According to The White House, U.S. farmers are expressing strong support for President Trump’s tariffs as part of the America First policy (source: The White House Twitter, May 7, 2025). This backing suggests continued trade tensions that may lead to volatility in agricultural commodity prices, directly impacting related futures contracts. Historically, such tariffs have triggered hedging activity in digital assets like Bitcoin and stablecoins as traders seek alternatives to volatile traditional markets. Crypto investors should monitor ongoing tariff developments for signals of potential capital inflow into digital assets during periods of heightened trade uncertainty.

According to The Kobeissi Letter, China cancelled approximately 12,000 metric tons of US pork shipments last week, marking the largest cancellation since the 2020 pandemic. This significant reduction has driven overall US pork export sales to their lowest level in years, signaling a sharp decline in global demand and impacting commodity markets. Traders should note this trend as it may influence US pork futures prices and related agricultural stocks, with potential bearish sentiment prevailing in the near term (source: The Kobeissi Letter, April 28, 2025).