BTC集會可能是由杰羅姆·鮑威爾（Jerome Powell）在即將舉行的美聯儲會議上觸發的

即將舉行的美聯儲會議不太可能降低利率，但是杰羅姆·鮑威爾（Jerome Powell）主席的任何虔誠的語言都可以觸發比特幣集會

The upcoming Federal Reserve meeting is highly anticipated by investors, especially for any hints of an interest rate cut, which could be the catalyst for a Bitcoin rally, according to an analysis by QCP Capital.

QCP Capital的一項分析顯示，即將舉行的美聯儲會議備受期待，尤其是對於降低利率的任何提示，這可能是比特幣集會的催化劑。

However, the possibility of such a move is slim, as the report suggests.

但是，正如報告所暗示的那樣，這種舉動的可能性很小。

The report highlights a major economic shift as the U.S. moves away from “fiscal dominance” toward deficit reduction under the Trump administration.

該報告強調，隨著美國在特朗普政府領導下的“財政優勢”轉向減少赤字時，經濟轉變的重大轉變。

Global Liquidity Conditions Could Drive Next Bitcoin Move

全球流動性條件可能會推動下一個比特幣移動

The QCP analysis suggests that cryptocurrency prices historically lag behind shifts in global liquidity conditions.

QCP分析表明，加密貨幣價格歷史上落後於全球流動性狀況的轉變。

This raises the possibility that Bitcoin could see a “renewed leg higher after this correction” in response to changing monetary environments worldwide.

這增加了比特幣在響應全球不斷變化的貨幣環境中看到“更高的腿部更高的腿”的可能性。

«The lag in CCYTs [cryptocurrencies] is striking, especially in the case of BTC, which usually bottoms well after the apex in global liquidity conditions,» the report stated.

報告說，«ccyts（加密貨幣）的滯後令人震驚，尤其是在BTC的情況下，通常在全球流動性條件下頂點之後底部很觸底。”

With a potential Federal Reserve pivot on the horizon and fresh stimulus injections from both Europe and China, the macro backdrop may be shifting in favor of risk assets.

隨著潛在的美聯儲樞軸的樞紐和歐洲和中國的新刺激注射，宏觀背景可能會轉移，而轉移了風險資產。

The report highlights how Germany’s upcoming key vote and fiscal expansion plans, alongside similar measures in China, have powered stronger equity performance in these regions relative to the United States.

該報告強調了德國即將進行的關鍵投票和財政擴張計劃以及中國的類似措施如何為這些地區相對於美國提供了更強的股票績效。

This divergence in economic policy approaches could influence capital flows across global markets in the coming months.

經濟政策方法的這種差異可能會影響未來幾個月的全球市場資本流量。

The report notes that market attention has temporarily shifted away from U.S. tariff headlines toward geopolitical developments, particularly in the Middle East.

該報告指出，市場關注已暫時從美國關稅頭條新聞轉向地緣政治發展，尤其是在中東。

This change in focus has benefited traditional safe-haven assets like gold, which have surged past $3,000, while Bitcoin has moved in the opposite direction.

這種焦點的變化使傳統的安全資產（如黃金）受益，這些資產飆升了3,000美元，而比特幣朝相反的方向移動。

“The buildup in geopolitical risk, especially in the Middle East, has also benefited traditional safe-haven assets like gold, which is now trading above $3k after a dotenvy strong move. This is in stark contrast to BTC, which has seen strong selling pressure despite the extreme fear in the markets and the complete absence of any good news in the past month,” the report stated.

“地緣政治風險的積累，尤其是在中東，也使傳統的避風港資產（如黃金）受益，該資產現在在多丹尼強勁的舉動之後與BTC形成鮮明對比，這與BTC形成鮮明對比，儘管市場上的極端恐懼和過去的一個月都沒有任何好消息，”這項報告陳述了。”

The analysis also touched upon the implications of an interest rate cut by the Federal Reserve, a scenario that QCP views as "highly unlikely."

該分析還涉及美聯儲削減利率的含義，美聯儲將QCP視為“極不可能”的情況。

However, any dovish signals from Chair Jerome Powell could be the decisive factor in sparking upside momentum for Bitcoin.

但是，杰羅姆·鮑威爾（Jerome Powell）主席的任何奇特信號都可能是引發比特幣上漲勢頭的決定性因素。

The current context for the Fed’s decision making has shifted considerably. The U.S. has moved away from fiscal dominance toward a greater focus on deficit reduction under the Trump administration.

美聯儲決策的當前情況發生了很大變化。美國已經從財政上的主導地位轉向了特朗普政府領導下的減少赤字的重點。