$BTC

The temporary tariff exemptions on tech products and Trump’s threats of new duties are fueling market uncertainty, potentially impacting Bitcoin in three ways.

1-. short-term volatility looms as political ambiguity—contrasting tariff relief with protectionist warnings—keeps global markets tense. Bitcoin, historically linked to tech-heavy indices like the Nasdaq, may mirror swings in tech stocks, though institutional adoption has weakened this correlation.

2-. escalating trade tensions could spur demand for Bitcoin as a hedge. A Chinese yuan devaluation (as in 2017-2018) or recession-driven stimulus might channel liquidity into crypto.

3-. semiconductor tariffs (expected in 1-2 months) could raise mining hardware costs, squeezing profitability post-halving. While operational risks and volatility pose challenges, Bitcoin’s role as a potential safe haven may strengthen if trade or monetary strains worsen, creating a mixed outlook shaped by geopolitics and market sentiment.