鸽派言论利好,币圈独跌?鲍威尔:可能于九月降息!

币界网Publicado a 2024-08-01Actualizado a 2024-08-01

币界网报道:

美国联准会宣布维持基准利率在 5.25% 到 5.5% 的区间不变

主席鲍威尔在会后记者会释出九月可能降息的鸽派言论,美股全面大涨,标普 500 上涨 1.58%,不过比特币再度走出自己的路,在记者会后由 66K 上方一路走低,截稿前报 64,124 美元,24 小时跌幅近 3%。

图片

鲍威尔:可能于九月降息

联准会在周三政策会议结束时维持利率不变,并指出在将通膨率降至央行 2% 的目标方面「取得了一些进一步进展」。

联准会主席鲍威尔在会后记者会表示,虽然会议尚未就未来行动做出任何决定,但如果经济数据显示通膨放缓,降息最快可能在 9 月实施。

如果通过了这项测试,我们的政策利率可能会在 9 月的下次会议上尽快降低。

芝商所 CME 的 FedWatch 显示,交易员预期年底前的三次利率会议都会有各一码的降息幅度。

图片

回想起来,比特币在每次 FOMC 会议召开前的几天内都出现下跌,四次利率决议中三次都标志着这些调整后的局部底部。

随着美联储稳固货币政策并密切关注经济指标,市场期待着一个潜在的稳定和增长时代。这种情况为比特币创下新的年度高点奠定了基础,70,000 美元的区间是其目标。

比特币历史波动率仍然很低

从历史角度来看,比特币波动性仍然处于最低水平。

匿名分析师 CryptoCon在 7 月 22 日 X 社交媒体平台的一篇帖子中写道:“#Bitcoin 已经进入第 96 天的低波动期,这是我们在这一周期中看到的最长的单一时期。”

CryptoCon 解释说,5 天历史波动率指数即将脱离低波动率区域。

“上次发生这种情况是什么时候?有 176 天的兴奋/扩张。我们的等待将得到回报。”

图片

TradingView的数据显示,截至 7 月 31 日,比特币历史波动率指数为 6.82,远低于 2021 年的峰值 42.7。

图片

所有这些因素都描绘出了比特币市场的现状,即价格似乎徘徊在一个窄幅区间内。

7月线收盘!正式来到8月! 

总结一下7月线的表现: 

1. 高低点继续保持略微降低;说明在当前这个高位震荡区间里,价格正在走一个潜在牛旗,高低点长期缓慢下降。 

2. 形成了十字星;说明市场的多空分歧在7月彻底出现了爆发,双发爆发了激烈的博弈,但最终多头小胜; 

3. 现货成交量恢复;相比过去3个月,7月的现货成交量开始回升,对应了十字星的K线形态,代表了市场在7月出现了大量换手,这往往预示着新的趋势行情即将出现! 

总结:BTC价格从首次突破70000以来,月线始终保持着高位震荡,而以收盘价计,没有出现大幅回调,这说明了市场的需求在这几个月依旧维持着价格

当高位十字星出现,成交量增加且换手充分的情况下,后续的价格走势往往会结束原先震荡的结构,非常容易出现较强的趋势行情。 

交易思路:62300~73800这1万刀的区间得到确认突破后,不论向上还是向下,大概率会迎来至少2个月的强趋势行情。

Lecturas Relacionadas

The Full Story of How Crypto Unicorn Blockstream Is Mired in Serious Fraud Allegations

