特朗普胜选对市场的影响
特朗普胜选对市场产生了影响,原油价格小幅下跌,市场猜测新一届美国政府可能会加剧中东冲突,或对伊朗实施更严厉的制裁。此外,特朗普胜选也引发了对美国科技行业的巨变的讨论。
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11-08
特朗普如果部分兑现竞选承诺,美国将彻底收回加密货币的主权,本质上加密货币交易是美元流动性的衍生,因为都是通过USDT等美元稳定币或者法币交易。 在收回加密主权之后,必然推动容纳天量资本,纸币超发需要找个载体为美元赋能,过去美元都是与大宗商品绑定的,但是随着经济转型,已经不能容纳那么多的美元了。 美国在等信息革命或者数字化革命,通过AI和加密货币(代币化+本土化),形成资本流转,为美元进行赋能,因为这个时候资本的载体是数据,膨胀的速度是几何级别的,能容纳天的资本,确保美国资本市场处于相对的牛市当中。
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