#比特币与美国关税政策

📈【Bitcoin and US Tariff Policy: The Three Major Battlefields of Financial Gaming】🇺🇸

✅ **Strategic Reserve Upgrade**

The Trump administration plans to convert $88.7 billion in tariff revenue into Bitcoin reserves, emulating the gold strategy, with the goal of accumulating over 2.5 million BTC (5% of circulation) within five years, reconstructing a dual-anchor system of USD + BTC. This move could make the US the largest holder of Bitcoin, far surpassing MicroStrategy's 214,000 BTC holdings.

✅ **Short-term Market Volatility**

The new tariff policy in April triggered a 14% daily fluctuation in Bitcoin (from $75,000 to $85,505), as the cost of importing mining machines surged due to a 34% tariff from China, threatening 40% of global computing power. Historical data shows that the trade war in 2018 caused a 20% drop in BTC.

✅ **Long-term Hedge Logic**

Tariffs may drive inflation or trigger stagflation; the 30% annual increase in gold prices during the 1970s suggests the 'digital gold' attribute of Bitcoin is becoming more prominent. Multinational companies have already used BTC for cross-border payments, saving 4% on exchange costs, and the acceleration of de-dollarization may reshape the status of crypto assets.

⚠ **Risk Warning**

Policy swings lead to 90-day window volatility (the tariff suspension on April 10 caused a surge in BTC), and excessive reliance on institutional funds (BlackRock ETF holdings) may exacerbate liquidity crises.