If Trump’s visit to China signals a thaw in U.S.-China relations, it would generally be positive for the crypto market. This is because crypto has now become increasingly intertwined with: - U.S. equities - AI - Global risk sentiment The market is most focused on: - Whether tariffs will ease - Whether technology restrictions will be relaxed - Whether global liquidity conditions will loosen If relations improve: - BTC typically benefits - AI-themed coins and altcoins see even greater upside - Risk capital may flow back into the market Moreover, Trump himself has historically been supportive of crypto, and the market has already developed a “Trump Effect”—his every move influences crypto sentiment. However, if the talks fail and the trade war escalates, crypto market volatility will be rapidly amplified. Today’s crypto market is increasingly acting as an emotional amplifier for global liquidity.

BREAKING: The “America Is Back” hats are officially LIVE 🇺🇸 This is the kind of branding that turns a narrative into a full blown movement Once the merch starts spreading, the attention goes far beyond crypto timelines: • social media exposure • mainstream political culture • viral photos/videos • organic marketing everywhere $AIB is tapping directly into one of the strongest retail narratives on the internet right now People are underestimating how big this could get once these hats start showing up everywhere Mainstream attention is coming hard

AI keeps driving the market, but yields, Fed risk, and funding stress are testing the trade. Is this still a buying opportunity, or the start of a broader repricing? Vote for your question, we’ll answer the top questions during the May 20 session.

Arthur Hayes warns AI arms race drives biggest-ever liquidity bubble fueling $BTC. Market faces historic risk as US, China supercharge credit for AI supremacy.

Interesting market environment. Oil elevated, Middle East tensions unresolved, rates still high… yet AI earnings keep pushing markets higher. Feels like AI is currently stronger than macro fear.

📅 What’s on the Agenda Today? | May 12, 2026 - The U.S. April CPI data will be released. - U.S.-China trade talks will commence (May 12–13). - #Ronin will transition to the #Ethereum infrastructure. - #strkBTC is expected to go live at ethereum:0xca14007eff0db1f8135f4c25b34de49ab0d42766. - #DUSK will execute its network upgrade. 👉 A busy day on both macro and ecosystem fronts: Will volatility increase?

The story is changing forever. Store of value during wartime: 72 days since the start of the conflict in Iran: from 02/28/26 to 05/11/26 Which assets preserved value during the war? 🟠 GOLD Before the war: $5,200 per ounce Today: $4,735 ↓ -9% Down 🟠 S&P 500 Before the war: 6,878.88 points Today: 7,400 points ↑ +7.5% Up 🟠 BITCOIN Before the war: $65,880 Today: $82,000 ↑ +25% Up ✅ BITCOIN: +25% (The clear winner) ✳️ S&P 500: +7.5% (Strong recovery) ❌ GOLD: -9% (Disappointing) In this conflict, Bitcoin has solidified itself as the superior store of value. While #GOLD—the traditional safe haven with 5,000 years of history—fell nearly 9%, Bitcoin, a young asset with only 17 years of existence, rose over +24.5%, demonstrating remarkable resilience and strength amid geopolitical tension. A teenage, revolutionary asset that, in such a short time, is already proving it can outperform even the classics—even during crises. Bitcoin continues to gain ground daily as the premier store of value in this new world.

JGB stress is overtaking AI rotation: Japan long-term yields hit 2.54%, a 29-year high, as yen weakness and oil inflation pressure duration. Alphabet’s first yen bond for AI investment—several hundred billion yen—adds to the “borrow yen, fund capex” narrative while JGB foreign ownership sits at 12.8% vs policy preference below 10%. AI supply-chain demand remains bid: Resonac +30% HDD capacity, NEC targeting 40% submarine-cable share; but energy/materials inflation is feeding through to fuel, LNG, aluminum and construction costs. Watch whether yields hold above 2.5%, retail JGB terms tighten domestic sponsorship, and semis/AI infra keep absorbing macro stress. #JGB #Yen #AI #Semiconductors #Energy

ARTHUR HAYES SAYS BITCOIN TO $126K IS INEVITABLE Arthur Hayes (@CryptoHayes) believes Bitcoin $BTC has already bottomed near $60,000. The BitMEX co founder said a breakout above $126,000 is inevitable. Hayes argued expanding global credit conditions remain strongly bullish for Bitcoin. He also pointed to rising AI infrastructure spending and growing war expenditures. Hayes expects momentum to accelerate sharply once Bitcoin clears $90,000. Per reports, Hayes' family office Maelstrom is heavily positioned in $HYPE and $ZEC.