随着 First Republic Bank 跌至历史最低点,加密货币及相关股票飙升

the block cryptoPubblicato 2023-04-27Pubblicato ultima volta 2023-04-27

Introduzione

比特币和以太币周三分别上涨了 9% 和 6%,随后在当天晚些时候回吐涨幅。两个代币都在关键阻力位徘徊; BTC 30,000 美元, ETH 2,000 美元。

加密货币和相关股票周三下午在纽约飙升,因为 First Republic Bank 的股价因美国政府打算远离银行业危机的报道而创下历史新低。

比特币和以太币周三分别上涨了 9% 和 6%,随后在当天晚些时候回吐涨幅。两个代币都在关键阻力位徘徊; BTC 30,000 美元, ETH 2,000 美元。

股市也保持上涨,科技和加密货币公司领涨。加密货币交易所Coinbase在发布时上涨了 3%,而矿工Hut 8和商业智能公司MicroStrategy分别上涨了 10% 和 8%。大型科技股也上涨,Meta 上涨约 2%,亚马逊上涨近 3%。

First Republic Bank 在今年第一季度损失了 720 亿美元的存款,股价下跌 35% 至每股 4.78 美元的新低。抛售是由有关美国政府不会介入以帮助这家陷入困境的银行的报道引发的。

在整个银行业危机期间,股市历来较低,尤其是在最近的财报季之后,加上美联储即将做出的利率决定让交易员谨慎行事。但分析师表示,这可能是加密货币的完美风暴。

“具有讽刺意味的是,市场不确定性的回升应该对风险资产有利,因为投资者准备采取涉及流动性宽松的货币和流动性解决方案,”诺埃尔艾奇逊, Crypto is Macro Now的作者和 Genesis 的前市场洞察负责人,说。 “然而,在这方面存在预期超前的风险(或者,我应该说比平时更超前?)。这为比特币创造了一个有趣的局面。”

艾奇逊补充说,随着另一家传统金融机构的衰落,比特币作为传统银行系统替代品的投资理念现在有望大放异彩。

但是,其他人质疑比特币目前普遍接受的“风险资产”地位。

Amberdata 的分析师写道:“在BTC现货价格和相关波动率表面在 2022 年的交易方式之后,几乎已成定局的是, BTC是一种有可能发生剧烈崩盘的风险资产,类似于股票中的行为”在周三的一份报告中。 “回顾 2023 年第一季度的现货/成交量活动,我们可以很快地说,2022 年的活动并不是一成不变的先例。到目前为止,2023 年第一季度已经完全颠覆了 2022 年。”

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Warsh Hearing Concludes: What Are the Notable Signals for the Crypto Industry?

The Senate Banking Committee held a confirmation hearing for Judy Shelton, a Federal Reserve nominee, who faced intense questioning regarding her ability to maintain the central bank's independence amid pressure from President Trump to lower interest rates. Shelton denied any pre-arranged commitments on rate cuts and emphasized her independence, though Democrats remained skeptical, citing contradictions with Trump's public statements. Shelton characterized post-pandemic inflation as a major policy failure and called for a "regime change" in the Fed’s approach, including reforms to inflation measurement and communication strategies. She criticized the current practice of Fed officials frequently signaling future rate moves and did not commit to maintaining post-meeting press conferences, suggesting potential reductions in transparency. Regarding crypto markets, Shelton’s extensive investments in digital asset companies—including Solana, DeFi, and blockchain infrastructure—were noted, though she has pledged to divest these holdings due to ethics rules. Her familiarity with the crypto industry and deregulatory leanings may signal a more open, though cautious, stance toward digital assets. However, concerns were raised about potential conflicts of interest, especially given Trump family involvement in crypto-financial ventures. The timing of her confirmation remains uncertain, pending a Justice Department investigation into current Chair Powell. Shelton’s potential leadership could lead to a more hawkish, productivity-focused Fed with tighter policy communication—factors that may significantly influence liquidity conditions and macro narratives for crypto markets.

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Warsh Hearing Concludes: What Are the Notable Signals for the Crypto Industry?

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