降息50基点像是应对危机?比特币前景恐怕不妙

jin10Published on 2024-09-19Last updated on 2024-09-19

9月19日,随着美联储降息50个基点,比特币试图将62000美元转换为支撑位。

这是美联储历史上第三次以50个基点启动降息周期,这一举措将比特币推至区间高点62,600美元,这一变化导致多个交易所中的比特币空头头寸被强制平仓。据监测资源CoinGlass的数据,截至撰稿时的24小时内,总清算量达到1.28亿美元。

CoinGlass随后在X社交平台上提醒其关注者:“现在我们需要减少杠杆或兑现利润,”他还警告他们不要“过于激进”。

此前,Cointelegraph曾报道,如果美联储降息50个基点,比特币价格可能会达到64,000美元。然而,尽管多头努力推动,但由于上方的强大阻力,这一预测未能实现。知名交易员Jelle在X上表示:

“比特币正在慢慢消化阻力位。突破62,500美元后,市场前景将更加乐观,65,000美元以上的止损位将不再安全。9月末将会非常有趣。”

与此同时,降息后美元指数(DXY)也经历了剧烈波动,先是上涨,随后回吐涨幅,回到先前的支撑位。知名交易员Aksel Kibar在X上最新的DXY分析中指出:“(美指)正处于支撑边缘。若跌破支撑位,可能会迅速跌至96。”

BitMEX前首席执行官Arthur Hayes则将注意力转向9月20日即将公布的日本央行利率决议。他暗示,日元的强弱将影响比特币的价格表现。

尽管如此,交易资源The Kobeissi Letter则对风险资产交易者发出了明确的警告。虽然降息似乎增加了流动性,但历史上以50个基点起步的降息周期最终导致了美国股市的下跌。

在X上的一则帖子中,Kobeissi回顾之前的降息周期:“2001年,市场在两年后下跌了31%;而在2007年,市场在两年后下跌了26%。这些都是重大危机。”Kobeissi还质疑了美联储乐观的信息与其政策放松力度之间的矛盾:

“如果美联储在过去的危机中都是以50个基点的降息幅度开始,为何这次也是50个基点起步?……美联储继续声称经济强劲,并预计实现‘软着陆’。但其政策决策却像是应对危机的措施。这其中有些东西不太对劲。”

根据CME Group的FedWatch工具数据显示,在11月7日的下一次美联储会议上,再次降息50个基点的可能性比降息25个基点的可能性要低。

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