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In the beginning of 2026, market trends have already sent some signals. The US's new actions in Venezuela and the ongoing heat around Greenland seem scattered, but they actually point to a larger strategic shift.
Looking back at 2025, the US tariff issues experienced a period of cooling after a round of negotiations. Entering 2026, the focus of geopolitical competition appears to be shifting — from trade disputes gradually toward nearshore strategies. This policy shift often accompanies changes in capital flows, triggering chain reactions in global asset allocation.
Against this macro backdrop, the cryptocurrency market, as both a hedging tool and a risk asset, may face new pricing logic. When geopolitical uncertainties expand, the direction of market participants' choices is worth paying attention to.