The narrative around Canada spearheading trade re-routing paints an incomplete picture. What's actually happening is more nuanced: nations aren't simply abandoning the US—they're recalibrating risk exposure.

Trade flows are shifting because governments and corporations are factoring in unprecedented policy volatility. When leadership becomes unpredictable, supply chains and financial strategies adapt accordingly. It's not ideological defection; it's market pragmatism.

This geopolitical uncertainty directly impacts asset prices. Investors globally are pricing in elevated risk premiums across commodities, currencies, and digital assets. The crypto market particularly reflects this sentiment—when traditional policy frameworks become unstable, alternative stores of value gain traction.

The headline-grabbing claims of wholesale "US abandonment" miss the real story: it's about diversification and hedging against political chaos.