Bitcoin: Trump Suspends Tariffs For 90 Days, The Markets Soar!

In just a few minutes, Bitcoin crossed a symbolic threshold: $82,000. A breathtaking rise, directly related to Donald Trump’s surprise announcement. The American president declared a 90-day truce on reciprocal tariffs with several countries while hardening his tone towards China. The markets, thirsty for certainties, reacted in a chain reaction. But behind these spectacular figures lies a more complex reality: Bitcoin, far from being just a speculative asset, is establishing itself as a barometer of geopolitical tensions.

A presidential decision with immediate repercussions

Trump’s announcement, published on Truth Social on April 9, acted as a jolt. By lowering customs duties to 10% for non-retaliatory countries while raising them to 125% for China, the president played a double game. On one hand, a hand extended to economic allies; on the other, a clear warning to Beijing that refuses to yield.

“The time when China was scamming the United States is over,” he asserted.

Stock indices immediately followed suit. The S&P 500 rose nearly 7%, the Nasdaq by 8%. A contagious euphoria, but fleeting. Because behind the scenes, Bitcoin achieved an even more striking performance: soaring from $77,000 to $82,500, it outperformed traditional assets.

This volatility is no coincidence. Tariffs, tools of economic warfare, fuel uncertainty. In response, Bitcoin embodies a form of financial neutrality.

Its decentralized network, impervious to unilateral decisions, appeals to those who anticipate a return of inflationary tensions. Trump, perhaps unwittingly, may have given Bitcoin its best marketing argument: predictability in an unpredictable world.

Bitcoin: The gold standard of a new economic era?

The reaction of traditional markets contrasts with that of Bitcoin. While stocks enjoy a temporary respite, cryptocurrencies consolidate their position. Why? Firstly, the threat of a prolonged trade conflict between Washington and Beijing weighs on the dollar. Secondly, the rise in Chinese tariffs to 125% revives fears of a competitive devaluation of fiat currencies.

Bitcoin, capped at 21 million units, then becomes a natural hedge. Institutions have understood this: since 2023, hedge funds and family offices have been massively integrating cryptocurrencies into their portfolios. 
Once again, the price surge coincides with record institutional purchases. A phenomenon reinforced by the recent decisions of the Fed, which hint at monetary easing. Have analysts been wrong to expect a dark outlook for the coming months?