The announcement of a major US-China trade agreement marks a significant de-escalation in tensions between the world’s two largest economies.
While the deal is not yet finalized, its implications are already rippling across global markets, with potential effects for Bitcoin and other risk assets.
Key deal terms and timeline
The agreement, announced by President Donald Trump and Chinese President Xi Jinping, would suspend new Chinese export controls on rare earths, halt fentanyl precursor flows, and remove tariffs and non-tariff measures imposed since March 2025.
From November 10, 2025, the US plans to reduce tariffs on Chinese imports by 10% and extend certain Section 301 tariff exclusions.
The US will also suspend new trade actions for one year related to maritime and logistics sector investigations.
China has committed to purchase at least 12 million metric tons of US soybeans by year-end, and at least 25 million metric tons annually through 2028, providing a boon to American agriculture.
Market response and risk assets
The Kobeissi Letter, a prominent market analyst, remarked:
“This is the BIGGEST de-escalation yet… This is not getting nearly enough attention.”
Immediate market beneficiaries are expected to include US agriculture, semiconductor manufacturing, and critical minerals for electric vehicles and electronics.
Financial analysts suggest risk assets such as equities, tech stocks, and digital assets—including Bitcoin—could see renewed institutional flows as trade uncertainty eases.
Implications for bitcoin and digital asset markets
The removal of tariff and export restrictions is considered bullish for institutional portfolios, with Bitcoin increasingly forming a part of that mix.
Improved US-China trade relations may also ease cross-border business for US-listed bitcoin firms and reduce volatility linked to trade headlines.
Next steps and outlook
While the trade deal’s implementation details will be closely monitored, the agreement signals a shift toward stability in global trading conditions.
This could help reverse the recent stagnation in digital asset markets, offering a potential second wind for bitcoin investors.
The coming months will reveal how both governments honor their commitments and whether optimism translates into sustained market gains.
