In the space of a handful of minutes, Bitcoin has crossed a symbolic threshold: $ 82,000. A lightning ascent, directly linked to the surprise announcement of Donald Trump. The American president has declared a 90 -day truce on reciprocal customs prices with several countries, while tightening the tone against China. The markets, thirsty for certainties, reacted in cascade. But behind these spectacular figures hides a more complex reality: Bitcoin, far from being only a speculative asset, imposes itself as a barometer of geopolitical tensions.
A presidential decision to the immediate repercussions
Trump's announcement, published on Truth Social on April 9, acted as an electric shock. By lowering customs duties to 10 % for non-retaliatory countries, while bringing to 125 % those applied to China, the president played a double game. On the one hand, an outstretched hand to economic allies; On the other, an unequivocal warning to Beijing who refuses to give in.
“The time when China won the United States is over,” he hammered.
The stock market indices immediately followed suit. The S&P 500 has climbed almost 7 %, the Nasdaq by 8 %. A contagious, but ephemeral euphoria. Because in the shade, Bitcoin achieved an even more striking performance: leaping from $ 77,000 to 82,500, it surpassed traditional assets.
This volatility is no coincidence. Customs prices, economic war tools, feed uncertainty. In response, Bitcoin embodies a form of financial neutrality.
Its decentralized network, impermeable to unilateral decisions, seduces those which anticipate a return of inflationary tensions. Trump, unwittingly, may have offered Bitcoin his best marketing argument: predictability in an unpredictable world.
Bitcoin: the gold stallion of a new economic era?
The reaction of traditional markets contrasts with that of Bitcoin. If the actions benefit from a temporary respite, the crypto, it consolidates its position. For what ? First, the threat of prolonged trade conflict between Washington and Beijing weighs on the dollar. Then, the increase in Chinese prices at 125 % revives fears of a competitive devaluation of fiduciary currencies.
Bitcoin, limited to 21 million units, then becomes natural coverage. The institutions have understood this: since 2023, hedge funds and the family offices massively integrate the crypto into their portfolios.
This time again, the outbreak of prices coincides with record institutional purchases. A phenomenon reinforced by recent Fed decisions, which suggest monetary easing. Have analysts were wrong to see black for the coming months?
Maximize your Cointribne experience with our 'Read to Earn' program! For each article you read, earn points and access exclusive rewards. Sign up now and start accumulating advantages.
