Family, I just jumped up from my chair after seeing Trump's latest move! This former president has once again stirred the nerves of the global market with his high-profile $20 trillion economic reboot plan, which is like throwing a deep-water bomb into calm waters. Especially for our friends in the crypto circle, they must have already started rubbing their hands together calculating profits, right?
Let's first clarify what this $20 trillion really means. Not to get abstract, but just to make a straightforward comparison: this number directly crushes the combined market value of the four tech giants Microsoft, Apple, Google, and Amazon. It's equivalent to stuffing nearly $60,000 'red envelopes' into the hands of every American. Saying it's the most extravagant economic stimulus plan in history is really not an exaggeration; I even wonder if Trump plans to bring out the 'family wealth' of the United States.
But the core of the problem arises, this astronomical amount of funds cannot just appear out of thin air, right? As an analyst deeply engaged in the crypto market for many years, I will break down the possible sources of this money from the perspective of capital logic and the American economic system. This is also the key takeaway for us to determine whether the crypto market can benefit from this wave of 'soup':
The first possibility, and also the most conventional operation, is large-scale issuance of national debt. If the U.S. takes this route, it means that global capital will be forced to pay for this huge plan, and the liquidity of dollars in the market will instantly flood. Looking back at history, we can see that whenever global dollars increase, safe-haven + appreciation assets like gold and crypto assets will see a wave of market activity. After all, money always needs a place to go, and the crypto market, as an emerging asset pool, is likely to become the 'darling' of capital.
The second possibility is more direct - to turn on the money printing machine and print money madly. This move simply means devaluing the dollar, using monetary easing to stimulate the economy. If it really comes to this, good days for the crypto market will arrive, after all, mainstream crypto assets like Bitcoin and Ethereum have always been hard currencies against fiat currency inflation. In the last round of massive monetary easing by the Federal Reserve, the crypto market directly welcomed an epic bull market; if this happens again, I dare say the gains in the crypto market will definitely allow many people to achieve their small goal of 'financial freedom'.
Of course, there is also a third unpredictable possibility of unconventional means. Trump has never played by the rules; he might come up with some new tricks we can't imagine, such as revitalizing certain idle state-owned assets or adjusting tax policies to bring back funds. But no matter which way it goes, as long as this money starts to flow, the global capital landscape will inevitably be shaken, and the crypto market, as one of the 'reservoirs' of global capital, will definitely not escape the impact of this wave.
What excites us in the crypto circle the most? If even one-tenth of this 20 trillion flows into the crypto market, the scene is simply unimaginable! You have to know that the current total market value of the crypto market is small compared to 2 trillion dollars; this amount of money coming in, don’t even mention Bitcoin and Ethereum soaring, even some quality second-tier coins might benefit from it. At that time, the market value rankings in the crypto market might have to be reshuffled, and I can even imagine the scene of the K-line soaring red in advance.
However, we cannot just paint a rosy picture; let's rationally analyze the risks: currently, this 20 trillion plan is still just a 'verbal check', and how it will be implemented, whether it can be implemented, is still unknown. Everyone knows the U.S. Congress's ability to stall; perhaps in the end, this money will be chopped down to just a fraction. Moreover, even if the funds are in place, the U.S. may not allow capital to flow into the crypto market on a large scale, as the regulatory authorities' attitude towards crypto assets has always been 'both loving and fearing'.
But to put it another way, the capital market has always been about 'speculating on expectations'; Trump's 20 trillion plan has injected enough imagination into the market. At least in the short term, the sentiment in the crypto market will definitely be ignited, and the willingness for funds to enter will significantly increase. It's like a big gamble; Trump has set up the poker table, and it depends on whether global capital dares to follow, while we crypto investors are just sitting by waiting to pick up the leaks like 'hunters'.
In the future, I will keep a close eye on every move of this 20 trillion plan, analyzing the underlying crypto opportunities and risks from three dimensions: capital trends, policy implementation, and market sentiment. After all, in the crypto market, the information gap is the key to making money.
