# Сопутствующие статьи по теме Fed

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Fed", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

The Two Weeks When the King of Safe Havens Failed, Bitcoin Quietly Outperformed Everything

The article analyzes the divergent performance of gold and Bitcoin during a two-week period following a military strike by the US and Israel on Iran. Contrary to traditional expectations, gold, often seen as a safe-haven asset, dropped by nearly 10% from its peak, while Bitcoin surged over 20% from its low, outperforming gold, the S&P 500, and Nasdaq. Gold’s decline is attributed to rising oil prices due to the conflict, which heightened inflation expectations and reduced the likelihood of Federal Reserve rate cuts. Higher interest rates increase the opportunity cost of holding non-yielding gold, leading to outflows. Additionally, potential profit-taking by central banks and logistical challenges in moving physical gold during wartime weakened its appeal. Bitcoin’s rise is explained by a combination of factors: technical oversold rebound, 24/7 trading availability during market closures, renewed inflows (e.g., U.S. Bitcoin ETFs saw significant inflows while gold ETFs experienced outflows), and its portability advantage in conflict zones, as evidenced by a 700% surge in crypto outflows from Iran. However, Bitcoin’s performance does not fully establish it as a traditional safe haven; it instead functions as a highly liquid, portable asset that absorbs shocks when other markets are closed. The article concludes that the concept of "safe haven" is evolving—gold struggles when inflation and利率 constraints dominate, while Bitcoin benefits from structural and situational advantages, though its identity remains complex and context-dependent.

marsbit03/17 06:34

The Two Weeks When the King of Safe Havens Failed, Bitcoin Quietly Outperformed Everything

marsbit03/17 06:34

Is The Altcoin Market Dead? Why These Cryptocurrencies Have Failed To Move

The altcoin market has been a source of deep frustration for investors, failing to experience a sustained breakout despite numerous analyst predictions. According to crypto analyst Sykodelic, this stagnation is not due to the asset class being finished, but because the necessary macro backdrop for altcoin expansion never materialized. Altcoins are highly dependent on excess liquidity, performing best when money is loose, economic activity is strong, and investors are willing to move beyond Bitcoin. Sykodelic's analysis compares the OTHERS index (tracking cryptocurrencies outside the top ten) with two macro indicators: Federal Reserve Net Liquidity and the Purchasing Managers’ Index (PMI). Historically, these three have moved in tandem. During the 2020/2021 cycle, all rose together, with the OTHERS index surging from below $100 billion to nearly $600 billion. However, in the current cycle, Fed Net Liquidity has oscillated without a clear trend, and the PMI spent 26 consecutive months in contraction until returning to expansion in January 2026. Consequently, the OTHERS index has chopped sideways. Now, conditions may be improving. Fed net liquidity appears to have bottomed and reversed upward, while the PMI has moved into expansion territory (registering 52.6% in January 2026). These changes could finally build the foundation for an altcoin season, with Sykodelic’s chart projecting a potential rise in the OTHERS index market cap to the $560 billion range.

bitcoinist03/17 02:02

Is The Altcoin Market Dead? Why These Cryptocurrencies Have Failed To Move

bitcoinist03/17 02:02

Eight Consecutive Bullish Days Signal Strong Return: ETH Surges Past $2,300 as Whales Continue to Accumulate

Ethereum (ETH) has surged past $2,300, marking an eight-day consecutive rally, while Bitcoin (BTC) broke above $74,000. The broader crypto market showed strength, with over 80% of the top 200 tokens by market cap closing the week in positive territory. Market sentiment improved, with the Crypto Fear and Greed Index rising to 39, nearing neutral levels. Key factors driving the rebound include macro developments, such as potential easing in the Middle East—particularly efforts to reopen the Hormuz Strait—which could lower oil prices and reduce inflationary pressure, increasing the likelihood of future Fed rate cuts. The market widely expects the Fed to hold rates steady in its upcoming meeting. On-chain and ETF flow data also support bullish momentum. Bitcoin and Ethereum spot ETFs recorded three consecutive weeks of net inflows, totaling approximately $2.12 billion and $265 million, respectively. Large investors and institutions have been accumulating ETH, with several "whale" addresses making significant purchases. Analysts suggest that Bitcoin may have bottomed, citing low network selling pressure and historical accumulation signals. Some models even point to a potential mid-to-long-term rally, with targets as high as $100,000, assuming key resistance levels are broken. However, risks remain if Bitcoin fails to hold above critical support or break through resistance near $78,000.

Odaily星球日报03/16 12:52

Eight Consecutive Bullish Days Signal Strong Return: ETH Surges Past $2,300 as Whales Continue to Accumulate

Odaily星球日报03/16 12:52

活动图片