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China-U.S. Truce Fuels Crypto Surge – Why We Expect Altcoins to Outperform

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Key Takeaways:

  • China and U.S. strike historic tariff truce, easing inflation pressures
  • Corporate Bitcoin demand exceeds ETF inflows last week
  • Bitcoin hits local high above $105K; ETH and SOL follow

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Fragile Optimism as Rates Come Back From Brink

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With bonds and equities moving in lockstep and traditional hedges faltering, markets are trading headline-to-headline on Iran while Bitcoin’s resilience above $70K reflects cautious positioning in a regime where geopolitics, not fundamentals, is setting the pace.