The 90-day tax reduction window brought by the easing of tariffs between China and the US may affect the crypto market in three ways:

1. **Short-term market sentiment boost**: The rise in risk appetite in traditional markets may lead to some funds flowing into the encryption field, particularly focusing on currencies related to cross-border payments (**XRP, XLM**) and supply chain finance (**VET**).
2. **Macroeconomic Liquidity Expectations**: If trade easing alleviates inflationary pressures, expectations for a shift in Federal Reserve policy towards easing may intensify, benefiting inflation-resistant assets such as Bitcoin (**BTC**) and potentially mainstream coins like Ethereum (**ETH**).
3. **Segmented Track Opportunities**:
- **Platform Token**: As a liquidity hub in the market, the exchange has greater elasticity when the market warms up;
- **Layer2 sector** (**ARB, OP**): If market activity increases, the Gas fee issue of the Ethereum ecosystem will highlight the value of scaling solutions;
- **AI+Blockchain** (**AGIX, FET**): The easing of the technology competition between China and the United States may accelerate expectations for cross-border technological cooperation.
#贸易战缓和