BREAKING: 🇺🇸🇨🇳 U.S. & China Reach One-Year Deal on Rare Earths and Critical Minerals
According to Reuters and Financial Times, Washington and Beijing have agreed to a 1-year trade truce covering rare earths and critical minerals, with plans to renegotiate annually.
The pact pauses tariffs and export curbs, aiming to stabilize global tech supply chains.
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🧭 How to Decode This for Crypto
This isn’t just about trade — it’s about who controls the resources powering the digital economy.
1. AI & Chip-Linked Tokens May React
• Rare earths and critical minerals are essential for AI chips, GPUs, and EV batteries — the hardware backbone for AI and blockchain computing.
• Tokens in the AI, GPU, or cloud-compute narratives (e.g. $RENDER , $AKT , $FET ) could gain attention as supply fears ease.
2. Reduced Geopolitical Risk = Better Risk Sentiment
• The truce might bring a short-term boost to risk assets, including #BTC and #ETH , as global market stability improves.
3. Long-Term Macro View
• This is a strategic timeout, not peace — annual renegotiations mean volatility could return anytime.
• Smart investors may use this phase to accumulate during stability before the next geopolitical swing.
