Trump tariffs could finally turn Bitcoin into an inflation hedge, Messari analyst says

Bitcoin, the largest cryptocurrency in the world, can be a hedge of inflation if commercial tensions that depend on the customs tariffs of president Donald Trump from the global superiority of the US dollar, according to the analysis of Messenger.

“With the passage of time, we think [tariffs] “It may lead to the separation of bitcoin from the shares of the United States,” said Dylan Ban, an institutional research analyst at Messarii, a encryption research company.

Although Messari expects Bitcoin to maintain its high association with the American stock market in the near future, it expects a major transformation in the long run.

Bin Masari said: “The continuous customs tariff can stimulate the structural economic change, which leads to the separation of bitcoin from traditional assets, as it acquires recognition as an independent store of value.”

Currently, investors look at Bitcoin as being closely linked to the S&P 500, with their association with more than 70 %. “Most investors do not view Bitcoin as a truly independent store,” Ban said, adding that the customs tariff can serve as an incentive to undermine the role of “the US dollar as a backup currency in the world.”

It is an increasingly echoed by financial leaders. Last month, Larry Fink, CEO of the world’s largest asset manager, said that the US dollar was at the risk of giving up Bitcoin. “If the United States does not control its debts, and if the deficit continues to bloat, then America risk loss [its reserve status] The position of digital assets such as Bitcoin.

The news comes amid we escalated concerns about inflation, as the Federal Reserve Chairman indicated this week to “high uncertainty” amid continuous trade tensions. Federal Reserve Chairman Jerome Powell drew Trump’s anger on Thursday, after he highlighted that his definitions may exacerbate inflation and create an economic slowdown. “End Powell cannot come quickly enough!” Trump said on social media.

Amid these developments, bitcoin analysts see opportunities for renewed attention in the cryptocurrency, especially as a substitute for central and traditional monetary systems.

Ban said: “The broader economic uncertainty and the lack of institutional confidence that comes … can pay more attention to encryption on a broader scale because the financial infrastructure does not depend on any one government or monetary authority.”

Bitcoin is currently trading at a price of about $ 84,000 after a new price of $ 109,000 exceeded in January.