Trump pushes global digital trade rules, and the crypto industry is formally brought into the “US rules” framework—long-term positives, but don’t get too hyped up in the short term

The Trump administration is doing something big: by signing agreements with trade partners, it’s putting in place a set of global digital trade rules. The core covers cross-border data flows, cloud computing, software, and AI. The specific provisions include banning forced technology transfers, ensuring free cross-border data flow, prohibiting governments from requiring companies to submit source code, and maintaining tax-free status for electronic transmission.

Honestly, when I first saw this, I was a bit stunned—hasn’t the crypto industry been talking about “code is law” for the past decade? Turns out it’s now being written into national trade agreements.

My first reaction is: this is a long-term, structural positive—but not a reason to chase a short-term pump.

But once you cool down, the significance is far bigger than just a news headline. The U.S. is using trade agreements to write “the legalization of digital assets” into global rules. Today, 43 jurisdictions worldwide have implemented 146 digital trade barriers. Trump’s package is basically tearing down these walls—ensuring that U.S. digital-asset companies can freely enter overseas markets, while also laying down compliant pathways for stablecoins and crypto trading.

So what does this mean for the crypto industry?

In effect, it provides “institutional protection” at the level of fundamental rules for the cross-border operation of decentralized protocols. No code has to be handed over, no data has to be blocked, and no tariffs have to be paid—friction costs for cross-border on-chain activity are reduced to the bare minimum.

And on top of that, since the U.S. is bringing dollar stablecoins and the digital asset market into a formal regulatory framework through the “Genius Act” and the “Clarity Act,” the substance of this package is already pretty clear: use U.S. rules to lead the global digital-asset market, and ensure the U.S. dollar keeps calling the shots in the on-chain world.

But I’m not going to add to my position just because of this.

Building the institutional framework is a slow variable. It affects where the industry goes over the next three to five years—not tomorrow morning’s K-line trend. In the short term, BTC’s movement still has to be judged by liquidity, by where the capital flows, and whether the 65000-66000 level can break through effectively.

My view is: the long-term direction is set, but the short-term pace is something you have to manage yourself. $BTC $ETH #特朗普同意Clarity法案纳入伦理条款