#以太坊行情解读 Mainstream cryptocurrencies such as ETH, SOL, and others have recently shown a high correlation with macroeconomic expectations. Trump recently announced a major fiscal plan: 1.45 million soldiers will receive a special subsidy of $1776 before Christmas. This move is both a political gesture and a reflection of the government's intention to stimulate consumption.

What is even more noteworthy is his shift in attitude towards Federal Reserve policies. Trump explicitly stated that he would appoint a new Fed Chair advocating for significant rate cuts. This signal is highly significant for the crypto asset market—loose monetary policy generally tends to boost risk asset valuations.

Of course, there is a gap between promises and reality. On one hand, he rates the economy as "A+++", but on the other hand, he admits to inheriting the worst inflation mess in 48 years. Polls show support dropping to 39%, and public anxiety over living costs remains unresolved.

Here is a contradiction: rate cut expectations usually benefit digital assets, but only if inflation is truly under control. If these are just on-paper promises, there will still be risks of credit overextension. At the same time, he proposed the "most aggressive housing reform in history," which such large-scale policy adjustments often lead to market volatility.

For crypto investors, the three factors worth continuous monitoring are the Fed's policy direction, inflation trends, and government fiscal stimulus. The macroeconomic uncertainty is shaping the asset allocation logic for the next cycle.