#密码资产动态追踪 US stocks opened slightly lower, with the Dow down 0.3%, the S&P 500 down 0.05%, and the Nasdaq down 0.12%, indicating a generally weak market sentiment. However, the defense sector surged, with Lockheed Martin soaring 6.66% and Raytheon Technologies up 2.55%, due to the US government's plan to increase defense spending to $1.5 trillion by 2027, a 50% increase. Such policy shifts typically lead to volatility in commodities and risk assets. Meanwhile, Chinese concept stocks performed poorly, with the Nasdaq Golden Dragon Index down 0.37%. From a macro perspective, the shift in US fiscal policy focus and increased defense spending may boost inflation expectations, providing some support for safe-haven assets like $BTC. Market participants should monitor the ongoing developments in liquidity and policy directions.