Opinion: Trump's tariff policy will trigger a faster flow of funds towards offshore hedging assets

According to an analysis by BloFin Academy, President Trump's comprehensive tariff policy in the United States exceeded market expectations, triggering a surge in global trade network costs and regional economic trends. The acceleration of portfolio "de-dollarization" rebalancing is evident.

Dollar-strong linked assets (such as U.S. stocks, altcoins) may continue to be sold off, with safe-haven funds turning towards offshore assets like BTC, stable coins, cash, RWA etc. Due to its payment system attributes and low dollar correlation, BTC has become the preferred choice for hedging; while stable coins and gold-linked tokens stand out in the current risk-averse environment due to their "Eurodollar 2.0" properties and bond correlations.