Introduction
In mid-May, Trump concluded a two-day visit to China. Compared to the political handshake, the social media of everyone during these two days must have been flooded——Elon Musk, Jensen Huang, Tim Cook, and other big bosses who control the global technology and financial lifelines actually teamed up to eat Peking duck and stroll around Beijing.
Although this high-profile meeting was focused on semiconductors, large aircraft, agricultural products, and supply chains, with not even a half-mention of "cryptocurrency," many retail investors felt the official announcements fell short of expectations and rumor mill was a bust. But what you don't know is that while the big players were clinking glasses and traditional media thought "the show was over," the real top-tier whales in the crypto circle had already set their sights on the market and started secretly building positions.
Many newcomers may wonder: what do these bosses selling sports cars, graphics cards, and smartphones dining in Beijing and having meetings have to do with our Bitcoin and altcoins? In fact, it has a lot to do with it. The fact that these big bosses stayed to continue discussing business effectively means they are "repairing the pipes" and "telling stories" in the crypto pool. Today, we will break down the wealth-building logic behind this political and business drama in plain and simple language.
Economic and Trade Cooling, Pockets Getting Fuller: The Global Wealthy Are Willing to Take Out Their Money
The crypto circle is not a closed single-player game; it is an investment market that is highly dependent on external capital. For the crypto circle to rise, the prerequisite is that the "hot money" outside must be sufficiently abundant.
Previous Deadlock: Money Lying in Banks Playing Dead
Before this visit to China, China-US relations were tense in public opinion, with policies being enacted one day and barriers set up the next, causing the global wealthy to fear greater geopolitical conflicts. At this time, everyone’s risk appetite was extremely low, preferring to deposit money in banks (buying USD or US Treasury bonds for hedging) rather than take it out to invest. With no money coming from outside, the crypto circle naturally became stagnant, even turning into a meat grinder for bulls to clear each other out.
Current Active Situation: Bosses Taking the Lead, Funds Starting to "Risk-On"
Trump made a high-profile visit to China alongside tech giants, although the official briefing released by the White House on May 17 revealed that the discussions were on non-sensitive goods trade cooperation, agricultural product procurement, and other specific businesses, which were not as exaggerated as the previously circulated "immediate comprehensive tax rate reduction." It released a 100% true signal: the US and China are not decoupling; everyone still wants to sit down and make money together.
With a safe environment, the wealthy's boldness increases (in finance, this is called a return of Risk-on sentiment). Those funds lying in banks, earning interest as a hedge, will flow back into US tech stocks, which will soon overflow into the more liquid and elastic Bitcoin (BTC) and Ethereum (ETH). When the external environment stabilizes, the "macro bottom" of the crypto circle is also cemented.
If you want to double dip on the dividends from the traditional funds bursting out of US stocks, you might as well register an account on Binance. Whether you’re focusing on this wave of mainstream coins or directly on token assets closely linked to US stocks on the platform, the liquidity of large exchanges is always the most stable.
Jensen Huang and Musk: Reviving the Hottest Track in the Crypto Circle
If macro funds raise the water level of the crypto circle, then the movements of Musk and Jensen Huang are like "adding kindling" directly to the fire in the crypto circle.
AI and DePIN Tracks: The Story Finally Makes Sense
- The two hottest concepts in the crypto circle over the past year are AI (artificial intelligence) and DePIN (decentralized physical infrastructure networks). These two tracks, in simple terms, combine the decentralized technology of the crypto circle with "graphics card computing power, hardware devices" in reality.
- Jensen Huang (CEO of Nvidia) coming along indicates that the global competition for AI computing power and hardware supply chains has reached the highest level. Traditional centralized computing power is becoming more expensive and increasingly difficult to acquire due to various restrictions, which ironically forces many small to medium developers worldwide to use the crypto circle's "decentralized computing power networks" as a stopgap. Any tremor in Nvidia's supply chain acts as the best "super catalyst" for AI concept coins and power leasing projects in the crypto circle.
Web3 Projects with Chinese Backgrounds: The Supply Chain Is Safe
The visiting list includes a large number of manufacturing giants, and many Web3 projects in the crypto circle engaging in hardware mining and decentralized communication networks have their production bases and chip supply chains deeply rooted in China's Pearl River Delta. The continued deep entanglement of China and the US in the tech hardware supply chain means these projects can deliver hardware on schedule, and cross-border logistics won't break. With a steady supply chain, project parties can continue to survive, and stories can continue to unfold.
A Wake-Up Call for Traders: Just Because Whales Are Building Positions Doesn’t Mean They’ll Raise You to the Skies Blindly
After seeing the macro benefits brought by Musk and Jensen Huang, we must cool down immediately.Just because whales are secretly building positions doesn’t mean they will blindly pump the price up for you; on the contrary, they are waiting for a "bloody hunting opportunity."
There’s an unchanging truth in the crypto circle: Buy the rumor, sell the news.
Beware of the main force using the "Peking Duck meeting" sentiment to conduct a major cleanup on the liquidation heatmap:
During the meeting from May 13 to 15, many exaggerated rumors circulated in the market. Many retail investors, seeing the sentiment peaked with Musk and Huang both publicly staying, excitedly opened high-leverage long positions at key resistance levels.
But when the official announcement came out on May 17, retail investors realized it was just routine procurement, and once disappointment set in and sentiment relaxed, this precisely fell into the "position-building script" that whales love the most——the main force particularly likes to exploit this illusion of "good news not meeting rumored expectations," creating a false breakout at high levels on the exchange's liquidation heatmap and then rapidly smashing the price down.
Their goal is simple:to clear out all the retail investors who picked up positions at high levels and took leveraged longs, using the blood and flesh of retail investors as liquidity for positions and absorbing cheap chips in the dense areas for bulls below. This is why you see the price falling, while the wallets of the main force keep buying.
Conclusion
In summary, Trump’s visit to China concluded successfully, and the subsequent actions by the accompanying US corporate giants are an absolute long-term benefit for the crypto market. But remember, it’s not the kind of catalyst that will "violently raise prices the moment you open your eyes tomorrow," but rather a "nutrient" that repairs global fund sentiment and lays a foundation for the crypto circle.
With the external environment becoming safer, the underlying logic of the AI and hardware tracks has also solidified. For us ordinary observers or investors, the smart move going forward is definitely not to blindly bet big at emotional peaks, but to replicate the thoughts of the whales: keep an eye on the dense areas for bulls on the liquidation chart. Wait until this wave of leveraged chasing has been cleaned out by the main players, and when a healthy correction occurs in the market, build positions gradually in high-certainty tracks like AI and DePIN following the main force. Understanding this logic means you’ve truly grasped the most practical wealth password left for ordinary people by this "Beijing Peking Duck."
By the way, seasoned traders prioritize risk management; for this wave of US stock correlation and the AI track, it is recommended to directly operate on Binance for peace of mind and sufficient liquidity.
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Risk Warning: This content is merely a market observation and sharing, and does not constitute investment advice. The crypto market is highly volatile, please participate within your own risk tolerance.
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