2026-01-03 10:10:15

#Strategy加码BTC配置 Is US economic policy about to do a U-turn, and will the market landscape be rewritten by 2026?

$DOGE $PEPE $SUI

Wall Street has recently hinted that next year the US economic policy might take a major turn. It sounds simple: cut tariffs, distribute money, and stimulate growth from both ends. But the underlying logic and chain reactions behind this are worth a deep dive.

Let's look at two core actions:

**Tariffs**
Currently, inflation pressures haven't fully subsided, and the US government has already begun to ease up. Some previous tariff increase plans have been postponed. Analysts believe that tariffs are gradually shifting from being a "hard barrier" to a "negotiation tool." If there are significant adjustments, the tightrope of global trade might loosen a bit.

**Cash Disbursement**
Even more aggressive is the recent move—due to the bill's retroactivity, over 100 million Americans received tax refunds this year, averaging about $3,278. JPMorgan has indicated that this scale is somewhat similar to stimulus checks during the pandemic. Once this money enters people's pockets, consumption will directly rise, and inflation could spike accordingly.

**What does this mean for crypto and the overall market?**
If the policies are actually implemented, in the short term, the US economy and consumption will definitely get a strong boost. But the cost might be a slowdown in the Federal Reserve's rate cuts. Once a large amount of liquidity flows into risk assets, the cryptocurrency market will face a complex tug-of-war—dollar fluctuations, inflation expectations, policy uncertainties—all stirring within.

Honestly, this is a double-edged sword. The short-term thrill of stimulation could lead to long-term issues like high inflation and increased debt. Global markets must tread carefully on this policy tightrope.

**A few questions to ponder:**
Will the combination of money distribution and potentially hawkish monetary policy be a boost or a drag for crypto assets?
If large-scale tax refunds really push up inflation, will more people start viewing Bitcoin as an inflation hedge and safe haven?

BTC0,89%

DOGE0,23%

PEPE-1,5%

SUI1,89%

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ser_ngmi

· 01-05 01:39

Wait, 100 million people and $3,278? Is this money directly poured into meme coins or really spent? Haha How many times have we heard the story of Bitcoin as a safe haven? The real issue is that during high inflation, ordinary people don't have extra money to get on board. If tariffs really loosen up, does that mean some coins will have fewer negative factors? Printing money + hawkish stance? Isn't that just a rhythm where some people make quick money and others get cut? Rewriting the pattern in 2026, but first let's see if next year will again be a period of volatility and shakeout. It seems that Wall Street's combination punches ultimately depend on how the Federal Reserve responds; otherwise, it's just a bunch of empty talk. The metaphor of a double-edged sword is overused; the key is where liquidity will flow. Is the stability of the RMB becoming more attractive? At the same time, stacking BTC is also fine. If inflation rises, altcoins still need to be cautious; historically, during such times, Bitcoin always dominates. Having the ability to print money shows confidence, indicating the economy isn't that bad? Isn't this logic reversed?

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DisillusiionOracle

· 01-04 19:23

Bro, if this combo punch really materializes, our coins are going to have a tough time. Printing money fuels inflation, the Federal Reserve still has to be tough, liquidity that should flow into risk assets is shrinking instead, it's a deadlock. But on the other hand, BTC's fight against inflation is indeed a hard currency, it can't be avoided. --- $3278 going into the pockets of ordinary people? Wake up, this money won't actually flow into the crypto world, in the end, it will be siphoned off by landlords and property owners. --- The double-edged sword is real; short-term gains come with long-term costs. How many times has Wall Street played this trick? --- Using tariffs as a negotiation tactic? In my view, that's just a smokescreen; in the end, tariffs will still be increased. The trade war isn't over. --- When inflation rises, BTC goes up; if inflation can't be contained, the Fed will remain hawkish. So why do our coins seem so off? --- Instead of obsessing over policy combinations, it's better to watch the movements of big funds. When they move, we move. --- Printing money always feels like overdrawing from the future; sooner or later, there will be a reckoning. --- Rewriting the landscape in 2026? I think 2025 will be chaotic enough.

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tokenomics_truther

· 01-03 10:39

Another old trick of printing money and cutting interest rates. Wake up everyone, can this really save the market this time? The inflation monster is not dead at all. Printing 3278 dollars will only burn more money. Is BTC really about to take off? Tariff negotiation tactics? Americans really know how to deceive themselves. They haven't finished the trade war and are already thinking about a ceasefire. 100 million people getting tax refunds, isn't that just leveraging Bitcoin? Just go all in. A double-edged sword? I'm tired of the short-term pleasure and long-term bankruptcy drama. Crypto is the real safe haven. So the question is, should we cut interest rates or not? Stop with these roundabout ways. When consumption picks up, inflation surges too. The Federal Reserve will end up raising interest rates again. It's a cycle. Do tokens like DOGE and PEPE also benefit? Come on, the real alpha should be in BTC allocation. Walking on the policy tightrope, we go all in. See the real results in 2026.

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PumpStrategist

· 01-03 10:36

The pattern is formed, with $3,278 entering the common people's pockets. The signal of this liquidity release was already over 80 on RSI. Those chasing DOGE now are typical retail investors with a chives mentality. --- Double-edged sword? Forget it. Instead of worrying about whether to cut or raise interest rates, it's better to look at the distribution of chips. An 80% chance that 100 million people receiving tax refunds will boost inflation. BTC's safe-haven attribute will take off. Where are the interesting levels? --- Stimulating consumption with money sounds good, but once inflation gets out of control, the Federal Reserve will have to adopt a hawkish stance again. In this bullish and bearish game, can the brothers chasing the rise and killing the fall survive to see the harvest season? [Laugh] --- Wait, balancing on the policy tightrope is so difficult. Do PEPE and SUI still dare to go all-in? A risk reminder to everyone: overbought zone with overheated emotions is the most dangerous. --- $3,278 x 100 million people. The liquidity increase supported by data is indeed quite aggressive. But when it comes to tariffs and negotiation tactics, it feels like another wave of risk is being set up for release.

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FromMinerToFarmer

· 01-03 10:16

The metaphor of a double-edged sword is perfect—short-term狂欢, long-term debt repayment. We've seen this script too many times. Distributing money can indeed cause a dump, but when inflation kicks in, BTC is the ultimate weapon. This logic makes sense. 100 million people receiving over 3k will definitely boost consumption, and crypto liquidity will also become eager to move. Using tariffs as bargaining chips in negotiations is smarter this time—better than risking a trade war head-on. Walking on the policy tightrope, one wrong move and you'll need to add to your positions. I've already increased my BTC holdings. Liquidity is flowing into risk assets, and this cycle might be more intense than expected. With this combination, the Fed's rate cut pace will definitely get chaotic. Who dares to short in the short term? Inflation is still making BTC look attractive. The story of anti-inflation has been told so many times, yet it still works. For us who have shifted from miners to farmers, we're just waiting for policy chaos to push Bitcoin higher. The other side of the double-edged sword is the debt bomb—sooner or later, liquidity will need to loosen to save the market.

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ProofOfNothing

· 01-03 10:14

Wait, 100 million people and $3,278? Will this money really flow into the crypto world, or will it go back to paying off mortgages... Pumping money to boost inflation and then cutting interest rates to slow down—this logic really conflicts. The crypto world is about to play tricks. The double-edged sword is real, but honestly, I’m still adding more BTC. Inflation will come sooner or later. How much DOGE can $3,278 buy? Haha. Walking on the policy tightrope... It seems like global central banks are all gambling. No one will be better off if they lose in the end. The key is how the dollar moves; it might be more important than the policy itself.

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