The relationship between Bitcoin and U.S. tariff policies has become increasingly close, especially in early 2025, when the Trump administration reimplemented high tariffs on Canada, Mexico, and China, triggering severe fluctuations in global markets. As a risk asset, Bitcoin's price significantly dropped during this period, falling from over $100,000 to around $91,000, and subsequently dipping below $90,000, demonstrating its high sensitivity to changes in macroeconomic policy.

Tariff policies typically trigger inflation expectations, leading investors to withdraw from high-risk assets in favor of seeking safer investment channels. Additionally, the global trade tensions caused by tariffs have increased market uncertainty, further undermining investor confidence in cryptocurrencies. Nevertheless, some crypto hedge funds achieved positive returns through flexible strategies during the market downturn, indicating that there are still profit opportunities in a turbulent market.

Overall, U.S. tariff policies have a significant impact on the Bitcoin market, and investors need to closely monitor changes in macroeconomic policies to formulate corresponding investment strategies.