比特币涨势或陷入倦怠期,黄金有望加速超越!

jin10Опубліковано о 2024-03-29Востаннє оновлено о 2024-03-29

Wolfe Research表示,随着全球最大的加密货币徘徊在70000美元左右,黄金有望领先比特币。

过去一个月,黄金和数字货币一直步伐一致,即使在美股接近历史高点的情况下,两者也都创下了新高。

然而,比特币似乎再度陷入2021年以来的交易模式,该代币此前两次飙升至历史新高后都出现大幅回调。

Wolfe董事总经理Rob Ginsberg在周三的一份报告中表示:“从历史上看,比特币更像是一种‘风险资产’,而且通常是散户投资者过剩流动性的归宿(比如2021年)。”

不可否认,比特币和黄金的走势有相似之处,那么同样的命运是否也在等待着它们?

Ginsberg表示,“虽然我们绝对不会像过去那样预测比特币会出现50%的回调,但如果它继续在70000美元上方徘徊,我们也不会感到震惊。”

不过,他补充道,黄金的表现可能会更好。“黄金与比特币的比率接近支撑位,同时每周都处于超卖状态,”Ginsberg说。

“如果我们对比特币的预测是正确的,并且它继续在60000-73000美元的区域内盘整,那么这可能为黄金开始跑赢比特币提供一个很好的机会。”

比特币在3月14日创下73679美元的历史新高,但在交易员们消化了这波涨势后,于上周跌至约60800美元。

Ginsberg指出,比特币现在已回到高位,看起来准备重新加速上行,但“历史上比特币在70000美元以上的水平通胀面临很强劲的抛售压力”。

在2023年3月加密货币与股票的相关性急剧下降之后,比特币的“数字黄金”叙事又重新流行了大约一年。今年该代币的上涨最初受到美国批准现货比特币ETF的预期提振。此外,预计在4月下旬发生的减半事件也是其涨势的催化剂。

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