比特币和美国关税：BTC会成为避风港的资产吗？

如果您持有一定数量的比特币，还是打算尽快购买一些比特币，您一定想知道美国关税对令人垂涎的加密价格有什么影响。

If you're a fan of cryptocurrencies, you're likely interested in the impact of US tariffs on the price of Bitcoin. As the value of BTC continues to fluctuate, any government policies that could influence this movement are likely to be of interest to traders and investors.

如果您是加密货币的粉丝，那么您可能对美国关税对比特币价格的影响感兴趣。随着BTC的价值继续波动，任何可能影响这一运动的政府政策都可能引起交易者和投资者的兴趣。

Earlier this year, President Donald Trump announced a surprising return to the White House for a second term. This return has been followed by a series of rapid-fire and draconian measures, from eerie promises of mass deportations to a slew of controversial decisions. Among these is the head of the Department of Government Efficiency (DOGE), Elon Musk, who has been keeping traders and investors on a string.

今年早些时候，唐纳德·特朗普（Donald Trump）总统宣布了第二任白宫的惊人回归。从大规模驱逐出境到一系列有争议的决定，这一收益之后是一系列快速射击和严厉的措施。其中包括政府效率部（DOGE）的负责人埃隆·马斯克（Elon Musk），他一直在将商人和投资者保留在绳子上。

Pledge to impose 25% tariffs on Canada, Mexico, and 20% on Chinawithin 100 days

承诺对加拿大，墨西哥征收25％的关税和Chinawithin的20％100天

Among his campaign promises ahead of the 2024 presidential elections, Trump vowed to impose 25% tariffs on imports from Canada and Mexico, and 20% on those from China in his first 100 days in office. These pledges made Trump one of the most polarising political figures of the 21st century.

在他的竞选活动中，在2024年总统大选之前，特朗普发誓要对加拿大和墨西哥的进口征收25％的关税，而在他任职的头100天内，来自中国的进口税率为20％。这些承诺使特朗普成为21世纪最两极分化的政治人物之一。

But “tariffs” is not the only “most beautiful word in the English dictionary,” according to the US President. The word “cryptocurrency” is also held dear by the president, who promised to enact a series of deregulation measures aimed at bolstering Bitcoin and altcoins’ value.

但是，据美国总统称，“关税”并不是“英语词典中最美丽的词”。总统也持有“加密货币”一词，他承诺采取一系列旨在增强比特币和替代币价值的放松措施。

To this end, he signed an executive order that serves as the foundation for a so-called “Strategic Bitcoin Reserve” and a “Digital Asset Stockpile,” which will include Bitcoin alongside other cryptocurrencies. The funds will be held with digital currencies forfeited to the federal government as part of legal proceedings. According to David Sacks, the White House AI and crypto “czar,” this reserve will be “a digital Fort Knox for the cryptocurrency,” which he likened to the Kentucky military base that stores a significant amount of US gold assets.

为此，他签署了一项行政命令，为所谓的“战略比特币储备”和“数字资产库存”提供了基础，该基金会将包括比特币以及其他加密货币。这些资金将以法律诉讼的一部分被没收给联邦政府的数字货币持有。戴维·萨克斯（David Sacks）表示，白宫AI和加密“沙皇”（Czar）将是“加密货币的数字诺克斯堡”，他将其比作肯塔基州军事基地，该基地存储了大量的美国黄金资产。

This statement comes amid a wave of polarising reactions from crypto enthusiasts, some of whom are critical of the government for not taking a bolder stance in accumulating crypto assets. Others, however, have expressed skepticism towards the transparency of the process.

这一说法出现在加密爱好者的两极分化反应中，其中一些人批评政府没有采取更大胆的立场来积累加密货币资产。然而，其他人则对该过程的透明度表示怀疑。

Sacks has reportedly ordered a complete account of the government’s crypto asset reserves, which he estimated at 200,000 Bitcoin alone. But is that enough to turn Bitcoin into a hedge? The answer to this question is more complex.

