渣打銀行的 Geoff Kendrick 表示，聯準會降息後比特幣（BTC）和加密貨幣市場將持續成長

Geoff Kendrick指出，雖然包括即將到來的美國總統大選在內的政治因素仍然發揮作用，但宏觀經濟趨勢現在是數位資產價格的主要驅動力。

Bitcoin (CRYPTO: BTC) and the digital asset market are expected to experience sustained growth following the U.S. Federal Reserve's decision to cut interest rates.

在聯準會決定降息後，比特幣（CRYPTO：BTC）和數位資產市場預計將持續成長。

While political factors still play a role, macroeconomic trends are now the primary drivers of digital asset prices.

儘管政治因素仍然發揮作用，但宏觀經濟趨勢現在是數位資產價格的主要驅動因素。

The recent FOMC meeting, which resulted in a rate cut, has significantly boosted digital assets.

最近的聯邦公開市場委員會(FOMC)會議導致降息，顯著提振了數位資產。

“Post the FOMC meeting, digital assets are at the top of the pack in terms of performance, for the first time in a while,” noted Geoff Kendrick, head of forex and digital assets research at Standard Chartered, in an email on Thursday.

渣打銀行外匯和數位資產研究主管 Geoff Kendrick 在周四的一封電子郵件中指出：“在 FOMC 會議之後，數位資產在表現方面首次處於領先地位，這是一段時間以來的首次。”

This surge in performance comes even as election predictions show a close contest. According to Polymarket, Harris has a 52/47 lead.

儘管選舉預測顯示競爭勢均力敵，但業績卻出現了激增。根據 Polymarket 的數據，哈里斯以 52/47 領先。

However, Kendrick believes that the influence of the U.S. presidential election on Bitcoin's price has diminished.

不過，肯德里克認為，美國總統大選對比特幣價格的影響力已經減弱。

“While the U.S. election is important, macro drivers are starting to take over,” he explained.

「雖然美國大選很重要，但宏觀驅動因素開始佔據主導地位，」他解釋道。

Kendrick specifically highlighted the U.S. Treasury yield curve, saying, “I watch the U.S. 2s10s curve, and a steeper U.S. yield curve is digital asset positive.”

Kendrick特別強調了美國國債殖利率曲線，他表示，“我觀察美國2s10s曲線，美國殖利率曲線陡峭對數位資產有利。”

The yield curve, which had been inverted since July 2022, has recently returned to a positive slope, indicating a shift in market sentiment that could further support digital asset prices.

自 2022 年 7 月以來一直倒掛的殖利率曲線最近已恢復正斜率，顯示市場情緒發生轉變，可能進一步支撐數位資產價格。

Kendrick also sees the potential for increased investment in spot Bitcoin exchange-traded funds (ETFs) in the coming months, which could provide additional tailwinds for the market.

肯德里克也認為，未來幾個月現貨比特幣交易所交易基金（ETF）的投資有可能增加，這可能為市場提供額外的推動力。

“Watch for renewed spot bitcoin exchange-traded fund inflows in October,” he added.

他補充說：“請留意 10 月份比特幣交易所交易基金現貨流入的新情況。”

Despite the significance of the political landscape, Kendrick pointed out that the broader macroeconomic environment, including interest rate changes and market liquidity, will have a more substantial impact on Bitcoin’s price trajectory.

儘管政治格局具有重要意義，肯德里克指出，更廣泛的宏觀經濟環境，包括利率變化和市場流動性，將對比特幣的價格軌跡產生更實質的影響。

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