You may have seen the recent big news about tariffs. On April 9, 2025, the United States will significantly raise tariffs on goods imported from China to 104%. Japan now faces a 24% tariff, while goods from Canada and Mexico will incur about 25% in taxes. (During the early hours of Beijing time, the United States authorized a 90-day delay in tariffs for countries that do not retaliate.)
Although tariffs may sound like a complex economic issue, they are actually very important—and might be good news for cryptocurrency investors.
1. Increased tariffs = More money printing.
Rising tariffs directly push up the prices of imported goods, increasing not only the operating costs of businesses but also the daily expenses of ordinary consumers. Faced with price pressures, governments often have to release more liquidity, essentially 'watering' via quantitative easing.
What will happen?
Increased money supply, rising inflation expectations.
Decreased purchasing power of fiat currency.
Investors are beginning to look for inflation-resistant assets.
Historical data has long provided the answer: During the Fed's massive expansion of its balance sheet in 2020, Bitcoin surged from $7,000 to nearly $70,000. The more money that is printed, the higher the interest of investors in Bitcoin.
In Mlion.ai's macro trend analysis tool, this type of liquidity-driven asset rotation model has long been a core module for risk assessment, helping users evaluate how policy changes affect the short- to medium-term trends in the cryptocurrency market.
2. Is Bitcoin breaking away from the shadow of tech stocks?
In the past, Bitcoin often rose and fell with tech stocks for a simple reason: it is highly volatile, full of uncertainty, and represents emerging technology. This attribute aligns closely with growth-oriented tech companies.
But the situation has changed recently.
Gold continues to strengthen.
Bitcoin is gradually being viewed as 'digital gold'.
Safe-haven funds are shifting from tech stocks to hard assets.
Amid rising economic uncertainty and strong safe-haven sentiment, Bitcoin is gradually breaking away from its correlation with tech stocks, resonating instead with gold. If this trend continues, the logic for the next Bitcoin price surge will shift from 'risk assets' to 'hard assets,' and its market pricing method will also completely change.
3. Decentralized Bitcoin breaks through in political games.
Tariffs are essentially an economic game between nations, hiding a desire for control over financial sovereignty. In contrast, Bitcoin's decentralized attributes stand out at this moment.
Does not rely on any country or banking system.
Cannot be issued arbitrarily.
Global transfers can be made freely at any time.
These characteristics make Bitcoin a politically independent financial tool. In today's world of heightened geopolitical tensions and constrained monetary policy, this 'uninterfered' asset is beginning to attract more capital.
Especially in Mlion.ai's global policy sentiment tracking module, the system automatically identifies the potential impact of similar policies on market behavior and provides feedback on the strategies investors should take, effectively enhancing users' judgment in complex market conditions.
4. Bitcoin's limited supply provides a natural advantage against inflation.
The global economy is experiencing rising commodity prices on one hand, while on the other, it has to endure continuous currency depreciation. This mismatch directly leads investors to seek 'anchor points' for their assets.
The biggest highlight of Bitcoin:
Total supply is fixed at only 21 million coins.
Does not rely on monetary authorities, no inflation risk.
Decoupled from traditional monetary policy.
This very mechanism allows Bitcoin to become a 'hard currency' alternative alongside gold. Each uncertainty in fiat currency policy is another opportunity for Bitcoin's value recognition to rise.
Summary: What you see are tariffs; what I see is a window of opportunity for Bitcoin.
Tariffs are not just tools of economic policy; they profoundly affect the global financial landscape. For ordinary investors, this may be an opportunity to reassess investment strategies and build cryptocurrency asset allocations.
Bitcoin is not a universal safe haven, but in the current global context full of variables, its anti-inflation, decentralized, and highly liquid characteristics make it an extremely attractive asset.
Mlion.ai is building a bridge for users between macro logic and the cryptocurrency market through smarter market analysis and sentiment assessment. If you are looking for tools to hedge against fiat currency uncertainty or are considering how to find breakthroughs during this turbulent period, then now may be the time to reconsider Bitcoin's role.
Disclaimer: The above content is for informational sharing only and does not constitute any investment advice!