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[lastpost] => 2770290 参议员 Lummis 表示参议院正在就加密税规则取得进展(转) 1759255986 小钱儿
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1.现状
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5 e2 x, b$ r# r! S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。1 @2 }" M/ A' b- V
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在撤销sec的诉讼后,我们无法取得突破势头。4 l& v* @: V( G! C
- ~- e, f) i. o2 Z I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。+ R' {& e& W! }* {
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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。8 ?' q; V, T7 O8 N' M
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2.展望未来, K+ [7 }3 F' I4 `! Y8 q
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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。+ W0 w' @& D6 Y6 J. L& u
; c( Z S7 `' p这也会使美元更加强劲,美元已在慢慢走高。/ R. H8 l; M- Z
% h5 h3 q' J4 E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。+ v' ^, T8 R1 ^( t( w+ S4 T+ y
: D( U5 R8 c% p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)。
# b1 p+ s6 ^+ s/ s/ ?6 D! M8 L
m8 O4 Y* E/ ]# [- }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 P0 _, A& P4 J$ J
- d @% q6 l( }5 X* i# [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。- M4 c8 c6 F+ d
9 R8 s; t) T; X# n/ J% f5 |
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。7 D0 ^* r( u4 G1 Q4 f& f" z% F
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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)。
' U6 H9 C8 x5 ?7 k; ~3 G9 B0 ]$ P- }! L) k# P3 V* T/ Q
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。
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Ripple案件的判决是一个未知数。, h" X. w- w9 b: D+ n
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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。# e/ J4 O$ e# e, [3 d) b, ^8 P% e
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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。% Q) n- F, H6 T* _. o
4 q2 Y* }- D. D4 W( N& K. B4 ~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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! s0 g% P( }$ Y+ q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。
$ d+ F7 H& V. G$ [
! F* [2 R8 M: f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)。' \6 ], t3 d, k3 y
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