Financial Performance - Tether 在 2024 年通过美国国债利息、贷款和费用获得 52 亿美元的收入 [1] Regulatory Landscape - 行业关注在更严格的监管下，这种模式是否可以持续 [1]

Deficit and Spending - The analysis indicates authorization of $3.8 trillion in deficit increases without offsetting measures, potentially signaling an end to constraints on congressional spending [1] - Repeal of IRA tax cuts significantly impacts energy stocks [2] Consumer Impact - Tariffs are viewed as a tax on US consumers, generating approximately $400 billion for the US Treasury [3] - New stimulus to the US consumer amounts to $166 billion, resulting in a net loss for the consumer when compared to tariff revenue [3][4] Healthcare Sector - Medicaid cuts are expected to have a substantial impact on hospitals [2]