المنشور
Birdie_OKX
The 30-year yield at a 19-year high should be compressing crypto multiples. That it isn't is worth sitting with.
In 2022, rate pressure was the dominant force crushing BTC. That correlation has clearly weakened, and I think the change is more durable than a temporary blip. ETF inflows have shifted who actually owns bitcoin: the marginal buyer is now an institution with a multi-year horizon, not a retail trader pivoting on Fed headlines in real time. A market with that ownership profile digests macro shocks more slowly, but it also stalls on relief rallies. BTC at $63K while 30Y paper hits generational highs reads less like strength and more like a market waiting for the next genuine catalyst to move conviction in either direction.
Not advice, just analysis.
#OKXOrbit
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الردود
لا تعليقات حتى الآن. كُن أول من يرد!
العملات الرقمية الرائجة
BTC/USDTBitcoin
$77,807.5-0.05%
ETH/USDTEthereum
$2,224.07-0.06%
OKB/USDTOKB
$112.97-0.01%
الموضوعات الرائجة في السوق اليوم
1#رئيس مجلس الاحتياطي الفيدرالي ووش يقول إن السياسة لم تؤثر على قرار سعر الفائدة
2#Hyperliquid的HYPE创历史新高，OKX与ICE推进永续合约赴美
3#أصدرت جهات إصدار العملات المستقرة مثل Tether تجميدًا لأكثر من 1.567 مليار دولار من USDT
