The escalation of commercial tensions between the US and China has shaken up global markets, emerging in the middle of the chaos, with unexpected actors emerging as Bitcoin, the beneficiary.
Standard chartered UK multinational banks point out that currency could be An important tool to protect yourself from the risks posed by this “custom war”.
Economic power exchanges threats and retaliation, while bank analysis points to the future Digital assets can be integrated as shields in the face of uncertainty.
A complete boiling business war
On April 2, the US announced a 34% tariff on imports from China and 49 countries, depending on the taxes applied to the products, as reported by encryption.
China immediately replied with the same lien as all US imports. Purchased sorghum from six Sorghum companies, purchase birds and bone meals, and 27 more companies have been restricted.
US President Donald Trump raised pressure on warnings A 50% customs duties will be imposed from April 9th if they do not return. By April 8th, bilateral dialogue will also be reduced.
In this context, China responded with financial drama. Selling $50 million in US Treasury bonds. The decision is a strategic measure that not only addresses Trump’s tariffs, but also clashes with a key pillar of the US economy: the debt market, but also strengthens the commercial war with the US.
This allows for bilateral conflicts that increase interest rates, boost the economy and further shrink. However, that is a dangerous move for China as well. Because it relies in part on global financial stability that could be affected by this action.
Regarding the Chinese movement, analyst David Batalia is looking at Trump’s “worst scenario” in this escalation. “A currency war is inevitable along with capital control,” he says. It warns that breaking supply chains could lead the United States to “rare inflation depression.”
For Battaglia, this panorama prefers Bitcoin and gold as alternative assets.
Bitcoin is suffering
Despite the recent decline that brought prices to $76,500 in key support, Bitcoin shows signs of recovery, at $78,000it’s far from the historic maximum of $109,300, which was reached last January.
Geoffrey Kendrick, global director of digital assets at Standard Chartered, argues that, with the exception of Microsoft and Google, currencies go beyond most of the “seven epic” technical actions, as tariff owners began to cycle this week.
“There’s a lot of noise right now, but I think Bitcoin will be a protection against tariff risk this time,” Kendrick said.
Experts are aware of the volatility of the market, Waiting for Bitcoin to return to near $84,000 soonas long as generalized risk aversion does not shake up traditional markets.
Additionally, last February predicted sustained growth of Bitcoin of $300,000 in 2026, $400,000 in 2027 and $500,000 in 2028, stabilizing at that level until 2029.
On his part, Spanish economist Juan Ramon Laro interprets Trump’s actions as an attempt to achieve a “no commercial deficit” rather than completely eliminate tariffs. However, we believe that balancing commercial flows by country is “unrealistic and impossible” due to the natural dynamics of world trade.
