随着“特朗普贸易”飙升，比特币 (BTC) 价格兑墨西哥比索上涨 10%；黄金持平

特朗普誓言要对墨西哥和其他贸易伙伴征收全面关税。

Bitcoin price rose nearly 10% against the Mexican peso on Wednesday as the "Trump trade" gained momentum with the Republican candidate taking a lead over Kamala Harris in the presidential race.

周三，随着共和党候选人在总统竞选中领先卡马拉·哈里斯，“特朗普交易”势头增强，比特币兑墨西哥比索价格上涨近 10%。

Trump has vowed to impose sweeping tariffs on Mexico and other major trading partners.

特朗普誓言要对墨西哥和其他主要贸易伙伴征收全面关税。

Election 2024 coverage presented by

2024 年选举报道由

The MXN fell 3% against the USD to 20.7080, reaching the lowest since August 2022. As of writing, the BTC/MXN pair on Binance traded nearly 10% higher at 1.548 million, according to data source TradingView.

墨西哥比索兑美元汇率下跌 3%，至 20.7080，达到 2022 年 8 月以来的最低水平。根据数据源 TradingView，截至撰写本文时，币安上的 BTC/MXN 货币对交易价格上涨近 10%，至 154.8 万。

The Mexican peso has declined by 27% against the U.S. dollar since March, with most losses largely attributed to concerns that a potential Trump administration would resort to protectionist policies.

自3月份以来，墨西哥比索兑美元汇率已下跌27%，其中大部分损失主要归因于对潜在特朗普政府将诉诸保护主义政策的担忧。

Earlier this week, Trump reiterated his plans to impose a 25% tariff on imports from Mexico, one of the U.S.' largest trading partners last year, while warning of a hike to 100% if the country fails to close its border.

本周早些时候，特朗普重申计划对去年美国最大贸易伙伴之一墨西哥的进口商品征收 25% 的关税，同时警告称，如果该国不关闭边境，关税将提高至 100%。

"If they don’t stop this onslaught of criminals and drugs coming into our country, I am going to immediately impose a 25 percent tariff on everything they send into the United States of America,” Trump said, according to the Washington Post.

据《华盛顿邮报》报道，特朗普表示：“如果他们不阻止犯罪分子和毒品进入我国，我将立即对他们运往美国的所有物品征收 25% 的关税。”

“If that doesn’t work, I’ll make it 50, and if that doesn’t work, I’ll make it 75,” he said. “Then I’ll make it 100."

“如果这不起作用，我会把它变成 50，如果那不起作用，我会把它变成 75，”他说。 “那我就打到100了。”

Trump has also vowed to renegotiate the United States-Mexico-Canada Agreement (USMCA), which is set to be up for review on July 1, 2026. At press time, Associated Press showed Trump leading the electoral map 230 to Kamala Harris' 210.

特朗普还誓言要重新谈判《美国-墨西哥-加拿大协议》(USMCA)，该协议将于 2026 年 7 月 1 日接受审查。截至发稿时，美联社显示特朗普在选举地图上领先 230 领先于卡马拉·哈里斯的 210 。

"Mexican Peso is weakening substantially, even before we know what will eventually happen tonight. An indication that we may see very big moves in the event of a Trump win..," Robin Brooks, a senior fellow at the Brookings Institution, said on Twitter.

布鲁金斯学会高级研究员罗宾·布鲁克斯 (Robin Brooks) 表示：“甚至在我们知道今晚最终会发生什么之前，墨西哥比索正在大幅贬值。这表明，如果特朗普获胜，我们可能会看到非常大的波动……”叽叽喳喳。

Gold flat, DXY soars

黄金持平，美元指数飙升

Gold prices remained largely unchanged at nearly $2,740 per ounce on Wednesday despite fears that Trump's tariff plan could lead to higher inflation.

尽管担心特朗普的关税计划可能导致通胀上升，但周三金价基本保持在每盎司近 2,740 美元不变。

However, the precious metal showed limited gains as the dollar index rose to above 105.00 for the first time since July 9. The 10-year Treasury note yield jumped over 20 basis points to 4.46%, denting the appeal of the zero-yielding safe-haven metal.

然而，随着美元指数自7月9日以来首次升至105.00上方，贵金属涨幅有限。10年期国债收益率跃升逾20个基点至4.46%，削弱了零收益安全债券的吸引力。避风港金属。

The uptick in the bond could be attributed to fears that Trump tariffs could complicate the Federal Reserve's plans to cut borrowing costs.

该债券的上涨可能是由于担心特朗普的关税可能会使美联储削减借贷成本的计划复杂化。

Tariffs are known to create a ripple effect throughout the global economy by increasing the cost of goods, disrupting international trade, and reducing competition, all of which add to inflationary pressures.

众所周知，关税会增加商品成本、扰乱国际贸易和减少竞争，从而在整个全球经济中产生连锁反应，所有这些都会增加通胀压力。

That said, both bitcoin and gold are said to be on a long-term bullish trajectory, courtesy of the ballooning U.S. fiscal debt. Gold has surged 32% this year, outshining the S&P 500's 21% gain by a big margin. Bitcoin, often touted as digital gold, has risen 75%.

尽管如此，由于美国财政债务不断膨胀，比特币和黄金据说都处于长期看涨轨道。黄金今年已飙升 32%，大幅超过标准普尔 500 指数 21% 的涨幅。经常被誉为数字黄金的比特币已上涨 75%。

Omkar Godbole is a Co-Managing Editor on CoinDesk's Markets team.

Omkar Godbole 是 CoinDesk 市场团队的联合总编辑。