The world must adapt to the new tariff normality and BTC will recover quickly.
Tariffs do not take anyone by surprise, so BTC should not have an extensive fall.
The recent fall of the price of Bitcoin (BTC), which retreated below $ 115,000 this Friday, August 1, 2025, has generated a murmur in financial circles.
As an immediate cause, the announcement of new import tariffs in the United States, driven by President Donald Trump is identified. However, this correction should not alarm those who see a long -term asset in Bitcoin. Rather, it could be a window to acquire digital currency at attractive prices. Is this the time to act? Let’s analyze the facts and perspectives.
Yesterday, Thursday, July 31, the White House detailed its new commercial policy. Universal tariffs of 10% will apply to countries with which the United States maintains a commercial surplus, while 15% will affect about 40 nations with US commercial deficit. For some countries, rates will exceed this percentage, although they are lower than the reciprocal tariffs announced on April 2.
This movement is not new. Last May, similar decisions had already pressed the price of Bitcoin, demonstrating that tariff ads have a direct effect on financial markets, including cryptoactives.
However, the impact of these measures should not surprise. Since the beginning of 2025, the market anticipated adjustments in American commercial policy, since Trump had promised him during his campaign.
Tariffs, although disruptive, are not as severe as those initially projected, suggesting that their effect in Bitcoin could be more a momentary reaction than a prolonged trend.
As the analyst Juan Rodríguez points out, the measures They should not be bassists For Bitcoin, since the United States maintains commercial agreements Stable with key blocks such as the European Union (signed on July 27) and Asia, in addition to a “temporary truce” with China until August 12, with the possibility of extension. Even with Mexico tariffs They are in negotiationwhich reduces uncertainty.
Adaptation is the market key
As the world gets used to this “new tariff normality,” companies have shown resilience. Although some lose and others win, most have learned to navigate these turbulent waters.
This adaptation process is not exclusive to the corporate sector; Financial markets, including Bitcoin, are also adjusting.
Recent history shows it: During the Covid-19 pandemic, Bitcoin suffered an abrupt fall of more than 40%, but quickly recovered. This pattern reinforces the hypothesis that the current correction is temporary.
On the other hand, tariffs are not the only factor in play. Bitcoin crosses its third significant wave of profit settlement in this upward cycle. As Cryptonoticia pointed out, the “new whales” – investors with more than 1,000 BTC – took advantage of the threshold of the $ 120,000 to sell, exerting selling pressure.
This dynamic, although it contributes to the current fall, It is part of the cyclic behavior of the market, where corrections usually precede new increases.
And, as if that were not enough, in the last hour another factor has been added: the climbing of potentially warlike tensions between the United States and Russia that makes investors nervous.
Bitcoin’s foundations remain intact
Beyond macroeconomic fluctuations, Bitcoin maintains characteristics that distinguish it. Its decentralized nature protects it from government controls, making it an attractive asset against geopolitical pressures.
Besides, His role as a strategic reserve and protection against inflation of Fíat currencies positions it as a shelter in times of uncertainty.
In a context where tariffs raise import costs and depress the standard of living, Bitcoin offers an alternative to diversifying investments and obtaining higher than those of traditional assets.
However, not everything is optimism. Bloomberg Point out that tariffs are harmful to all parties, especially for US consumers, who will assume the increase in costs. “The best thing to expect is that the administration now focuses on other priorities before there are more damage,” said the means of communication.
Raghuram Rajan, former governor of the Central Bank of India, He warned In Bloomberg TV that these tariffs represent a global “demand shock”, which could lead to central banks to cut interest rates. Although this could relieve pressure in the medium term, the immediate impact remains a challenge for markets.
Correction is the prelude to a new bullish impulse
Despite the crises, the panorama for Bitcoin is still encouraging. Bitcoin, with its solid foundations, is well positioned to capitalize this situation and recover quickly. His resilience history and his ability to generate returns in adverse contexts make it an attractive investment for patient investors.
In conclusion, the current Bitcoin price drop should not necessarily be interpreted as the beginning of a prolonged bearish trend. On the contrary, represents an opportunity for those who think in the long term. In fact, from the technical point of view, Bitcoin faces a key moment. According to Glassnode, to clearly exceed $ 125,000, the price could be directed without major complications around $ 141,000, an area identified as the next technical and psychological objective where a significant sale pressure could be concentrated.
Although the short term can be volatile, Bitcoin’s upward foundations remain intact. As in past crises, This correction could be the prelude to a new bullish impulse. For investors willing to assume the risk, now it could be time to buy cheap and bet on the future of the digital currency. History suggests that patience usually rewards those who trust Bitcoin.
