Trade wars and tariffs are a lever for manipulation
History repeats itself, and we've already seen this movie.
Once upon a time, the United States had already reduced the value of the dollar by negotiating with the world's largest economies. It was called the Plaza Accord— the 1985 agreement that led to the artificial devaluation of the dollar.
Plaza Accord 2.0 looms on the horizon today, but adjusted for a new reality: we now live in a world of digital assets.
Trump wants to weaken the dollar and reduce bond yields. To do this, he can use tariffs as a pressure tool. Why? Because a weak dollar benefits exporters, and low rates benefit his favorite real estate market.
But this time the game is different. In the 80s, people just had to accept currency crises as a given. Today, they have an alternative: digital assets that are not subject to the monetary policy of central banks.
What are the prospects?
• Inflation will rise because tariffs hit the economy through higher prices.
• Foreign investors will be hit harder because a weakening dollar will hit their currencies. Canada is already feeling this.
• Bitcoin will become the main asset, because it is already perceived as a protection against currency depreciation.
What's going on?
Bitcoin is not just an asset. This is a response to a system in which governments play monetary manipulation without thinking about the consequences.
And now that the tariff war is spreading economic chaos, capital will seek refuge where there are no political risks.
Weakening of the dollar = flight to Bitcoin.
And if the growth of BTC was smooth before, now it can become aggressive and fast. We are entering a new phase of the game where bitcoin is winning the war for trust in money.