#以太坊大户持仓变化 $BTC $ETH $BNB

The Global Asset Shift Behind Massive Tariff Revenues

Breaking news—U.S. tariff revenue has surpassed $600 billion. What does this scale mean? It’s enough to rival more than one-tenth of the total global cryptocurrency market cap. Looking purely at the money, this resembles a deep restructuring of the global trade order—rules are being rewritten, and investors’ wallets are passively following.

The market faces a triple shockwave:

**Accelerating Dollar Depreciation**
Although massive tariff revenues strengthen the U.S.’s short-term pricing power, they also push up costs and import prices. Central banks around the world are accelerating their de-dollarization strategies. What does this mean for those holding dollar assets? Do investors not see it?

**Resurgence of Inflationary Pressures**
High tariffs essentially shift the burden onto consumers. In the end, ordinary consumers foot the bill, and the Federal Reserve’s rate-cut plans are now in jeopardy. The logic behind commodity prices and asset allocation is being rewritten.

**Liquidity Volatility Becomes the New Normal**
Cross-border capital flows of huge sums and policy uncertainties are repeatedly tugging at markets, amplifying fluctuations in stocks, exchange rates, and bonds. Trading opportunities and risks are emerging simultaneously.

As the world’s largest economy transitions from a trade participant to a "toll booth," the risk-avoidance logic for individual assets should also be adjusted. Have you considered moving more assets to places that are hard to tax and highly liquid?

How are exchanges viewing this week? Who will ultimately bear the cost of this $600 billion? Will global trade conflicts continue to escalate?💬