SignalPlus宏观分析(20240404)：BTC ETF流入资金明显增加

Odaily星球日报Published on 2024-04-04Last updated on 2024-04-04

Abstract

昨天美国公布的经济数据好坏参半，上午的 ADP 就业数据强于预期。在加密货币方面，昨天 ETF 的流入量明显更强劲，Fidelity 和 Blackrock 都出现大量流入，抵消了前一天 ARK 的意外流出。

SignalPlus宏观分析(20240404)：BTC ETF流入资金明显增加

SignalPlus宏观分析(20240404)：BTC ETF流入资金明显增加

昨天美国公布的经济数据好坏参半，上午的 ADP 就业数据强于预期，就业人数增加 18.4 万，前值也上修 1.5 万，转职者的工资增长尤其突出，年增超过 10% ，随附的评论指出，建筑、金融服务和制造业领域出现最大幅度的工资增长。

另一方面， 3 月美国 ISM 服务业指数下跌 1.2 点至 51.4 ，支付价格大幅下滑（-5.2 点），处于 2020 年 3 月以来的最低水平。其余组成成分则涨跌互现，但支付价格和就业部分的疲软暂时阻止了债券收益率继续上升。

SignalPlus宏观分析(20240404)：BTC ETF流入资金明显增加

亚特兰大联储主席 Bostic 重申了他的鹰派立场，坚持仅在第四季度进行一次降息，不过他也表示这取决于他的经济观点能否成真，然而他尚未收到任何关于就业市场走软的信息。

另一方面，Powell 的态度更加鸽派，坚称尽管经济增长强劲，通胀放缓的过程仍将继续，并暗示利率目前处于限制性水平，需要降低。此外，他的问答也充满鸽派细节，例如“生产力的提升可能超过产出”，“人口大幅增长可能有助于降低通胀”，关于产能压力“供给面可能会有更多增长可以实现”等。

SignalPlus宏观分析(20240404)：BTC ETF流入资金明显增加

10 年期美债收益率仍处于今年高点，但市场尚未出现太多担忧，不过这可能会在第二季度成为股市的阻力。

SignalPlus宏观分析(20240404)：BTC ETF流入资金明显增加

周五的非农就业数据预计将保持强劲，略有放缓，但机构调查（强劲）与家庭就业数据（较弱）之间的巨大分歧仍然会是不确定性的主要来源。考虑到近期固定收益的下跌，市场在数据发布时可能会带著鹰派倾向，如果非农就业数据疲软， 6 月降息的可能性可能会回升至 75% 以上。

SignalPlus宏观分析(20240404)：BTC ETF流入资金明显增加

在加密货币方面，昨天 ETF 的流入量明显更强劲，Fidelity 和 Blackrock 都出现大量流入，抵消了前一天 ARK 的意外流出，总净流入达到 2.2 亿美元，其中包括 Grayscale 的 7, 500 万流出，ETF 的资金流入帮助将 BTC 价格稳定维持在 6.55 万美元左右。

SignalPlus宏观分析(20240404)：BTC ETF流入资金明显增加

SignalPlus宏观分析(20240404)：BTC ETF流入资金明显增加

您可在 ChatGPT 4.0 的 Plugin Store 搜索 SignalPlus ，获取实时加密资讯。如果想即时收到我们的更新，欢迎关注我们的推特账号@SignalPlus_Web3 ，或者加入我们的微信群（添加小助手微信：xdengalin）、Telegram 群以及 Discord 社群，和更多朋友一起交流互动。

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While such anonymity may foster a community-driven culture, it intensifies concerns about governance and accountability. Who are the Investors of DIGITAL GOLD ($BITCOIN)? The available information indicates that DIGITAL GOLD ($BITCOIN) does not have any known institutional backers or prominent venture capital investments. The project seems to operate on a peer-to-peer model focused on community support and adoption rather than traditional funding routes. Its activity and liquidity are primarily situated on decentralized exchanges (DEXs), such as PumpSwap, rather than established centralized trading platforms, further highlighting its grassroots approach. 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Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

431 Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

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