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[虚拟币交流]
特朗普关税导致股市暴跌——但比特币早已经历过这一切(转)
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尽管宏观 FUD 不断上升,比特币仍保持在关键的 94,000 美元流动性区间之上。
0 _. O" c! }5 V* `3 k2 }/ N. _5 ~: N7 T, C持续的股市疲软可能会冷却企业的支持,对 BTC 的弹性构成关键考验。% T8 n; N8 T: X; j' A
特朗普总统的“让美国再次伟大”的口号对于风险资产来说是一把双刃剑。
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一方面,他大胆、高举旗帜的民族主义给市场带来了清晰的认识,但他的举动的不可预测性也让市场充满猜测。
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, c! Z0 p; v8 t* z6 {( X( L. y进入 比特币[BTC],在宏观风险再次爆发之际创下历史新高(ATH)。时机?简直乱糟糟的。+ c0 u$ ^+ h& J4 o3 T6 f
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现在,BTC 的弹性再次受到压力测试。
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但据 AMBCrypto 称,经过数月的利率调整、流动性波动和地缘ZZ噪音,经验丰富的投资者可能已经具备了正确应对这一局面的肌肉记忆。: `! H, n% j" q; h
& A. V( m# l1 aD这是否意味着当前的“下跌”是一场精心策划的震荡,聪明的投资者会利用它?
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# s& q/ g" p3 ^( D! n- P比特币的信念面临另一场压力考验* B4 Y" X. D2 L9 O
90天的关税休战并没有持续多久。
' ]$ z1 x" G( T! s E/ j
. ~: N% c" I1 _从 6 月 1 日开始,恢复对欧盟征收 25% 的关税又回来了——这引发了全球范围内的通胀担忧。
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7 S/ T; Z& t, ~2 [! H0 |自然,比特币做出了反应,大幅下跌 3.79%,收于 106,816 美元。这证实波动性已正式重新进入讨论。退出流动性也紧随其后。' D/ i/ N6 ?. I: r- j
# i# W) P1 s# w, eGlassnode数据显示超过 420k BTC 的成本基础约为 94,000 美元,是本周期中最强劲的链上支撑区之一。' ?8 x! ^1 u- K# c# ^9 v6 d# Q2 p. d
6 l e! V3 A! Y3 I) d按当前价格计算,这群人仍然拥有约 14.5% 的未实现收益,因此决定是持有还是退出并不简单。
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不过,由于流动性基础如此密集,且价格仅出现小幅下跌,此举可能不那么令人恐慌,而更多是为新一轮逢低买入做准备。 a$ e& `4 j: _" [
" v: m V x( |* o; V/ }! v正如 AMBCrypto 所预测的那样。# l) O: ~% g) e# X; T& v1 c0 M$ g
, `3 M' S$ [3 c4 R, O经典的投资者困境在宏观经济不确定性再度抬头之际重现3 o1 l- I8 ?" Q( p
受到关税打击的不仅仅是欧盟,就连苹果公司 (AAPL) 也受到了冲击。
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: R# | j: s: T5 U# w+ S* R针对这家市值2.9万亿美元的巨头,美国将于6月1日起对苹果征收25%的新关税。尽管谈判窗口仍然存在,但假设苹果愿意配合特朗普的提议,市场并未等待解决方案。 s J$ B, U7 W7 j
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反应如何?迅速而残酷。
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) B# s' i7 }- q短短五个交易日内,标准普尔500指数的市值蒸发了1.5万亿美元。与此同时,苹果延续了连续下跌的势头,过去10天从212美元下跌了近8%。
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( w' G4 Y# m j7 |( m- J5 b8 z; `这有什么大不了的?随着股市遭受打击,企业资金可能会转向比特币。
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$ i9 _% d) D: D: z! \) t2 R随着风险资本的流动,BTC 有望上涨,而 Michael Saylor 的声音支持只会火上浇油。4 I1 ?5 k, l" b' _7 z
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