比特幣的BTC/USD可能正在設置突破時刻

比特幣的BTC/USD可能正在設置突破時刻，Felix Jauvin將其稱為“交易後最清潔的交易”。

Bitcoin (BTC) could be setting up for a breakout moment, according to Felix Jauvin, host of the ‘Forward Guidance’ podcast. In an article on X, formerly Twitter, on Monday, Jauvin said that he sees investors reducing risk and offloading positions.

“遠期指導”播客的主持人費利克斯·朱他（Felix Jauvin）表示，比特幣（BTC）可能會設置為突破時刻。豪文在周一的X（以前是Twitter）的文章中說，他看到投資者降低了風險和卸載頭寸。

What Happened: Jauvin argues that Bitcoin is benefitting from a global capital rotation like never seen before in its history, driven by three factors:

發生的事情：朱寧認為，比特幣受益於全球資本輪換，就像以前從未見過的，這是由三個因素驅動的：

The dollar is weakening.

美元正在減弱。

U.S. equities are lagging behind global peers.

美國股票落後於全球同行。

Gold is surging to all-time highs.

黃金升至歷史最高點。

These factors are pushing investors to shift out of domestic markets and into borderless assets like Bitcoin.

這些因素正在促使投資者轉移到國內市場，並轉移到像比特幣這樣的無邊界資產中。

Also Read: Bitcoin Miners' Revenue Drops 70% In 2023 As Hashrate Hits Record High

另請閱讀：2023年，比特幣礦工的收入下降了70％，哈希拉特命中率高

Why It Matters: Jauvin highlights Bitcoin's unique positioning in offering global liquidity exposure without geopolitical baggage. Unlike U.S. tech stocks or foreign equities which are vulnerable to tariffs, political risk, or trade wars, Bitcoin is non-sovereign and censorship resistant.

它為什麼重要：豪文突出了比特幣在不進行地緣政治行李的情況下提供全球流動性暴露的獨特位置。與容易受到關稅，政治風險或貿易戰爭的美國科技股或外國股票不同，比特幣是非主權和耐心製度的。

While the current environment is marked by deleveraging and volatility, the “trade after the trade” is Bitcoin.

儘管當前的環境以去槓桿化和波動性為特徵，但“交易後的貿易”是比特幣。

Gold's strength at current levels validates the shift in regime, and Bitcoin is likely to follow once the overhang of “degrossing” clears.

當前水平上的黃金的強度證實了政權的轉變，一旦“降解”清除，比特幣可能會遵循。

For a risk-seeking macro trader, Bitcoin offers asymmetric upside as a high-beta global liquidity asset that doesn't rely on the fortunes of any one country.

對於尋求風險的宏觀交易者，比特幣作為不依賴任何一個國家的命運的高β全球流動性資產提供了不對稱的上升空間。

"You can't tariff Bitcoin," he notes, framing it as a macro hedge and clean play on global liquidity, especially as the rest of the world leans into fiscal expansion.

他指出：“你不能關稅比特幣。”他將其作為宏觀樹籬和全球流動性的清潔遊戲構建，尤其是當世界其他地區傾向於財政擴張時。

In this evolving macro environment, Fejau believes Bitcoin could finally decouple from U.S. equities and resume its trajectory as the "fastest horse"—a term famously used by Paul Tudor Jones to describe BTC's potential in past cycles.

在這個不斷發展的宏觀環境中，Fejau認為比特幣最終可以將美國股票與“最快的馬”恢復到美國股票的軌跡，這一術語是Paul Tudor Jones著名的，用來描述BTC在過去的周期中的潛力。

"This market regime is what Bitcoin was built for," he concludes.

他總結說：“這種市場製度是比特幣的建立。”