美联储会议纪要显示降息分歧,BTC跌破6.1万美元

Odaily星球日报Published on 2024-10-10Last updated on 2024-10-10

Abstract

「绝大多数」官员支持更大幅度降息,但也有少数官员呼吁降息25个基点。

原文作者:BitpushNews

美联储 9 月会议纪要显示,政策制定者对近期降息幅度的看法不一,美股周三走高,加密市场下跌。

会议纪要显示,「绝大多数」官员支持更大幅度降息,但也有少数官员呼吁降息 25 个基点,认为最终批准的 50 个基点的降息幅度过大。

会议纪要中写道:「一些与会者表示,他们更希望在本次会议上将目标区间下调 25 个基点,其他一些与会者则表示,他们可能支持这样的决定。」

纪要发布后,市场观察人士降低了对 11 月降息的预期。芝加哥商品交易所的 FedWatch 工具显示,美联储 11 月降息 25 BP 的概率为 70.4% ,不降息概率升至 29.6% 。

比推数据显示,当天 BTC 大部分时间的交易价格低于 62, 000 美元,午盘后空头进一步发力,将价格推至 6.1 万美元以下,截至撰写本文时,BTC 交易价格为 60, 736 美元, 24 小时下跌 2.25% 。

美联储会议纪要显示降息分歧,BTC跌破6.1万美元

山寨币普跌,市值排名前 200 位的代币中,Baby Doge Coin(BabyDoge)领涨,涨幅达 26% ;Chiliz(CHZ)上涨 15.5% ;SuperVerse 上涨 5.2% ;FTX Token(FTT)跌幅居前,达 9.6% ;cat in a dogs world(MEW)下跌 8.8% ;Mog Coin(MOG)下跌 8.7% 。

目前加密货币整体市值为 2.13 万亿美元,比特币的市场占有率为 56.7% 。

美股方面,股市开盘走高,收盘时保持涨势。收盘时,标普指数、道琼斯指数和纳斯达克指数均上涨,分别上涨 0.71% 、 1.03% 和 0.60% 。

分析师:如果 BTC 跌破 61, 600 美元,STH 可能会出现恐慌性抛售

CryptoQuant 分析师 Burak Kesmeci 强调,如果 BTC 跌破 61, 600 美元,STH 可能会出现恐慌性抛售。

比特币投资者可分为短期持有者(STH)和长期持有者(LTH),长期持有者是指持有比特币 155 天或更长时间的 BTC 地址,而短期持有者则是持有时间少于上述时间跨度的交易者。

美联储会议纪要显示降息分歧,BTC跌破6.1万美元

这意味着,当前的价格走势可能更多取决于短期持有者。Kesmeci 解释说,目前比特币短期持有者 1-3 个月和 3-6 个月的平均成本分别为 61, 633 美元和 64, 459 美元。如图所示,价格目前正挤压在这个特定区间之间,等待方向突破。该分析师声称,如果突破 64, 500 美元,多头可能会获得动力。

然而另一方面,如果 1-3 个月持有者的平均成本 61, 600 美元跌破,投资者的耐心将受到严峻考验,可能会导致短期持有者在亏损的情况下进行「恐慌性抛售」。

推动比特币突破 80, 000 美元的三个因素

Bitwise 首席投资官 Matt Hougan 最新发文表示,比特币「需要三个因素」才能创下新高– 8 万美元。

Hougan 强调的第一个因素是美国大选,他说:「美国大选对加密货币来说意义重大。大多数人认为这是一个二元结果:特朗普=好,哈里斯=坏。毫无疑问,鉴于共和党对加密货币领域的强烈支持和日益增长的支持,共和党的胜利对加密货币来说是一个好兆头,但我认为民主党方面的情况更加微妙。」

第二个因素是经济。Hougan 解释称:「人们被比特币吸引的首要原因很简单:你不能相信政府会管理金钱。这个想法在 2008 年催生了比特币,至今仍然是加密货币的强大推动力…目前预计美联储将在年底前再降息 50 个基点,中国也将推出额外的财政刺激措施。如果两者兼得,我猜我们将在第四季度实现反弹。如果我们做不到,我认为失望可能会给市场带来压力。」

Hougan 认为的第三个因素是加密货币「不会出现重大的负面意外」。

他解释称:「要实现 80, 000 美元的反弹,我们需要的最后一件事是一段没有重大意外的时期。没有重大黑客攻击。没有大规模的新诉讼。没有之前锁定的代币突然进入市场。不幸的是,加密货币的历史被无数这样的意外所困扰。在过去几个季度中,从失败的交易所 Mt. Gox 和政府金库中释放之前锁定的比特币,导致市场保持区间波动。」

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