The United States’ arrears of more than $3 billion to the United Nations, coupled with President Trump’s public rebuke at the General Assembly, has elevated short‑term political risk and spurred heightened market risk aversion. Continued nonpayment could trigger procedural consequences, including potential loss of voting rights at the UN, increasing diplomatic and fiscal uncertainty.
In this environment investors are reallocating toward defensive instruments: gold is positioned to attract flows while risk assets—notably growth and tech exposure—face pressure, with capital likely to move into cash and other highly liquid assets. Any coordinated international response would sustain an elevated risk premium.
On crypto, BTC has pulled back from about $117,900; failure to hold support at $111,000 would expose $108,000 as the next band, while immediate resistance sits near $119,000–$120,500. Bitunix advises viewing this as short‑term volatility tied to U.S. budget and legal processes, with longer‑term outcomes dependent on congressional or judicial resolution.