📈 Wall Street rises, but geopolitics clouds: why does it matter for the crypto investor?
While the main US stock indices closed higher, driven by technology and energy sectors, President Donald Trump ordered the suspension of trade negotiations with Canada, one of the US's main economic allies. This paradox — stock market euphoria amid diplomatic uncertainty — sends mixed signals to the financial ecosystem, and cryptocurrencies are not immune.
🌐 The disconnection between traditional markets and political realities
Experts like Mohamed El-Erian, economic advisor at Allianz, warn that this type of disconnection between trade politics and the stock rally may be “unsustainable in the long run,” and that decentralized assets like Bitcoin or Ethereum could start absorbing some of that tension.
🪙 Bitcoin as a safe haven asset amid global tensions
As the US dollar wavers due to political volatility, cryptocurrencies, particularly BTC and ETH, are gaining ground as hedge assets. Raoul Pal, former Goldman Sachs executive and founder of Real Vision, recently stated:
“When political uncertainty affects key bilateral agreements like that of the US and Canada, capital flows seek refuge outside the fiat system.”
This behavior explains the recent increases in volume for Bitcoin during periods of trade tension.
🔁 Direct impact on the crypto narrative
Trump's decision not only affects trade treaties but reinforces the narrative of financial sovereignty. In a context where international agreements become fragile due to unilateral decisions, cryptocurrencies offer an apolitical alternative resistant to geostrategic manipulation.
Economist Joseph Lubin, co-founder of Ethereum, has argued that:
“Decentralization is more than a technological architecture: it is a direct response to the fractures of the current economic order.”
📊 Opportunity or distraction?
In the short term, Wall Street's apparent solidity could dampen appetite for alternative assets. However, more strategic traders — such as institutional whales — have already begun to move capital into BTC, anticipating future shocks.
