非农数据修正后美联储降息迫在眉睫比特币未来如何走

币界网Published on 2024-08-22Last updated on 2024-08-22

币界网报道:

美联储在会议纪要上暗示降息

凌晨两点,美联储公布了7月份货币政策会议纪要。纪要显示,美联储官员上月强烈倾向于在9月的政策会议上降息,其中几位官员甚至愿意立即降息。

纪要指出,在7月的会议上,绝大多数政策制定者认为,如果经济数据继续与预期相符,那么在下次会议上放松政策可能是合适的。他们还指出,许多美联储官员认为利率是具有限制性的,一些与会者认为,在通胀压力持续降温的情况下,维持利率不变意味着货币政策将加大对经济活动的拖累。

尽管所有美联储官员都同意在7月份维持利率不变,但几位政策制定者表示,在失业率上升的情况下,抗通胀取得的进展“为在本次会议上降息25个基点提供了一个合理的理由,或者说他们支持这样的决定”。

除了通胀持续回落外,就业市场状况恶化也是降息的理由。目前美国的失业率已经高于4%,失业率的上升速度增加了降息的紧迫性,并导致很多分析师认为下个月应该降息50个基点。

14b6a8771370142c38c2b9afe18ed43a.png

市场情绪提振

这份会议纪要瞬间提振了市场情绪,交易员们疯狂押注首次降息将在不到 28 天内到来(下一次 FOMC 会议定于 9 月 18 日举行)。

在降息情绪一路高涨的大背景下,比特币(BTC)如同展翅高飞的雄鹰,强势反弹至 61000 美元以上!它从 59500 美元的支撑位一跃而起,冲向盘中高点 61865 美元。

劳工统计带来新的降息希望

与此同时,美国劳工统计局公布的最新数据也为降息带来了新的希望。在截至 3 月份的 12 个月中,非农就业人数可能将减少 81.8 万人,也就是每月减少约 6.8 万人。

除了总人数外,此次报告对就业水平的修正幅度为 0.5%,这可是 2009 年以来最大的一次。最终修订数据将于明年初公布,这无疑表明劳动力市场的降温时间比大多数人想象的要长得多。

周五鲍威尔讲话将为市场提供新的方向标

在此背景下,美联储主席鲍威尔即将于周五发表的年会演讲备受瞩目。市场普遍期待他能就当前经济形势及未来货币政策走向给出明确信号。此次演讲或将成为引导全球金融市场未来走势的重要风向标。

比特币的未来展望

从技术分析的角度来看,比特币目前处于一个至关重要的技术区域,价格在 56,000 美元至 58,000 美元之间波动。

值得注意的是,这一价格区间内存在着比特币的 50 天和 200 天移动平均线,这两个技术水平被视为关键的支撑和阻力位,对未来的市场走势至关重要。

如果比特币能够突破这一技术区间,市场可能会迎来一波新的上涨行情,这将进一步巩固比特币的统治地位;反之,如果比特币未能突破这些关键技术水平,可能会导致市场进入一个新的修正期。

与此同时,Bitvavo 提醒投资者,未来几周市场的波动性可能会进一步加剧,这不仅是因为宏观经济因素(如美国和日本的经济数据以及央行行长在杰克逊霍尔会议上的讲话)的影响,还因为夏季市场流动性的减少可能会放大市场波动。

对于投资者来说,保持警惕,密切关注市场动态,是在这段时间内避免重大损失的关键。

山寨方面板块轮动频繁

行情进入下半周,需要注意短期的价格回调。如果比特币价格上涨,那么山寨也会出现回调。前几天涨的猛的山寨需要分批止盈,锁住利润,不要坐过山车了

最近两天 存储 板块有异动 可以留意一下板块相关的代币 STORJ BTT AR BLZ SC VSYS RLC HOT LAMB ANKR REP OCEAN 这里面有好几个,都是去年的妖币,资金如果轮动起来的话,也会有不错的表现

