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在接受 Blockworks Macro 播客採訪時,Edwards 強調,市場正處於 2021 年 11 月“完全相反的時刻”,當時聯準會開始大幅升息。
Founder of Capriole Investments, Charles Edwards, anticipates a bullish outlook for Bitcoin BTC/USD, fueled by improving macro conditions and the impact of spot ETFs.
Capriole Investments 創辦人 Charles Edwards 預計,在宏觀環境改善和現貨 ETF 影響的推動下,比特幣 BTC/USD 前景看漲。
Edwards highlighted the market being at "the exact opposite point" of November 2021, when the Fed began aggressive rate hikes, during an interview on the Blockworks Macro podcast.
Edwards 在接受 Blockworks Macro 播客採訪時強調,市場正處於 2021 年 11 月“完全相反的時刻”,當時聯準會開始大幅加息。
Several bullish indicators were mentioned by Edwards, including Bitcoin’s strong correlation with measures of U.S. liquidity and gold's recent breakout to new highs. “Bitcoin tends to lag gold by a few months,” he said, indicating that Bitcoin could follow gold's upward trend.
愛德華茲提到了幾個看漲指標,包括比特幣與美國流動性指標的強相關性以及黃金近期突破新高。 「比特幣往往落後黃金幾個月,」他表示,這表明比特幣可能會追隨黃金的上漲趨勢。
Despite Bitcoin's recent underperformance, Edwards attributes this to idiosyncratic factors such as Mt. Gox-related selling pressure, which he believes are largely over. He will be closely monitoring Fed policy shifts and normalized on-chain metrics in the coming months for market signals. He concludes, "I think the downside is, at least in the near term, pretty capped."
儘管比特幣最近表現不佳,愛德華茲將其歸因於一些特殊因素,例如與 Mt. Gox 相關的拋售壓力,他認為這種壓力基本上已經結束。他將在未來幾個月密切關注聯準會的政策轉變和標準化鏈上指標,以獲取市場訊號。他總結道:“我認為,至少在短期內,負面影響是相當有限的。”
At a recent appearance, Federal Reserve Chairman Jerome Powell said that future interest rate cuts would depend on economic data.
聯準會主席鮑威爾在最近的露面中表示,未來的降息將取決於經濟數據。
He went on to say that the inflation is on a sustainable path back to 2%, and the recent 50-basis point rate cut shows growing confidence in the goal. Regarding any future rate cuts, he said it can happen slower or faster depending on how the economy moves and reacts.
他接著表示,通膨正可持續地回到2%,最近降息50個基點顯示人們對此目標的信心不斷增強。關於未來的任何降息,他表示降息可能會更慢或更快,這取決於經濟的走勢和反應。
Also Read: Bitcoin Halving Cycle Signals Potential 2024 Rally, Canaccord Analysts Predict
另請閱讀:Canaccord 分析師預測,比特幣減半週期預示著 2024 年的潛在反彈
Edwards remains optimistic about spot Bitcoin ETFs, comparing their potential impact to gold ETFs launched in 2004. However, he cautions that on-chain metrics have become less reliable due to the shift of Bitcoin into ETFs, stating: "I now think that’s not really so relevant because of what I’m about to talk about with ETFs."
Edwards 對現貨比特幣ETF 仍然持樂觀態度,並將其與2004 年推出的黃金ETF 的潛在影響進行比較。 :“我現在認為這並不真正重要。”之所以如此重要,是因為我將要談論 ETF。
Recent statistics show massive inflows of $20.9 billion into iShares Bitcoin Trust IBIT this year, which is 98.63% of its Assets under management.
最近的統計數據顯示,今年 iShares Bitcoin Trust IBIT 已有 209 億美元大量資金流入,佔其管理資產的 98.63%。
Edwards anticipates that central banks will begin to hold Bitcoin alongside gold within 5-10 years. He adds, "The way that central banks hold gold today, they will at least be holding some Bitcoin."
愛德華茲預計,各國央行將在 5-10 年內開始持有比特幣和黃金。他補充道,“按照當今央行持有黃金的方式,他們至少會持有一些比特幣。”
The influence of Bitcoin as an institutional asset class will be a key topic at Benzinga's upcoming Future of Digital Assets event on Nov. 19.
比特幣作為機構資產類別的影響將成為 Benzinga 即將於 11 月 19 日舉行的「數位資產的未來」活動的關鍵話題。
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