据 Woofun AI 消息，美国联邦债务规模的失控正重塑比特币的上涨逻辑，《Kobeissi Letter》指出这一宏观变量使得硬资产的投资价值显著凸显。
财政纪律的恶化在数据对比中暴露无遗。美国初级预算赤字占 GDP 的 3.59%，这一比例在主要发达国家中位居首位，甚至超越了日本。值得注意的是，该指标未计入利息支出，仅反映收支缺口，从而更纯粹地揭示了支出失控的本质。布鲁金斯学会高级研究员、前国际金融协会首席经济学家罗宾·布鲁克斯警告，市场正对高债务国家失去耐心，资金加速流向瑞士和丹麦等低债务避险地。
Woofun AI 整理数据显示，这种资本外流迫使市场要求更高的风险补偿，导致美国国债收益率面临持续上行压力，无论财政部如何干预。
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