Quick Takeaways
- The US and China gain a historic trade deal to relieve tariffs and exports.
- Bitcoin’s price stayed flat, showing little reaction to the diplomatic breakthrough.
- Analysts point to long-term holders selling to new institutional investors.
Bitcoin Remains Unmoved by US–China Trade Breakthrough
The United States and China have reached a historic agreement to freeze tariffs and ease export restrictions, a major step toward easing planetary tensions.
Despite the announcement, Bitcoin’s Price remains flat over the past 24 hours, with record-limited ebullience from traders. Analysts pronounce this muse a deep structural shift in the market kind of than indifference to macro events.
US and China Strike Landmark Deal
On November 1, the White House announced that President Donald Trump and Chinese President Xi Jinping finalized a trade and economic pact during meetings held in the Republic of Korea.
Under the agreement, China will suspend new export controls on rare earth elements and grant general export licenses. Beijing also agreed to curb fentanyl exports and pause all retaliatory tariffs imposed since March 4.
In return, Washington will cut tariffs on Chinese goods by 10% and extend current exemptions through November 2026.
The White House called the accord “a massive victory that safeguards US economic strength and puts American workers first.”
Macroeconomic analysts, including The Kobeissi Letter, described the deal as the most meaningful thaw in US–China trade relations in years, with potential to ease global supply-chain pressure.
Crypto Markets Show Muted Reaction
Despite the positive news, Bitcoin showed minimal movement, gaining less than 1% in the past 24 hours to trade around $110,785 at press time.
This subdued response contrasts sharply with the volatility seen in October when Trump’s tariff announcements triggered $20 billion in crypto liquidations.
Market watchers now believe Bitcoin’s muted reaction stems from a shift in investor behavior rather than macro fatigue.
Analysts Cite Structural Shift in Bitcoin Ownership
According to James Check, an on-chain Bitcoin analyst, long-term holders are selling at an accelerated rate, with the average age of coins sold rising from 30 to 100 days.
He noted this pattern signals a “changing of the guard” as early adopters offload holdings to institutional investors entering the space.
“We’re witnessing older holders exit while new, patient capital from traditional finance moves in,” Check said.
Long-Term Outlook Remains Strong
While short-term action appears faint, experts reason that Bitcoin’s cardinal frequency remains solid. The ongoing capitulations are ascribable to market maturity, not a loss of investor confidence. As traditional finance heightens its interest group, Bitcoin’s volatility may stabilize further, signaling a more sustainable growth phase ahead.
