The essence of the trade agreement (July 27, 2025)
The US and the European Union have reached a framework agreement, which introduces a 15% tariff on most European goods imported into the US — instead of the previously threatened 30%.
At the same time, a 50% tariff on steel and aluminum remains.
The EU committed to purchasing energy from the US for about $750 billion and investing $600 billion in the US economy.
Some strategic goods (aviation parts, semiconductors, certain chemicals, and agricultural products) are exempt from tariffs or receive benefits.
European leaders are divided: France expressed regret and called the situation a 'dark day' for the EU, while Germany and Italy cautiously viewed the reluctance to escalate positively.
The impact of the deal on the cryptocurrency market
1. Reduction of geopolitical uncertainty
Before the agreement, the threatened 30% tariffs created significant macroeconomic volatility. The mere fact of its conclusion acts as a signal for investors about reduced trade risks, which positively affected digital assets.
2. Rally in the crypto market
Bitcoin rose to around ~$119,000–120,000 (annual maximum), supported by a recovery in institutional confidence.
BNB (Binance Coin) showed the strongest growth — established a new ATH ≈ $825, dominating among altcoins.
Ethereum gained about +3% over the day, other altcoins showed mixed results: ETH and BNB — growth, SOL, ADA — moderate movements, DOGE and XRP — decline.
3. Attracting institutional investors
Promises of large EU investments in infrastructure projects, including energy and technology, create an incentive for the adoption of crypto assets as hedges or digital reserves. Analysts note that the removal of 'tail risk' paves the way for long-term capital placement in crypto.
Potential negative factors
Some industries may face rising costs due to higher tariffs, which could subsequently affect consumers and businesses — although the direct effect on the crypto market is moderate, the overall reduction in economic activity may curb the growth of risky assets.
The opinion of some European politicians: the deal is too one-sided, the 15% tariff is higher than the current average (~4%), which could lead to increased tensions or trade sanctions in the future — such risks could shake the markets again.
