|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Coinbase Research 的最新數據揭示了加密貨幣市場的重大變化:截至 2024 年 9 月,加密貨幣與股票市場之間的關聯度徘徊在 50% 左右,並顯示出歷史上前所未有的最高點。
Recent data from Coinbase Research has highlighted a significant development in the crypto market. As of September 2024, the correlation between crypto and stock markets has reached an all-time high of around 50%.
Coinbase Research 的最新數據凸顯了加密貨幣市場的重大發展。截至 2024 年 9 月,加密貨幣與股票市場之間的相關性已達到 50% 左右的歷史最高水準。
This close link is largely attributed to the global monetary easing programs undertaken by China and the US. Such economic policies not only strengthen the connection between the two financial markets but also present both opportunities and challenges for investors navigating these interconnected domains.
這種密切聯繫很大程度上歸功於中國和美國實施的全球貨幣寬鬆計畫。這些經濟政策不僅加強了兩個金融市場之間的聯繫,也為投資者在這些相互關聯的領域中航行提供了機會和挑戰。
The synchronization between crypto and stocks becomes particularly evident when considering Bitcoin’s surge past the $64,000 mark and the performance of other crypto-related equities, such as Coinbase (COIN) and MicroStrategy (MSTR).
當考慮到比特幣飆升至 64,000 美元大關以及 Coinbase (COIN) 和 MicroStrategy (MSTR) 等其他加密相關股票的表現時,加密貨幣與股票之間的同步性變得尤為明顯。
This marks a substantial shift from the past, where cryptocurrencies were largely insulated from traditional financial markets. As crypto’s sensitivity to broader macroeconomic conditions evolves, the crypto market is becoming increasingly responsive to world economic policies.
這標誌著與過去的重大轉變,過去加密貨幣基本上與傳統金融市場隔離。隨著加密貨幣對更廣泛的宏觀經濟條件的敏感度不斷變化,加密貨幣市場對世界經濟政策的反應也越來越敏感。
Several key events in the crypto space follow this growing correlation, including the Solana Breakpoint conference in Singapore and the TOKEN2049 event in Singapore. These developments coincide with the Federal Reserve’s aggressive interest rate strategy, where a 50-basis-point rate decrease elicited positive reactions in both the stock and crypto markets.
加密貨幣領域的幾個關鍵事件都遵循著這種日益增長的相關性,包括新加坡的 Solana Breakpoint 會議和新加坡的 TOKEN2049 活動。這些事態發展與聯準會激進的利率策略相吻合,降息 50 個基點在股票和加密貨幣市場引起了積極反應。
Indeed, US market futures and crypto values rose in tandem, with many US stocks hitting all-time highs. Statistics from Bloomberg further attest to this trend, indicating that the 40-day correlation coefficient between the top 100 cryptocurrencies and the S&P 500 had risen to 0.67.
事實上,美國市場期貨和加密貨幣價值同步上漲,許多美國股票創下歷史新高。彭博社的統計數據進一步證明了這一趨勢,顯示前 100 名加密貨幣與標準普爾 500 指數之間的 40 天相關係數已升至 0.67。
At 0.72, the last time this coefficient reached such high levels, it suggests that traditional and crypto finance have grown ever more entwined. Orbit Markets co-founder Caroline Mauron sheds light on the macroeconomic factors behind this tendency, highlighting that these macro factors, driven by the Federal Reserve’s easing cycle, are currently guiding crypto values and will likely continue to do so.
上次該係數達到如此高的水平時為 0.72,這表明傳統金融和加密金融已經變得更加緊密地交織在一起。 Orbit Markets 聯合創始人 Caroline Mauron 揭示了這一趨勢背後的宏觀經濟因素,強調這些宏觀因素在聯準會寬鬆週期的推動下,目前正在引導加密貨幣價值,並且可能會繼續如此。
Co-founder of Orbit Markets Caroline Mauron clarified the macroeconomic causes behind this tendency. She underlined that because the Federal Reserve keeps its easing cycle, these macro factors are currently guiding crypto values and would probably keep doing so.
Orbit Markets 聯合創辦人 Caroline Mauron 闡明了這一趨勢背後的宏觀經濟原因。她強調,由於聯準會保持寬鬆週期,這些宏觀因素目前正在引導加密貨幣價值,並且可能會繼續如此。
This represents a major change from the past since cryptocurrencies mostly functioned free from traditional financial markets. The crypto market is becoming more reactive to world economic policies as its sensitivity to more general macroeconomic conditions develops.
