唐纳德·特朗普（Donald Trump）的关税计划在加密货币领域荡漾

唐纳德·特朗普（Donald Trump）提出的关税计划使涟漪穿过加密货币部门，采矿业现在正在为潜在的影响而做好准备。

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

唐纳德·特朗普（Donald Trump）提出的关税计划使涟漪穿过加密货币部门，采矿业现在正在为潜在的影响而做好准备。

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矿业首席执行官Jaran Mellerud的最新分析中，建议美国市场对比特币[BTC]采矿钻机的需求急剧下降。

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

随着美国矿工面临更高的价格，制造商可能会将盈余库存转移到全球市场。这可能会为国际采矿业带来繁荣。

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.”

该报告补充说：“随着美国其他地区的机器价格上涨，它们可能会矛盾地减少。向美国运输机器的需求将暴跌，可能接近零。”

U.S. loses, but other countries gain

我们输了，但其他国家获利

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

梅勒德（Mellerud）指出，美国矿工的兴趣减少了，使制造商提供了为美国的钻机供过于求的钻机。

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

为了解决这一盈余，制造商可能会降低价格并专注于国外的新兴市场。

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这样的生产商将业务转移到了东南亚，以避免对中国的早期关税。

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

具有讽刺意味的是，这些国家现在面临新的关税。泰国，印度尼西亚和马来西亚分别以36％，32％和24％的速度击中。

Tariffs push U.S. rig prices up

关税推动了我们的钻机价格

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.

根据梅勒德（Mellerud）的说法，特朗普的新关税政策可能会导致美国采矿硬件的价格急剧上涨，由于进口税的增加，现在有1,000美元的钻机的价格约为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.”

他还表示怀疑：“即使这些关税在几个月内也退缩了，损害已经造成了 - 对长期计划的信心受到了动摇。当关键变量可以在一夜之间变化时，很少有人会感到愿意进行大笔投资。”

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

尽管许多美国矿工最初将特朗普的回归视为监管稳定的标志，但意外的关税宣布使这种信心震惊了。

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.

对于那些未经许可说，自从中国2021年镇压以来，美国领导了全球比特币采矿场所，目前根据哈希酸盐指数的数据贡献了大约36％的哈希酸盐。

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日宣布的最新推动“互惠关税”的推动可能会破坏这一统治地位。

Impact on crypto stocks and the global crypto market

对加密股票和全球加密市场的影响

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

此外，自2月以来，比特币矿业股票也损失了超过120亿美元的价值，消除了2024年初的收益。

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

领先的采矿公司遭受了巨大的两位数损失，这表明投资者广泛关注。

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

根据最新的CoinMarketCap数据，全球加密市政上限已下跌至2.44万亿美元，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.

比特币曾经超过100,000美元大关，现在已经下降到76,881.52美元，每周下降8％，而在过去的一天下降了3％以上。这强调了政策决策如何迅速破坏数字资产格局的稳定。