Trump’s Tariff Delay Fuels Rally in Crypto Stocks, Strategy Up 25%

Crypto Equities Rally Sharply as Trump Tariff Reprieve Boosts Risk Sentiment

Crypto-related stocks posted explosive gains on Wednesday after President Trump announced a 90-day pause on new reciprocal tariffs — a move that helped calm markets following a week of escalating trade tension.

MicroStrategy (MSTR) soared 25%, leading the crypto equity rally. Coinbase (COIN) wasn’t far behind with a 21% jump, while bitcoin mining firms such as Marathon Digital (MARA) and Riot Platforms (RIOT) logged gains in the mid-teens. Other notable climbers included Semler Scientific (SMLR) and Fold (FLD), which each rose around 10%.

The stock surge coincided with a broader risk-on shift across financial markets. The Nasdaq skyrocketed over 10%, while the S&P 500 surged 8% — major rebounds after panic-driven declines earlier in the week.

Bitcoin (BTC), while more stable compared to equities, still benefited from the improved sentiment, rising above $82,000 and gaining more than 6% over 24 hours.

The gains followed Trump’s mid-day Truth Social post in which he stated, “I have authorized a 90 day PAUSE,” referring to the suspension of tariffs on all countries except China. The announcement was seen as a de-escalation of trade threats that had rattled global markets since last week.

Investors welcomed the reprieve, particularly in risk-sensitive sectors like tech and crypto, where anticipation of more accommodative policy and easing macro pressures fueled optimism.