A major financial news story has recently caused a stir in the global markets—U.S. defense spending is experiencing a historic leap. The military budget in 2027 is projected to increase by nearly 70% compared to 2025, reaching an astronomical total of $1.5 trillion.

Where does this money come from? Official explanations point to strong tax revenue performance—ample treasury funds, leading to direct investment in the defense sector. Simple and straightforward, with a clear logic.

But the ripple effects behind this are worth paying attention to. Once the U.S. significantly increases defense spending, a chain reaction will impact multiple markets: the defense industry supply chain will be the first to feel the effects, with related listed companies' stock prices often boosted; as the dollar serves as a reserve currency, increased fiscal expenditure may trigger inflation expectations, thereby affecting exchange rate trends; global risk assets will fluctuate accordingly, including various investment products such as cryptocurrencies, which will find it hard to remain unaffected.

Interestingly, the crypto community has already begun to consider the long-term impact of these macro variables on assets like Bitcoin and Ethereum. When traditional financial systems face policy uncertainty, some investors tend to adjust their asset allocations, moving towards hedging tools or alternative assets.

$PEPE, $SUI and other popular tokens have recently gained additional attention—many are speculating on how major policy shifts will influence market sentiment. In the short term, the market may continue to be under pressure; in the medium term, it depends on the actual trend of the dollar and the responses of global central banks.

In any case, such macro policy shifts are worth traders carefully examining in terms of their portfolio structure.