The US-China tariff war is back—and crypto won’t stay on the sidelines.
1. Bitcoin (
$BTC ) as a Macro Hedge
- Why it matters: Trade wars weaken traditional markets (stocks, currencies). In 2019, BTC surged +90% as tariffs spiked.
- 2024 scenario: If the $USD/$CNY destabilizes, investors may flock to BTC as a neutral-store asset. Watch for:
- Rising BTC open interest in Asian markets.
- Increased Tether ($USDT) demand in China (P2P premium signals).
2. Stablecoins ($USDT $FDUSD $USDC) in Focus
- China’s capital controls could trigger off-ramp demand via stablecoins.
- Risk: US may blacklist addresses tied to Chinese firms (see $TornadoCash sanctions precedent).
3. Mining & Supply Chain Shocks
- #BitcoinMiners (#MARA #RIOT): New tariffs on Chinese hardware (ASICs) may disrupt mining.
- Altcoin alerts: If China retaliates by restricting chip exports, GPU-mined coins like
$ETH or $RVN could face volatility..
Key Levels to Watch
-
$BTC holding $60K: Bullish if trade war escalates.
-
$ETH vs.
$SOL :
$ETH ’s China developer base could make it more sensitive.
Action Plan
1. Monitor
#XMR NY exchange rates +
#DOGE Asia premiums.
2. Diversify into non-trade-war-correlated assets (
$BTC , $PAXG).
3. Avoid overexposure to speculative alts until dust settles.
Vote below: Which asset do you trust in a trade war?
- #BTC as digital gold
- Stablecoins like #FDUSD
- Privacy plays
#XMR 🚀