当特朗普总统正式向墨西哥和加拿大签署关税，中国的关税率为10％，加密市场遭受了8-10B $ 8-10B的清算活动

在周末，特朗普通过征收全面进口关税，向美国一些最大的贸易伙伴发动了萨尔沃的核心

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

这不是投资建议。作者在提到的任何股票中都没有立场。 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，特朗普通过征收关税，向美国一些最大的贸易伙伴的核心发动了萨尔沃的核心，这是周末唯一完全开放的液体市场 - 加密货币领域。现在，由于其他风险资产继续赶上Altcoin空间中传奇的波动性引起的Swoon，在过去的24小时内，最佳特征是$ Trump Meme Coin跌落约20％，一位分析师认为，Altcoins的某些事情已经发生了根本性的变化。 。

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

特朗普总统正式签署了对墨西哥和加拿大的25％关税，在讨论数周后，中国的关税为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…

白宫发布了一份详细的声明，解释了关税的基本原理和目标。以下是特朗普总统对…的声明的全文

— Stock Talk (@stocktalkweekly) February 1, 2025

- 股票谈话（@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.

为了符合他的较早诺言，特朗普总统于2月1日对从加拿大和墨西哥进口的所有前能量进口征收25％的关税，同时对从这些国家的所有能源相关进口征收10％的征税。他还向中国的所有进口进口征收了10％的关税，同时消除了免除价值低于800美元的进口的De-Minimis规则，从而允许Temu和Shein之类的人淹没美国市场。有趣的是，特朗普的最新关税具有硬编码的升级偏见，因为在报复的情况下，关税会自动增加。更重要的是，总统清楚地暗示欧盟的关税也正在筹备中。

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

更新：今天的总清算可能是$ 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.

加密货币市场感受到了特朗普周末行动的全部影响，这些行动经历了有史以来记录的一些最高清算，在8到100亿美元之间的收益很容易黯然失色，从而在FTX崩溃之后看到了投降。

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

具有讽刺意味的是，$特朗普的模因硬币也被殴打在这种近战中，仅在过去的24小时内就持续了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.

作为一个复习，$特朗普的模因硬币唯一对公用事业的主张在于召集志趣相投的商人和投资者，以培养以美国总统的明星力量为前提的社区。

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.

当然，加密球体最近的许多弱点只是美元实力的函数。随着关税的上升，进口商必须购买更多的美元来支付更昂贵的进口，从而导致对美元需求的切实增加。

Crypto’s Reckoning: Institutional Stability vs. Retail Panic

加密的估算：机构稳定与零售恐慌

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小时内的清算（历史上最大）超过20亿美元，通过加密生态系统造成了冲击波。比特币从最近的峰值起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的数字资产策略师Martin Leinweber现在在本周末的加密货币案中写下了详尽的注释。具体而言，莱因韦伯指出，关于$ 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."

“选举后，山寨币（下图中的浅蓝色线）在特朗普胜利后的表现巨大，与以前的周期不同。但是现在？最近几周，巨大的，异常的缩减 - 超出了我们历史上所见的。”

He then points out:

然后，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."

“在投机性疯狂的推动下，AltCoins提早飙升，但没有深厚的机构支持，更正的速度比以往任何时候都更加严重，更快。这不像最后一个周期 - 事情发生了变化。”

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

对于$特朗普硬币及其其他同行在altcoin宇宙中的前景而言，这种缺乏机构利益并不是很好的兆头。

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，美国国债的收益率正在上升，随着通货膨胀的恐惧增加。这是包括比特币在内的风险资产的净负数。根据一项新的研究，比特币通常会朝全球M2的方向移动，占83％的时间！就像比特币一样，山寨币也是如此，包括$ trump和$ melania。但是，这里存在一个问题：全球流动性代理当前处于否定的悬崖状态（查看此图表）。