Liquid Capital 創辦人 @Jackyi_ld 表示,儘管比特幣重返 93,000 美元、 $BCH 創下近期高點, $WLFI 也在大漲後維持強勢,但整體加密大盤的表現依然落後於美股,與宏觀利多的環境形成落差。 隨著 SEC 主席之後,美國聯準會再出現一位被視為「加密友好」的新任主席,加密市場長達 60 天的下行期可能已接近尾聲。市場主要受到「1011 事件」引發的流動性急縮和其他多重因素拖累。 上述利空如今已大致被市場消化,而在「降息預期升溫」與「政策友善度提高」的雙重推動下,後續行情仍值得期待。
虽然BTC重返9万3,BCH创近期新高,WLFI也大涨后稳住,但是ETH和大盘相对股市,和各种利好的大环境而言还是落后了,随着继SEC主席后又一个加密友好新主席(美联储)确定,加密长达60天的熊市可能将结束。这60天是1011导致整个行业流动性严重下降以及四年周期共振和日本加息,政府关门等叠加,但是目前这些利空已消化,随着降息预期和加密政策双重利好,持续看好后续行情,投资永远不仅需要智慧还需要耐心。
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