China wants to lift the US AI chip ban, RNDR, FET, TAO may迎 big pump market.

According to @rovercrc's disclosure on August 10, 2025, China has requested the United States to lift export restrictions on artificial intelligence (AI) chips in the latest China-U.S. trade negotiations. Although this news has not yet been confirmed by official documents, the market has begun to digest its potential impact. Since AI chips are core resources driving machine learning and data centers, this move could trigger a chain reaction in the tech stock and crypto assets market, particularly for tokens related to the AI narrative, such as Render (RNDR), Fetch AI (FET), and Bittensor (TAO).

Background of China's Request to Lift AI Chip Export Restrictions

Starting from October 2023, the United States has implemented and strengthened export controls on AI chips to China, restricting the shipment of high-end Nvidia and AMD GPUs. This policy aims to limit China's technological advancements in the fields of high-performance computing and AI.

According to a report by Crypto Rover, China has made "lifting restrictions on AI chip exports" a key condition for reaching any trade agreement, highlighting its strategic determination for technological self-sufficiency.

Potential Impact on the Stock Market and Crypto Assets Market

If the United States agrees to lift restrictions, it could facilitate the global AI chip supply chain and stimulate the trading volume of AI-themed assets.

Traditional Market: Stocks of semiconductor giants like Nvidia may face short-term pressure, but could benefit from broader market demand in the long run.

Crypto Assets Market: Historical data shows that after the easing of similar China-U.S. trade disputes in 2023, FET rose 15% within 24 hours. Decentralized AI Tokens such as RNDR and TAO typically rise with favorable AI policy developments.

AI Token Technical Aspects and Trading Strategies

FET: The support level is at 0.30 USD, and the resistance level is at 0.45 USD. If there are positive trade agreement signals, the short-term target could see a 20%-30% increase.

RNDR: Benefiting from the growth in decentralized rendering demand, it may attract more institutional capital inflow if it breaks through recent highs.

TAO: As the core token of a decentralized AI network, if the supply of AI chips improves, the computing power and network demand may increase simultaneously.

Traders can determine entry timing through RSI and MACD, and be cautious of overbought corrections when RSI exceeds 70.

The Interaction Between Geopolitics and Market Sentiment

The market's reaction to this news is mixed.

Short term: The volatility of the AI sector may significantly increase, bringing high-frequency trading opportunities.

Long-term: If export restrictions are lifted, the globalization process of AI technology and related crypto applications will accelerate, potentially driving the adoption rate of decentralized AI solutions.

On-chain data shows that in early 2025, during similar news events, the trading volume of AI smart contracts increased by 25% within 24 hours.

Conclusion

China's request for the United States to lift restrictions on AI chip exports may become an important catalyst for AI-themed assets and crypto AI tokens. For traders, closely monitoring the progress of trade negotiations and developing strategies that combine technical analysis with on-chain data will be key to capturing this potential market movement.