The EU's strong countermeasures against Trump may present significant opportunities for the crypto market!

The global trade war has reignited! On July 23, it was revealed that the EU is preparing to launch the strongest 'nuclear option' countermeasure against the U.S., with a €100 billion retaliation list targeting core industries like Boeing and automobiles. Although this U.S.-EU game does not directly mention cryptocurrencies, its chain reactions have already led the crypto space to sense new opportunities—can Bitcoin once again become 'digital gold' when the traditional market is in turmoil?

I. The U.S.-EU trade war escalates, and global economic uncertainty surges.

According to the latest news, the EU has drafted two rounds of countermeasures: the first round will impose a 30% tariff on €21 billion worth of U.S. goods, and the second round will affect €72 billion worth of goods, covering key areas such as bourbon whiskey and steel. More notably, the EU has for the first time included digital services in the scope of sanctions, planning to tax advertising revenue from U.S. tech giants. The U.S. has responded firmly, with Trump stating he is 'unwilling to pause tariffs' and implying limited negotiation space.

Behind this game is a trade deficit of $235.6 billion between the U.S. and EU (2024 data). The German central bank warns that if a 30% tariff is implemented, the Eurozone may fall into recession in the second half of 2025, potentially stifling Germany's recovery momentum. Under global supply chain shocks, the cost of components for companies like Apple and Tesla has surged by 30%-50%, spreading market panic.

II. Traditional markets are turbulent, and capital is accelerating its flow into the crypto sector.

Historical experience shows that trade wars often serve as a 'catalyst' for cryptocurrencies. During the China-U.S. tariff war in 2018, Bitcoin rebounded against the trend; in April 2025, after Trump announced a 60% tariff increase on China, Bitcoin's price surged 12% in a single week, with a massive influx of capital. Under the current situation, three main logics may drive a new round of market activity in the crypto space:

  1. Surge in Risk Aversion Demand
    The S&P 500 Index dropped 9% in a single week during the escalation of the trade war in April, while Bitcoin rose 8% during the same period. Investors tend to view cryptocurrencies as a 'decentralized safe-haven asset', particularly when the dominance of the dollar is challenged, highlighting Bitcoin's 'digital gold' properties.

  2. Explosion in Cross-Border Settlement Demand
    The EU plans to tax U.S. digital services, which may force tech companies to shift towards cryptocurrency settlements. Data shows that the usage of USDT in Asian cross-border trade has exceeded $200 billion in 2024, with countries like Russia and Iran circumventing sanctions through Bitcoin. If U.S.-EU relations worsen, stablecoins may become the new favorite in trade.

  3. Release of Technological Dividends
    The China-U.S. tech war accelerates the application of blockchain technology. China's digital yuan has been integrated into cross-border payment pilots, while the U.S. is promoting Bitcoin as a strategic reserve through legislation. Under policy competition, technologies like Layer 2 and zero-knowledge proofs may see an explosive growth period.

III. How can ordinary retail investors take advantage of the situation?

  1. Focus on the Stablecoin Sector
    Stablecoins like USDT and USDC are continuously increasing their penetration rates in Southeast Asia and the Middle East markets, while compliant platform tokens (e.g., BNB, OKB) may benefit from the expansion in the Asian market.

  2. Layout for 'De-dollarization' Infrastructure
    Public chains like Avalanche (AVAX) and Polygon (MATIC) are catering to emerging market payment demands, while RWA (Real World Asset Tokenization) projects (like Ondo Finance) are attracting global funds seeking safe-haven assets.

  3. Hedging Against Currency Risks
    Foreign trade companies can convert part of their profits into BTC/ETH. During the depreciation of the RMB in 2023, an electronic company in Shenzhen used this strategy to hedge against exchange rate losses exceeding 500,000 yuan.

IV. Risks and opportunities coexist; rationally view the 'double-edged sword'.

Be wary of policy risks: The U.S. and EU may jointly crack down on cross-border money laundering involving cryptocurrencies, with the 2024 FATF regulations already strengthening oversight. Additionally, geopolitical conflicts could lead to short-term crashes (e.g., Bitcoin dropped 20% in a single day during the 2022 Russia-Ukraine conflict), but in the long term, the approval of Bitcoin ETFs significantly enhances market stability.

The essence of the U.S.-EU trade war is a reshuffling of global economic dominance. As trust in traditional currency systems collapses, cryptocurrencies are reconstructing trust through 'code consensus'. In this game, the crypto space is both an observer and a participant—seize the opportunity, and you might become the next holder of 'digital gold'.

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