#特朗普税改 Random Writing Trump’s latest proposal of "Universal Tax Cut 2.0" is like a bomb shaking the market. He directly stated he wants to cut corporate tax to 15% and halve capital gains tax. Before Wall Street could react, Bitcoin surged by 10%, and gold simultaneously hit a historic high—this is not a tax reform plan, but clearly a promotional advertisement for hard currency. But the devil is in the details; on page 27 of the draft, it is noted in very small print: cryptocurrency transactions will be subject to a new tax form, a move that gives the big players in the crypto space chills.

The most clever part is the timing; this plan was deliberately announced 72 hours before the Federal Reserve's interest rate meeting. Now the market is completely in disarray— the bond market is betting on tax cuts stimulating inflation, the stock market is gambling on skyrocketing corporate profits, and the cryptocurrency market has automatically switched to a "fiat currency depreciation" trading mode. Goldman Sachs worked overnight to modify its models, estimating that if the plan passes, the U.S. fiscal deficit will directly soar past $2 trillion, which is equivalent to writing a love letter to Bitcoin.

(Mysteriously, 48 hours before the announcement of the plan, there was suddenly a $3 billion buy order in Bitcoin futures on the Chicago Mercantile Exchange, with the contracts expiring just one week before the election voting day...