#特朗普暂停新关税

Short-term impact:

After Trump announced a pause on new tariffs, market sentiment quickly improved. The price of Bitcoin rose from around $77,000 to $83,000, an increase of about 7.8%, while other cryptocurrencies such as Ethereum and Solana also saw significant rebounds. Crypto-related stocks like Coinbase and MicroStrategy saw their prices rise by 19% and 24% respectively. This reaction shows the market's positive expectations for easing trade tensions.  

Long-term impact:

Although the market rebounded in the short term, Trump's trade policies still pose challenges to the Web3 ecosystem. For instance, high tariffs on Chinese imports could lead to increased costs for critical hardware such as crypto mining machines, affecting the domestic crypto mining industry in the U.S. Furthermore, the Trump administration's resistance to the digital dollar may encourage other countries to accelerate the development of Central Bank Digital Currencies (CBDCs), potentially undermining the dollar's dominant position in the global financial system.  

Future outlook:

Despite the challenges, the Trump administration's supportive stance on cryptocurrencies may attract more institutional investors to the market. Stablecoins, as alternatives to dollar assets, are expected to see their market size reach $3 trillion by 2030, surpassing the combined holdings of U.S. Treasury securities from China, Japan, and the UK. This indicates that digital assets may play an increasingly important role in the future global financial system.  

Overall, Trump's decision to pause new tariffs has boosted market confidence in the short term, but in the long term, the Web3 and digital currency sectors still need to address the challenges posed by policy uncertainty. Investors should pay attention to policy dynamics and cautiously assess potential risks and opportunities.