Tag
Trump-Xi concluded May 14-15. We score our 45/40/15 scenario call against reality, mark the sector calls that worked and missed, and update the trade matrix for the next 30/90/365 day windows.
Senate Banking Committee votes Thursday May 14 on the first U.S. crypto market structure bill — the first such committee vote in U.S. history. Three scenarios (60/25/15), Polymarket calibration (62% off the 75% high), what the 309-page bill actually says, why the real trade is Circle (CRCL), and the structure to play it.
参议院银行委员会5月14日周四就美国首部加密市场结构法案投票——美国历史上第一次。三种剧本（60/25/15）、用Polymarket校准（62%已从75%回落）、309页法案到底说了什么、为什么真正的交易是Circle（CRCL）、以及怎么搭仓位。
Trump visits Beijing May 14-15. Three scenarios (45/40/15), five deep sector dives, master trade matrix, and what to actually do this week.