Bitcoin News Today: Traditional Finance Liquidity Changes Fail to Impact Bitcoin Despite Trade Agreement

The historic trade pact announced between the United States and China on November 1, 2025,

, as the cryptocurrency's price remained largely unchanged despite the agreement's potential to alter the global economic landscape. The deal, which involves China agreeing to , loosen controls on rare earth minerals, and restart major soybean imports from American producers, was met with little enthusiasm in digital asset markets. Experts believe this lack of volatility signals a change in market focus, with traditional financial institutions now playing a larger role in Bitcoin's liquidity.

The details of the U.S.-China trade pact, outlined in a

, are intended to ease economic friction by lifting retaliatory tariffs and tackling supply chain challenges. President Donald Trump described the deal as a "major win" for American businesses and workers, while Chinese media highlighted collaboration on fentanyl regulation and agricultural trade. Nevertheless, these announcements failed to spark any immediate reaction in the price of , which hovered near $110,000 at the end of October.

Market observers attribute Bitcoin's steady performance to evolving market conditions. "We're witnessing a transition from early adopters who thrived in volatile times to a new wave of traditional finance participants who favor stability," one analyst noted in a recent publication. This shift indicates that long-term holders are selling to institutions seeking less risky, more stable assets. The pattern mirrors broader financial trends, as established financial firms increase their Bitcoin exposure while retail speculation declines.

The broader economic effects of the trade deal could indirectly impact Bitcoin, particularly through the integration of stablecoins and traditional finance.

of a USD-backed stablecoin (USDPT) on the blockchain in 2026 is expected to improve international payment processes and connect conventional finance with decentralized platforms. Alongside -now surpassing $250 billion—this could enhance Bitcoin's liquidity, though any immediate price effect appears minimal.

At the same time, the trade pact's emphasis on agricultural and industrial supply chains may influence crypto demand in sectors such as logistics and energy. For example, U.S. soybean growers could see gains from China's pledge to buy 25 million metric tons annually, potentially boosting business revenues and reducing uncertainty. Still, these macroeconomic shifts tend to affect Bitcoin's price indirectly or with a delay, as it remains more responsive to monetary policy and institutional investment patterns.

Importantly, the temporary nature of the agreement—with many provisions set to lapse by late 2026—adds to market unpredictability. While the deal offers short-term relief from trade disputes, its long-term effectiveness is uncertain, discouraging bold moves in both stock and crypto markets. This caution is further heightened by global geopolitical issues, such as

to China and Malaysia's clarification of its U.S. trade agreement, which underscore the complexity of worldwide supply chain adjustments.

Looking ahead, Bitcoin's direction will likely be shaped by stablecoin activity and institutional participation. The Stablecoin Supply Ratio (SSR), which compares Bitcoin's market value to stablecoin reserves, has reached levels historically associated with bearish sentiment, hinting at a possible price floor. However, confirmation will depend on continued capital inflows and further development of traditional finance infrastructure, such as

, designed to integrate conventional and digital asset markets.