以太坊生态的 LDO SSV 在底部趴着很久了,现货可以分批买入,这里要是拉盘的话,也会很猛哦。

Trending Cryptos

Related Reads

Opinion: AI Bubble Bursts, Bitcoin and Other Risky Assets Are the First to Be Impacted

BIS Warns AI Investment Boom Could Trigger Market Stress, Impacting Bitcoin First The Bank for International Settlements (BIS) warns that a potential bursting of the "AI bubble" could tighten liquidity and severely impact risk assets like Bitcoin in the near term. Major tech firms are projected to spend over $1 trillion on AI infrastructure in 2025-2026. The BIS cautions that if returns fail to meet expectations, a sudden withdrawal of financing could turn this investment boom into a prolonged bust, creating ripple effects across financial markets. While AI holds long-term economic promise, the current scale and speed of investment, coupled with intense competition and physical bottlenecks (e.g., semiconductors, power grids), mirror historical bubbles. The report highlights that the AI funding web—spanning corporate debt, private credit, and complex vendor agreements—makes systemic risks harder to see. A disappointment in AI adoption could transmit stress through this chain, widening credit spreads and pressuring weaker borrowers. For Bitcoin, the initial reaction to such a market shock would likely be defensive. As liquidity tightens, investors typically sell liquid assets first, and Bitcoin often trades in line with other risk assets during portfolio de-risking. Recent correlations, like Bitcoin's drop following a sharp decline in South Korea's stock market, support this view. However, the longer-term outcome for Bitcoin depends on the policy response. If an AI-driven credit crunch forces central banks to inject liquidity and ease policy eventually, it could reignite Bitcoin's narrative as a hedge against monetary debasement. Yet, traders betting on this outcome may first have to endure significant market volatility and potential price declines.

marsbit38m ago

Opinion: AI Bubble Bursts, Bitcoin and Other Risky Assets Are the First to Be Impacted

marsbit38m ago

South Korea Reaps Riches, America Turns Hostile

The US has filed a collective antitrust lawsuit in California against Samsung, SK Hynix, and US-based Micron, alleging they colluded to create a "RAMpocalypse" by slashing traditional DRAM production and raising prices 700% over four years amid the AI boom. This lawsuit targets the heart of the AI supply chain: High Bandwidth Memory (HBM), critical for Nvidia's GPUs. Currently, SK Hynix (57%), Samsung (22%), and Micron (21%) dominate global HBM production. The case highlights a deeper US concern: in the AI era, South Korea, through its HBM dominance, is capturing an estimated 35% of global AI profits, second only to the US (49%). SK Hynix's operating profit margin recently hit a record 72%. In response to the lawsuit, South Korea announced a massive $800 trillion won investment to build four new chip plants, doubling down on its strategic position. Analysts see the lawsuit not merely as a consumer price issue but as strategic pressure. It aims to support Micron's US manufacturing expansion (subsidized by the CHIPS Act) and secure America's share of AI profits by bringing more HBM production onshore. However, South Korea's rapid execution and massive cash flow from current HBM sales give it a significant speed advantage over US build-out timelines. The conflict underscores a fundamental shift: AI infrastructure like GPUs and HBM is becoming a new form of strategic national resource, akin to oil. While Nvidia and Korean memory giants are interdependent, the struggle over profit distribution and industrial sovereignty in this new landscape is just beginning. This lawsuit may be the first major skirmish in the AI resource wars.

