特朗普總統對亞洲進口設備的新報復性關稅政策

特朗普總統對亞洲進口設備的新報復性關稅政策已大大提高了美國比特幣開采的成本

President Trump's new retaliatory tariff policy on imported equipment from Asia has significantly increased the cost of Bitcoin mining in the U.S., according to reports.

據報導，特朗普總統對亞洲進口設備的新報復性關稅政策大大提高了美國比特幣開采的成本。

While mining firms are struggling with disrupted supply chains, some suggest that BTC prices could face short-term pressure due to miner distress.

雖然採礦公司在供應鏈中陷入困境，但有些人認為BTC價格可能會因礦工困擾而面臨短期壓力。

“Replay of China’s 2021 Bitcoin Mining Ban” from U.S.

我們的“重播中國2021比特幣採礦禁令”

In a move many in the industry liken to a “replay of China’s 2021 Bitcoin mining ban,” President Donald Trump and the U.S. administration have imposed tariffs of up to 145% on high-tech equipment imported from China, including Bitcoin mining rigs.

唐納德·特朗普（Donald Trump）總統和美國政府對從中國進口的高科技設備（包括比特幣採礦裝置）（包括比特幣開採鑽機）施加了高達145％的關稅，使該行業中的許多行業都將其比喻為“重播中國的2021比特幣開採禁令”。

Not only China, but several Asian countries involved in the supply chain and assembly of mining machines will also face elevated tariffs.

不僅中國，而且涉及採礦機供應鍊和組裝的幾個亞洲國家也將面臨較高的關稅。

Many U.S.-based Bitcoin mining companies rushed to import equipment before the tariffs took effect, with some even chartering private planes to ship mining rigs – incurring costs between 2 million USD and 3.5 million USD, two to four times the usual rate, according to Bloomberg.

彭博社稱，許多總部位於美國的比特幣礦業公司在關稅生效之前急於進口設備，一些甚至租用了私人飛機來運輸採礦鑽機，這造成了200萬美元至350萬美元的成本，是平時的兩倍至四倍。

However, this rush is only a temporary solution. Starting April 9, the price of Bitcoin mining equipment is expected to surge, especially for rigs sourced from China, which still dominates the global supply chain.

但是，這種衝動只是一個臨時解決方案。從4月9日開始，預計比特幣採礦設備的價格將會上漲，尤其是對於來自中國的鑽機而言，該設備仍然主導著全球供應鏈。

“Combined with the pressure from retaliatory tariffs, mining rig prices will rise further, and miners’ profit margins will be increasingly squeezed,” said Csepcsar – CMO of Braiins.

Braiins的CSEPCSAR說：“再加上報復性關稅的壓力，採礦鑽機價格將進一步上漲，礦工的利潤率將越來越受到壓縮。”

Hashrate index – Source: Thanh Nien Times

Hashrate索引 - 來源：Thanh Nien Times

Bloomberg also reported that the two largest Bitcoin mining rig manufacturers in the world – Bitmain and MicroBT, have been forced to adjust their supply chains, relocating part of their assembly operations to countries such as Malaysia or Eastern Europe.

彭博社還報告說，世界上兩個最大的比特幣礦物鑽機製造商 - Bitmain和Microbt，被迫調整其供應鏈，將部分裝配運營搬遷到馬來西亞或東歐等國家。

Meanwhile, major U.S. mining firms like Riot Platforms and Marathon Digital also saw a slight decline in their stock prices following the news of the new tariffs.

同時，在新關稅的消息之後，美國少校採礦公司（如Riot Platforms和Marathon Digital）也略有下降。

Bitcoin miners – Source: Bloomberg

比特幣礦工 - 資料來源：彭博社

The U.S. May No Longer Leading the Hashrate Race

美國可能不再領導哈希拉特種族

This raises the question: Is the U.S. currently accounts for nearly 40% of the global Bitcoin hashrate, pushing itself out of the leading position?

