據報道，聯合聖保羅銀行逢低買入，BTC 反彈至 9.6 萬美元上方

Bitwise 歐洲研究主管安德烈·德拉戈什 (Andre Dragosch) 表示：“我不明白怎麼會有人認為 BTC 在這樣的價格下不便宜……”

Andre Dragosch, head of research - Europe at Bitwise, said on Monday that he does not understand how anyone could think BTC is not a bargain at current prices, as the token fell below $90,000.

Bitwise 歐洲研究主管 Andre Dragosch 週一表示，他不明白為什麼有人會認為 BTC 以目前的價格不便宜，因為該代幣跌破了 9 萬美元。

While the comment may appear overly optimistic to macro bears, it is not without justification. Even as the DXY, Treasury yields, and Fed rate expectations look to destabilize risk assets, corporate and institutional demand for BTC continues to strengthen.

雖然對於宏觀經濟看空者來說，這項評論可能顯得過於樂觀，但並非沒有道理。儘管美元指數、國債殖利率和聯準會利率預期似乎會破壞風險資產的穩定，但企業和機構對 BTC 的需求仍在持續增強。

Intesa Sanpaolo, Italy’s largest bank by market capitalization, has reportedly purchased BTC, snapping up 11 BTC for $1 million. That could accelerate crypto adoption in the European Union's third-largest economy, which already has 1.4 million citizens holding cryptocurrencies.

據報道，義大利市值最大的銀行 Intesa Sanpaolo 已購買 BTC，以 100 萬美元的價格搶購了 11 個 BTC。這可能會加速歐盟第三大經濟體的加密貨幣採用，該經濟體已經有 140 萬公民持有加密貨幣。

If that's not enough, corporate Treasury purchases of BTC have already reached 5,774 BTC in the first two weeks of January, outpacing the supply of new BTC.

如果這還不夠，企業財政部在 1 月的前兩週購買的 BTC 已經達到 5,774 BTC，超過了新 BTC 的供應量。

To Dragosch's credit, BTC has bounced to over $96K, hinting at an end of the price weakness that began a month ago at record highs above $108K. As usual, that has brought cheer to all corners of the crypto market, with AI, gaming and meme sub-sectors leading the charge.

值得讚揚的是，BTC 已反彈至 9.6 萬美元以上，暗示一個月前開始的價格疲軟已經結束，價格曾創下 10.8 萬美元以上的歷史高點。像往常一樣，這為加密貨幣市場的各個角落帶來了歡呼，其中人工智慧、遊戲和迷因子行業處於領先地位。

The recovery, supported by ongoing institutional adoption and rumors of President-elect Donald Trump planning to issue an executive order addressing crypto-accounting SEC rules on day one, suggests that bears may find it difficult to assert their influence.

在持續的機構採用和當選總統唐納德·川普計劃在第一天發布一項針對美國證券交易委員會加密會計規則的行政命令的傳言的支持下，這種復甦表明空頭可能會發現很難發揮自己的影響力。

Prices may move into six figures if Tuesday's U.S. producer price index points to softer inflation in the pipeline, weakening the hawkish Fed narrative. Note that the dollar index's rally has already stalled amid reports that Trump's tariffs will be gradual and smaller than initially feared.

如果週二的美國生產者物價指數顯示通膨即將放緩，從而削弱聯準會的鷹派言論，那麼價格可能會升至六位數。請注意，由於有報導稱川普的關稅將是漸進的，而且幅度比最初擔心的要小，美元指數的漲勢已經陷入停滯。