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美国政府最新的关税措施正在带来可观的财政收入——据报道已超过数千亿——同时保持通胀预期在相对稳定的水平。这一财政背景对加密货币市场具有重要意义,因为政府的税收收入和通胀控制仍然是影响资产估值的关键宏观变量。关税驱动的预算收益与价格稳定之间的互动,塑造了传统资产和数字资产类别的中期预期。