加密貨幣交易商關注中國刺激政策，比特幣反彈 7%，突破 6.3 萬美元

Solana 的 SOL、Avalanche 的 AVAX 和 Render 的 RNDR 引領加密貨幣漲勢，CoinDesk 20 指數中除一名成員外幾乎所有成員均上漲。

Cryptocurrencies rebounded on Friday from the lows hit earlier this week with bitcoin (BTC) price briefly rising above $63,000 as investors shrugged off concerns over hotter inflation readings, turning their attention instead to a fiscal policy update from China due on Saturday.

週五，加密貨幣從本週稍早觸及的低點反彈，比特幣(BTC) 價格短暫升至63,000 美元以上，因為投資者擺脫了對通膨數據升溫的擔憂，轉而將注意力轉向中國將於週六發布的財政政策更新。

Bitcoin, the leading crypto asset by market capitalization, shot up 7% from Thursday's trough below $59,000 after the hotter U.S. CPI inflation report, bucking this week's trend of giving up gains during the U.S. trading hours. At last check, BTC was up 5.5% over the past 24 hours, outperforming the broad-market CoinDesk 20 Index's (CD20) 4.7% advance.

在美國 CPI 通膨報告公佈後，市值領先的加密資產比特幣從週四跌破 59,000 美元的低點飆升 7%，一反本周美國交易時段回吐漲幅的趨勢。根據上次檢查，BTC 在過去 24 小時內上漲了 5.5%，跑贏大市場 CoinDesk 20 指數 (CD20) 4.7% 的漲幅。

Tokens from Solana (SOL), Avalanche (AVAX) and Render (RNDR) led the gains among major altcoins with 6%-8% advances. The only token of the CD20 index with a negative daily return was Uniswap (UNI), which slightly shed some of its Thursday gains that were spurred by the decentralized exchange's plan to launch its own layer-2 network.

Solana (SOL)、Avalanche (AVAX) 和 Render (RNDR) 的代幣以 6%-8% 的漲幅領先主要山寨幣。 CD20 指數中唯一日收益為負的代幣是 Uniswap (UNI)，該幣週四略有回吐部分漲幅，這些漲幅是由這家去中心化交易所計劃推出自己的第 2 層網絡推動的。

The crypto rally happened as equities also gained, with the Dow Jones Industrial Average and S&P 500 closing the week at record highs. The U.S. dollar index paused below 103 after steeply strengthening over the past week as traders repriced expectations of further Federal Reserve interest rate cuts following solid U.S. jobs reports and hotter inflation readings.

加密貨幣上漲的同時，股市也上漲，道瓊工業指數和標準普爾 500 指數本週收在歷史新高。美元指數在過去一周大幅走強後暫停在 103 下方，因美國就業報告穩健和通膨數據升溫，交易員重新定價了聯準會進一步降息的預期。

Crypto-related stocks also reflected the positive sentiment. Bitcoin miners including MARA Holdings (MARA), Riot Platforms (RIOT) and Bitdeer (BTDR) soared 5%-10%, while U.S. crypto exchange giant Coinbase (COIN) ended the day up 7%.

加密貨幣相關股票也反映了正面的情緒。 MARA Holdings (MARA)、Riot Platforms (RIOT) 和 Bitdeer (BTDR) 等比特幣礦商股價飆升 5%-10%，而美國加密貨幣交易所巨頭 Coinbase (COIN) 當天收盤上漲 7%。

MicroStrategy (MSTR), the largest corporate holder of BTC with nearly $16 billion of the asset, surged 16% to its highest price since March 2000. The company's share price premium versus its bitcoin holdings also broadened to the widest since 2021.

MicroStrategy (MSTR) 是比特幣最大的企業持有者，擁有近160 億美元的資產，股價飆升16%，達到2000 年3 月以來的最高水準。也擴大至2021 年以來的最高水準。

China fiscal policy update may move crypto

中國財政政策更新可能會影響加密貨幣

The macroeconomic factors influencing crypto prices have shifted away from monetary policy to the U.S. election outcome, Coinbase analysts David Duong and David Han said in a Friday report.

Coinbase 分析師 David Duong 和 David Han 在周五的一份報告中表示，影響加密貨幣價格的宏觀經濟因素已經從貨幣政策轉向美國大選結果。

The key catalyst for crypto volatility might be the upcoming China fiscal policy update by the finance minister slated for early Saturday UTC. Investors are anticipating more financial stimulus for the ailing Chinese economy and financial markets, which could reverberate in the digital asset market, the Coinbase report noted.

加密貨幣波動的關鍵催化劑可能是財政部長定於週六早晨（UTC）發布的中國財政政策更新。 Coinbase 報告指出，投資人預計中國將推出更多金融刺激措施，以應對陷入困境的中國經濟和金融市場，這可能會對數位資產市場產生迴響。

"As most markets will be closed during this next briefing, we expect traders could turn to crypto markets as a way to express their (proxy) views on the size and strength of China’s fiscal announcements," the authors said.

作者表示：“由於大多數市場將在下一次簡報期間休市，我們預計交易者可能會轉向加密貨幣市場，以此表達他們對中國財政公告的規模和力度的（代理）看法。”

Markus Thielen, founder of 10x Research, noted that recent U.S. economic data shows a resilient economy and jobs market, allaying past concerns over an imminent recession.

10x Research 創辦人 Markus Thielen 指出，美國近期經濟數據顯示經濟和就業市場具有彈性，緩解了過去對即將到來的經濟衰退的擔憂。

"This sets the stage for risk assets to perform well into year-end, and it may take little to drive crypto prices higher," Thielen said. "A significant move is likely on the horizon, and diligent traders will be well-positioned to capture it."

蒂倫表示：“這為風險資產在年底表現良好奠定了基礎，並且可能不需要什麼就可以推高加密貨幣價格。” “重大舉措可能即將出現，勤奮的交易者將處於有利位置來捕捉它。”