QCP: Ethereum regains market attention, US-China trade talks make limited progress

Odaily News QCP published a post saying that Bitcoin once exceeded $110,000 against the backdrop of the resumption of US-China trade negotiations, but due to the lack of substantive breakthroughs, market enthusiasm quickly faded. At the same time, Ethereum is quietly regaining narrative dominance, with rising implied volatility, options skew turning bullish, and significant ETF inflows ($281 million last week, $52.7 million yesterday), indicating a rebound in institutional investor interest. With the GENIUS Act advancing in the US Senate, the resumption of Circle IPO discussions, and regulatory support for stablecoins, Ethereum's role as a tokenization and settlement infrastructure may usher in structural upside opportunities.