分析:BTC或在加息周期中上涨,货币宽松政策可能不再是牛市催化剂

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BTC0,04%

Odaily星球日报讯 ProCap Financial 首席投资官 Jeff Park 在接受 Anthony Pompliano 采访时表示,市场或需重新审视“宽松货币政策推动比特币牛市”的传统逻辑,更具宽松性的政策(如降息)未来可能不再是比特币进入牛市的关键催化剂。比特币下一阶段最重要的上行催化剂,可能是进入其所谓的“正相关比特币”阶段,即在美联储加息环境下价格仍持续上涨。他称这一状态为比特币的“终局形态”或“完美圣杯”,意味着比特币将摆脱依赖量化宽松(QE)流动性的叙事。Jeff Park 同时强调,若该情景实现,可能意味着传统金融体系逻辑被打破,包括无风险利率定价机制、美元霸权地位以及收益率曲线定价方式等。此外,预测平台 Polymarket 数据显示,交易员当前给予 2026 年美联储全年累计降息三次的概率最高,为 27%。(Cointelegraph)

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