民主党突传巨响 比特币反弹冲破5.7万 能把比特币拉回牛市吗?4 大催化剂有望引领反弹

币界网Published on 2024-08-07Last updated on 2024-08-07

币界网报道:

周三(8月7日),比特币吹起反攻号角,短线冲破57000美元。美国副总统、民主党总统候选人哈里斯(Kamala Harris)确认,明尼苏达州州长沃尔兹(Tim Walz)将成为其竞选合作伙伴,哈里斯等美国民主党人与加密行业人士的会议将于周四晚间举行。资深交易员表示,比特币似乎在重演2015-17年牛市周期。

福布斯记者Eleanor Terrett在推特发布更新称,关于加利福尼亚州国会议员Ro Khanna主持的加密行业人士和美国副总统哈里斯等民主党领导人的会议,将于美国东部时间周四上午11:45,北京时间周四23:45举行。

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哈里斯和沃尔兹分别在社交媒体上确认了他们作为竞选伙伴的新身份,美国退休人员协会 (AARP)称,沃尔兹尚未公开谈论加密货币,但在其担任州长期间,明尼苏达州颁布了加强对加密货币自助终端监管的立法。

据CoinTelegraph报道,Tim Walz对加密货币的立场与美国民主党参议员沃伦的观点密切一致,主张对加密货币进行更无门槛进交流裙加v:JQLT0192严格的监管。沃尔兹从未公开谈论过加密货币,而且他在众议院的任期早于该行业的主要法案,因此很难判断他可能对数字资产持何种立场。

币圈现在也不是全无利好的,华尔街巨头摩根斯坦利就开始让基金经理们向高净值人群推介比特币ETF,这个在华尔街还是头一遭。

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4 大催化剂有望引领反弹!

第一大催化剂:比特币和以太坊现货ETF

Michaël van de Poppe 认为,现货ETF 的批准被视为进一步吸引传统投资者进入加密市场的关键因素,这不仅有助于提高市场流动性,还能增加资金的进入。 

他指出,如果在未来几周内,大量资金流入比特币($BTC)和以太坊($ETH)现货ETF,可能会引发市场强劲反弹,他还特别点名了以太坊:「如果以太坊现货ETF 的流入开始变得积极,会是牛市回归的理想催化剂。」 

第二大催化剂:宏观经济的变化

Michaël van de Poppe 指出,在全球经济不稳定的情况下,黄金和美元的走势,常被视为股票、加密货币等风险资产的镜像:「宏观经济状况的恶化可能会导致黄金价格上升,而美元则会走软。」 

在这样的情况下,比特币等风险资产或将因此受益,Michaël van de Poppe 表示,若市场持续动荡,导致金价突破新高,美元和美国国债殖利率下跌,有望成为市场反弹的催化剂。 

第三大催化剂:重新站稳关键支撑位

除了宏观环境外,技术分析一直以来都是判断市场走势的重要工具, Michaël van de Poppe 指出,如果比特币($BTC)、以太坊($ETH)能够重新站稳关键支撑位,就能够引发市场反弹。 

他特别点名以太坊($ETH), Michaël van de Poppe 认为本轮牛市将由以太坊领涨,若$ETH/$BTC 汇率能够保持在0.044-0.045 $BTC 以上,就有望反转回升。 

截至撰稿时,$ETH/$BTC 的交易价格为0.0449 BTC,仍未低于Michaël van de Poppe 判断的支撑位置,显示市场对于以太坊的需求依然强劲。

 第四大催化剂:SEC 与Ripple 诉讼

最后, Michaël van de Poppe 提到了缠讼多年的SEC 与Ripple 诉讼案,这场法律纠纷自2020 年底开始以来,就一直是市场关注的焦点。 

回顾这场诉讼,SEC 指控Ripple 涉嫌将$XRP 作为未注册的证券出售,但法官初步裁决认为,Ripple 通过公开市场自动销售$XRP 不构成证券发行,这场官司的结果,不仅关系到Ripple 的未来,也可能对整个加密市场产生深远影响。 

Ripple Labs 执行长Brad Garlinghouse 近期接受采访时曾表示,预计诉讼案将很快落下帷幕,但无法确定法官何时会做出裁决,若最终Ripple 取得有利结果,可能成为市场回暖的另一个催化剂。

尽管加密市场最近经历了不小的波动,Michaël van de Poppe 仍然对市场前景保持乐观,他强调市场会在高时间框架支撑位上找到底部,这意味着接下来有望逐渐回升:「我认为这波投降是沉重的打击,但考虑到技术分析,我们可能已经接近HTF 支撑位,最严重的恐慌可能已经过去。」

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