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The court just upheld Trump’s move to kill the $800 de minimis exemption. No more duty-free Chinese imports to the U.S.
This changes the game for fast fashion, e-comm startups, and any business built on just-in-time global shipping.
It’s not just about Shein and Temu. It’s about the end of cheap, direct-to-door cross-border commerce as we know it.
When compliance gets this expensive, companies (and AI agents) will start choosing open financial infrastructure.
Crypto doesn’t dodge tariffs — but it removes permissioned rails from the equation.
Trade barriers are back. Programmable money just became a macro hedge.
#TradePolicy # DeMinimis #Tariffs # Shein #Temu # Macro #CryptoRails # ProgrammableMoney #GlobalCommerce