加密市場正在充分展示，情緒從“如此之多”到“我們回來”

由Omkar Godbole（除非另有說明）。

President Donald Trump on Monday named bitcoin (BTC), ether (ETH), XRP, solana (SOL) and avalanche (AVAX) as candidates for the long-promised strategic crypto reserve in a move that sparked a 24-hour flip-flopping display of sentiment on social media from “it’s so over” to “we are so back.”

總統唐納德·特朗普（Donald Trump）週一將比特幣（BTC），Ether（Eth），XRP，Solana（Sol）和Avalanche（Avax）（Avax）命名為長期宣傳的戰略加密保護區的候選人，此舉激發了24小時的幻想表現出24小時的幻想，從社交媒體上展現了“如此之多的社交媒體”。

The announcement has seen valuations rise across the board, with market leader bitcoin reinstating $89,000 and $91,000 as key support levels and the options market showing renewed interest in the $100K bets.

該公告的估值全面上漲，市場領導者比特幣恢復了89,000美元和91,000美元，作為關鍵支持水平，期權市場顯示出$ 10萬美元的賭注興趣。

However, some analysts are calling for a note of caution as no concrete actions have been taken yet and a continued lack of immediate catalysts could see the market slowly correct again, said Valentin Fournier, analyst at BRN, in an email.

但是，一些分析師呼籲注意注意，因為尚未採取任何具體行動，並且持續缺乏直接的催化劑可能會再次使市場恢復緩慢，BRN分析師在一封電子郵件中說。

That’s sensible because some tough questions may be asked once the initial excitement about the announcement subsides. For instance, Trump still needs congressional approval for this basket of reserves.

這是明智的，因為一旦關於公告的最初興奮，可能會問一些棘手的問題。例如，特朗普仍然需要國會批准這一籃子儲備。

While BTC makes sense as a reserve asset, having reportedly found a place in investor portfolios as digital gold, including XRP, ETH, SOL, and ADA raises concerns, as some of these tokens barely have links to economic activity.

儘管BTC作為儲備資產很有意義，但據報導，在投資者投資組合中找到了數字黃金，包括XRP，ETH，SOL和ADA引起了人們的關注，因為其中一些令牌幾乎沒有與經濟活動聯繫。

It begs the question: Why would a government facing debt issues invest in assets with minimal ties to the economy and are unlikely to generate a significant multiplier effect and help improve debt-to-GDP ratios?

它提出了一個問題：面臨債務問題的政府為什麼會投資於與經濟聯繫最少聯繫的資產，而不太可能產生重大的乘數效應並有助於提高債務與GDP比率？

Plus, allegations of insider trading related to Trump’s Sunday announcement might dent sentiment. On Sunday, an unidentified trader deployed roughly $6 million in a 50x leveraged long bet on BTC and ETH and booked out with a profit of $6.8 million.

另外，與特朗普週日宣布有關的內幕交易的指控可能會抑制情緒。週日，一位身份不明的交易員在50倍的50倍槓桿上投入了大約600萬美元，對BTC和ETH的長期押注，並以680萬美元的利潤預訂。

“A U.S. crypto reserve could be a great boon to the asset class, but investors may feel more confident if significant measures are taken to solve the fear of insider meddling,” Mena Theodorou, co-founder at crypto exchange Coinstash, said, referring to the alleged insider trading.

“美國加密儲備儲備可能對資產類別來說是一個巨大的福音，但是如果採取了重大措施解決對內部人士干預的恐懼，投資者可能會更有信心，”加密交易所Coinstash的聯合創始人Mena Theodorou表示，指的是所謂的內幕交易。

For now, it’s risk-on, and a similar positive action on Wall Street could see solid gains in XRP/BTC, SOL/BTC and ADA/BTC crosses. Solana’s co-founder Anatoly Yakovenko, also known as Toly, has reportedly expressed support for the SIMD-0228 proposal, which seeks to reform Solana’s staking mechanism to reduce inflation.

就目前而言，它是風險的，在華爾街上採取類似的積極行動，可能會在XRP/BTC，SOL/BTC和ADA/BTC十字架上看到穩定的收益。據報導，索拉納（Solana）的聯合創始人Anatoly Yakovenko（也稱為Toly）表示對SIMD-0228提案表示支持，該提案旨在改革Solana的陳舊機制來減少通貨膨脹。

We can expect more details about the proposed reserve at Friday’s crypto summit at the White House. In the meantime, two other key events to watch are Wednesday’s U.S. ISM non-manufacturing (services) PMI and Friday’s payrolls report.

我們可以期望在周五在白宮的加密峰會上有關擬議的預備役的更多詳細信息。同時，觀看的另外兩個關鍵事件是星期三的美國ISM非製造（服務）PMI和周五的薪資報告。

Note that the U.S. 10-year yield has declined for seven straight weeks, largely pricing a slowdown in the economy. The focus might shift back to that if the two impending data sets print below estimates, potentially weighing over risk assets.

請注意，美國的10年收益率連續七個星期下降，在很大程度上定價了經濟放緩。如果兩個即將到來的數據集在估計下打印出來，那麼重點可能會轉移到這一點上，可能會權衡風險資產。

What to WatchToken EventsConferencesToken TalkDerivatives PositioningMarket Movements:Bitcoin Stats:Technical AnalysisCrypto EquitiesETF FlowsSpot BTC ETFS:Spot ETH ETFSSource: Farside InvestorsOvernight FlowsChart of the DayWhile You Were SleepingIn the Ether

watchtoken EventsConferenceSkoken Talkderivatives定位市場動作：比特幣統計：技術分析CRYPTO Equitiesetf Flowsspot Spot BTC ETFS：spot eth etfssource：Farside InvestorSovernight flowschart the Day Whare the Ether the Ether the Ether the Ether