特朗普的新关税政策破坏了美国比特币采矿业

特朗普的新关税政策有望破坏美国比特币采矿业，因为世界上最大的采矿设备供应商 - 急剧出口34％的出口关税

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.

特朗普的新关税政策有望破坏美国比特币采矿业，因为世界上最大的采矿设备供应商中国的出口关税幅度急剧34％，给美国矿工的投资回报率带来了压力。

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，特朗普签署了一项详尽的行政命令，向对美国商品关税的每个国家征收互惠关税。基本的关税利率设定为10％，实施4月5日。一些国家的袭击率更高，包括泰国和马来西亚，分别面临3月9日的关税，分别面临36％和24％的关税。

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.

该公告通过金融市场造成了冲击波，加密货币部门是第一个做出反应的行业。比特币（BTC）从85,238美元下降到当天结束时的$ 82,526，标准下降了3.18％。

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

更广泛的加密货币市场也随之而来，在4月2日至4月3日之间，加密货币市场上限的总额约为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.

美国上市的加密股票也受到了巨大打击。 Coinbase Global（NASDAQ：COIN）下跌7.7％，而MicroStrategy（NASDAQ：MSTR）的股票在宣布当天的股票下跌了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.

除了加密价格和股票外，关税可能会造成对比特币采矿业的巨大破坏。中国仍然是比特币采矿硬件的领先制造商，现在对美国的出口面临34％的互惠关税，这对美国比特币矿业公司构成了挑战，尤其是考虑到美国已经成为自2021年2021年毛毯禁令以来的全球加密货币矿井。

“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.”

“近年来，美国成为首选目的地，而不仅仅是由于能源成本，而是因为它提供了法律，监管和经济稳定，” CodeStream的首席执行官Gadi Glikberg告诉彭博社。 “新强加的关税不太可能引发大规模出埃及记。但是，随着矿工在美国境内扩展业务的长期成本效益，它们可能会放慢或重定向未来的扩张计划。”

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.

随着关税将于明天生效，比特币采矿设备供应商急于在执行更高职责之前将其最后一货物发送。采矿机经纪Synteq Digital的首席执行官Taras Kulyk告诉彭博社，他的公司正在加快从印度尼西亚，马来西亚和泰国在内的东南亚运送数千个采矿单元。

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.

在这种动荡中，采矿硬件制造商一直在准备长期运营的变化。 Bitmain Technologies（SE：883883）是世界上最大的比特币采矿设备生产国，于12月宣布计划在美国开设另一家制造商Microbt的设施，与Riot Blockchain（Nasdaq：Riot）达成了一项购买协议，该协议是美国最大的美国矿工之一，以驱散其美国制造业之一。

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.

投资者已经在特朗普关税搬迁的长期影响方面定价，包括Mara Holdings（NYSE：MARA）和CleanSpark Inc（NASDAQ：CLSK）在内的多家上市的矿业公司的股票，宣布后大约10％。