比特幣本週享有非凡的集會，在機構投資和宏觀風風的推動下

康托爾·菲茨杰拉德（Cantor Fitzgerald）的30億美元比特幣風險信號機構信心

Bitcoin is enjoying a remarkable rally this week, fueled by a series of powerful macroeconomic and institutional catalysts. The world’s largest cryptocurrency by market capitalization hit as high as $94,400 as investor sentiment soared on the back of positive developments across the financial and geopolitical landscape.

比特幣本週享受了一場非凡的集會，這是一系列強大的宏觀經濟和機構催化劑的推動力。全球最大的市場資本化加密貨幣高達94,400美元，因為投資者的情緒在整個金融和地緣政治格局的積極發展的背景下飆升。

Cantor Fitzgerald's $3 billion Bitcoin venture signals institutional confidence

康托爾·菲茨杰拉德（Cantor Fitzgerald）的30億美元比特幣風險信號機構信心

One of the most significant drivers of today’s rally is news that Cantor Fitzgerald, led by Brandon Lutnick (son of U.S. Commerce Secretary Howard Lutnick), is planning a $3 billion Bitcoin investment vehicle in collaboration with SoftBank, Tether and Bitfinex. This initiative is designed to allow institutional investors easier access to Bitcoin through a regulated, large-scale investment platform. The fund is reportedly in its final stages of preparation, marking a substantial vote of confidence from some of the most influential players in global finance.

當今集會中最重要的驅動力之一是新聞是，由布蘭登·盧特尼克（Brandon Lutnick）（美國商務部長霍華德·盧特尼克（Howard Lutnick）的兒子）領導的坎托·菲茨杰拉德（Cantor Fitzgerald）計劃與軟銀，Tether，Tether和Bitfinex合作，計劃了30億美元的比特幣投資工具。該計劃旨在使機構投資者通過受監管的大規模投資平台更容易獲得比特幣。據報導，該基金正處於準備工作的最後階段，這標誌著全球金融中一些最有影響力的參與者的信任投票。

This move mirrors a broader institutional trend towards Bitcoin as a strategic reserve asset, one that’s gaining momentum amidst ongoing monetary policy uncertainty and global economic recalibrations. As we’ve reported previously, Bitcoin ETF flows and large BTC purchases from strategy have helped push Bitcoin back above the $90,000 mark.

這一舉動反映了比特幣作為一種戰略儲備資產的更廣泛的機構趨勢，在持續的貨幣政策不確定性和全球經濟重新啟動中，它正在增強動力。正如我們之前報導的那樣，比特幣ETF流量和從策略購買大量BTC的購買使比特幣將其推遲到90,000美元以上。

Macro tailwinds: U.S.-China trade deal and Federal Reserve stability

宏大風：美國 - 中國貿易協議和美聯儲穩定性

The bullish sentiment extends beyond crypto-specific news. Investor confidence received a significant boost following increased optimism around a potential trade agreement between the United States and China. Recent signals from both Washington and Beijing suggest that a de-escalation in trade tensions may be imminent, which has revitalized market risk appetite and added fuel to Bitcoin’s rise.

看漲的情緒超出了特定於加密的新聞。在對美國和中國之間的潛在貿易協定的樂觀情緒增加之後，投資者的信心得到了重大的增強。華盛頓和北京的最新信號表明，貿易緊張局勢的降級可能迫在眉睫，這使市場風險的胃口振興並增加了比特幣興起的燃料。

Additionally, confidence is mounting that Jerome Powell will remain the Chairman of the Federal Reserve, providing much-needed continuity and predictability in monetary policy. This expectation has quelled fears of political interference and underscores a broader theme of stability in financial leadership—a factor that typically encourages capital flows into alternative assets like Bitcoin.

此外，信心對杰羅姆·鮑威爾（Jerome Powell）將繼續擔任美聯儲的董事長，這為貨幣政策提供了急需的連續性和可預測性。這種期望平息了人們對政治干預的恐懼，並強調了財務領導力穩定的更廣泛主題，這一因素通常鼓勵資本流入像比特幣這樣的替代資產。

Bitcoin decouples from traditional risk assets

比特幣與傳統風險資產的分離

Another notable narrative gaining traction is Bitcoin’s growing independence from traditional market behavior, especially tech equities. In a recent Bloomberg interview, Michael Regan, team leader for Bloomberg Crypto, highlighted this Long-awaited divergence.

另一個值得注意的敘述是比特幣與傳統市場行為，尤其是技術股票的獨立性日益獨立。彭博社團隊負責人邁克爾·裡根（Michael Regan）在最近的彭博社採訪中強調了期待已久的分歧。

“It’s the moment that everybody’s kind of been waiting for so long,” Regan noted. “This has moved in tandem with risk assets... But now, it’s being viewed as sort of a haven asset, specifically, you know, that limited supply of Bitcoin.”

裡根指出：“這是每個人都在等待這麼長時間的那一刻。” “這與風險資產同時發展了……但是現在，它被視為有點像避風港的資產，特別是，比特幣的供應有限。”

Regan explained that while Bitcoin has historically tracked the Nasdaq 100 and the so-called “Magic Seven” tech stocks, the correlation has weakened due to a confluence of unique economic and political developments.

裡根解釋說，雖然比特幣歷史上一直跟踪納斯達克100和所謂的“魔術七”技術股票，但由於獨特的經濟和政治發展的融合，相關性卻削弱了。

“There will only ever be 21 million Bitcoin,” he continued. “You can contrast that to the unpredictable monetary policy we’re faced with now... That sets up a very specific moment. Dollar weakness, professional investors reaching for gold and Bitcoin—it all ties together.”

他繼續說：“只有2100萬比特幣。” “您可以與我們現在面臨的不可預測的貨幣政策相比，這是一個非常具體的時刻。美元的弱點，專業投資者爭奪黃金和比特幣，這一切都在一起。”

The potential creation of a U.S. strategic Bitcoin reserve, reportedly under review by President Trump’s administration, further enhances this decoupling narrative. Discussions are underway to monetize some of the Federal Reserve’s gold holdings as a budget-neutral method to accumulate Bitcoin—an unprecedented shift in monetary thinking that could solidify Bitcoin’s role as a sovereign reserve asset.

據報導，特朗普總統政府審查了美國戰略比特幣儲備的潛在創建進一步增強了這種脫鉤的敘述。正在進行討論，以將美聯儲的一些黃金持有人貨幣化，作為一種預算中立的方法來積累比特幣，這是一種貨幣思維的前所未有的轉變，可以鞏固比特幣作為主權儲備資產的作用。

Bitcoin market cap surpasses Google

比特幣市值超過Google

In a symbolic milestone, Bitcoin’s market capitalization has now surpassed that of Google (Alphabet Inc.), underscoring its growing stature in the global financial system. As of today, Bitcoin’s total market value has climbed beyond $1.86 trillion.

在一個像徵性的里程碑中，比特幣的市值現在已經超過了Google（Alphabet Inc.）的市值，並強調了其在全球金融體系中日益增長的地位。截至今天，比特幣的總市場價值已攀升至1.86萬億美元以上。

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