marsbit51m ago

South Korea Reaps Riches, America Turns Hostile

marsbit51m ago

Trading

Spot

Hot Articles

What is $BITCOIN

DIGITAL GOLD ($BITCOIN): A Comprehensive Analysis Introduction to DIGITAL GOLD ($BITCOIN) DIGITAL GOLD ($BITCOIN) is a blockchain-based project operating on the Solana network, which aims to combine the characteristics of traditional precious metals with the innovation of decentralized technologies. While it shares a name with Bitcoin, often referred to as “digital gold” due to its perception as a store of value, DIGITAL GOLD is a separate token designed to create a unique ecosystem within the Web3 landscape. Its goal is to position itself as a viable alternative digital asset, although specifics regarding its applications and functionalities are still developing. What is DIGITAL GOLD ($BITCOIN)? DIGITAL GOLD ($BITCOIN) is a cryptocurrency token explicitly designed for use on the Solana blockchain. In contrast to Bitcoin, which provides a widely recognized value storage role, this token appears to focus on broader applications and characteristics. Notable aspects include: Blockchain Infrastructure: The token is built on the Solana blockchain, known for its capacity to handle high-speed and low-cost transactions. Supply Dynamics: DIGITAL GOLD has a maximum supply capped at 100 quadrillion tokens (100P $BITCOIN), although details regarding its circulating supply are currently undisclosed. Utility: While precise functionalities are not explicitly outlined, there are indications that the token could be utilized for various applications, potentially involving decentralized applications (dApps) or asset tokenization strategies. Who is the Creator of DIGITAL GOLD ($BITCOIN)? At present, the identity of the creators and development team behind DIGITAL GOLD ($BITCOIN) remains unknown. This situation is typical among many innovative projects within the blockchain space, particularly those aligning with decentralized finance and meme coin phenomena. While such anonymity may foster a community-driven culture, it intensifies concerns about governance and accountability. Who are the Investors of DIGITAL GOLD ($BITCOIN)? The available information indicates that DIGITAL GOLD ($BITCOIN) does not have any known institutional backers or prominent venture capital investments. The project seems to operate on a peer-to-peer model focused on community support and adoption rather than traditional funding routes. Its activity and liquidity are primarily situated on decentralized exchanges (DEXs), such as PumpSwap, rather than established centralized trading platforms, further highlighting its grassroots approach. How DIGITAL GOLD ($BITCOIN) Works The operational mechanics of DIGITAL GOLD ($BITCOIN) can be elaborated on based on its blockchain design and network attributes: Consensus Mechanism: By leveraging Solana’s unique proof-of-history (PoH) combined with a proof-of-stake (PoS) model, the project ensures efficient transaction validation contributing to the network's high performance. Tokenomics: While specific deflationary mechanisms have not been extensively detailed, the vast maximum token supply implies that it may cater to microtransactions or niche use cases that are still to be defined. Interoperability: There exists the potential for integration with Solana’s broader ecosystem, including various decentralized finance (DeFi) platforms. However, the details regarding specific integrations remain unspecified. Timeline of Key Events Here is a timeline that highlights significant milestones concerning DIGITAL GOLD ($BITCOIN): 2023: The initial deployment of the token occurs on the Solana blockchain, marked by its contract address. 2024: DIGITAL GOLD gains visibility as it becomes available for trading on decentralized exchanges like PumpSwap, allowing users to trade it against SOL. 2025: The project witnesses sporadic trading activity and potential interest in community-led engagements, although no noteworthy partnerships or technical advancements have been documented as of yet. Critical Analysis Strengths Scalability: The underlying Solana infrastructure supports high transaction volumes, which could enhance the utility of $BITCOIN in various transaction scenarios. Accessibility: The potential low trading price per token could attract retail investors, facilitating wider participation due to fractional ownership opportunities. Risks Lack of Transparency: The absence of publicly known backers, developers, or an audit process may yield skepticism regarding the project's sustainability and trustworthiness. Market Volatility: The trading activity is heavily reliant on speculative behavior, which can result in significant price volatility and uncertainty for investors. Conclusion DIGITAL GOLD ($BITCOIN) emerges as an intriguing yet ambiguous project within the rapidly evolving Solana ecosystem. While it attempts to leverage the “digital gold” narrative, its departure from Bitcoin's established role as a store of value underscores the need for a clearer differentiation of its intended utility and governance structure. Future acceptance and adoption will likely depend on addressing the current opacity and defining its operational and economic strategies more explicitly. Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

521 Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of BTC (BTC) are presented below.

活动图片