The trade dynamics between the US and China are hitting a turning point in 2025. With escalating tariffs reshaping international commerce, we're seeing sharp contractions in bilateral trade flows that ripple across global shipping routes.

This matters beyond traditional finance. For the crypto community, macroeconomic shifts like these signal broader market sentiment changes. Trade tensions and tariff policies historically influence risk appetite—when traditional supply chains face friction, capital allocation strategies evolve. Keep an eye on how shipping industry data and logistics costs respond; these metrics often precede broader market adjustments.

The reconfiguration of global commerce creates both uncertainty and opportunity. Understanding these macro-level shifts helps contextualize why institutions and traders adjust their digital asset positioning during periods of trade restructuring.