Binance Research published its report on Trump’s tariffs and how they might impact the crypto market. It noted that the riskiest investments suffered the most, while RWAs and exchanges suffered the least.
Additionally, the perceived risk associated with Bitcoin increased, thanks to its new correlation with stock markets. Only 3% of its polled investors considered it their preferred asset class in the event of a trade war.
Binance Research Analyzes Tariffs
Binance Research, a subsidiary of the world’s largest crypto exchange, has been heavily exploring industry trends in 2025. Most recently, it reported significant gaps in latest crypto airdrops and distribution models.
Today, Binance Research produced its newest report, which concerns US tariffs.
President Trump’s proposed tariffs are particularly relevant to Binance, as they’ve had an outsized impact on the crypto market. The report notes that these will be the US’ most stringent tariffs since the 1930s, driving fears of stagflation and a global trade war.
Binance Research analyzed different crypto-related assets to determine their risks:
The claims are backed up by today’s market moves. For example, Ethereum fell to March 2023 levels, while MANTRA’s OM token rose after it announced a major RWA fund.
Apparently, RWAs are the crypto market sector that faces the lowest risks from tariffs. The report notes that the most vulnerable sectors are those perceived as the riskiest, such as meme coins and AI.
Both the AI tokens and meme coins sectors have dropped more than 50% since the tariff announcements, while RWA tokens have lost only 16%. Exchange-based tokens only dipped by 18%.
Binance Research further claims that only 3% of FMS investors view Bitcoin as their preferred asset class in the event of a trade war. Although one of the most popular narratives about Bitcoin is that it can hedge against inflation, this new correlation may impact that characteristic.
“Macroeconomic factors — particularly trade policy and rate expectations — are increasingly driving crypto market behavior, temporarily eclipsing underlying demand dynamics. Whether this correlation structure persists will be key to understanding Bitcoin’s longer-term positioning and diversification value,” Binance Research claimed.
Ultimately, the report identified a lot of factors that could seriously influence the crypto market. A few of the other factors include trade war escalation, rising inflation, Federal Reserve policy, and crypto-specific developments.
“The risk-off response to the reciprocal tariff announcement has seen the S&P 500 lose over $5 trillion in two trading days. Over the past 44 trading sessions, the US stock market has lost over $11 trillion, a figure that accounts for about 38% of the entire country’s GDP. Trump’s tariff policies have intensified recession fears, with JP Morgan raising the odds to 60%,” Fakhul Miah, the Managing Director GoMining Institutional told BeInCrypto.
Overall, the key takeaway is that many variables are in play right now, but it’s still very possible to pick a safe option despite this chaos. Blockchain projects driven by utility and long-term development seem to be the safest option in the current volatile ecosystem.
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