特朗普的新關稅政策破壞了美國比特幣採礦業

特朗普的新關稅政策有望破壞美國比特幣採礦業，因為世界上最大的採礦設備供應商 - 急劇出口34％的出口關稅

Trump's new tariff policy is poised to disrupt the U.S. Bitcoin mining industry, as China—the world’s biggest supplier of mining equipment—faces a steep 34% export tariff, putting pressure on American miners’ ROI.

特朗普的新關稅政策有望破壞美國比特幣採礦業，因為世界上最大的採礦設備供應商中國的出口關稅幅度急劇34％，給美國礦工的投資回報率帶來了壓力。

On April 2, Trump signed a sweeping executive order to impose reciprocal tariffs on every country that has tariffs on U.S. goods. The base tariff rate was set at 10%, with implementation slated for April 5. Some nations were hit with much higher rates, including Thailand and Malaysia, which will face 36% and 24% tariffs respectively, beginning April 9.

4月2日，特朗普簽署了一項詳盡的行政命令，向對美國商品關稅的每個國家徵收互惠關稅。基本的關稅利率設定為10％，實施4月5日。一些國家的襲擊率更高，包括泰國和馬來西亞，分別面臨3月9日的關稅，分別面臨36％和24％的關稅。

The announcement sent shockwaves through financial markets, with the crypto sector among the first to react. Bitcoin (BTC) fell from $85,238 to $82,526 by the day’s close, marking an 3.18% drop.

該公告通過金融市場造成了衝擊波，加密貨幣部門是第一個做出反應的行業。比特幣（BTC）從85,238美元下降到當天結束時的$ 82,526，標準下降了3.18％。

The broader crypto market followed suit, with the total crypto market cap shedding around 4% between April 2 and April 3.

更廣泛的加密貨幣市場也隨之而來，在4月2日至4月3日之間，加密貨幣市場上限的總額約為4％。

U.S.-listed crypto stocks were also hit hard. Coinbase Global (NASDAQ:COIN) slid by 7.7%, while MicroStrategy (NASDAQ:MSTR)’s stock declined by 5.6% on the day of the announcement.

美國上市的加密股票也受到了巨大打擊。 Coinbase Global（NASDAQ：COIN）下跌7.7％，而MicroStrategy（NASDAQ：MSTR）的股票在宣布當天的股票下跌了5.6％。

Beyond crypto prices and stocks, the tariffs threaten to cause a huge disruption to the Bitcoin mining industry. China, still the leading manufacturer of Bitcoin mining hardware, now faces a 34% reciprocal tariff on its exports to the U.S. This poses a challenge for U.S. Bitcoin mining companies, especially considering America has become a global hub for crypto mining since China’s 2021 blanket ban on the practice.

除了加密價格和股票外，關稅可能會造成對比特幣採礦業的巨大破壞。中國仍然是比特幣採礦硬件的領先製造商，現在對美國的出口面臨34％的互惠關稅，這對美國比特幣礦業公司構成了挑戰，尤其是考慮到美國已經成為自2021年2021年毛毯禁令以來的全球加密貨幣礦井。

“In recent years, the US emerged as a preferred destination—not merely due to energy costs, but because it offered legal, regulatory, and economic stability,” Gadi Glikberg, CEO of CodeStream, told Bloomberg. “The newly imposed tariffs are unlikely to trigger a mass exodus. However, they may slow down or redirect future expansion plans, as miners reassess the long-term cost-efficiency of scaling operations within the US.”

“近年來，美國成為首選目的地，而不僅僅是由於能源成本，而是因為它提供了法律，監管和經濟穩定，” CodeStream的首席執行官Gadi Glikberg告訴彭博社。 “新強加的關稅不太可能引發大規模出埃及記。但是，隨著礦工在美國境內擴展業務的長期成本效益，它們可能會放慢或重定向未來的擴張計劃。”

With the tariffs set to take effect tomorrow, Bitcoin mining equipment suppliers are rushing to send their last shipments before the higher duties are enforced. Taras Kulyk, CEO of mining machine brokerage Synteq Digital, told Bloomberg that his company is scrambling to expedite the delivery of thousands of mining units from Southeast Asia, including Indonesia, Malaysia, and Thailand.

隨著關稅將於明天生效，比特幣採礦設備供應商急於在執行更高職責之前將其最後一貨物發送。採礦機經紀Synteq Digital的首席執行官Taras Kulyk告訴彭博社，他的公司正在加快從印度尼西亞，馬來西亞和泰國在內的東南亞運送數千個採礦單元。

Amid this turbulence, mining hardware manufacturers have been preparing for a longer-term shift in operations. Bitmain Technologies (SE:883883), the world’s largest producer of Bitcoin mining equipment, announced plans in December to open a facility in the U.S. Another manufacturer MicroBT has struck a purchase agreement with Riot Blockchain (NASDAQ:RIOT), one of the largest U.S. miners, to leverage its American manufacturing presence.

在這種動盪中，採礦硬件製造商一直在準備長期運營的變化。 Bitmain Technologies（SE：883883）是世界上最大的比特幣採礦設備生產國，於12月宣布計劃在美國開設另一家製造商Microbt的設施，與Riot Blockchain（Nasdaq：Riot）達成了一項購買協議，該協議是美國最大的美國礦工之一，以驅散其美國製造業之一。

Investors are already pricing in the long-term effects of Trump’s tariff move, with shares of multiple U.S.-listed mining companies, including MARA Holdings (NYSE:MARA) and CleanSpark Inc (NASDAQ:CLSK), tumbling around 10% after the announcement.

投資者已經在特朗普關稅搬遷的長期影響方面定價，包括Mara Holdings（NYSE：MARA）和CleanSpark Inc（NASDAQ：CLSK）在內的多家上市的礦業公司的股票，宣布後大約10％。