Group 1 - The conflict between Trump and Musk is not merely personal but reflects deeper political and economic turmoil in the U.S. that could lead to significant consequences [1][2] - Musk's revelation of Epstein's undisclosed files, allegedly obtained from the White House, indicates a serious power struggle that transcends simple disputes [2] - Trump's aggressive actions against Musk's electric vehicle industry subsidies represent a direct challenge to Musk's influence and the broader economic landscape [2][3] Group 2 - The U.S. economy is facing severe challenges, with April's unemployment rising to 240,000 and imports declining by 16%, while the Federal Reserve refuses to lower interest rates [3] - Trump's removal of trusted economic advisors amid a crisis of confidence exacerbates economic uncertainty, leading to increased pressure from Wall Street and the deep state [3] - Trump's tax cuts are facing funding issues, with a failed proposal for global tariffs, forcing reliance on money printing, which worsens the fiscal crisis [5] Group 3 - Japan's debt crisis poses a significant risk to the U.S. financial system, as a potential sale of $1 trillion in U.S. bonds could lead to a substantial depreciation of the dollar [5] - Trump's foreign policy has led to increased isolation for the U.S., particularly in Europe, as tensions rise over trade and military commitments [6] - The U.S. is accelerating the implementation of stablecoin policies, with global stablecoin transaction volumes reaching $27 trillion, indicating a shift in the financial landscape [7] Group 4 - The issuance of U.S. stablecoins tied to government bonds could enhance demand for U.S. debt, transforming its role in the global financial system [7] - The competition for pricing power in the digital currency market is intensifying, with China also seeking to establish its influence in the next 30 years [7] - The interconnectedness of Japan's debt crisis, geopolitical conflicts, and stablecoin developments suggests that the current U.S. political struggles are part of a larger global shift [7]
24万失业+1万亿美债抛售!50%关税激怒欧洲,27万亿稳定币博弈!
Sou Hu Cai Jing·2025-06-07 23:40