据报道，萨克斯已下令对政府的加密资产储备进行完整的说明，他估计仅比特币仅为200,000比特币。但是，这足以将比特币变成树篱吗？这个问题的答案更为复杂。

The launch of Trump's name meme-coins $TRUMP and $MELANIA just before inauguration day sparked amusement in the industry. However, Danny Scott, CEO of CoinCorner, expressed his thoughts, stating, "Trump's comments about not knowing much about the coin back up my opinion that he is making a mockery of the industry. It's a stunt."

在就职日之前，特朗普的名字Meme-Coins $ Trump和$ Melania引发了该行业的娱乐。但是，Concorner的首席执行官丹尼·斯科特（Danny Scott）表示：“特朗普对硬币不了解我的意见，我认为他正在嘲笑这个行业。这是一个特技。”

This hazy background contrasts somewhat with the potential impact of the US tariffs on cryptocurrencies, specifically Bitcoin. Assuming that Donald Trump completes his tariffs’ mandate, immigration policies and tax cuts, inflation could rise rapidly.

这种朦胧的背景与美国关税对加密货币（特别是比特币）的潜在影响形成鲜明对比。假设唐纳德·特朗普（Donald Trump）完成了关税的授权，移民政策和减税，则通货膨胀可能会迅速上升。

But this type of inflation will not be a positive sign at all. For example, the cost of German motor vehicles in the US would surge, rushing Americans to open their wallets before the tariffs are enforced. This upsurge in consumer spending could temporarily drive retail sales higher, creating an artificial sense of economic growth.

但是这种类型的通胀根本不是一个积极的迹象。例如，在美国，德国机动车的费用将激增，急于在征收关税之前打开钱包。消费者支出的增长可能会暂时推动零售销售，从而产生人为的经济增长感。

The early signs of this were seen in December 2024, when the consumer price index (CPI) rose at an annual rate of 2.9%, backed by a lower core inflation. Cryptocurrencies, which unlike safe-haven gold, have a growth component that makes them inherently more sensitive to economic shifts such as inflation spikes and tariffs. And Bitcoin is no exception.

早期的迹象是在2024年12月，当时消费者价格指数（CPI）的年薪为2.9％，并得到较低的核心通货膨胀的支持。与避行黄金不同的加密货币具有增长成分，使它们对通货膨胀率和关税等经济转变的固有更加敏感。比特币也不例外。

Driven up by 2% as the US CPI data sent mixed inflation signals across markets, Bitcoin surged $1,500 to $98,000 in 24 hours in December 2024. Because of its nature, many investors and traders consider Bitcoin a commodity. From this perspective, it’s worth exploring the effect of the recently vehiculated US tariffs on Bitcoin and the broader crypto market.

随着美国CPI数据在整个市场上发出混杂的通货膨胀信号，比特币在2024年12月24小时内飙升了1,500至98,000美元。由于其性质，许多投资者和商人认为比特币是商品。从这个角度来看，值得探索最近有力的美国关税对比特币和更广泛的加密市场的影响。

Near-term, tariffs may hurt Bitcoin’s and the crypto market’s performance, precisely because of its inherent growth-driven characteristic. This is evident in its recent price action. As fear gripped the financial markets, Bitcoin hit a 4-month low amid a massive crypto market sell-off.

近期，关税可能会伤害比特币和加密货币市场的性能，这正是由于其固有的增长驱动的特征。这在最近的价格行动中很明显。随着恐惧席卷金融市场，比特币在巨大的加密货币市场抛售中达到了4个月的低点。

The crypto market reached a staggering $1 billion in liquidations in the space of 24 hours (between March 10 and March 11), making many traders bail out of their positions. Bitcoin and Ethereum, the largest cryptocurrencies by market capitalisation, were the biggest losers of this downturn.

加密货币市场在24小时（3月10日至3月11日之间）的空间中达到了惊人的10亿美元清算，使许多交易者逃脱了自己的职位。比特币和以太坊是市场资本化最大的加密货币，是这种低迷的最大失败者。

The main reason behind this mind-blowing price drop is the large movement of cryptocurrency by key players. Mt. Gox, the not-long-ago dominant crypto exchange, transferred tens of thousands of Bitcoin as it settles debts, triggering sell

这种令人震惊的价格下跌背后的主要原因是主要参与者的加密货币大幅移动。戈克斯山（Mt. Gox）是不久前的统治加密交易所