Сильный доллар США и доходность казначейских облигаций бросают вызов динамике рынка криптовалют

cryptonews.ruPubblicato 2024-08-09Pubblicato ultima volta 2025-01-09

  • Индекс доллара США (DXY) торгуется на уровне 108,59, что на 5,87% больше по сравнению с прошлым годом.
  • Доходность казначейских облигаций выросла до 4,73%, что является самым высоким показателем с апреля 2024 года.
  • Цена биткоина упала до 94 921 доллара, альткоины также демонстрируют снижение.

Финансовые рынки становятся более напряженными, индекс доллара США (DXY) и доходность казначейских облигаций США достигают новых максимумов. DXY составляет 108,59, что на 5,87% больше, чем за последний год, в то время как доходность 10-летних казначейских облигаций выросла до 4,73%, что является самой высокой отметкой с апреля 2024 года. Это оказывает давление на рисковые активы, включая криптовалюты.

Почему сильный доллар вредит криптовалюте

Более высокая доходность казначейских облигаций делает традиционные финансовые инструменты более привлекательными для инвесторов. Когда облигации приносят больше прибыли, инвесторы выводят свои деньги из более рискованных активов, таких как криптовалюты. Кроме того, сильный доллар США делает альтернативные инвестиции, такие как биткоин и альткоины, менее привлекательными, потому что это более безопасное место для хранения стоимости.

Цена Bitcoin упала до $94K, падение на 3%. Ethereum также упал, торгуясь около $3K, падение на 1,5%. Похоже, что эти ценовые движения происходят из-за макроэкономических показателей, поскольку трейдеры реагируют на текущую экономическую ситуацию.

Сезон альткоинов остается маловероятным

Хотя некоторые говорят о сезоне альткоинов, индекс сезона альткоинов (ASI) не показывает существенных изменений. Аналитики говорят, что сезон альткоинов обычно наступает после бычьего забега биткоина, когда капитал перетекает в альтернативные монеты. Но с доминированием биткоина на уровне около 50% альткоины не чувствуют себя лучше биткоина.

Экономические аналитики из Margex отмечают, что отсутствие сильных показателей альткоинов показывает, что инвесторы проявляют осторожность из-за инфляции и политической неопределенности. По сути, криптовалютному рынку нужны благоприятные условия ликвидности, которых у нас нет, поскольку доходность облигаций растет.

Короче говоря, сильный доллар США и растущая доходность казначейских облигаций — плохие новости для рынка криптовалют, что делает сезон альткоинов маловероятным. Инвесторам следует уделять пристальное внимание макроэкономическим сдвигам и политическим событиям. Хотя криптовалюты могут быстро меняться и быстро восстанавливаться, сейчас дела в краткосрочной перспективе обстоят не очень хорошо.

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