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。
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