President Donald Trump’s announcement that the US will delay impose 90-day tariffs could provide crypto investors with a unique purchasing opportunity. Simply put, even if higher tariffs are enforced this summer, there may be a time to load them into a code that continues to function well.
Now I have two names on the crypto investment radar: Bitcoin (Cryptography: BTC) and rendering (Cryptography: Rendering). Both are the top 50 cryptocurrencies based on market capitalization, and despite tariff-inducing volatility, both have increased over the past 30 days. Additionally, we are focusing on one red-hot sector in the crypto market that could potentially present interesting investment opportunities in the second half of 2025.
The obvious easy choice here is Bitcoin. Historically, Bitcoin has led the market in higher or lower so if you’re bullish in crypto, you’ll need to be bullish in Bitcoin. Over the past month, Bitcoin has earned a modest 1%.
Image source: Getty Images.
But here’s the problem. Market participants are desperately searching for stores of value and safe assets during these difficult market conditions. That’s exactly what Bitcoin offers. It is digital gold in the eyes of many people and has a true global appeal. If super-sized tariffs drag down the global market, money can flow to Bitcoin as a shelter from the chaos.
Rendering has risen by around 18% over the past 30 days. You may remember the rendering from 2024 when it was spoken as a potential billionaire maker. This was part of the first AI (AI) Crypto Boom, which saw its price surge to $13.60 in March 2024.
Rendering delivers computing power from the cloud. So it’s back now. Given current market uncertainty, businesses could cut large capital expenditures until they can understand what tariffs mean. This means they will invest less in huge data and computing centres. Instead, you might rely on cloud-based solutions like those offered by rendering.
My only warning here is that the rendering is down 50% from the 50% this year, over 70% from the high in March 2024, and is currently trading at around $3.87. It also does not clarify what scale it can offer in terms of the computing power of an AI project. After all, it was originally created to provide computing power for rendering computer graphics rather than powering on large language models. However, when you purchase the AI Revival investment paper, the rendering is worth looking into.
Many investors may not have heard of real-world asset (RWA) tokenization, but that’s a good thing. That means you might be able to grab a new star at bargain prices.
The story continues
Simply put, RWA tokenization refers to the conversion of real-world assets (thinking stocks and bonds) into digital assets that live in the blockchain. Doing so opens up great potential benefits for transparency, liquidity, cost savings and efficiency.
In this year’s letter to annual investors, BlackRock CEO Larry Fink dedicated his entire section to the merits of RWA tokenization. It’s huge because BlackRock is the world’s largest asset management company. Many top consulting companies also believe that RWA tokenization could be a multi-billion dollar market opportunity by 2030.
However, the warning here is that RWA tokenization is so new that there may be a significant risk investment in any of the new RWA coins that have emerged in recent years. For example, the mantra of the new star earlier this month (Encryption: OM) For reasons still under investigation, we lost 90% of its value in a few hours.
So buyers should be careful. If you’re interested in finding potential investment opportunities for RWA tokenization, sites like CoinMarketCap provide a list of top RWA coins ranked by market capitalization.
At the end of the day, there may not be any cryptocurrency that truly has tariffs in place. The types of tariffs collected in China (currently at 145%, but check in about 24 hours as it may have risen again) are truly incredible. It’s not an exaggeration to say the world has never seen anything like this before.
If you’re looking for a way to withstand tariffs in your portfolio, the best option right now is Bitcoin. After all, there are no tariffs on Bitcoin, as crypto enthusiasts have been happy to point out recently. As ongoing tariff uncertainty weakens the US economy significantly, investors could now begin to flee to Bitcoin as one of the few potential safe shelter assets in the world.
Consider this before purchasing inventory with Bitcoin.
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Dominic Basulto has a position in Bitcoin. Motley Fool recommends Bitcoin and rendering, and rendering. Motley Fools have a disclosure policy.
90-day tariff suspension: Which cryptocurrency should I buy? Originally published by The Motley Fool
