特朗普提2K美元「關稅紅利」對加密貨幣影響分析




特朗普提議的2000美元「關稅紅利」對ETH、XRP、ADA、SOL的影響
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即使是虛構的直接家庭支付概念,也重新引發了在疫情期間推動數字資產的風險偏好反應。
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作者:Shaurya Malwa

2025年11月10日,早上7:58

要點:

* 比特幣和主要加密貨幣在交易者反應美國總統特朗普提議每位美國人發放2000美元「關稅紅利」後上漲,該紅利由進口關稅資助。
* 此計劃在Truth Social上宣布,引發了對其可行性和潛在通脹影響的辯論,同時提升了市場的風險偏好。
* 儘管對國會批准的懷疑,該提議重新激發了對數字資產的興趣,讓人想起疫情期間的刺激效果。

隨著交易者消化美國總統特朗普最新的經濟提議,即每位美國人發放2000美元的「關稅紅利」,比特幣和主要加密貨幣在週一持續上漲。

該計劃在Truth Social上公布,即使有些人質疑其可行性和潛在的通脹後果,仍然提升了市場的風險偏好。

「每人至少發放2000美元的紅利(不包括高收入人群!)」,該帖子中寫道,並補充說,反對關稅的人是「傻瓜!」這一言論出現在華盛頓的財政辯論在2026年預算談判前重新升溫之際。

財政部長斯科特·貝森特(Scott Bessent)今年早些時候表示,關稅收入將用來償還接近38萬億美元的國債,然而特朗普的最新評論則顯示出向直接現金轉移的民粹主義傾斜。

儘管該提案在沒有國會批准的情況下不太可能實現,但市場將其視為新一輪財政寬鬆的注入。即使是虛構的直接家庭支付概念,也重新引發了在疫情期間推動數字資產的風險偏好反應。

比特幣(BTC)在24小時內上漲了4.6%,達到106,440美元,而以太坊(ETH)上漲了6.1%,達到3,618美元,根據CoinGecko的數據顯示。XRP以8.5%的日漲幅領先主要貨幣,達到2.48美元,Solana(SOL)則上漲6.1%,達到167.96美元。

整體加密市場市值攀升至約3.5萬億美元,24小時交易量約為1130億美元,這在周日的交易中是一個異常高的數字。

XRP的市場表現優於其他貨幣,這是因為Canary Capital提交的第三次預有效S-1修正案,該修正案將在納斯達克上市,代碼為XRPC。

該信託將在Gemini和BitGo中保管XRP,並以CoinDesk的XRP CCIXber 60分鐘紐約利率為基準。

無論「關稅紅利」是否成為法律或僅僅是另一個競選話題,交易者似乎再次樂於提前迎接流動性敘事。

評論:

特朗普的「關稅紅利」提案無疑引發了市場的熱烈反應,這不僅是因為金額的吸引力,更因為它觸及了人們對經濟刺激的渴望。這種情緒在疫情期間已經顯示出其對數字資產的推動作用,現在再次被喚醒,顯示出市場對於流動性和財政政策的高度敏感。

然而,這種風險偏好的回升也反映了市場的脆弱性。隨著國會的批准尚未確定,這一提案可能只是一場政治秀,未來的市場動向仍需謹慎觀察。投資者應該考慮到這種不確定性,並在做出投資決策時保持理性。

以上文章由特價GPT API KEY所翻譯及撰寫。而圖片則由FLUX根據內容自動生成。

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