix, this week also marks the peak of US corporate earnings season, with over 20% of S&P 500 firms reporting results — most notably Apple and Amazon. A significant tech stock sell-off could still weigh on Bitcoin in the short term.

In summary, the easing US-China tensions have reignited momentum in the crypto market. However, upcoming policy decisions from the Fed and the APEC summit will serve as the true test of this recovery’s strength.

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