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[lastpost] => 2785122 今日虚拟币市场还是跌多涨少 1764306200 22301
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1.现状& b( Z1 D/ [# I. |
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我们错过了股市反弹,因为对经济衰退的担忧逐渐消退,投机性AI引领了股市上涨。8 z* E+ u1 k) E( m/ k2 z
) y6 C) ~* U, M# b. B在撤销sec的诉讼后,我们无法取得突破势头。; |. n7 s, L: P! _) C
8 I, a5 `, [5 {- [) k4 E, z a, l/ K由于资本流入受限,以及人工智能在争夺新的投机资金,因此对下跌的需求疲弱。
8 R$ f* N1 f6 s& X. Y- o$ D: K$ ^( c5 S j
投资者参与度处于周期低点,热情被市场近期一连串事件消磨殆尽。* l2 K% N1 c) J) ]) c1 t
4 ^: R, E; |; G' Z; u, g! i+ S
2.展望未来
9 ~: |8 t8 I8 {' {1 x1 f0 K6 z( n, D) K
在接下来的几个月里,由于财政部TGA账户得到补充,不再抵消量化紧缩(QT),美国的流动性应该会下降。2 F; N1 O& q* ~% N7 ~
' m" I9 R; P0 x" X. R2 X2 b2 g2 i
这也会使美元更加强劲,美元已在慢慢走高。" Q) p5 X! v) p% l, D J. L
. g C- @. b! Y- L& p6 D
自4月份以来,全球流动性也开始下降,并显示出加速下降的趋势。
! e) \: A9 U+ o* z% l3 G/ g. o M- Q( p F) O0 H* M) h( s8 @3 X
另一方面,同步的经济指标保持良好,市场已经在心理上适应了更高利率的新常态,这意味着暂时没有恐惧(正如VIX指数和黄金回落所证明的那样)。) ^8 L9 U7 c8 V0 e
3 j7 B2 F2 Y+ O( _# o
我预计这种合力将使股票保持在高位区间,直到经济出现更大的裂痕,尽管可能会先出现回调。7 J/ S4 F, k& @* q3 ?
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至于对流动性更加敏感的加密货币,我预计第二季度剩余时间将继续疲软,交易将波动中进行。! f+ c7 X+ s4 [" }! U
: t5 x D0 H& f3 ?. [6 R在短期内,也有更多的负面因素,监管压力和ZF / Gox 会增加比特币的抛压。) Q/ E8 _5 [4 A
- D5 h/ O; Y' c1 y. Q7 \: H
但随着恐惧从市场中消失,我认为价格不会像大多数人想象的那样低(我计划在BTC 24K 和 ETH 1.6K 左右加仓)。. D9 S5 W5 c$ i5 f! U
, ]# L( C; o6 O- [, b, U就像我们最近在某些地区看到的那样,这也可能为更多的pvp轮换留下空间,但更安全的玩法是专注于择机吸筹,以及利用闲置资产进行流动性挖矿。
- H3 A, Y) w; V5 q* B$ z8 |9 _- i5 k+ y% z' E0 c
Ripple案件的判决是一个未知数。) D6 h e1 _" s
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随后,如果第三季度经济衰退仍未迫近,我认为随着选举活动的升温,会出现从低点反弹的窗口。
1 |1 a) r- p4 r1 ?
+ a. j2 }$ z* a l6 \我预计EIP-4844将为ETH/BTC比率带来局部高点,减半将指日可待。随着经济衰退到来,第四季度至第一季度可能会出现另一个重大的避险事件。; u( j# C; B, H! z, q3 W
5 x' P7 P5 C# H5 L我相信,随着美联储转向拯救经济,加密货币将引领股市复苏,因为加密货币对流动性相对更敏感,而股市更受经济增长前景的影响。6 z' ^, y6 l1 V* j! R0 C
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出于这一原因,我还认为,我们很有可能再也看不到BTC低于21000美元和ETH 1400美元的情况。聪明的投资者将在附近点位提前行动,特别是考虑到 BTC 在今年早些时候在银行危机中的强势表现。- N! L% o; A% g: m8 {0 J+ h
$ w3 n3 b* L/ l: d这会为2024年中期的新周期铺平道路,所有的负面因素都已过去,未来有许多积极的催化剂(减半、选举、监管透明度、东南亚和英国的参与、新用例等)。3 s4 h6 t1 x; L9 L! x9 @ g
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