🌍 TARIFFS DON’T END TRADE — THEY REDIRECT IT

One mistake many make: assuming tariffs mean less global trade. In reality, they usually mean different trade routes. Capital and supply chains don’t disappear — they reroute.

What markets are quietly watching:

• Which countries absorb displaced manufacturing

• Currency winners vs losers in a fragmented trade world

• Commodity demand shifts as supply chains regionalize

Why this matters for markets

De-globalization increases friction — and friction creates volatility. Volatility doesn’t destroy opportunity; it redistributes it.

For crypto and hard assets:

Fragmented trade, competing currencies, and political leverage increase demand for neutral settlement layers and scarce assets over time. Adoption isn’t linear — it accelerates during stress.

Key takeaway:

Tariffs change the map.

Markets reward those who study the new routes before they’re crowded.

Stay analytical. Stay early.

#TrumpTariffs #Macro #GlobalTrade #Geopolitics #MarketStructure #CryptoMacro #GlobalEconomy