比特幣的價格顯示出強度增加了3.5％，並在本週發布美國核心PCE數據之前提高了$ 87000

亞瑟·海斯（Arthur Hayes）說

Bitcoin price showed strength on Monday, surging an additional 3.5% and moving to $87,000 ahead of the release of US core PCE data this week. Former BitMEX CEO Arthur Hayes expects the Federal Reserve to undertake quantitative easing (QE) measures soon, which could push BTC to $110K and beyond.

比特幣的價格在周一顯示出強度，在本週發布美國核心PCE數據之前，增加了3.5％，並提高了87,000美元。 Bitmex前首席執行官亞瑟·海斯（Arthur Hayes）預計美聯儲將盡快採取定量寬鬆（QE）措施，這可能會將BTC推向11萬美元及以後。

Bitcoin Price Rally to $110K Coming, Says Arthur Hayes

亞瑟·海斯（Arthur Hayes）說

Former BitMEX CEO Arthur Hayes has confidently stated that he sees Bitcoin climbing to $110,000 before embarking on a downward journey to revisit its 76,500 level.

Bitmex前首席執行官Arthur Hayes自信地表示，他看到比特幣攀升至110,000美元，然後開始下降，重新審視其76,500水平。

Hayes attributed his bullish stand on BTC to the upcoming pivot in the Fed policy, suggesting an upcoming move from quantitative tightening (QT) to quantitative easing (QE) moving ahead.

海耶斯將他的看漲立場歸因於即將到來的美聯儲政策中的樞紐，這表明即將發生的從定量擰緊（QT）到定量寬鬆（QE）前進。

Furthermore, Hayes downplayed the impact of Trump’s tariffs, referring to it as “transitory inflation” as noted by Fed Chair Jerome Powell. Last week, the former BitMEX CEO also stated the chances of a Bitcoin bottom formation at $77,000 while eyeing an upward trajectory from here onwards.

此外，海斯淡化了特朗普的關稅的影響，稱其為“暫時通貨膨脹”，如美聯儲主席杰羅姆·鮑威爾（Jerome Powell）所指出的那樣。上週，這位前Bitmex首席執行官還指出，比特幣底部造型的機會為77,000美元，同時從這裡開始朝上。

As of press time, Bitcoin price is trading 3.17% up at $86,758 with daily trading volume surging 74% to $16.69 billion, highlighting a strong bullish undercurrent. As per the Coinglass data, the BTC futures open interest is also up by 7.79% to more than $56 billion, with the 24-hour short liquidations soaring past $50 million.

截至發稿時，比特幣價格上漲了3.17％，至86,758美元，每日交易量增加了74％，至166.9億美元，突出了強勁的看漲純平。根據Coinglass Data，BTC期貨開放息息率上升了7.79％，達到超過560億美元，24小時短的清算飆升了5000萬美元。

US PCE Data To Highlight Inflation Trajectory

美國PCE數據以突出通貨膨脹軌跡

This week, the Federal Reserve will unveil its most closely watched inflation measure, the U.S. core PCE price index for February. Market expectations point to a slight rebound in the index, with forecasts predicting an increase from 2.6% to 2.7%.

本週，美聯儲將推出其最密切關注的通貨膨脹措施，即2月的美國核心PCE價格指數。市場預期表明該指數有輕微的反彈，預測預測將從2.6％增加到2.7％。

Along with the US PCE data, the Fed will also unveil the final one-year inflation rate forecast for March, while offering greater insights into inflationary trends. This will help shape the market sentiment for risk assets moving ahead. Below is the list of key events scheduled for this week.

與美國PCE數據一起，美聯儲還將推出3月份的最後一年通貨膨脹率預測，同時為通貨膨脹趨勢提供了更多的見解。這將有助於塑造風險資產前進的市場情緒。以下是本周安排的關鍵事件列表。

Key Events This Week:

本週的關鍵事件：

S&P Global Manufacturing PMI data – Monday

標準普爾全球製造PMI數據 - 星期一

CB Consumer Confidence data – Tuesday

CB消費者信心數據 - 星期二

February New Home Sales data – Tuesday

2月的新房屋銷售數據 - 星期二

Atlanta Fed GDPNow data – Wednesday

亞特蘭大餵養GDPNOW數據 - 星期三

US Q4 2024 GDP data – Thursday

美國Q4 2024 GDP數據 - 星期四

February PCE Inflation data – Friday

2月PCE通貨膨脹數據 - 星期五

We are…

我們是…

— The Kobeissi Letter (@KobeissiLetter) March 23, 2025

- Kobeissi信（@kobeissiletter）2025年3月23日

Institutional Demand for BTC Picks Up Once Again

BTC的機構需求再次接收

Institutional demand for Bitcoin has been on the rise thereby pushing the Bitcoin price higher once again. Last week, the US spot Bitcoin ETFs recorded inflows for six consecutive days in a row showing strong resumption in demand.

對比特幣的機構需求一直在上升，從而再次提高了比特幣價格。上週，美國現場比特幣ETF連續六天記錄了進出的進口，顯示出強烈的需求恢復。

Additionally, corporate players like Strategy (MSTR) and Metaplanet have continued with their Bitcoin purchases. In the early trading hours in Aisa on Monday, Japan’s Metaplanet announced buying an additional 150 Bitcoin, taking its total holdings to 3,350 BTC. Earlier today, the company announced an investment of $12.6 million, for an average purchase price of $83,801 per BTC.

此外，諸如戰略（MSTR）和Metaplanet之類的公司參與者繼續購買比特幣。在周一AISA的早期交易時間裡，日本的Metaplanet宣布額外購買150個比特幣，將其總持股達到3,350 BTC。今天早些時候，該公司宣布投資1,260萬美元，平均購買價格為每BTC 83,801美元。

The cumulative investment stands at approximately $278.8 million, averaging $83,224 per BTC. Notably, Metaplanet has achieved an impressive year-to-date BTC yield of 68.3%. Last week, Eric Trump joined Metaplanet’s board of advisers to take further its Bitcoin acquisition plans. Strategy’s executive chairman Michael Saylor has also hinted at more BTC purchases coming ahead.

累計投資約為2.788億美元，平均每BTC $ 83,224。值得注意的是，Metaplanet的年齡至今已有68.3％。上週，埃里克·特朗普（Eric Trump）加入了Metaplanet顧問委員會，進一步採取了比特幣的收購計劃。策略的執行董事長邁克爾·賽勒（Michael Saylor）也暗示了更多的BTC購買即將來臨。

Needs more Orange.pic.twitter.com/BRyWs1ey80

需要更多橙色。pic.twitter.com/bryws1ey80

— Michael Saylor⚡️ (@saylor) March 23, 2025

- 邁克爾·塞勒⚡️（@saylor）2025年3月23日