Bitunix Analyst: Trump's "Peace Committee" shocks Davos, revealing a structural crack in the global governance order

BlockBeats News, January 20 — During the Davos Forum, U.S. President Trump strongly promoted the so-called “Board of Peace” concept, requiring invited countries to sign the charter by this Thursday and pay 1 billion USD in exchange for a permanent seat. The list includes both Western allies and non-Western countries, even Belarus and Russia, quickly triggering high alert across Europe. French President Macron was the first to explicitly refuse to sign, while many EU countries are caught in a dilemma of hesitation and observation.

From a macro perspective, this move is widely seen within Europe as a systemic challenge by the U.S. to establish a new system, bypassing the United Nations. The draft charter shows that decision-making power is highly concentrated in Trump himself, with opaque fund flows and governance mechanisms, making it difficult for allies to accept. Europe’s current strategy is to delay, attempt to amend the terms, and coordinate with Arab countries and allies to pressure the U.S., reflecting an ongoing widening of trust cracks across the Atlantic.

For the market, increased uncertainty in global governance will heighten geopolitical risk premiums, putting short-term pressure on traditional risk assets. In the crypto market, Bitcoin and mainstream cryptocurrencies are once again viewed as “non-sovereign, decentralized” hedging tools. Market sentiment favors medium-term valuation stability, but short-term volatility may be amplified by macro events.

Bitunix Analyst:

The core of this event is not whether a single committee can be established, but that the global power structure is shifting from the existing multilateral system toward a more fragmented, leader-dominated game. The key future market observation points will be whether Europe forms a unified countermeasure stance and whether the U.S. continues to use institutional restructuring as a tool for diplomatic and financial negotiations. This will profoundly influence risk appetite and the long-term allocation of funds.