隨著比特幣優勢激增，加密貨幣市場反彈了政策轉變

比特幣在一夜之間登上了91,300美元，上演了積極的恢復，當天攀升1.5％，並再次以10萬美元的門檻調情。

Mexico to Deploy 10,000 Troops to U.S. Border to Curb Drug Trafficking

墨西哥將10,000名士兵部署到美國邊境以遏製販毒

In a bid to ease economic friction, Mexico’s President Claudia Sheinbaum announced on Monday that her government will deploy 10,000 troops to the U.S. border to curb illegal arms and drug trafficking.

為了減輕經濟摩擦，墨西哥總統克勞迪婭·辛巴姆（Claudia Sheinbaum）週一宣布，她的政府將部署10,000名士兵到美國邊境，以遏制非法武器和販毒。

The move comes as part of an agreement with U.S. President Donald Trump, who, in response, has paused newly imposed tariffs on Mexico for one month—a development that instantly shifted market sentiment.

此舉是作為與美國總統唐納德·特朗普（Donald Trump）達成協議的一部分，後者作為回應，暫停了對墨西哥的新關稅一個月，這一發展立即改變了市場的情緒。

Crypto Markets Rebound on Policy Shift

加密市場反彈政策轉變

Bitcoin, which had cratered to $91,300 overnight, staged an aggressive recovery, climbing 1.5% on the day and flirting with the $100K threshold once again. Meanwhile, Ethereum (ETH) rallied above $2,700 after dipping near $2,000, and Solana (SOL) rebounded past $200.

比特幣在一夜之間登上了91,300美元，上演了積極的恢復，當天攀升1.5％，並再次以10萬美元的門檻調情。同時，以太坊（ETH）在浸入$ 2,000 $ 2,000之後的$ 2,700集中，而Solana（Sol）的反彈超過200美元。

Bitcoin is back at $99,000, an impressive recovery. Source: BLX on Brave New Coin

比特幣恢復了99,000美元，這是令人印象深刻的恢復。資料來源：BLX在勇敢的新硬幣上

The standout performer was XRP, which exploded 40%, reclaiming $2.50 after getting battered in the recent correction.

傑出的表演者是XRP，爆炸了40％，在最近的更正遭到毆打後，收回了2.50美元。

XRP was one of the fastest recovering alts, source: XRPLX on Brave New Coin

XRP是最快恢復的Alts之一，來源：XRPLX勇敢的新硬幣

As of February 3, Bitcoin’s market dominance has surged to nearly 62%, its highest level since February 2021. This metric, which tracks Bitcoin’s share of the total cryptocurrency market cap, underscores BTC’s outsized influence in the space. With Bitcoin commanding the lion's share, altcoins are left fighting over what’s left—a stark reminder of BTC's continued supremacy in the market.

截至2月3日，比特幣的市場優勢已飆升至近62％，是2021年2月以來的最高水平。該指標跟踪比特幣在加密貨幣市值總數中所佔的份額，強調了BTC在該空間中的巨大影響。隨著比特幣指揮獅子的份額，Altcoins剩下的剩下的東西剩下的，這是BTC在市場上持續至高無上的明顯提醒。

Bitcoin dominance has soared while there is still no sign of alt season. Source: Trading View

比特幣的優勢已經飆升，而仍然沒有ALT季節的跡象。資料來源：交易視圖

The broader macroeconomic outlook also improved, with Polymarket odds on Trump removing blanket tariffs against Mexico before May surging to 80%, up from just 50% earlier in the day.

更廣泛的宏觀經濟前景也有所改善，特朗普在5月之前撤消了對墨西哥的毛毯關稅的賠率，高於當天早些時候的50％。

Stocks Trim Losses as Risk Appetite Returns

股票損失作為風險食慾收益

The optimism wasn’t limited to crypto. U.S. stock markets pared earlier declines, with the Nasdaq narrowing its losses to just 1%, while the S&P 500 clawed back to a 0.75% drop.

樂觀不僅限於加密。美國股票市場較早地減少了，納斯達克的損失將其縮小到僅1％，而標準普爾500指數降至0.75％。

For now, markets appear to be breathing a sigh of relief. But with Trump’s trade policies remaining unpredictable, investors will be watching closely to see if this is a temporary ceasefire—or just the calm before the next storm.

就目前而言，市場似乎令人嘆為觀止。但是，由於特朗普的貿易政策仍然無法預測，投資者將密切關注這是否是臨時停火，或者只是在下一場暴風雨前的平靜。

Closing the Loophole: Ending China’s Trade Advantage

關閉漏洞：結束中國的貿易優勢

A major focus of Trump’s tariffs is shutting down China’s exploitation of U.S. trade law, particularly the “de minimis” rule, which has allowed Chinese platforms like Temu, SHEIN, and AliExpress to flood the U.S. market with tax-free, duty-free goods under $800.

特朗普關稅的主要重點是關閉中國對美國貿易法的開發，尤其是“最低限度”規則，該規則使諸如Temu，Shein和Aliexpress之類的中國平台以免稅，免稅的商品充斥著美國市場低於$ 800。

The Impact of Tariff Reforms

關稅改革的影響

Starting Tuesday, de minimis shipments from China will be banned, forcing imports to undergo standard customs scrutiny. This move is expected to:

從周二開始，將禁止從中國運輸的De Minimis貨物，迫使進口進行標準海關審查。這一舉動有望：

Level the playing field for U.S. manufacturers.

為美國製造商平整競爭環境。

Reduce illicit trade, including fentanyl trafficking.

減少包括芬太尼販運在內的非法貿易。

Weaken China’s subsidized export dominance.

削弱了中國補貼的出口優勢。

A Necessary Economic Shift

必要的經濟轉變

For decades, China, Mexico, and Canada have benefited from America’s lack of enforcement on trade rules. The new tariffs signal a reset—one that will bring short-term pain but long-term economic benefits for the U.S. As global power dynamics shift, America is no longer the world’s enforcer—but a nation willing to protect its own interests first.

幾十年來，中國，墨西哥和加拿大因美國缺乏貿易規則的執法而受益。新的關稅標誌著重置的信號，這將帶來短期痛苦，但隨著全球權力動態的轉變，美國不再是世界的執行者，而是一個願意首先保護自己的利益的國家。

Finally, it has just been announced that President Trump’s AI & Crypto Czar, David Sacks, will host a press conference on Feb. 4, 2:30 pm ET about digital assets and how America will secure its position as leader. That’s perhaps a reaction to the crypto dump, and an acknowledgment that the Trump administration wants to support the industry and stem the losses from yesterday’s liquidation event.

最後，剛剛宣布，特朗普總統的AI＆Crypto沙皇戴維·薩克斯（David Sacks）將於2月4日下午2:30在美國東部時間下午2:30舉行有關數字資產以及美國將如何確保其領導人地位的新聞發布會。這也許是對加密貨幣垃圾場的反應，並承認特朗普政府希望支持該行業並阻止昨天清算活動的損失。

David Sacks, Source: X

戴維·薩克斯（David Sacks），資料來源：X