January 27 News, China’s response to President Trump’s tariff policies is quietly affecting global capital flows, even impacting the Bitcoin market. Since Trump took office, the United States has imposed high tariffs on nearly all Chinese imported goods, with an average level of about 29.3%. In response, China has maintained strict control over the RMB exchange rate to preserve export competitiveness and curb deflation, thereby stabilizing capital flow cycles under trade pressure.
A report from J.P. Morgan notes that China’s exchange rate management strategy helps strengthen the US dollar-dominated global liquidity during periods of trade tension. This operational approach indirectly influences Bitcoin prices: when risk aversion intensifies and US dollar liquidity tightens, Bitcoin may decline; conversely, when trade tensions ease or capital flows recover, Bitcoin has room to rebound. During the trade escalation from March to April last year, Bitcoin’s movements reflected this logic.
Arthur Hayes also emphasizes that trade agreements are often superficial; real market adjustments occur through foreign exchange policies, capital account tools, and liquidity management by the Treasury. China’s interactions between RMB controls, tariff strategies, and US dollar liquidity shape the macro environment for Bitcoin trading.
J.P. Morgan Asia Outlook indicates that despite intensive tariffs from the US, China’s exports to the US account for less than 10%, yet the export engine remains robust, with an expected real export growth of about 8% in 2025 and a global market share rising to approximately 15%. The RMB/USD exchange rate remains within a low-volatility range, with policymakers prioritizing export competitiveness, controlling deflation risks, and maintaining market liquidity stability.
This macro environment suggests that Bitcoin market volatility is more driven by global liquidity transmission rather than RMB appreciation alone. Investors should pay attention to US-China trade tensions, US dollar liquidity, and RMB exchange rate management, as these factors could trigger Bitcoin price adjustments or trading opportunities at critical moments.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
Solo Bitcoin Miner Hits $210K Block Reward in Rare CKpool Win
A solo Bitcoin miner using CKpool secured a rare success, solving a block and earning 3.139 BTC worth about $210,000, despite running a modest setup of 230 TH/s, which has a 1-in-28,000 chance of success daily.
CryptoNewsFlash17m ago
Trump’s ultimatum to Iran is nearing; the price of Bitcoin is fluctuating around $68,000
Bitcoin traders are watching U.S. President Trump’s final ultimatum to Iran, and market sentiment is tense as the price of Bitcoin moves around the $68,000 mark. Despite a quick rebound after the selloff, investors need to monitor changes in the geopolitical situation and their impact on Bitcoin.
GateNews19m ago
Iran Strikes Saudi Jubail: Tensions in the Strait of Hormuz Trigger a Bitcoin Drop and a Surge in Oil Prices
Iran launched a missile and drone attack on Saudi Arabia’s Jubail on April 7, triggering a large fire and further escalating tensions in the Middle East. Iran rejected the U.S. peace plan and put forward a 10-point counterproposal, indicating that it is seeking to consolidate its advantage in negotiations. The market response was clear, with Bitcoin and precious metals prices fluctuating; the situation ahead will affect global energy and financial markets.
GateNews38m ago
Polymarket: Iran ceasefire probability is only 3%, and the surge in oil prices is hitting Bitcoin’s price trend
The expected shift around Iran ceasefire talks is toward pessimism, and the trading market shows that the ceasefire success rate set by Trump is only 3%. Iran rejected a short-term ceasefire proposal and put forward long-term political and economic conditions, further compressing the room for negotiations. Energy markets are strengthening in expectation, and the probability that WTI crude for April, which hit $120, rises to 77%. Crypto assets such as Bitcoin are under pressure during the phase when risk appetite declines, with capital flowing into traditional safe-haven assets.
GateNews1h ago
Bitcoin 2026 conference announces that Afroman will serve as a speaking guest
Chatty rapper Afroman confirms he will attend the 2026 Bitcoin Conference, which will be held in Las Vegas on April 27–29. Afroman recently won a legal battle about free speech, and his attendance will also include showcasing the American flag suit he wore during the legal battle. His story resonates with the Bitcoin community’s ideals of defending freedom.
ChainNewsAbmedia1h ago
