The crypto world has faced criticism for the uncertainty generated by President Donald Trump's tariff policies, but the sector is demonstrating impressive resilience. Despite initial declines, such as Bitcoin's drop from $102,000 to $92,000 following announcements of tariffs of 25% on Canada and Mexico and 10%-34% on China in February 2025, the market has shown signs of rapid recovery. Beyond the volatility, Trump's pro-crypto vision, which aims to turn the U.S. into the "global bitcoin capital," could be a catalyst for positive change in the sector. Here’s why.
1. Resilience of the crypto market
The sector has weathered the storm. #Bitcoin stabilized at $98,000 and Ethereum at $2,700 after the "Trump Crash," showing that investors see downturns as buying opportunities. Institutional adoption, with $136 billion in Bitcoin and Ethereum ETFs in 2024, reinforces the market's maturity. Additionally, the narrative of Bitcoin as "digital gold" and the potential of Ethereum and Solana in DeFi and smart contracts keep the sector as a solid and diverse ecosystem.
2. A pro-crypto president
Trump has taken concrete steps to support cryptocurrencies. In March 2025, he signed an executive order to create a strategic reserve with ~200,000 seized bitcoins, also including Ethereum, XRP, Solana, and Cardano. This move positions cryptocurrencies as national reserve assets, driving prices up (XRP +17%, Cardano +50%). His promise of deregulation, with the cessation of lawsuits against platforms like Binance and Coinbase, and the appointment of pro-crypto figures like David Sacks and Paul Atkins, boosts confidence. Since his election, Bitcoin has risen from $69,733 to $109,000 in January 2025, and although it now fluctuates between $83,000-$94,000, bullish sentiment persists.
3. Long-term opportunities
Tariff policies, although controversial, could encourage self-sufficiency in the U.S. by incentivizing local production of mining equipment and semiconductors, reducing reliance on China. This would strengthen crypto infrastructure and position the U.S. as a global leader. Additionally, in a context of potential trade wars and a weakening dollar, Bitcoin could solidify as a safe haven, attracting investors. The influence of the U.S. could also accelerate global adoption, especially in regions like Latin America, where cryptocurrencies serve as a shield against inflation.
4. Risks to consider
Not everything is rosy. Tariffs could increase inflation (2.8% in February 2025), leading to high interest rates that favor traditional assets over cryptocurrencies. Speculation around Trump's announcements generates volatility, and the lack of a clear regulatory framework could hinder long-term institutional investment. However, the sector's trajectory suggests it is prepared to overcome these challenges.
Conclusion: A promising future
The crypto sector has not only weathered the uncertainty of tariff policies but is also leveraging the momentum of a pro-crypto president. If Trump balances his protectionism with clear regulations and strengthens local crypto infrastructure, the U.S. could lead a global blockchain revolution. For investors, this is a sign: downturns are opportunities, and the long term looks bullish.
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