Geopolitical Changes and New Trends in the Crypto Assets Market

Recently, a series of significant changes has occurred in the global geopolitical landscape. These changes have not only affected international relations but have also had a profound impact on the Crypto Assets market.

The easing of China-US relations boosts market sentiment.

On May 12, the United States and China reached a temporary agreement, with both sides lowering tariffs to 30% and 10%, respectively. This news immediately triggered a positive market reaction, with significant gains in the stock market. Although the 90-day tariff ceasefire does not mean long-term peace, it is enough to activate risk assets. The Crypto Assets market, as a sensitive indicator of global sentiment, reacted quickly, with Bitcoin prices hitting a new high at one point. Currently, the S&P 500 index has turned positive for the year, and other major indices are also close to their levels at the beginning of the year.

The United States Reshapes the Strategic Landscape of the Middle East

A former leader of a certain country recently made a 4-day visit to the Middle East, involving multiple countries. In Saudi Arabia, both sides signed large-scale defense orders and investment agreements, and reached an important AI and chip cooperation agreement. The visit to Syria broke a 25-year diplomatic deadlock, announcing the lifting of sanctions and encouraging the normalization of regional relations. In Qatar, billions of dollars in trade and defense agreements were signed, including a significant aircraft procurement order.

This series of diplomatic initiatives aims to reshape the strategic landscape and technological alliances in the Middle East. Through AI chip trading, defense upgrades, and investment cooperation, the United States is strengthening its relationships with Gulf allies while exerting greater pressure on Iran.

Signs of Regional Conflict Mitigation

The Kurdistan Workers' Party (PKK) announced its dissolution, ending a 40-year armed struggle, which brings positive signals for regional stability. India and Pakistan have resumed negotiations to discuss easing border tensions and restoring bilateral trade. Russia and Ukraine are also seeking to ease conflicts through diplomatic talks, although progress is slow, it shows the possibility of peaceful dialogue.

Crypto Assets Going Mainstream

Against the backdrop of a strong performance in traditional financial markets, Crypto Assets have also stood out. Bitcoin once broke through the high of $105,000. More notably, a certain Crypto Assets trading platform will officially be included in the S&P 500 index, marking a significant elevation of the status of Crypto Assets in the mainstream financial system. Another trading platform completed its Nasdaq listing at a price above expectations, reflecting the capital market's positive attitude towards the encryption industry.

The Global Crypto Regulation Framework is Gradually Taking Shape

The Thai government has announced plans to launch investment-grade encryption tokens for the public, aimed at creating blockchain financial tools that are closer to the real economy. U.S. lawmakers have made progress on the legislation of a stablecoin regulatory framework, reaching 90% consensus. The bill will provide clear guidance for stablecoin issuers and address issues related to consumer protection and financial stability.

Although there are still differences in regulatory details, the consensus between the two parties on the digital asset sector is increasing. Industry leaders continue to communicate with legislators to promote the establishment of innovation-friendly rules, which is expected to facilitate the swift passage of related bills.

These developments indicate that, with the changes in the geopolitical situation and the improvement of regulatory frameworks, Crypto Assets are gradually gaining wider recognition and application.