Sudáfrica. En ese rincón del mundo se reunieron el fin de semana los representantes de las 20 economías más grandes del planeta —y algunos países invitados— en la primera cumbre del G20 celebrada en suelo africano. Estados Unidos brilló por su ausencia. México envió al secretario de Hacienda, Édgar Amador, una presencia más protocolaria que sustantiva, útil únicamente para evitar la silla vacía.Sudáfrica. En ese rincón del mundo se reunieron el fin de semana los representantes de las 20 economías más grandes del planeta —y algunos países invitados— en la primera cumbre del G20 celebrada en suelo africano. Estados Unidos brilló por su ausencia. México envió al secretario de Hacienda, Édgar Amador, una presencia más protocolaria que sustantiva, útil únicamente para evitar la silla vacía.

Mirar a Canadá

2025/11/27 12:15

Sudáfrica. En ese rincón del mundo se reunieron el fin de semana los representantes de las 20 economías más grandes del planeta —y algunos países invitados— en la primera cumbre del G20 celebrada en suelo africano. Estados Unidos brilló por su ausencia. México envió al secretario de Hacienda, Édgar Amador, una presencia más protocolaria que sustantiva, útil únicamente para evitar la silla vacía.

El encuentro dejó poco para el recuerdo. Una nota del Financial Times comparó al G20 con un simple “chat grupal”. La crítica es válida e incómoda porque captura parte de la realidad. La ausencia de figuras clave, de Xi Jinping a Donald Trump, debilitó la arquitectura política del foro. En un mundo repleto de desconfianza, la eficacia del multilateralismo es cada vez más limitada. Y es cierto que instituciones como el G20 no han logrado contener la marea proteccionista global.

Sin embargo, aun en su versión más deslucida, estos espacios permiten leer el clima internacional. Destaco la intervención del primer ministro canadiense, Mark Carney, quien advirtió que el centro de gravedad económico se desplaza para alejarse de Estados Unidos. En ese contexto, subrayó un objetivo que su gobierno repite constantemente: diversificar. Canadá quiere tejer nuevas relaciones con China, India, los Emiratos Árabes Unidos, entre otros. Un movimiento comprensible, pero que podría tensar su relación con un Trump cada vez más receloso de Ottawa.

Semanas antes, en la Cumbre de APEC en Perú (otro evento al que México tampoco asistió a nivel presidencial), Carney se reunió con Xi Jinping. Fue el primer contacto de ese nivel desde 2017. Lejos de anunciar un romance geopolítico, el gesto sugiere que diversificar no es un acto de fe, sino un ejercicio de pragmatismo y supervivencia. Que Estados Unidos sea un socio volátil no convierte a China en uno más confiable, pero obliga a explorar rutas alternativas.

En México se habla de diversificación desde hace décadas. Empero, la estructura exportadora permanece extraordinariamente concentrada: más del 80% de las exportaciones van a Estados Unidos. Con el tiempo, esta dependencia se volvió estructural, casi un rasgo identitario del modelo económico. Todos reconocemos los riesgos de depender de un solo centro de poder, pero nadie ha encontrado cómo romper esa inercia, y tampoco existe una alternativa inmediata que iguale la escala que ofrece el mercado estadounidense.

Con todo, lo que resulta más llamativo de la postura canadiense no es su claridad, sino lo que podría anticipar para 2026. Mientras México declara como prioridad absoluta la renovación del T-MEC, en Canadá esa convicción luce menos firme. Una colega canadiense insiste que una discusión frecuente en Ottawa es la posibilidad de volver a una arquitectura bilateral. Un acuerdo entre Estados Unidos y Canadá y otro entre Estados Unidos y México.

Desde mi perspectiva, ese escenario es profundamente riesgoso. Significaría fracturar la plataforma de integración que ha definido a Norteamérica durante tres décadas. Implicaría, también, lidiar con regulaciones divergentes en sectores como acero, aluminio o reglas de origen para el sector automotriz. La inversión no desaparecería, pero mutaría y probablemente estaría más concentrada en Estados Unidos. Para México y Canadá, eso se traduciría en ciclos de inversión más lentos y menor capacidad de atraer proyectos estratégicos. No es un camino deseable para nadie, y menos para México.

Por eso, más allá de la foto amable entre Carney y Sheinbaum hace unos meses, conviene mirar hacia Canadá con atención renovada. El partido del T-MEC apenas empieza, y México no sólo debe observar cada movimiento de Washington, también atender cuidadosamente las señales que lleguen desde Ottawa, incluidas aquellas que insinúe entre líneas.

Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact [email protected] for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.

