June 10, 2025 – Author: team dolugcrypto
On June 9, in London, high-level delegations from the United States and China officially resumed trade negotiations, marking an important turning point in bilateral relations that have been strained for many years. This meeting is not only of economic significance, but also has far-reaching implications for the global supply chain, the high-tech industry, and even the cryptocurrency market.
Highly strategic meeting
The US delegation was led by Treasury Secretary Scott Bessent, while China was represented by Vice Premier He Lifeng. The meeting followed a phone call between US President Donald Trump and Chinese President Xi Jinping, demonstrating the level of attention and direct direction from the highest leadership level.
High on the agenda were tariffs and technology export controls, particularly in the semiconductor and artificial intelligence industries – two key areas that both countries see as central to the global technological competition. President Xi did not hesitate to emphasize China’s position:
“We call on the United States to remove negative measures.”
The statement reflects Beijing's hope that the US will ease technology sanctions and lift restrictions on Chinese companies on a trade blacklist.
Potential Impact on Digital Asset Markets
The attention is not limited to traditional industries. The tech-focused talks have also drawn particular interest from the crypto investment community, including Bitcoin (BTC) and Ethereum (ETH). History has shown that changes in US-China trade policy, especially escalations in tensions, are always accompanied by strong volatility in the digital asset market.
Tightening or loosening export controls on semiconductors and AI technology could impact global supply chains, which in turn could impact tech company valuations, impact investment flows, and ultimately spill over into the crypto market – which is highly sensitive to market sentiment and political volatility.
“Any change in tax or technology policy between the world’s two largest economies will have a profound impact on crypto investor behavior. Uncertainty is the number one enemy of digital assets,” say experts from the Kanalcoin crypto analytics platform.
Flashback: The 2018–2020 Trade War and Its Consequences for Crypto
Looking back at the 2018–2020 trade war, there is a clear precedent. Every time the US imposed tariffs on Chinese goods or announced technology controls, the crypto market experienced significant volatility – sometimes surging as an alternative safe haven, sometimes collapsing as money fled riskier assets.
This shows that the crypto market is no longer on the sidelines of geopolitical issues – on the contrary, it is becoming an increasingly large part of the global financial ecosystem, reflecting the same level of sensitivity to macro factors as the stock or commodity markets.
Challenges and opportunities
The negotiations in London took place in a context where the global economy is still under pressure from many sides: the consequences of the COVID-19 pandemic, the unresolved conflict in Eastern Europe, high energy and food prices, and especially the clear division between major economic blocs.
In that picture, the US-China relationship becomes a determining factor for the stability or instability of the world economy. If the two sides can reach a consensus on reducing tariffs, expanding market access, and reducing technological restrictions, it will be a positive signal for both traditional and non-traditional markets like crypto.
Conversely, if negotiations fall into a stalemate, or escalate into a tech war, the consequences could be dire – from disrupting the semiconductor supply chain and increasing production costs, to pushing investors into a defensive mode, limiting liquidity, and exacerbating volatility in the global financial system.
Conclusion: A meeting not to be taken lightly
The June 9 meeting in London is more than just an attempt to resume dialogue. It is an affirmation that the US-China relationship remains the world’s fulcrum (or flashpoint) in the age of technological competition. Given its importance, the outcome of this negotiation will have a profound impact on investment decisions, the economic policy orientation of other countries, and, of course, the strategies of individual investors in the digital asset era.
The global business community, technology corporations, and investors will continue to closely monitor developments from London – which is not only a financial center, but also a fulcrum of hope for a more stable global trade situation in the second half of 2025.
