#MarketAnalysisAfterTariffPolicy  Expectation of $200,000 for Bitcoin.

The customs duties announced by US President Donald Trump in recent days have shaken the global markets as well as the cryptocurrency market.

The customs duties announced by US President Donald Trump in recent days have shaken the global markets as well as the cryptocurrency market. Following the announcements, Bitcoin (BTC) lost 5.5 percent of its value and fell to $82,000. However, despite this short-term decline in the markets, leading investment institutions maintain their 2025 price targets for Bitcoin.

Trump’s tariffs shake Bitcoin.

Trump’s new high-rate tariffs on China, the European Union and other major trading partners have created volatility in global markets, including Bitcoin. The imposition of a 54 percent tariff on China, 46 percent on Vietnam, 32 percent on Taiwan and a 10 percent base tariff on all countries has made investors nervous. These developments have increased expectations that economic growth may slow and prices will continue, accelerating the search for safe havens in the markets. In this environment, Bitcoin fell by more than 5 percent to $82,000, while the US dollar index (DXY) also fell.

Some market players argue that this environment of uncertainty could increase interest in Bitcoin. Joel Kruger said, “This could be a turning point where Bitcoin could really start to position itself as a store of value.” On the other hand, Javier Rodriguez Alarcon stated that digital assets are still very strongly correlated with traditional risky assets and cannot serve as a safe haven in times of crisis.

Analysts, on the other hand, state that Bitcoin’s volatile structure weakens the “digital gold” discourse. The bank’s analysts believe that gold continues to be a more reliable haven in this environment of uncertainty. Nevertheless, Bitcoin is still trading above its average production cost of $62,000, which technically indicates a strong support area.

Despite the fluctuations, Bitcoin continues to hope for 200 thousand.

Ryan Rasmussen stated that despite the decline, Bitcoin's fundamental dynamics remain strong. Rasmussen said, “There has been a very strong news flow in the market in recent months. The White House's Bitcoin reserve plan, the clarification of the regulatory environment and the interest of large state funds in crypto indicate that this asset can rise in the long term. The current fluctuation may be a period in which these positive effects will be reflected with a delay.” He expects Bitcoin's price target for the end of 2025 to be $ 200 thousand.

Similarly, Geoff Kendrick stated that they are confident in Bitcoin’s long-term potential. “Bitcoin is still considered a global digital store of value. Short-term geopolitical and commercial uncertainties do not shake the foundation of this structure,” it was stated.

Cosmo Jiang said that Trump’s tariffs are not permanent, but rather used as a bargaining tool. “Such artificial uncertainties can be quickly eliminated. If President Trump makes the political concessions he expects, the markets can recover quickly,” he commented.

Arthur Hayes stated that it is important for Bitcoin to remain above $76,500 in the short term, otherwise there could be sharper declines.