You May Also Like

Shocking OpenVPP Partnership Claim Draws Urgent Scrutiny

Shocking OpenVPP Partnership Claim Draws Urgent Scrutiny

The post Shocking OpenVPP Partnership Claim Draws Urgent Scrutiny appeared on BitcoinEthereumNews.com. The cryptocurrency world is buzzing with a recent controversy surrounding a bold OpenVPP partnership claim. This week, OpenVPP (OVPP) announced what it presented as a significant collaboration with the U.S. government in the innovative field of energy tokenization. However, this claim quickly drew the sharp eye of on-chain analyst ZachXBT, who highlighted a swift and official rebuttal that has sent ripples through the digital asset community. What Sparked the OpenVPP Partnership Claim Controversy? The core of the issue revolves around OpenVPP’s assertion of a U.S. government partnership. This kind of collaboration would typically be a monumental endorsement for any private cryptocurrency project, especially given the current regulatory climate. Such a partnership could signify a new era of mainstream adoption and legitimacy for energy tokenization initiatives. OpenVPP initially claimed cooperation with the U.S. government. This alleged partnership was said to be in the domain of energy tokenization. The announcement generated considerable interest and discussion online. ZachXBT, known for his diligent on-chain investigations, was quick to flag the development. He brought attention to the fact that U.S. Securities and Exchange Commission (SEC) Commissioner Hester Peirce had directly addressed the OpenVPP partnership claim. Her response, delivered within hours, was unequivocal and starkly contradicted OpenVPP’s narrative. How Did Regulatory Authorities Respond to the OpenVPP Partnership Claim? Commissioner Hester Peirce’s statement was a crucial turning point in this unfolding story. She clearly stated that the SEC, as an agency, does not engage in partnerships with private cryptocurrency projects. This response effectively dismantled the credibility of OpenVPP’s initial announcement regarding their supposed government collaboration. Peirce’s swift clarification underscores a fundamental principle of regulatory bodies: maintaining impartiality and avoiding endorsements of private entities. Her statement serves as a vital reminder to the crypto community about the official stance of government agencies concerning private ventures. Moreover, ZachXBT’s analysis…
Share
BitcoinEthereumNews2025/09/18 02:13
Tom Lee Predicts Major Bitcoin Adoption Surge

Tom Lee Predicts Major Bitcoin Adoption Surge

The post Tom Lee Predicts Major Bitcoin Adoption Surge appeared on BitcoinEthereumNews.com. Key Points: Tom Lee suggests significant future Bitcoin adoption. Potential 200x increase in Bitcoin adoption forecast. Ethereum positioned as key settlement layer for tokenization. Tom Lee, co-founder of Fundstrat Global Advisors, predicted at Binance Blockchain Week that Bitcoin adoption could surge 200-fold amid shifts in institutional and retirement capital allocations. This outlook suggests a potential major restructuring of financial ecosystems, boosting Bitcoin and Ethereum as core assets, with tokenization poised to reshape markets significantly. Tom Lee Projects 200x Bitcoin Adoption Increase Tom Lee, known for his bullish stance on digital assets, suggested that Bitcoin might experience a 200 times adoption growth as more traditional retirement accounts transition to Bitcoin holdings. He predicts a break from Bitcoin’s traditional four-year cycle. Despite a market slowdown, Lee sees tokenization as a key trend with Wall Street eyeing on-chain financial products. The immediate implications suggest significant structural changes in digital finance. Lee highlighted that the adoption of a Bitcoin ETF by BlackRock exemplifies potential shifts in finance. If retirement funds begin reallocating to Bitcoin, it could catalyze substantial growth. Community reactions appear positive, with some experts agreeing that the tokenization of traditional finance is inevitable. Statements from Lee argue that Ethereum’s role in this transformation is crucial, resonating with broader positive sentiment from institutional and retail investors. As Lee explained, “2025 is the year of tokenization,” highlighting U.S. policy shifts and stablecoin volumes as key components of a bullish outlook. source Bitcoin, Ethereum, and the Future of Finance Did you know? Tom Lee suggests Bitcoin might deviate from its historical four-year cycle, driven by massive institutional interest and tokenization trends, potentially marking a new era in cryptocurrency adoption. Bitcoin (BTC) trades at $92,567.31, dominating 58.67% of the market. Its market cap stands at $1.85 trillion with a fully diluted market cap of $1.94 trillion.…
Share
BitcoinEthereumNews2025/12/05 10:42
‘Real product market fit’ – Can Chainlink’s ETF moment finally unlock $20?

‘Real product market fit’ – Can Chainlink’s ETF moment finally unlock $20?

The post ‘Real product market fit’ – Can Chainlink’s ETF moment finally unlock $20? appeared on BitcoinEthereumNews.com. Chainlink has officially joined the U.S. Spot ETF club, following Grayscale’s successful debut on the 3rd of December.  The product achieved $13 million in day-one trading volume, significantly lower than the Solana [SOL] and Ripple [XRP], which saw $56 million and $33 million during their respective launches.  However, the Grayscale spot Chainlink [LINK] ETF saw $42 million in inflows during the launch. Reacting to the performance, Bloomberg ETF analyst Eric Balchunas called it “another insta-hit.” “Also $41m in first day flows. Another insta-hit from the crypto world, only dud so far was Doge, but it’s still early.” Source: Bloomberg For his part, James Seyffart, another Bloomberg ETF analyst, said the debut volume was “strong” and “impressive.” He added,  “Chainlink showing that longer tail assets can find success in the ETF wrapper too.” The performance also meant broader market demand for LINK exposure, noted Peter Mintzberg, Grayscale CEO.  Impact on LINK markets Bitwise has also applied for a Spot LINK ETF and could receive the green light to trade soon. That said, LINK’s Open Interest (OI) surged from $194 million to nearly $240 million after the launch.  The surge indicated a surge in speculative interest for the token on the Futures market.  Source: Velo By extension, it also showed bullish sentiment following the debut. On the price charts, LINK rallied 8.6%, extending its weekly recovery to over 20% from around $12 to $15 before easing to $14.4 as of press time. It was still 47% down from the recent peak of $27.  The immediate overheads for bulls were $15 and $16, and clearing them could raise the odds for tagging $20. Especially if the ETF inflows extend.  Source: LINK/USDT, TradingView Assessing Chainlink’s growth Chainlink has grown over the years and has become the top decentralized oracle provider, offering numerous blockchain projects…
Share
BitcoinEthereumNews2025/12/05 10:26