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[lastpost] => 2771724 电力过剩债务缠身,老挝转向比特币挖矿?(转) 1759820817 yumi666
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1.现状$ E& L% }; Y' T* M9 B9 W
3 F5 r4 _; Z V3 D, w: v! h' X7 T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。4 k H. ]2 a- U' r c& i
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在撤销sec的诉讼后,我们无法取得突破势头。6 r" G( J, D) b; F" u
& g, t% ]$ ^/ S; q3 m; p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。& A4 u% n7 ^3 [$ V: L8 Y3 @
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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。3 u# v$ d8 r) v0 n( l4 Q) g
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2.展望未来
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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。
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这也会使美元更加强劲,美元已在慢慢走高。& |7 H" O7 P: H0 q# @5 H. V/ w
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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。
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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)。9 d- M5 ]8 E& ?3 h- T% v1 Q
' ~ s( ~4 j+ M9 O. x' `: Q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。
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7 D+ [# n/ Q% ^8 w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。1 V; N( i- G; w0 H3 K1 \
6 ?2 e9 T9 ]& T8 ]) K! ]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。5 x- L: \8 k' B" a8 @
) [4 `4 t. Z( H9 i, t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)。7 d6 h* E' G) k4 e7 u
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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。8 |7 q3 m& ^( t, |5 A
% c* \0 t& j' q7 |1 ~: T$ yRipple案件的判决是一个未知数。
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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。0 G. p) U1 s: d# O( z: D2 E
3 D; G$ H# q3 c2 n3 {9 ]+ ^3 r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。
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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。
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; B$ u2 H. D5 E3 m8 H" t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。
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" v4 A3 ?! @- U* ]- R, y0 q/ ?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)。" S8 d' L, ]! @; d1 Q$ F y
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