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[lastpost] => 2768025 加密货币已不再是单纯的炒币...现在可用币买房买车交学费,连“冷冻身体”都行... 1758903906 天策-瑶娥
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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”。3 u1 h% \+ e- a2 N
5 M$ l# M5 P- {; e/ k9 t1 q6 e/ cBitwise 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。”
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) w2 a4 C1 w7 P, j7 @/ l( ]2 VPark 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/ G& l. Z8 q) A
7 J4 d5 f% a# V最近升级的互惠关税威胁。
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$ c; q% t8 e5 |1 F, ?1 iPark 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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& A# j" r1 A' } ^* d( {7 Z6 B+ {" ?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。
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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。
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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
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; b( z" r4 G. L1 Y0 f& p低于当前水平的天数百分比。" l3 G f( l# J) X# i
, O. }: P$ ]1 e e& M% C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。# }. y% a, S' N& v. |- I/ x" L
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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。
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4 x! S$ r2 B5 U( s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。( F' e) {! u4 y
$ G: H/ Z u; ?. ?& F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5 g# N6 g8 l: b+ Y
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上个月更为积极的市场情绪水平。7 g4 y( ?! |4 F& W" g4 b
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