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[lastpost] => 2750950 特朗普媒体在SEC批准后确认持有20亿美元比特币(转) 1753111761 人生如赌
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[虚拟币交流]
Bitwise高管:人们正低估比特币 BTC将大幅上涨(转)
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据两位 Bitwise 高管称,在特朗普ZF威胁要改革全球贸易,而经济指标表明各国央行可能向市场注入现金之际,比特币是一个“世代机遇”。
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. u. Y; @& h3 {+ A6 {; t. _Bitwise Asset Management 的阿尔法策略主管 Jeff Park 在 2 月 16 日的 X 帖子中表示:“世界确实处于最大混乱的边缘。”4 x: {2 z! ~8 H: y, [& g
0 q* J& M% Z# wPark 指出,2 月 12 日众议院共和党预算计划将债务上限提高 4 万亿美元,旨在增加ZF支出,同时还有去全球化趋势加剧,尤其是唐纳德·特朗普- S4 y% m$ x9 G3 O
* q% z4 l, N, H( q7 [! L最近升级的互惠关税威胁。
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/ M0 b0 A: ]% O, s& ? a: I: W HPark 还指出,市场将出现他所谓的“最大延迟”,指出“黄金跑赢大盘的尾部风险”,共和党高达 4.5 万亿美元的“史无前例的减税”,以及他认为即将实施
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的收益率曲线控制 (YCC)——央行将长期利率作为刺激借贷和投资的目标。5 |% F6 _- W9 A4 W7 N
5 C, E T! @- X( [8 f& A$ }美联储主席杰罗姆·鲍威尔对今年进一步降息的可能性泼了冷水——2 月 11 日,他告诉参议院银行委员会,美国经济“保持强劲”,美国“不需要急于调整”利率。( B4 p' l: @& }6 k9 |6 a
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Bitwise 首席执行官 Hunter Horsley 在 2 月 16 日的 X 帖子中写道:“人们严重低估了比特币今年进入主流的巨大飞跃。从未如此乐观。”
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“BTC IV 百分位数是全年最低的,你看不到这一代机会,所以我们不一样了,”Park 补充道,他指的是比特币的隐含波动率百分位数——过去一年中波动率- w# B6 b. N* a6 X: b$ x
$ B2 a) J' N, M3 m* \' O低于当前水平的天数百分比。 p3 {& [/ c7 _+ v3 h
/ [* j) `9 ?1 J6 d( O根据 Deribit 的数据,比特币的波动率指数目前为 50.90,低于年度高点 71.28,IV 百分位数为 12.3。6 P0 D! x' e0 E
' \% }9 x/ r3 Q% }, m3 j
据 CoinGecko 数据,比特币在过去 24 小时内下跌超过 1.5%,交易价格略高于 96,000 美元。* x! J$ g* b2 G+ c# X/ \, y
% H$ B/ J) G9 e1 n5 p4 B今年到目前为止,比特币的交易价格在 90,000 美元至 100,000 美元之间,但在上个月末特朗普就职典礼期间达到 108,786 美元的峰值。
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追踪加密货币恐惧与贪婪指数的市场情绪在 2 月 17 日为 51 分(总分为 100 分),表明市场处于“中性”状态。市场情绪较上周的“恐惧”水平有所改善,但低于; ]. k. L1 [+ [0 }% V! f4 r# |
9 N8 Y9 \- p# i+ W s上个月更为积极的市场情绪水平。, I, A1 |$ p+ M1 t6 r8 f
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