BlockBeats 消息，5 月 15 日，《金融时报》报导称，特朗普政府拟大幅放宽补充杠杆率（SLR）规定，为 2008 年金融危机以来最大规模的资本松绑。SLR 原要求大型银行持有高品质资本应对总杠杆风险，被视为防范系统性风险的重要措施，却长期遭质疑限制持有美债等低风险资产的能力。新政最快将于夏季前公布，或将美国国债与央行存款排除在 SLR 计算之外，预计可释放多达 2 万亿美元资产负债表空间，鼓励银行重返国债市场，提升流动性。美财政部长与联准会主席均表态支持，视其为银行业改革重点。虽然部分专家对在市场波动期放宽资本规范表达忧虑，但分析认为，此举有望压低美债收益率、释放流动性，间接支撑比特币与加密资产市场。
Bitunix 分析师建议：
资本新规可能释放巨量流动性，加强银行对美债与市场的参与，有利于资金再配置至风险资产。若政策顺利落地，将进一步巩固比特币中期多头格局。短线关注 BTC 100K 美元支撑，若守稳可维持多头结构，突破 105K 美元将吸引更多资金追价。建议关注资金受益板块如 Layer 1 公链与高市值代币。
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