當特朗普總統正式向墨西哥和加拿大簽署關稅，中國的關稅率為10％，加密市場遭受了8-10B $ 8-10B的清算活動

在周末，特朗普通過徵收全面進口關稅，向美國一些最大的貿易夥伴發動了薩爾沃的核心

This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy.

這不是投資建議。作者在提到的任何股票中都沒有立場。 WCCFTECH.com有披露和道德政策。

Over the weekend, Trump fired a salvo into the very heart of some of the biggest trading partners of the US by levying tariffs, roiling the only liquid market that was fully open over the weekend - the crypto sphere. Now, as other risk assets continue to catch up with the legendary volatility-induced swoon in the altcoin space, best characterized by the $TRUMP meme coin plunging ~20 percent over the past 24 hours, one analyst contends that something has fundamentally changed for altcoins.

在周末，特朗普通過徵收關稅，向美國一些最大的貿易夥伴的核心發動了薩爾沃的核心，這是周末唯一完全開放的液體市場 - 加密貨幣領域。現在，由於其他風險資產繼續趕上Altcoin空間中傳奇的波動性引起的Swoon，在過去的24小時內，最佳特徵是$ Trump Meme Coin跌落約20％，一位分析師認為，Altcoins的某些事情已經發生了根本性的變化。 。

PRESIDENT TRUMP OFFICIALLY SIGNS 25% TARIFFS ON MEXICO & CANADA, 10% TARIFFS ON CHINA FOLLOWING WEEKS OF DISCUSSION

特朗普總統正式簽署了對墨西哥和加拿大的25％關稅，在討論數週後，中國的關稅為10％

The White House has released a detailed statement explaining the rationale & goals of the tariffs. Below is the full text of President Trump's statement to the…

白宮發布了一份詳細的聲明，解釋了關稅的基本原理和目標。以下是特朗普總統對…的聲明的全文

— Stock Talk (@stocktalkweekly) February 1, 2025

- 股票談話（@stocktalkweekly）2025年2月1日

In keeping with his earlier promise, President Trump imposed a 25 percent tariff on all ex-energy imports from Canada and Mexico on the 01st of February, while applying a 10 percent levy on all energy-related imports from these countries. He also imposed an additional 10 percent tariff on all imports from China, while eliminating the de-minimis rule that had exempted imports valued at under $800, thereby allowing the likes of Temu and Shein to flood the US market. Interestingly, Trump's latest tariffs have a hard-coded escalation bias as the tariffs automatically increase in case of retaliation. What's more, the President has clearly hinted that EU tariffs are also in the pipeline.

為了符合他的較早諾言，特朗普總統於2月1日對從加拿大和墨西哥進口的所有前能量進口徵收25％的關稅，同時對從這些國家的所有能源相關進口徵收10％的徵稅。他還向中國的所有進口進口徵收了10％的關稅，同時消除了免除價值低於800美元的進口的De-Minimis規則，從而允許Temu和Shein之類的人淹沒美國市場。有趣的是，特朗普的最新關稅具有硬編碼的升級偏見，因為在報復的情況下，關稅會自動增加。更重要的是，總統清楚地暗示歐盟的關稅也正在籌備中。

UPDATE: Total liquidations today may be $8-10B, not $2B, per @benbybit. https://t.co/f7lhm18hXV

更新：今天的總清算可能是$ 8-10B，而不是$ 2B，每@BenbyBit。 https://t.co/f7lhm18hxv

— Cointelegraph (@Cointelegraph) February 3, 2025

- cointelegraph（@cointelegraph）2025年2月3日

The crypto markets felt the full brunt of the impact from Trump's weekend actions, experiencing some of the highest liquidations ever recorded, to the tune of between $8 and $10 billion, easily eclipsing the capitulation seen in the aftermath of FTX's collapse.

加密貨幣市場感受到了特朗普週末行動的全部影響，這些行動經歷了有史以來記錄的一些最高清算，在8到100億美元之間的收益很容易黯然失色，從而在FTX崩潰之後看到了投降。

Ironically, the $TRUMP meme coin was also battered in this melee, having sustained losses of around 20 percent over the past 24 hours alone.

