Crypto Jumps On Trump’s $2,000 Dividend Announcement

By promising $2,000 per American, funded by tariffs, Donald Trump shakes up budgetary rules. Without waiting for legal approval, risky assets, led by crypto, are already anticipating the impact of such an injection. This political move, resembling a unilateral stimulus, triggers as much hope as doubt, between populist drift and speculative catalyst.

$2,000 to restart the engine

On Sunday, Donald Trump, after having sown chaos in the crypto ecosystem with his tariffs , surprised markets with an unexpected economic announcement : “a dividend of at least $2,000 per person, except for high-income individuals, will be paid to all”, he declared on Truth Social.

Presented as a form of redistribution of the revenues from his tariff policies, this initiative aims to directly inject purchasing power into the American economy, bypassing a traditional stimulus plan. Although the announcement does not yet have the force of law, it immediately triggered reactions in the financial sphere, notably in the crypto ecosystem.

The known details at this stage allow for a clearer understanding of the proposal :

• The announced amount: $2,000 per person, except for high incomes ;

• The funding source: the revenues generated by tariffs imposed by the Trump administration ;

• The estimated eligibility rate : about 85 % of American adults, based on previous stimulus check distribution criteria ;

• The immediate market reaction : crypto investors perceived this promise as a bullish signal.

This promise, perceived as a form of “stimulus without the Fed”, revived memories of the COVID checks and their impact on the crypto market. At the time, a significant portion of those funds had been redirected to cryptos, causing spectacular increases.

Trump’s announcement seems to want to recreate the same effect, this time through a unilateral and politically marked measure.

A conditional stimulus : the legal barrier and systemic risks

Despite the apparent euphoria, the announced measure remains legally uncertain. Indeed, the United States Supreme Court is currently reviewing the legality of the tariffs underlying this dividend.

Indeed, expectations are not very favorable. According to the predictive market platforms Kalshi and Polymarket, the chances of approval by the Court are respectively 23 % and 21 % . Trump expressed outrage at this institutional opposition, arguing : “the President of the United States is authorized, with Congressional approval, to stop all trade with a foreign country… but could not impose a simple tariff, even for reasons of national security?”.

This legal sticking point adds to economic warnings made by several analysts. The Kobeissi Letter pointed out that while some injected funds might feed asset markets, long-term consequences would be far from neutral : increase in public debt , inflationary pressure and erosion of purchasing power.

“Stocks and bitcoin tend to rise whenever an economic stimulus is announced”, commented Anthony Pompliano.

Analyst and bitcoin advocate Simon Dixon also warned : “if you don’t put the $2,000 into assets, it will simply be eroded by inflation or go to pay interest to banks”.

If it comes to pass, this measure could inject billions into the American economy. Enough to fuel appetite for risk and influence the price of bitcoin and other cryptos, which are already sensitive to political announcements. The question remains whether the judiciary will validate this strategy at the boundary between stimulus and propaganda.