這代表著與過去相比的重大變化,因為加密貨幣大多不受傳統金融市場的影響。隨著加密貨幣市場對更普遍的宏觀經濟狀況的敏感性的發展,它對世界經濟政策的反應變得更加敏感。
Among this rising correlation, Ethereum has notably outpaced Bitcoin, with an 8% increase over the latter in the week following the Federal Reserve decision. This move reflects a growing interest in altcoins among investors, highlighting the changing dynamics of the crypto market.
在這種不斷上升的相關性中,以太坊的表現明顯超過了比特幣,在聯準會做出決定後的一周內,以太坊比比特幣增加了 8%。此舉反映出投資人對山寨幣的興趣日益濃厚,凸顯了加密貨幣市場動態的變化。
However, Ethereum’s recent performance also raises questions regarding its sustainability. With the recent sale of 100 ETH by the Ethereum Foundation, out of a total of 3,566 ETH sold this year, queries arise concerning the potential impact on market sentiment and the broader Ethereum ecosystem.
然而,以太坊最近的表現也引發了對其可持續性的質疑。以太坊基金會最近出售了 100 枚 ETH,今年共出售了 3,566 枚 ETH,人們開始質疑這對市場情緒和更廣泛的以太坊生態系統的潛在影響。
Moreover, Layer 0, gaming, and scaling solutions continue to be strong performers, with growth of 9%, 17%, and 11%, respectively, over the past week. These developments showcase that investors are exploring opportunities in other crypto assets that have demonstrated resilience and growth potential, expanding their interests beyond Bitcoin and Ethereum.
此外,Layer 0、遊戲和擴展解決方案繼續表現強勁,過去一周分別增長了 9%、17% 和 11%。這些事態發展表明,投資者正在探索其他具有彈性和成長潛力的加密資產的機會,將他們的興趣擴展到比特幣和以太坊之外。
As we approach October, a month that has historically favored cryptocurrencies, the market is poised for potentially strong performance. Given that Bitcoin has shown a positive return in eight of the past 10 Octobers, speculation abounds that this trend may persist, especially with the increasing institutional participation in the crypto market.
隨著十月的臨近,這個歷來對加密貨幣有利的月份,市場有望迎來強勁的表現。鑑於比特幣在過去 10 個月中有 8 個月表現出正回報,人們普遍猜測這種趨勢可能會持續下去,特別是隨著機構對加密貨幣市場的參與而不斷增加。
免責聲明:info@kdj.com
所提供的資訊並非交易建議。 kDJ.com對任何基於本文提供的資訊進行的投資不承擔任何責任。加密貨幣波動性較大,建議您充分研究後謹慎投資!
如果您認為本網站使用的內容侵犯了您的版權,請立即聯絡我們(info@kdj.com),我們將及時刪除。
-
- CYBRO 預售飆升至 250 萬美元:百萬分之一的 NeoBank 投資機會
- 2024-09-29 18:25:02
-
- Lunex 網路:兩全其美
- 2024-09-29 18:20:13
- 隨著交易者轉向現代交易所在理想環境中購買新的加密貨幣,幣安和 Uniswap 正在慢慢失去吸引力。
-
- IntelMarkets (INTL):加密貨幣用戶的下一個大交易平台
- 2024-09-29 18:20:13
- 創新的人工智慧交易平台IntelMarkets (INTL)最近受到了投資者的關注。
-
- 肯亞電力解決了向預付費客戶傳送令牌訊息的延遲問題
- 2024-09-29 18:20:02
- 肯亞電力和照明公司 (KPLC) 透露,它已經解決了向預付費客戶發送令牌訊息的延遲。
-
- 2023 年表現優於市場的 3 種基於以太坊的山寨幣
- 2024-09-29 18:20:02
- 隨著加密貨幣市場保持看漲勢頭,山寨幣領導者以太幣將其價值維持在 2,600 美元以上的水平。
-
- Cutoshi:旨在帶來 100 倍收益的 Memecoin
- 2024-09-29 18:20:02
- 狗狗幣長期以來一直是最具標誌性和主導性的迷因幣。然而,其最近的表現還有很多不足之處。
-
- LIQ承諾為Sui網絡注入樂趣
- 2024-09-29 18:20:02
- LIQ 是新一代代幣,符號為 $LIQ,並迅速在加密貨幣市場上嶄露頭角。
-
- 狗狗幣鯨魚重新浮出水面:24小時內成長3.3%,一週成長18.5%
- 2024-09-29 18:20:02
- 根據最近的統計數據,狗狗幣似乎終於喘口氣了:24小時內上漲3.3%,一週內上漲18.5%。