具有諷刺意味的是，$特朗普的模因硬幣也被毆打在這種近戰中，僅在過去的24小時內就持續了20％。

As a refresher, the $TRUMP meme coin's only claim to utility lies in bringing together like-minded traders and investors to foster a community premised on the incoming US president's star power.

作為一個複習，$特朗普的模因硬幣唯一對公用事業的主張在於召集志趣相投的商人和投資者，以培養以美國總統的明星力量為前提的社區。

Of course, much of the recent weakness in the crypto sphere is simply a function of the strength of the US dollar. As tariffs rise, importers have to buy up more dollars to pay for the more expensive imports, leading to a tangible increase in the demand for USD.

當然，加密球體最近的許多弱點只是美元實力的函數。隨著關稅的上升，進口商必須購買更多的美元來支付更昂貴的進口，從而導致對美元需求的切實增加。

Crypto’s Reckoning: Institutional Stability vs. Retail Panic

加密的估算：機構穩定與零售恐慌

Over $2 billion in liquidations in 24 hours—the largest in history—has sent shockwaves through the crypto ecosystem. Bitcoin tumbled 14% from its recent peak,… pic.twitter.com/6aqwfGBqkK

24小時內的清算（歷史上最大）超過20億美元，通過加密生態系統造成了衝擊波。比特幣從最近的峰值起14％，…pic.twitter.com/6aqwfgbqkk

— Martin Leinweber (@mleinweber2) February 3, 2025

- Martin Leinweber（@Mleinweber2）2025年2月3日

Martin Leinweber, a digital asset strategist at MarketVector, has now penned an exhaustive note on this weekend's crypto swoon. Specifically, in relation to altcoins such as the $TRUMP meme coin, Leinweber notes:

MarketVector的數字資產策略師Martin Leinweber現在在本週末的加密貨幣案中寫下了詳盡的註釋。具體而言，萊因韋伯指出，關於$ trump Meme Coin等Altcoins：

"Post-election, altcoins (light blue line in the graph below) saw huge outperformance after Trump’s victory, unlike previous cycles. But now? A massive, abnormal drawdown in recent weeks—far beyond what we’ve seen historically."

“選舉後，山寨幣（下圖中的淺藍色線）在特朗普勝利後的表現巨大，與以前的周期不同。但是現在？最近幾週，巨大的，異常的縮減- 超出了我們歷史上所見的。”

He then points out:

然後，他指出：

"Altcoins surged early, fueled by speculative frenzy, but without deep institutional backing, the correction is hitting harder and faster than ever before. This is not like the last cycle—something has changed."

“在投機性瘋狂的推動下，AltCoins提早飆升，但沒有深厚的機構支持，更正的速度比以往任何時候都更加嚴重，更快。這不像最後一個週期 - 事情發生了變化。”

This lack of institutional interest does not bode well for the prospects of the $TRUMP coin and its other peers in the altcoin universe.

對於$特朗普硬幣及其其他同行在altcoin宇宙中的前景而言，這種缺乏機構利益並不是很好的兆頭。

The yields on the US Treasuries are rising today on increasing inflation fears. This is a net-negative for risk assets, including Bitcoin. As per a new study, Bitcoin typically moves in the direction of the global M2 supply a whopping 83 percent of the time! And as goes Bitcoin, so do altcoins, including $TRUMP and $MELANIA. Here, though, there is a problem: the global liquidity proxy is currently at the precipice of turning negative (check out this chart).

如今，美國國債的收益率正在上升，隨著通貨膨脹的恐懼增加。這是包括比特幣在內的風險資產的淨負數。根據一項新的研究，比特幣通常會朝全球M2的方向移動，佔83％的時間！就像比特幣一樣，山寨幣也是如此，包括$ trump和$ melania。但是，這裡存在一個問題：全球流動性代理當前處於否定的懸崖狀態（查看此圖表）。