A $440 billion U.S. stimulus package, alongside Federal Reserve rate cuts and controlled inflation, has propelled the cryptocurrency market cap by 40%, reaching $3.57 trillion. This surge mirrors the 2020 stimulus-driven rally, which saw a 180% increase but was followed by a significant 70% decline in 2022 due to inflationary pressures. With U.S. national debt now at $37 trillion and tariffs addressing only 10% of the August 2025 deficit, analysts warn of potential market volatility and a possible downturn by 2026.