Mainstream cryptocurrencies such as ZEC, SOL, DOGE, and others have recently been affecting market sentiment. As the US non-farm payroll data released below expectations, the market has begun to digest signals of slowing US economic growth. The Trump administration's shift to a tougher stance towards the Federal Reserve raises the key question of whether it can shake the Fed's policy stance. Simultaneously, the trade deficit data has worsened, further increasing market uncertainty about US dollar policy. As a high-risk asset, Solana's price movements often preemptively reflect changes in these macroeconomic expectations. Meanwhile, digital asset treasury companies are also beginning to attract institutional attention—beneath these appearances, is it an escalation of risk or a new window of opportunity?