烏克蘭與俄羅斯緊張局勢加劇，以太坊、Coinbase 和 Robinhood 股價下跌，比特幣走高

根據 Coin Metrics 的數據，旗艦加密貨幣的價格最後上漲不到 1%，至 92,003.28 美元，略低於上週創下的歷史高點 93,469.08 美元。

Bitcoin rose Tuesday even as other riskier assets such as ether and meme stocks sold off, following reports that Russian President Vladimir Putin warned the U.S. that the threshold for the use of nuclear weapons had come down.

有報導稱，俄羅斯總統普丁警告美國使用核武的門檻已經降低，比特幣週二上漲，儘管以太坊和 meme 股票等其他風險資產遭到拋售。

Bitcoin was last higher by less than 1% at $92,003.28, not far from the all-time high of $93,469.08 reached last week. Ether fell more than 1%, according to Coin Metrics.

比特幣最後上漲不到 1%，至 92,003.28 美元，距離上週創下的歷史高點 93,469.08 美元不遠。根據 Coin Metrics 的數據，以太幣下跌超過 1%。

Shares of MicroStrategy rose 3%, while Coinbase and Robinhood were both under pressure. Both stocks benefit from the trading of other, non-bitcoin assets across the crypto market.

MicroStrategy 股價上漲 3%，而 Coinbase 和 Robinhood 都面臨壓力。這兩隻股票都受益於加密貨幣市場上其他非比特幣資產的交易。

Investors reacted overnight to reports from the state-run Tass news agency that Putin warned the U.S. that the threshold for the use of nuclear weapons had come down in response to President Joe Biden allowing Ukraine to use U.S. missiles to strike military targets inside Russia.

國營塔斯社的報道稱，普丁警告美國，降低使用核武的門檻，以回應美國總統拜登允許烏克蘭使用美國飛彈打擊俄羅斯境內的軍事目標，投資者隔夜對此做出反應。

“The threshold for the use of nuclear weapons is decreasing,” Putin said in the interview, which was conducted last week and aired Monday evening Moscow time.

「使用核武的門檻正在降低，」普丁在上週進行的採訪中表示，並於莫斯科時間週一晚間播出。

Rising geopolitical tensions between Ukraine and Russia helped propel bitcoin and other crypto assets to outsized gains in 2023 and early 2024, as investors sought out riskier assets in the face of soaring inflation and the Federal Reserve keeping interest rates near zero.

烏克蘭和俄羅斯之間不斷加劇的地緣政治緊張局勢幫助推動比特幣和其他加密資產在2023 年和2024 年初大幅上漲，因為投資者在通膨飆升和聯準會將利率維持在接近零的情況下尋找風險較高的資產。

Bitcoin has recently benefited from enthusiasm for cryptocurrencies after the U.S. presidential election. That drove bitcoin to fresh records and sent smaller crypto assets soaring. Like gold, crypto assets are seen by many investors as a “non-confiscatable,” long-term hedge against geopolitical uncertainty.

比特幣最近受益於美國總統大選後對加密貨幣的熱情。這推動比特幣創下新紀錄，並推動較小型加密資產飆升。與黃金一樣，加密資產被許多投資者視為「不可沒收」的、針對地緣政治不確定性的長期對沖工具。

“The most significant long-term correlations for bitcoin are a negative correlation with the U.S. dollar and a positive correlation with money supply growth,” Matt Sigel, head of digital assets research at VanEck, said Oct. 28 on CNBC’s “Squawk Box.”

VanEck 數位資產研究主管 Matt Sigel 10 月 28 日在 CNBC 的“Squawk Box”節目中表示：“比特幣最顯著的長期相關性是與美元的負相關性和與貨幣供應增長的正相關性。”

“Bitcoin is a chameleon,” Sigel added. “Its correlations change over time; it’s hard to predict what it’s going to be correlated with over the short term.”

「比特幣是一條變色龍，」西格爾補充道。 「它的相關性隨著時間的推移而變化；很難預測它在短期內會與什麼相關。

Bitcoin has behaved as a safe haven before. It outperformed during the crisis in the regional banking system in early 2023, for example. But because bitcoin is also a risky asset without a long history, with extreme volatility that can benefit short-term traders, some have a hard time arguing that bitcoin is necessarily attractive forever. Citigroup, for example, in a note Monday reiterated the bank’s view that bitcoin doesn’t exhibit store-of-value properties.

比特幣之前一直被視為避風港。例如，在 2023 年初地區銀行體系危機期間，它的表現優於大盤。但由於比特幣也是一種沒有悠久歷史的風險資產，其極端波動性可能使短期交易者受益，因此有些人很難說比特幣必然永遠具有吸引力。例如，花旗集團在周一的報告中重申了該銀行的觀點，即比特幣不具有價值儲存屬性。