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AI × Crypto Macro

China-US Trade Talks Open in New York; Summit Set for Sept 24

Chinese Vice Premier He Lifeng is leading a delegation to the US from Sept 19 to 23, with the first round of high-level trade talks held on the morning of Sept 20 at JPMorgan’s New York headquarters, led on the US side by Treasury Secretary Bessent and Trade Representative Greer. Washington has confirmed a White House state dinner for China’s leader on Sept 24. Talks cover AI export controls, the tariff truce expiring Nov 10, and rare earth supply chains.

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AI take

The choice of a bank headquarters as the venue, and the fact that talks are framed around export controls, rare earths and a fixed tariff deadline, suggests both sides are negotiating from defined leverage rather than seeking a broad reset. For crypto and RWA markets, the relevant transmission is indirect: any movement on AI export controls or critical-minerals supply chains would reshape the cost and availability of the compute and hardware that tokenization and on-chain infrastructure depend on. Whether the tariff truce is extended before it lapses is the open question, and the Sept 24 summit is the next visible checkpoint.

Generated by AI for reference only.

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