Bitcoin News Today: U.S.-China Extend Tariff Truce 90 Days, Stabilizing Global Markets

The U.S. and China have extended their tariff truce by 90 days, with negotiations led by Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng in Stockholm. This agreement, marking their third high-level meeting in recent months, aims to delay new tariffs and create a buffer period for resolving broader trade disputes. The extension follows “constructive” discussions, with Bessent highlighting the potential for a truce to address “broader trade and geopolitical topics” in upcoming rounds of talks [1]. The move averts immediate escalations, offering global markets temporary stability amid ongoing geopolitical tensions.

The truce’s impact on global markets has been cautiously optimistic. Financial analysts note that the 90-day pause in tariffs has historically reduced volatility, as seen in past extensions that saw Bitcoin approach record highs amid diminished trade-related uncertainty [2]. However, the immediate effects on cryptocurrency markets remain muted. While Bitcoin (BTC) surged approximately 1-2% in the days leading up to the announcement, no significant or sustained shifts in crypto volumes have been observed post-decision [2]. Analysts attribute this to the sector’s sensitivity to macroeconomic conditions but caution that prolonged uncertainty in U.S.-China relations could eventually ripple through risk-on assets.

Supply chain disruptions remain a critical concern. The 145% tariffs on U.S. imports and 125% tariffs on Chinese goods have strained global manufacturing and tech sectors, with companies relying on cross-border logistics bracing for potential shocks. The truce provides a reprieve, allowing businesses to adjust inventory strategies without immediate tariff hikes [3]. Yet, experts warn that unresolved issues—such as intellectual property disputes and export controls on advanced technologies—remain unresolved, limiting the truce’s long-term efficacy [6].

The cryptocurrency market’s reaction underscores its role as a barometer for global risk appetite. Historical correlations, such as the EU trade agreement under the previous administration, suggest that reduced geopolitical uncertainty can drive speculative investment in crypto assets [8]. However, the current lack of volatility highlights the market’s focus on regulatory developments and macroeconomic indicators rather than trade news. Ethereum (ETH), like Bitcoin, has not shown significant price movement tied to the truce extension, reflecting a broader trend of crypto markets prioritizing on-chain activity over macro events for now [3].

While the extension stabilizes trade relations temporarily, analysts emphasize that the underlying issues between the two economic powerhouses remain unaddressed. He Lifeng described the negotiations as “constructive,” but stakeholders await concrete policy frameworks to mitigate long-term risks [1]. The absence of immediate escalation contrasts with earlier phases of the trade war, where tariff announcements triggered sharp market swings. Yet, the extension does not guarantee a resolution, with prolonged tensions still posing threats to global trade and investment flows.

Sources:

[1] [China and U.S. Plan Trade Truce Extension Before Talks](https://cryptodnes.bg/en/china-and-u-s-plan-trade-truce-extension-before-talks-how-it-can-affect-bitcoin/)

[2] [Bitcoin Surges 1% to $119700 as U.S.-China Tariff Talks...](https://www.ainvest.com/news/bitcoin-news-today-bitcoin-surges-1-119700-china-tariff-talks-spur-3-94t-market-cap-2507/)

[3] [The Extended China-U.S. Tariff Truce: Implications for...](https://www.ainvest.com/news/extended-china-tariff-truce-implications-global-supply-chain-tech-sector-investments-2507/)

[6] [US, China to resume tariff talks in effort to extend truce](https://www.investing.com/news/stock-market-news/us-china-to-resume-tariff-talks-in-effort-to-extend-truce-4154193)

[8] [Fundstrat Says Trump's EU Deal Removes Macro Fears...](https://www.mitrade.com/insights/news/live-news/article-3-990160-20250728)