TL;DR
- President Donald Trump is expected to announce new tariff measures today, potentially averaging 15%, which could cause high volatility across markets.
- At the same time, the quiet development of a U.S. Strategic Bitcoin Reserve is underway, with over 200,000 BTC reportedly under government custody.
- Despite macroeconomic uncertainty, analysts see a potential rally if this reserve is consolidated and regulatory clarity improves.
The crypto market is closely watching what Donald Trump is calling “Liberation Day,” as he prepares to announce a new round of tariffs this Wednesday. According to estimates by Goldman Sachs, these tariffs could average 15% and apply to all of America’s trading partners. This move, which is part of his broader strategy of reciprocal trade policy, could shake markets across the board—from stocks to digital assets.
Ahead of this decision, Bitcoin (BTC) is showing signs of recovery, currently trading at $86,508.43, up 1.93% in the last 24 hours. Meanwhile, Ethereum (ETH) is down 1.23% to $1,887.39, and XRP is also down -1.23% to $2.14. Other cryptocurrencies like Solana (SOL) remain stable at $129.14 (+0.37%), while BNB (-1.53%), Dogecoin (-0.01%), Cardano (-0.03%), and TRON (0.51%) show slight negative or neutral fluctuations.
The Hidden Factor: The Strategic Bitcoin Reserve
While most of the attention is focused on the unfolding trade war, some analysts are pointing to a potentially underestimated crypto factor: the creation of a Strategic Bitcoin Reserve (SBR) by the U.S. government. According to research by “K33 Research”, federal agencies are expected to submit reports this week outlining their authority to transfer confiscated BTC, such as the more than 94,000 BTC seized in the Bitfinex hack, into this new reserve.
This strategic move, backed by an executive order signed by Trump on March 6, aims to establish a digital reserve fund with an estimated value of more than $17 billion.
Short-Term Volatility, Long-Term Optimism
While futures markets are showing caution, with premiums dropping to 5% and open interest at an 11-month low (133,790 BTC), long-term outlooks remain optimistic among many crypto traders. Although the correlation between stocks and BTC remains high, analysts like Matt Mena from “21Shares” believe that the $81K to $85K range could represent an attractive accumulation zone.
Despite concerns over potential increases in mining costs due to reliance on Chinese hardware, the crypto community remains optimistic, anticipating that the institutional consolidation of Bitcoin as a national reserve asset could bring stability and confidence amid economic chaos.
