GEOPOLITICAL SHIFT: THE U.S.-EUROPE RELATIONSHIP IN 2025

Spain's leading media outlet is flagging what markets are quietly pricing in: the historic 80-year transatlantic alliance is experiencing unprecedented strain in 2025.

Here's what's actually happening—NATO structures remain intact, military bases operational, troop deployments unchanged. Yet the foundation has shifted. Trust between Washington and Brussels is eroding, and that matters more than hardware.

Why this tracks for crypto and global markets: geopolitical fragmentation typically triggers currency volatility, capital reallocation, and flight-to-safety trades. When institutional frameworks weaken, you often see:

• Increased USD strength as risk-off sentiment kicks in
• European asset pressure and capital outflows
• Emerging market contagion
• Central banks adjusting policy calculus

This isn't doomsday—it's reordering. Historical precedent shows major geopolitical recalibrations create both hedging demand and entry points across multiple asset classes. The question for portfolio managers: how does this reshape dollar dominance, euro stability, and cross-border capital flows?

Stay sharp on geopolitical momentum. It moves markets.