#TrumpTariffs

#TrumpTariffs & Bitcoin: A Complex Dance of Risk and Opportunity

Short-Term Volatility & Risk-Off Sentiment

New tariffs have rattled equity markets and triggered tech-stock sell‑offs—Bitcoin has often mirrored those moves, dropping ~5% during the latest wave .

Experts warn that tariff uncertainty typically dampens appetite for risk assets, including crypto, leading to dips as investors seek stability .

Medium-Term Hedge: Bitcoin as Digital Gold

As fiat USD weakens under trade-war pressure, crypto leaders point out that Bitcoin may emerge as a safe‑haven asset—similar to gold .

CoinShares highlights that despite tariff shocks, BTC’s long‑term deflationary thesis remains solid, poised to rebound once clarity returns .

Mining Industry Reshaping

Tariffs on ASIC miners (Bitmain, Canaan, MicroBT) have pushed these manufacturers to US‑based production—a structural shift for the mining supply chain .

However, rising hardware costs have squeezed miner margins, forcing firms to either “eat” tariffs or pause expansion .

Potential Upside if Tariffs Peak

Analysts suggest that once the tariff noise subsides—possibly with 90‑day pauses or repeals—BTC could resume its bullish path toward new highs ($120k–$150k) .

Recent data shows that during tariff‑driven equity volatility, Bitcoin’s price swings have been milder than stocks—reflecting greater institutional support and 24/7 market dynamics .

Trader & Investor Playbook

Horizon Strategy

Immediate Expect high volatility—watch on‑chain signals, whale movements, and risk-off flows

Mid‑term Use dips to accumulate—tariff‑induced sell‑offs may offer entry points

Long‑term Hold as a macro hedge—if trade tensions persist, Bitcoin’s structural thesis gains ground