#美国加征关税 Short-term Impact: Once the policy is announced, the cryptocurrency market experiences a shock leading to panic selling: Trump's additional tariffs, such as on China and Mexico, caused Bitcoin to immediately drop from $94,000 to $86,000, a 7% decline in one day huibimian.com Recently, the U.S. Treasury Secretary stated that "high tariffs may be reinstated", causing the market panic index to fall from a maximum of 100 to 43, leading to another sell-off of Bitcoin. Bitcoin is currently stuck at the $100,000 level, and technical indicators like MACD show no upward movement; if it cannot hold, it may drop to $84,000-$92,000 huibimian.com Liquidation chain reactions occur whenever tariffs are increased; for example, during the one in February, the cryptocurrency market evaporated $300 billion in one day, with Bybit estimating liquidations of $8-$10 billion in leveraged positions.
Long-term Impact: Opportunities in Crisis, Hidden Dividends. Inflation spurs demand for safe-haven assets. Tariffs are expected to raise U.S. prices by 2.5%, costing each household an additional $4,000; the Federal Reserve may be hesitant to lower interest rates, making Bitcoin’s reputation as an “inflation hedge” more stable 120btc.com. Referring to the 2018 trade war, Bitcoin initially fell before surging tenfold; this time, a similar script may unfold 120btc.com. The U.S. Government hoarding Bitcoin to support the market. The U.S. government has secretly accumulated 192,000 Bitcoins worth $12 billion and plans to establish a national digital asset repository. Once these coins are locked up, the circulating supply decreases, which will be beneficial for prices in the long run. The advantages of decentralization become prominent: the tariff war exposes the vulnerabilities of traditional finance, such as bank settlement issues, and Bitcoin’s characteristics of “censorship resistance and cross-border free circulation” are being discussed fervently, with companies even using it to bypass tariffs, such as manufacturers in Shenzhen using Bitcoin to hedge costs.