比特幣正在操縱？當您恐慌時，為什麼機構和特朗普的政策促進加密貨幣市場繁榮

加密貨幣中最受歡迎的人物之一亞歷克斯·貝克爾（Alex Becker）昨天在YouTube上向他的150萬用戶發布了病毒視頻。

One of the most popular figures in crypto, Alex Becker, has shared his take on the market downturn with his 1.5 million YouTube subscribers. While many ‘experts’ are panicking, Becker’s outlook is actually quite positive. He sees the current market presenting one of the best buying opportunities since the FTX crash.

加密貨幣中最受歡迎的人物之一亞歷克斯·貝克爾（Alex Becker）與他的150萬YouTube訂戶分享了他在市場上的看法。儘管許多“專家”感到驚慌，但貝克爾的前景實際上是非常積極的。他認為當前的市場是自FTX崩潰以來最好的購買機會之一。

According to Becker, while retail investors are selling in fear, institutions and wealthy investors (whales) are quietly accumulating Bitcoin and Ethereum during this downturn. The Fear and Greed Index has plunged to extreme fear levels around 15, signaling that most cryptocurrencies are significantly oversold.

貝克爾認為，儘管散戶投資者在恐懼中銷售，但機構和富裕的投資者（鯨魚）在衰退期間悄悄地積累了比特幣和以太坊。恐懼和貪婪指數跌至15左右的極端恐懼水平，表明大多數加密貨幣都大大超出了。

The recent downturn isn’t directly related to Trump’s policies but rather represents an economic “detox” after years of artificial stimulation, says Becker. He explains that the Biden administration engaged in excessive money printing, which temporarily boosted asset prices. Traditional markets pulling back, economic uncertainty from tariff talks, and overleveraged meme coin speculation have all contributed to the selling pressure we’re seeing now.

貝克爾說，最近的經濟下滑與特朗普的政策沒有直接關係，而是經過多年人工刺激的經濟“排毒”。他解釋說，拜登政府從事過多的貨幣印刷，這暫時提高了資產價格。傳統市場退縮，關稅談判的經濟不確定性以及模因硬幣過度猜測都導致了我們現在看到的銷售壓力。

Why Smart Money Expects a Recovery

為什麼聰明的錢期望恢復

However, Becker believes that smart money, such as institutions and large funds, anticipates a recovery and is using this period to accumulate. They are less affected by short-term price movements and have a longer-term investment horizon.

但是，貝克爾認為，諸如機構和大型資金之類的智能貨幣預計會恢復，並利用這一時期積累。它們受到短期價格變動的影響較小，並且具有長期投資範圍。

He anticipates that the Federal Reserve will likely cut interest rates soon, which historically triggers market booms. With inflation dropping significantly compared to recent years, the Fed now has room to reduce rates, making borrowing cheaper and potentially fueling new investments in both stocks and crypto.

他預計美聯儲很快可能會降低利率，從歷史上看，這觸發了市場繁榮。與近年來相比，隨著通貨膨脹率顯著下降，美聯儲現在有降低利率的空間，從而使借貸更便宜，並可能為股票和加密貨幣的新投資提供了新的投資。

Trump’s economic policies are expected to bring lower interest rates and reintroduce free-flowing liquidity into the markets. Becker thinks that Trump is unlikely to let the market stay down for long, given his reputation for prioritizing market performance.

預計特朗普的經濟政策將帶來較低的利率，並將自由流動的流動性重新引入市場。貝克爾認為特朗普不太可能讓市場持續很長時間，因為他在優先級的市場績效方面享有聲譽。

What’s particularly interesting is the unusual market behavior around Ethereum. Despite Bitcoin reaching approximately $110,000, Ethereum has not yet hit a new all-time high. According to Becker, once Ethereum breaks its previous high, it will likely trigger the next major altcoin rally.

特別有趣的是以太坊周圍的非同尋常的市場行為。儘管比特幣達到約11萬美元，但以太坊尚未達到新的歷史最高水平。根據貝克爾的說法，一旦以太坊打破了先前的高位，它可能會觸發下一個主要的山寨幣集會。

Major institutions like BlackRock and various government entities continue accumulating BTC and ETH during this downturn, suggests that they anticipate significant upside.

在此低迷期間，貝萊德（Blackrock）和各個政府實體等主要機構繼續積累了BTC和ETH，這表明他們預計會有很大的上漲空間。

Investment Strategy in Volatile Times

動盪時期的投資策略

Becker reminds his viewers that market dips are normal, and those with “strong hands” benefit from holding through volatility. He maintains that the real risk isn’t in buying during market fear but in missing out entirely. Even if markets dip further in the short term, he believes the long-term upside significantly outweighs temporary losses.

貝克爾提醒他的觀眾，市場下降是正常的，而那些“強大”的人可以通過波動而受益。他堅持認為，真正的風險不是在市場恐懼中購買，而是完全錯過了。即使市場在短期內進一步下降，他認為長期上升空間大大超過了臨時損失。

For longer-term investors, Becker suggests that large-cap altcoins like Solana, Avalanche, Cardano, ONDO, Near, and BitTensor may offer substantial growth potential in the coming years. He also highlights AI coins, Real World Assets (RWA), and gaming tokens as sectors with significant upside.

對於長期投資者而言，貝克爾建議，諸如Solana，Avalanche，Cardano，Ondo，Anear和Bittensor之類的大型Altcoins在未來幾年中可能具有巨大的增長潛力。他還強調了AI硬幣，現實世界資產（RWA）和遊戲代幣作為具有重大上行的行業。

The key takeaway from Becker’s analysis is patience. While the short-term outlook might seem bleak with a bear market and potential further dips, Becker views these price levels as excellent long-term entry points. His outlook suggests a potential market recovery in late 2025, with Ethereum hitting a new all-time high possibly signaling the peak of the next cycle. If Trump implements policies that stimulate the economy with low rates or other measures, Becker expects markets could “explode” again.

貝克爾分析的關鍵要點是耐心。雖然短期前景似乎隨著熊市和潛在的進一步下降而黯淡，但貝克爾將這些價格水平視為出色的長期入口點。他的前景表明，2025年末的潛在市場恢復，以太坊達到了新的歷史最高水平，這可能標誌著下一個週期的峰值。如果特朗普實施以低利率或其他措施刺激經濟的政策，貝克爾預計市場可能會再次“爆炸”。