唐納德·特朗普（Donald Trump）的關稅計劃在加密貨幣領域蕩漾

唐納德·特朗普（Donald Trump）提出的關稅計劃使漣漪穿過加密貨幣部門，採礦業現在正在為潛在的影響而做好準備。

Donald Trump’s proposed tariff plans have sent ripples through the crypto sector, with the mining industry now bracing for a potential fallout.

唐納德·特朗普（Donald Trump）提出的關稅計劃使漣漪穿過加密貨幣部門，採礦業現在正在為潛在的影響而做好準備。

In a recent analysis by Hashlabs Mining CEO Jaran Mellerud, it’s suggested that the U.S. market could see a sharp decline in demand for Bitcoin [BTC] mining rigs due to soaring equipment costs.

在Hashlabs礦業首席執行官Jaran Mellerud的最新分析中，建議美國市場對比特幣[BTC]採礦鑽機的需求急劇下降。

As American miners face higher prices, manufacturers may shift surplus inventory to global markets. This could create a boom for international mining operations.

隨著美國礦工面臨更高的價格，製造商可能會將盈餘庫存轉移到全球市場。這可能會為國際採礦業帶來繁榮。

The report added, “As machine prices rise in the U.S., they could paradoxically decrease in the rest of the world. The demand for shipping machines to the U.S. is set to plummet, likely nearing zero.”

該報告補充說：“隨著美國其他地區的機器價格上漲，它們可能會矛盾地減少。向美國運輸機器的需求將暴跌，可能接近零。”

U.S. loses, but other countries gain

我們輸了，但其他國家獲利

Mellerud noted reduced interest from U.S. miners, leaving manufacturers with an oversupply of rigs meant for America.

梅勒德（Mellerud）指出，美國礦工的興趣減少了，使製造商提供了為美國的鑽機供過於求的鑽機。

To address this surplus, manufacturers may cut prices and focus on emerging markets abroad.

為了解決這一盈餘，製造商可能會降低價格並專注於國外的新興市場。

Previously, producers like Bitmain, MicroBT, and Canaan moved operations to Southeast Asia to avoid earlier tariffs on China.

以前，像Bitmain，Microbt和Canaan這樣的生產商將業務轉移到了東南亞，以避免對中國的早期關稅。

Ironically, these countries now face new tariffs. Thailand, Indonesia, and Malaysia are hit with rates of 36%, 32%, and 24%, respectively.

具有諷刺意味的是，這些國家現在面臨新的關稅。泰國，印度尼西亞和馬來西亞分別以36％，32％和24％的速度擊中。

Tariffs push U.S. rig prices up

關稅推動了我們的鑽機價格

According to Mellerud, Trump’s new tariff policy could lead to a sharp price hike for mining hardware in the U.S., with a $1,000 rig now costing around $1,240 due to added import duties.

根據梅勒德（Mellerud）的說法，特朗普的新關稅政策可能會導緻美國採礦硬件的價格急劇上漲，由於進口稅的增加，現在有1,000美元的鑽機的價格約為1,240美元。

He also expressed doubts when he said, “Even if these tariffs are rolled back within a few months, the damage is done — confidence in long-term planning has been shaken. Few will feel comfortable making major investments when critical variables can change overnight.”

他還表示懷疑：“即使這些關稅在幾個月內也退縮了，損害已經造成了 - 對長期計劃的信心受到了動搖。當關鍵變量可以在一夜之間變化時，很少有人會感到願意進行大筆投資。”

While many U.S. miners initially viewed Trump’s return as a sign of regulatory stability, the unexpected tariff announcement has shaken that confidence.

儘管許多美國礦工最初將特朗普的回歸視為監管穩定的標誌，但意外的關稅宣布使這種信心震驚了。

For those unware, the U.S.—which has led the global Bitcoin mining landscape since China’s 2021 crackdown—currently contributes around 36% of the total hashrate, per data from Hashrate Index.

對於那些未經許可說，自從中國2021年鎮壓以來，美國領導了全球比特幣採礦場所，目前根據哈希酸鹽指數的數據貢獻了大約36％的哈希酸鹽。

However, Trump’s latest push for “reciprocal tariffs,” announced on the 2nd of April, threatens to disrupt this dominance.

然而，特朗普在4月2日宣布的最新推動“互惠關稅”的推動可能會破壞這一統治地位。

Impact on crypto stocks and the global crypto market

對加密股票和全球加密市場的影響

Additionally, Bitcoin mining stocks have also collectively lost over $12 billion in value since February, wiping out early 2024 gains.

此外，自2月以來，比特幣礦業股票也損失了超過120億美元的價值，消除了2024年初的收益。

Leading mining firms have suffered steep double-digit losses, signaling widespread investor concern.

領先的採礦公司遭受了巨大的兩位數損失，這表明投資者廣泛關注。

According to the latest CoinMarketCap data, the global crypto market cap has dipped to $2.44 trillion, reflecting a 3.02% daily decline.

根據最新的CoinMarketCap數據，全球加密市政上限已下跌至2.44萬億美元，反映了每日下降3.02％。

Bitcoin, once soaring past the $100,000 mark, has now plummeted to $76,881.52, driven by an 8% weekly drop and over 3% fall in just the past day. This highlighted how policy decisions can rapidly destabilize the digital asset landscape.

比特幣曾經超過100,000美元大關，現在已經下降到76,881.52美元，每週下降8％，而在過去的一天下降了3％以上。這強調了政策決策如何迅速破壞數字資產格局的穩定。