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What a great bull market, if only the principal were still there.
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#特朗普税改 什么时候市场对特朗普及特朗普朝令夕改的政策免疫，什么时候市场才能慢慢摆脱熊来了的阴霾。 特朗普税改是典型的保守派经济实验，其核心逻辑是通过供给端减税刺激增长，但实际效果受制于财政可持续性、分配公平性和全球经济环境。 此次特朗普税改被批评为“向富人发红包”。例如，最高收入1%群体享受的减税收益占总额的20%以上，而中低收入家庭因取消个人豁免项等增税措施实际税负可能上升 。遗产税废除、资本利得税优惠等进一步拉大贫富差距。 短期看，税改提振了市场信心和企业活力（企业税减少）；长期看，债务风险、社会分化及产业回流不及预期等问题凸显。 若2025年新方案进一步激进减税，可能加剧财政脆弱性，成为悬在美国经济头顶的“达摩克利斯之剑” 。这一政策既是共和党意识形态的延续，也是全球化背景下美国重构竞争力的政治选择，其争议与影响仍将持续发酵。
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#MindNetwork全同态加密FHE重塑AI未来
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#今日市场观点 整个市场，现在都有些小兴奋，但流动性从何而来呢？ 整体市场经济环境还是不行，降息什么时候才到来，第二阶段的牛市才开始
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#2024withBinance …我啥时候盈利了
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#今日市场观点 仍然看涨btc 我倒是希望大回调 因为仓位不多 但现在也不敢接盘上车，持有现货，安静看戏吧
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