Bitcoin Outpaces Equities With 34.4% April Gain Amid Trade Tensions

Trump’s trade agenda has significantly impacted global financial markets, prompting a revaluation of Bitcoin and equities. The recent surge in tariffs has led to more than $10 trillion in equity losses worldwide, triggering a capital flight that is reshaping investment flows across asset classes.

Venture capital firm MV Global highlighted the spike in US tariffs, noting levels last seen in the 1930s. This has caused a major shift in investment strategies, with analysts anticipating a significant market revaluation. The firm's Global Economy Index recently turned upward, a metric that often precedes broader asset reflation. This index tracks both cross-border capital flows and monetary conditions, suggesting that liquidity is rebuilding across major economies.

Bitcoin’s performance has already outpaced traditional markets, with an average April return of more than 34.4%. This seasonal pattern is driven by macroeconomic instability and capital flight. Analysts argue that the current market outlook mirrors historical periods when investors moved away from dollar-centric systems in search of decentralized alternatives.

Tomas Greif, chief of product strategy at Braiins Mining Ecosystem, agrees with this assessment. He notes that Bitcoin’s volatility aligns more closely with major equity indexes, suggesting that investors may need to re-evaluate their passive investment strategies for retirement. Greif’s observations reflect a broader trend where Bitcoin is increasingly viewed as a strategic asset amidst geopolitical and trade tensions.

Mathew Sigel, head of digital assets research at VanEck, further supports this view. He argues that Bitcoin is evolving from a speculative asset into a functional monetary tool, particularly in economies looking to bypass the dollar and reduce exposure to US-led financial systems. This aligns with recent reports indicating that Bitcoin is progressively presenting itself as a hedge against traditional finance and US treasury risks.

As equity markets continue to reel and liquidity rotates, Bitcoin’s resilience could redefine how investors hedge against geopolitical uncertainty. The potential for Bitcoin to gain traction as an alternative reserve or settlement asset is growing, especially as more economies distance themselves from traditional US monetary influence. This optimism is further fueled by reports that Russia is considering a Ruble-pegged stablecoin to challenge US Dollar dominance.