#美国贸易赤字状况 Don't be fooled by appearances; every move Trump makes is not simple.

Since taking office at the White House, almost none of his actions have a single purpose.

What does the Department of Government Efficiency think? On the surface, cutting spending, but in reality, it's about reorganizing the team and creating fiscal pressure to pave the way for future tariff hikes. Tariffs can increase revenue, address illegal trade issues, and pressure certain countries—all in one move.

The most interesting part is the strategic reserve of BTC. Fulfilling campaign promises is just a surface story; the real plan is—once the crypto market heats up, the US will see increased tax revenue from the Web3 ecosystem; demand for stablecoins will rise, indirectly boosting the desire to buy US debt; and the US dollar's influence in the crypto world will become more solid. Multiple benefits in one move.

Actions in Venezuela are also not idle. They serve to vent frustration against oil interest groups and participate in local oil extraction—directly affecting global oil prices. When oil prices drop, CPI pressures may ease. It can also disrupt the energy alliance layouts of certain countries, providing support for the US dollar exchange rate.

The strategy targeting Powell is even more sophisticated. If investigations confirm misconduct, it serves as a warning to others; if not, it still achieves the goal of intimidating. After all, Powell was nominated by Trump himself, and his lack of cooperation on rate cuts has displeased Trump. This approach is not only a preemptive warning to the new Fed chair but also a warning to other Federal Reserve members—it's time to recognize the situation.

From the perspective of rate cut expectations, these actions are indeed pushing the Fed to adjust. But whether there will be a significant rate cut in the first half of the year depends on upcoming inflation data and market reactions. The second half looks more interesting, but Trump is a master at public opinion guidance, and over-optimistic expectations carry risks.

Overall, the goal of this combined strategy is clear—strengthen the US dollar's position while turning the crypto ecosystem into a new revenue source. US debt demand, tax growth, policy stability—all interconnected. How the market will move remains to be seen.