随着比特币优势激增，加密货币市场反弹了政策转变

比特币在一夜之间登上了91,300美元，上演了积极的恢复，当天攀升1.5％，并再次以10万美元的门槛调情。

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

墨西哥将10,000名士兵部署到美国边境以遏制贩毒

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.

为了减轻经济摩擦，墨西哥总统克劳迪娅·辛巴姆（Claudia Sheinbaum）周一宣布，她的政府将部署10,000名士兵到美国边境，以遏制非法武器和贩毒。

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.

此举是作为与美国总统唐纳德·特朗普（Donald Trump）达成协议的一部分，后者作为回应，暂停了对墨西哥的新关税一个月，这一发展立即改变了市场的情绪。

Crypto Markets Rebound on Policy Shift

加密市场反弹政策转变

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.

比特币在一夜之间登上了91,300美元，上演了积极的恢复，当天攀升1.5％，并再次以10万美元的门槛调情。同时，以太坊（ETH）在浸入$ 2,000 $ 2,000之后的$ 2,700集中，而Solana（Sol）的反弹超过200美元。

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

比特币恢复了99,000美元，这是令人印象深刻的恢复。资料来源：BLX在勇敢的新硬币上

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

杰出的表演者是XRP，爆炸了40％，在最近的更正遭到殴打后，收回了2.50美元。

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

XRP是最快恢复的Alts之一，来源：XRPLX勇敢的新硬币

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，比特币的市场优势已飙升至近62％，是2021年2月以来的最高水平。该指标跟踪比特币在加密货币市值总数中所占的份额，强调了BTC在该空间中的巨大影响。随着比特币指挥狮子的份额，Altcoins剩下的剩下的东西剩下的，这是BTC在市场上持续至高无上的明显提醒。

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

比特币的优势已经飙升，而仍然没有ALT季节的迹象。资料来源：交易视图

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.

更广泛的宏观经济前景也有所改善，特朗普在5月之前撤消了对墨西哥的毛毯关税的赔率，高于当天早些时候的50％。

Stocks Trim Losses as Risk Appetite Returns

股票损失作为风险食欲收益

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.

乐观不仅限于加密。美国股票市场较早地减少了，纳斯达克的损失将其缩小到仅1％，而标准普尔500指数降至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，市场似乎令人叹为观止。但是，由于特朗普的贸易政策仍然无法预测，投资者将密切关注这是否是临时停火，或者只是在下一场暴风雨前的平静。

Closing the Loophole: Ending China’s Trade Advantage

关闭漏洞：结束中国的贸易优势

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.

特朗普关税的主要重点是关闭中国对美国贸易法的开发，尤其是“最低限度”规则，该规则使诸如Temu，Shein和Aliexpress之类的中国平台以免税，免税的商品充斥着美国市场低于$ 800。

The Impact of Tariff Reforms

关税改革的影响

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

从周二开始，将禁止从中国运输的De Minimis货物，迫使进口进行标准海关审查。这一举动有望：

Level the playing field for U.S. manufacturers.

为美国制造商平整竞争环境。

Reduce illicit trade, including fentanyl trafficking.

减少包括芬太尼贩运在内的非法贸易。

Weaken China’s subsidized export dominance.

削弱了中国补贴的出口优势。

A Necessary Economic Shift

必要的经济转变

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.

几十年来，中国，墨西哥和加拿大因美国缺乏贸易规则的执法而受益。新的关税标志着重置的信号，这将带来短期痛苦，但随着全球权力动态的转变，美国不再是世界的执行者，而是一个愿意首先保护自己的利益的国家。

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.

最后，刚刚宣布，特朗普总统的AI＆Crypto沙皇戴维·萨克斯（David Sacks）将于2月4日下午2:30在美国东部时间下午2:30举行有关数字资产以及美国将如何确保其领导人地位的新闻发布会。这也许是对加密货币垃圾场的反应，并承认特朗普政府希望支持该行业并阻止昨天清算活动的损失。

David Sacks, Source: X

戴维·萨克斯（David Sacks），资料来源：X