這就提出了一個問題：美國目前是否佔全球比特幣橋岩的近40％，將自己推出了領先地位？

When a country controls a significant share of hashrate, it can:

當一個國家控制著大量的哈希酸鹽時，它可以：

Losing this advantage could not only weaken the U.S. domestic mining industry but also diminish the country’s role in the global digital finance ecosystem. Competitors such as Russia and Kazakhstan – both of which enjoy cheap electricity and favorable climates, may gradually reclaim market share.

失去這一優勢不僅可以削弱美國國內採礦業，而且會削弱該國在全球數字金融生態系統中的作用。俄羅斯和哈薩克斯坦等競爭對手均可逐漸收回市場份額。

“If the trade war continues to escalate, regions with low tariffs and favorable conditions could experience a major rise,” said Csepcsar.

CSEPCSAR說：“如果貿易戰繼續升級，關稅和有利條件低的地區可能會出現重大上升。”

However, both regions face political or legal risks, making investors wary of hashrate concentration in less transparent areas.

但是，這兩個地區都面臨政治或法律風險，使投資者在透明較低的地區對哈希酸鹽的注意力保持警惕。

Jaran Mellerud from Luxor notes U.S. miners won’t shut down soon, since tariffs affect only new equipment. As such, he believes the total U.S. hashrate hasn’t declined, but its growth has slowed.

盧克索指出，美國礦工不會很快關閉的賈蘭·梅勒德（Jaran Mellerud），因為關稅僅影響新設備。因此，他認為美國的全部哈希拉特沒有下降，但其增長卻放慢了。

A few days ago, Donald Trump introduced massive tariffs on the import of Bitcoin mining machines to the US 🇺🇸

幾天前，唐納德·特朗普（Donald Trump）對比特幣採礦機向美國進口的徵收大規模關稅🇺🇸

This could have enormous implications for the entire bitcoin mining industry 🌍

這可能會對整個比特幣採礦行業產生巨大影響。

Keep reading to learn more 🧵👇 pic.twitter.com/cbg37RNq7n

繼續閱讀以了解更多🧵👇pic.twitter.com/cbg37rnq7n

— Jaran Mellerud 🟧⛏️ (@JMellerud) April 8, 2025

- 賈蘭·梅勒（Jaran Mellerud）🟧⛏️（@jmellerud）2025年4月8日

Nevertheless, mounting tariff pressure on Bitcoin miners could impact BTC’s price in the short term.

然而，對比特幣礦工的關稅壓力增加可能會在短期內影響BTC的價格。

Bitcoin, sensitive to hashrate shifts, may drop if supply chains break or miners move to unstable regions. Slower hardware investment and unstable supply chains may put downward pressure on BTC in the short term.

比特幣對哈希拉特偏移敏感，如果供應鏈破裂或礦工轉移到不穩定的地區，則可能會下降。較慢的硬件投資和不穩定的供應鏈可能在短期內對BTC施加向下壓力。

Observers caution that rising hashrate in Russia or Kazakhstan may raise risks of policy control and transparency issues.

觀察者警告說，俄羅斯或哈薩克斯坦的哈希拉特上升可能會增加政策控制和透明度問題的風險。

Conclusion

結論

If the U.S. maintains its current hashrate and supply chains adapt smoothly, BTC could see a modest recovery. Conversely, if the hashrate shifts abroad, particularly to regions with political risk, BTC could see a modest recovery. BTC’s price may continue to decline or become highly volatile.

如果美國保持其當前的載岩和供應鏈順暢地適應，BTC可能會看到適度的恢復。相反，如果哈希拉特（Hashrate）在國外轉移，尤其是政治風險的地區，BTC可能會看到適度的恢復。 BTC的價格可能會繼續下降或高度波動。

More broadly, the tariff tensions signal a growing geopolitical tug-of-war over who controls the computational backbone of decentralized finance. Bitcoin hashrate now signals digital sovereignty, not just technical strength. Mining dominance lets nations influence energy, upgrades, and crypto policy—impacts go beyond just price moves.

更廣泛地說，關稅緊張局勢表明，控制權力金融的計算骨幹方面的地緣政治拔河戰爭不斷增長。現在，比特幣Hashrate發出了數字主權的信號，而不僅僅是技術實力。採礦主導地位使各國能夠影響能源，升級和加密政策，這不僅僅是價格轉移。