Key Events This Week That Could Shape Bitcoin’s Trajectory

Cryptocurrency

The crypto market is seeing a notable rebound amid easing tensions between the U.S. and China, as the threat of a renewed tariff war appears to have temporarily receded.

Investors are now focusing on a series of crucial diplomatic and economic meetings, primarily during the APEC summit in South Korea, along with the upcoming Federal Reserve rate decision. Here’s why crypto is rising and what to watch this week.

U.S.–China Dialogue Triggers Immediate Market Reaction

Following working talks that concluded Sunday in Kuala Lumpur, the U.S. and China announced they were close to signing a framework agreement addressing key trade issues.

The plan reportedly includes a one-year delay in China’s export restrictions on rare earth metals, a key flashpoint in recent tensions. In return, the U.S. is expected to postpone imposing additional 100% tariffs on Chinese imports.

China also agreed to increase purchases of U.S. soybeans and agricultural products, while the U.S. pledged to ease certain export controls and adjust port fees for Chinese shipping.

Following the news, BTC jumped about 2%, trading around $113,450 by 14:00 UTC Sunday, before later breaking above $115,000.

Markets reacted instantly — investors clearly welcomed the reduced risk of 100% tariffs, which had been suppressing asset growth. Among altcoins that benefited the most were HYPE (+6.67%) and WLFI (+7.33%).

Whales Move Back to Accumulation

The turnaround in U.S.–China relations came swiftly. Just days earlier, Treasury Secretary Scott Besant had been discussing potential new export restrictions on software as a retaliatory measure.

However, according to Santiment, large crypto holders anticipated the shift in sentiment and began buying the dip. Over the past few days, wallets holding 100–10,000 ETH have accumulated over 218,000 ETH (around $870 million) — about one-sixth of what whales sold during the last market drop. This signals renewed confidence in continued growth.

Positive Developments Regain Attention

While geopolitical headlines dominated, industry-specific good news is regaining focus.

• The first U.S. spot XRP ETF — REX-Osprey XRPR — surpassed $100 million in AUM within a month, with XRP gaining 11.22% this week.

• JPMorgan announced that institutional clients can now use BTC and ETH as collateral for loans, marking a major step toward Wall Street’s full acceptance of digital assets.

Looking Ahead: FOMC and Diplomatic Talks

Despite improved sentiment, the most critical events are still ahead. Markets are preparing for two key catalysts this week — the U.S. Federal Reserve’s FOMC meeting and the APEC leaders’ summit.

• Wednesday, 18:00 UTC: The Fed’s rate decision and Jerome Powell’s press conference. A 25 bps rate cut is expected, though investors will be watching closely to see if the Fed signals an end to its quantitative tightening (QT) program.

• Thursday: The highly anticipated meeting between Donald Trump and Xi Jinping, where discussions will include TikTok, fentanyl precursor exports, and restrictions on U.S. chip supplies to China.

In addition, around 20% of S&P 500 companies are reporting earnings this week — including Apple (AAPL) and Amazon (AMZN) on Thursday at 21:00 UTC. Weak performance in the tech sector could negatively impact Bitcoin’s price, given its recent strong correlation with U.S. equities.

See also: "Bitcoin Price Today: Rises to $115K Amid US–China Trade Deal"

#Bitcoin (BTC)

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