Trump’s Tariffs: Why RWA Tokens Are the New Bitcoin (Spoiler: It’s Chaos)

Binance Research, the brainy offspring of the world’s largest crypto exchange, has been poking around in the digital haystack of 2025. Their latest report? A deep dive into how Trump’s tariffs are shaking the crypto world like a poorly balanced washing machine. Turns out, the riskiest investments are taking the biggest hits, while RWAs and exchanges are chilling like they’re on a beach in the Bahamas. 🏖️

Oh, and Bitcoin? Its perceived risk has skyrocketed, thanks to its newfound BFF status with stock markets. Only 3% of polled investors would cozy up to it in the event of a trade war. Ouch. 🤕

Binance Research Takes on Tariffs

Binance Research, the Sherlock Holmes of crypto, has been busy dissecting industry trends like a frog in a high school biology class. Their latest report? A magnum opus on US tariffs. 🧐

President Trump’s proposed tariffs are particularly spicy for Binance, as they’ve been giving the crypto market a serious case of the jitters. These tariffs are the most stringent since the 1930s, and they’re stirring up fears of stagflation and a global trade war. 🌍💥

Binance Research has been playing financial detective, analyzing different crypto-related assets to see who’s sweating the most:

Today’s market moves back up the claims. Ethereum has taken a nosedive to March 2023 levels, while MANTRA’s OM token is riding high after announcing a major RWA fund. 🚀

Apparently, RWAs are the crypto market’s equivalent of a bomb shelter during a tariff storm. The report notes that the most vulnerable sectors are the usual suspects: meme coins and AI. Both have dropped more than 50% since the tariff announcements, while RWA tokens have only lost 16%. Exchange-based tokens? A mere 18% dip. 📉

Binance Research also claims that only 3% of FMS investors see Bitcoin as their go-to asset in a trade war. Despite the popular narrative that Bitcoin can hedge against inflation, this new correlation might be throwing a wrench in that idea. 🛠️

“Macroeconomic factors — particularly trade policy and rate expectations — are increasingly driving crypto market behavior, temporarily eclipsing underlying demand dynamics. Whether this correlation structure persists will be key to understanding Bitcoin’s longer-term positioning and diversification value,” Binance Research claimed.

Ultimately, the report identified a laundry list of factors that could seriously mess with the crypto market. A few of the other culprits include trade war escalation, rising inflation, Federal Reserve policy, and crypto-specific developments. 📜

“The risk-off response to the reciprocal tariff announcement has seen the S&P 500 lose over $5 trillion in two trading days. Over the past 44 trading sessions, the US stock market has lost over $11 trillion, a figure that accounts for about 38% of the entire country’s GDP. Trump’s tariff policies have intensified recession fears, with JP Morgan raising the odds to 60%,” Fakhul Miah, the Managing Director GoMining Institutional told BeInCrypto.

Overall, the key takeaway is that there’s a lot of chaos in the air, but it’s still possible to find a safe haven. Blockchain projects driven by utility and long-term development seem to be the safest bet in this volatile ecosystem. 🎲

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2025-04-08 03:46

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