杠杆屠刀落下！比特币跌破10万刀，美国两党用民众饥饿做赌注

Group 1: Bitcoin Market Dynamics - Bitcoin price fell below the psychological threshold of $100,000, reaching a low of $99,075.89 before a brief recovery to $104,070, indicating a significant market panic [1] - The recent crash is attributed to a "death spiral" caused by market sentiment cooling and leveraged liquidations, with 76% of liquidations being long positions [3] - Long-term holders sold 405,000 Bitcoins worth over $4 billion in the past 30 days, contributing to downward pressure on prices [3] Group 2: U.S. Government Shutdown Impact - The U.S. government shutdown has entered its 36th day, causing significant disruptions in various sectors, including air travel, with thousands of flights delayed or canceled [5] - The Congressional Budget Office estimates that the shutdown could reduce the annualized GDP growth rate by 1-2 percentage points per week, potentially leading to a $14 billion economic loss in Q4 [6] - The political deadlock is rooted in sharp divisions over the Affordable Care Act, reflecting broader political polarization in the U.S. [6] Group 3: Federal Reserve and Economic Concerns - The Federal Reserve's recent interest rate cut of 25 basis points to a range of 3.75% has not alleviated market anxiety, with concerns about inflation persisting [8] - The independence of the Federal Reserve is under unprecedented pressure, with political interventions complicating monetary policy decisions [8] - A crisis in stablecoins has emerged, with significant liquidity risks highlighted by the collapse of xUSD, which could lead to a broader liquidity crisis in the cryptocurrency market [8] Group 4: Broader Market Reactions - The Nasdaq index fell by 2% in a single day, with significant losses in tech stocks like Nvidia, reflecting a broader downturn in risk assets [10] - Consumer confidence has dropped to its lowest level since June 2022, indicating a potential slowdown in consumer spending [10] - Analysts predict that if Bitcoin fails to hold above $100,000, it may target a low of $74,000, highlighting the extreme uncertainty in the market [10]