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However, as details of the meeting emerged, the market discovered that the earlier optimistic pricing lacked sufficient support: there was no substantial easing of tariff policies, no breakthrough in AI export controls, and no significant progress on the Iran and Taiwan issues. Inflation concerns further evolved into expectations of policy tightening, reigniting selling pressure on bonds and precious metals. From a long-term perspective, the meeting still revealed several noteworthy trends: the marginal weakening of the US dollar’s dominant position, the diversification of global reserve asset allocation, the restructuring of the AI and semiconductor supply chains, and the deepening strategic competition between China and the US in cutting-edge technology fields such as low-orbit satellites and space. From Risk-On to Repricing: The Market Returns to Inflation and Geopolitical Logic Before the meeting,…# Analysis# bitcoin# crypto# Market# web3Pre
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