This article details serious allegations of fraud against Bitcoin infrastructure company Blockstream, founded by Bitcoin pioneer Adam Back. In June 2024, investigative account NatInfoSec published a report accusing Blockstream's mining note (BMN) program of potentially operating a multi-billion dollar scheme with Ponzi-like characteristics. The core allegations focus on Blockstream Mining Notes (BMNs), which offer investors fixed annual yields up to approximately 20% from Bitcoin mining. NatInfoSec's investigation raises several key issues: 1. **Suspicious Hashrate & Payout Capacity**: The analysis suggests Blockstream would need 20-45 EH/s of mining power to cover its BMN obligations, but its public dashboard shows only around 15 EH/s. Furthermore, no verifiable public evidence (e.g., grid connection records, import data) was found to support the massive mining operation required. 2. **Questionable Payout Source**: The BMN contract allows Blockstream to use Bitcoin from *any source* (Substitute Performance BTC) to fulfill investor payouts, raising concerns that payouts may not come from actual mining revenue. 3. **High-Risk, Fixed Returns**: Offering ~20% fixed yields in the volatile, cyclical Bitcoin mining industry is viewed as highly unusual and requires clear explanation. 4. **Undisclosed Criminal Record of Key Figure**: Christopher William Cook, a key figure in Blockstream's mining operations and CEO of spin-off Exacore, was found to have a federal felony conviction for mail fraud in 2008, a fact not disclosed in BMN offering documents. His background was also allegedly embellished. 5. **Potential Contagion to BSTR SPAC**: Questions were raised about whether these liabilities and Cook's record should have been disclosed in the SEC filings for Bitcoin Standard Treasury Company (BSTR), a separate Adam Back-associated firm planning a SPAC merger. The crypto community is divided. BitMEX Research validated Cook's criminal record and expressed concern over the high yields but found other evidence lacking or misleading, noting the legal separation between BMN, Blockstream, and BSTR. Blockstream defenders, like Samson Mow, argue the mining is real. Critics, however, emphasize the lack of independent, verifiable proof of the mining operation's scale and the true source of investor payouts. The article concludes that BMN remains shrouded in key unanswered questions regarding its actual size, the verifiability of its underlying mining assets and payouts, the source of its high yields, and the full role and disclosure concerning Chris Cook. Blockstream had not issued a comprehensive response at the time of writing.

marsbitHace 1 hora(s)

The Full Story of How Crypto Unicorn Blockstream Is Mired in Serious Fraud Allegations

marsbitHace 1 hora(s)

The Full Story Behind Encryption Unicorn Blockstream's Deep Entanglement in Serious Fraud Allegations

This article details allegations of serious fraud surrounding the crypto company Blockstream, founded by Bitcoin pioneer Adam Back. Investigation account NatInfoSec accuses Blockstream of raising billions through its Blockstream Mining Note (BMN) products, which offer high fixed yields of up to 20% from purported mining revenue. The core allegations are: 1) Blockstream's public mining hash rate (15 EH/s) appears insufficient to cover the massive payout obligations from sold BMN notes, raising questions about the true source of investor payouts. 2) Key executive Christopher William Cook, central to the mining operations, has a prior federal conviction for mail fraud, a fact not disclosed to investors. Cook's background and lavish lifestyle are highlighted as red flags. 3) The structure allows payouts from any source of BTC, not necessarily mining revenue, which critics argue gives it Ponzi-like characteristics. The controversy also touches on Bitcoin Standard Treasury Company (BSTR), a related entity planning a SPAC上市. Critics question whether BMN's liabilities and Cook's record should be disclosed in BSTR's filings. BitMEX Research offered a tempered analysis, confirming Cook's criminal record is likely true and the high yields concerning, but found other claims like insufficient抵押证据 less substantiated. Community debate centers on the need for verifiable proof of Blockstream's mining output and revenue. The article concludes that while fraud is not proven, BMN presents significant, unresolved questions regarding its actual scale, the source of its high fixed returns, the verifiability of its mining operations and payouts, and the full disclosure of associated risks and personnel backgrounds. Blockstream has not yet issued a formal response.

链捕手Hace 2 hora(s)

The Full Story Behind Encryption Unicorn Blockstream's Deep Entanglement in Serious Fraud Allegations

链捕手Hace 2 hora(s)

Trading

Spot
Futuros
活动图片