Donald Trump’s return to power in 2025 unleashed a storm of economics resonating with every corner of the planet.
teeth Customs policyThe flag already acquired in the first presidency has returned with new powers, Unleashing the global economic crisis.
This commercial “war” has changed the balance of traditional markets and has also affected Bitcoin (BTC) and cryptocurrency.
But what exactly is happening? Why does Trump advocate this protectionist approach? And how does this affect the global economy and the Bitcoin ecosystem? Here we present five important keys to understanding this phenomenon marking the 2025 course.
1. Customs War: Double Edge Weapon
The tariff war in which Trump has revived is not a new concept. In his first term (2017-2021), he charged a substantial fee on products from China, the European Union and other commercial partners, justifying it as a measure to correct the US commercial deficit.
Now, in his second term, he raised a gamble: “mutual” tariffs with a special emphasis on Chinese imports. His administration claims this protects American workers. It revitalizes local industries that have lost their competitiveness in the face of globalization.
The following image shows how “mutual” tariffs are established by the Trump administration.
However, this strategy is expensive. China responded with 34% tariffs on certain American productsas Cryptonotics reported last week.
These retaliations can generate potential chain reactions: Disruptions in global supply chains, increased costs for businesses, and ultimately increased consumer prices.
What Trump sees how a patriotic victory is a double edge sword It could have long-term consequences for the global economy.
2. Why does Trump think that is necessary?
The heart of Trump’s philosophy is simple: «America First» (First in the United States). For him, tariffs are an essential tool to reverse what he perceives as decades of economic exploitation by a country like China, which floods the US market with cheap goods and accumulates a large amount of commercial surplus.
From your perspective, that may be true. However, it cannot be denied because of the unbiased posture. The global outcome is like an earthquake that is almost impossible to escape.
Because global supply chains are interconnected, penalizing imports also affects US companies that rely on foreign components.
On top of that, Trump’s protectionism clashes with the free market This has historically defended the Republican Party. This can create internal tension.
3. Impact on the global market
The tariff war unleashed a wave of uncertainty in financial markets. Investors don’t like uncertainty. They prefer a quiet, predictable macroeconomic environment.
As an example, the following graph shows how the S&P500 has been behaving so far since 2025. This is the index that connects 500 major US stock markets.
Bitcoin and cryptocurrency are no exception. As Cryptootics reported a few minutes ago, today BTC has been at its lowest price ever since 2025.
Bitcoiners believes BTC is “digital gold” and is worthy of Value Reserve Par Excellence, but the market generally continues to recognize it as a “asset of risk.” Therefore, in the event of uncertainty and panic, the price of BTC usually drops along with traditional volatile assets.
4. Long-term outcomes and the role of Bitcoin
The impact of this crisis is not limited to the present. In the short term, consumers can face higher prices.
The longest, Fragmentation of world trade could potentially give way to a more closed economic bloc. Therefore, we will change the international trade scenario.
And what happens to Bitcoin in that context? In the short term, BTC suffers from falls on risk assets; The foundations suggest a promising future (Though probably not immediate).
In a world where economic policies create inflation, uncertainty and mistrust in a centralized system, Bitcoin’s unique qualities begin to shine.
The offer is limited to 21 million units, which is a design-specific anti-inflammatory asset, unlike the Fíat currency, which the government can print inorganically without restrictions.
Moreover, its distributed nature gives it immunity to manipulate central banks and political decisions. In an environment of economic fragmentation where the country’s currency loses its value and commercial tensions undermine stability, BTC could emerge as a shelter for global value.
Sooner or later, the market will realize that Bitcoin is not just a speculative assetbut a robust value reserve against a traditional financial system that is declining. When that happens, the uprising explosion becomes massive and driven by global adoption that cannot ignore its benefits.
(tagstotranslate) Analysis and research
