Tech Tariffs Cut Triggers Crypto Rally To $85K

On April 12, Donald Trump surprised the markets by lifting a series of tariffs on strategic technological products. This move, amid ongoing rivalry with China, instantly propelled bitcoin beyond $85,000. Far from a mere trade adjustment, this decision reshapes industrial balances and sends a strong message: American economic policy is now aligned with the interests of digital actors and the crypto sector.

A targeted exemption that reignites technological momentum

This Saturday, the Trump administration announced that certain technological products would no longer be subject to tariffs imposed in the context of trade tensions with Beijing. Indeed, this exemption specifically concerns smartphones, electronic chips, and other strategic components. “These are products we need to remain competitive“, stated Donald Trump.

He emphasizes that this measure was taken “to prevent stifling our technology industry at a time when we are in a position of strength“. This decision fits into a broader strategy of adjusting trade barriers, in a context where the United States seeks to maintain its supremacy over global supply chains.

The details of this exemption specify that :

• Important technological components are now exempt from these surcharges for a period of 90 days ;
• The objectives are to support the competitiveness of American companies in order to limit inflationary pressures ;
• This exemption is perceived as a gesture towards economic allies, while tensions with Beijing remain high.

This tariff orientation gives a boost to domestic production without harming consumers. Several players in the tech sector see it as encouragement to invest in research and to strengthen industrial capabilities on American soil.

Immediate repercussions on the markets and the strong signal to cryptos

In the hours following the announcement, financial markets showed a clear upward trend. The S&P 500 closed higher, reflecting an improvement in investor confidence amid geopolitical uncertainty.

However, it is mainly in the crypto universe that the impact has been most spectacular. Bitcoin, the main barometer of the crypto market, surged above $85,000. It capitalized on general optimism and the prospect of a smoother technological supply chain.

For some analysts, this progression reflects an anticipation of the indirect benefits that the Web3 ecosystem could derive. Lower tariffs on electronic components could facilitate the production of mining hardware or projects related to artificial intelligence.

Raoul Pal, a former executive at Goldman Sachs, believes this announcement is “typical of a Trumpian negotiating strategy“, where trade measures serve as both a tactical lever and a political signal.

The administration thus seems to want to strengthen its position against Beijing by tightening conditions for China while relieving pressure on its economic allies. This hybrid posture could have long-term implications, particularly on bilateral negotiations and on international technological value chains. If the revival of the crypto market proves durable, it could also encourage other governments to consider customs regulation as a strategic tool in the race for digital sovereignty.