Новая инициатива Дональда Трампа может стать главным катализатором роста крипторынка

cryptonews.ruPublished on 2025-05-09Last updated on 2025-11-10

Президент Дональд Трамп рассматривает инициативу по выплате $2000 каждому американцу в виде так называемого тарифного дивиденда. В случае реализации программа вольет около $600 млрд в экономику США. По словам исследователей из XWIN Research, масштаб сравним с антикризисным пакетом 2020 года на $800 млрд, который стал одним из факторов стремительного роста крипторынка. Тогда курс биткоина вырос с $3800 до $69 000, а эфира — с $90 до $4800, при этом ликвидность быстро перетекла из наличных в спекулятивные активы.

Однако эксперты отмечают, что условия на рынке сейчас иные. Если в 2020 году выплаты были мерой экстренной поддержки, то сейчас инфраструктура криптоиндустрии значительно развита. Существуют спотовые ETF, стандартизировано хранение активов, а покупка криптовалют доступна напрямую через брокерские приложения. Институциональные участники торгов действуют на рынке, что повышает способность сектора к быстрому усвоению новой ликвидности.

Анализ ончейн-данных за период с марта 2020-го по март 2021 года показал: рост активных адресов BTC совпадал с повышением цен, отражая увеличение сетевых показателей и притока капитала. Результаты пользователей за этот период практически удвоились, подтверждая корреляцию между притоком ликвидности и бычьим трендом.

Исследователи выразили уверенность: если новый стимул будет запущен, он может сыграть роль не социальной поддержки, а инвестиционного импульса. Это означает, что деньги, поступившие в экономику, с большей вероятностью пойдут в рисковые активы, включая криптовалюты. Аналитики считают, что реакция участников рынка на подобное вливание может быть еще быстрее и масштабнее, чем в предыдущем цикле. Озвучено мнение, что криптоинфраструктура готова к следующей волне ликвидности. В отличие от 2020 года, когда доступ к цифровым активам был ограничен, сейчас участие частных и институциональных инвесторов обеспечено на системном уровне. Многие аналитики считают, что даже без полного запуска программы сама новость о возможных прямых выплатах может стать триггером для роста сегмента криптовалют.

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