Sanitation: Trump's tariff exemption indirectly alleviates pressure on the crypto market, investors focus on tariff dynamics predict market rise
According to online reports, encryption analysis agency Sanitation released market analysis saying that President Trump made another astonishing move by announcing tariff exemptions for many technology products such as "smartphones, notebooks, and computer chips." This adjustment to the newly implemented reciprocal tariff policy surprised the outside world-especially in the context of the previous announcement of a high 125% tariff on China imports. U.S. Customs and Border Protection said the exemption is aimed at buying time for U.S. companies to move production lines back from overseas. The total value of imported goods involved in exemptions is about US$390 billion, of which "more than US$100 billion comes from China." This is seen as a significant softening of Trump's trade stance. Considering that the United States imported US$41 billion worth of smartphones and US$36 billion worth of computers from China in 2024, the policy fits the expectations of technology stocks and cryptocurrency traders. For technology giants such as Apple and Nvidia that rely heavily on manufacturing in China, this is undoubtedly a major positive. Analysts have warned that the original tariffs will lead to a surge in the price of electronic products, and some predict that the iPhone price may "rush to $3500." The first round of tariff policies has put pressure on U.S. technology stocks, with Apple alone losing more than US$640 billion in market value within a few days after the announcement. Trump's tariff exemption indirectly eased pressure on the crypto market by dispelling the clouds in the technology industry. Hours after the exemption news was announced, Bitcoin rebounded to a weekend high of US$85,900, reversing the volatile trend since April, with single-week trading volume reaching US$84.08 billion, setting a record for 2025. Although Trump's trade policies remain complex and unpredictable, targeted exemptions for technology products provide short-term certainty and breathing room. Investors who continue to pay attention to tariff trends generally predict increases on social media, and "long and short discussions" show a clear tendency. It is expected that technology stocks are likely to make up for gains after the opening of Monday to follow up with the current encryption market. The crypto market has shown a moderate upward trend, and a linkage effect will be formed after the stock market opens on Monday, further pushing up the prices of "bitcoin and altcoin".
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