摩根大通分析師表示，如果唐納德·川普贏得美國總統大選，比特幣和黃金可能會看到額外的上漲空間

摩根大通分析師表示，如果美國總統候選人唐納德·川普贏得選舉，隨著散戶投資者接受“貶值交易”，比特幣和黃金都可能會看到額外的上漲空間。

If U.S. Presidential candidate Donald Trump wins the elections, both Bitcoin and gold could see additional upside as retail investors embrace the “debasement trade,” according to analysts at JPMorgan Chase.

摩根大通分析師表示，如果美國總統候選人唐納德·川普贏得選舉，隨著散戶投資者接受“貶值交易”，比特幣和黃金都可能會看到額外的上漲空間。

In a recent report, JPMorgan analysts led by managing director Nikolaos Panigirtzoglou wrote that retail investors “appear to be embracing the debasement trade in an even stronger manger by buying bitcoin and gold ETFs.”

在最近的一份報告中，以董事總經理 Nikolaos Panigirtzoglou 為首的摩根大通分析師寫道，散戶投資者“似乎通過購買比特幣和黃金 ETF，以更強大的方式接受貶值交易。”

As The Block reported, retail investors have been driving net inflows into spot Bitcoin exchange-traded funds (ETFs) over the past few days, bringing October inflows to $4.4 billion and marking the third-largest month for Bitcoin ETF inflows.

根據The Block 報道，過去幾天散戶投資者一直在推動比特幣現貨交易所交易基金(ETF) 的淨流入，使10 月份的流入量達到44 億美元，成為比特幣ETF 流入量的第三大月份。

The analysts noted these inflows, while institutional investors paused their BTC futures activity in recent weeks based on their Bitcoin futures position proxy, which is based on cumulative open interest changes on the institutional exchange CME.

分析師注意到了這些資金流入，而機構投資者最近幾週根據其比特幣期貨頭寸代理暫停了比特幣期貨活動，該代理基於機構交易所 CME 的累積未平倉合約變化。

A report from Binance Research showed that demand for BTC ETFs has been primarily driven by individual investors, who account for 80% of market activity. The report, however, noted that institutional interest grew by 30% since the first quarter of the year.

幣安研究院的一份報告顯示，對 BTC ETF 的需求主要由個人投資者推動，他們佔市場活動的 80%。然而，報告指出，自今年第一季以來，機構興趣增加了 30%。

As CryptoGlobe reported, spot Bitcoin ETFs have seen their net inflows surpass $23 billion so far this year, with BlackRock’s iShares Bitcoin Trust (IBIT) and Fidelity’s Wise Origin Bitcoin Fund (FBTC) leading the charge.

根據CryptoGlobe 報導，今年迄今，現貨比特幣ETF 的淨流入量已超過230 億美元，其中貝萊德(BlackRock) 的iShares 比特幣信託(IBIT) 和富達(Fidelity) 的Wise Origin 比特幣基金( FBTC) 領先。

Some analysts have linked Bitcoin’s recent price rises with U.S. Presidential candidate Donald Trump leading in election markets when it comes to election odds. Trump has taken a pro-crypto stance during this election cycle, going as far as saying there’s never been anything like Bitcoin.

一些分析師將比特幣最近的價格上漲與美國總統候選人唐納德·川普在選舉市場上的選舉賠率領先聯繫起來。川普在這次選舉週期中採取了支持加密貨幣的立場，甚至表示從來沒有像比特幣這樣的東西。

JPMorgan’s report also noted that gold ETFs have been seeing inflows that are likely driven by retail investors, with institutional participation in the gold futures market halting as well. It reads:

摩根大通的報告也指出，黃金ETF的資金流入可能是由散戶所推動的，機構對黃金期貨市場的參與也停止了。上面寫著：

Overall, to the extent a Trump win inspires retail investors to not only buy risk assets but to also further embrace the ‘debasement trade’, there could be additional upside for bitcoin and gold prices in a Trump win scenario.

總體而言，如果川普獲勝不僅會激勵散戶投資者購買風險資產，還會進一步接受“貶值交易”，那麼在川普獲勝的情況下，比特幣和黃金價格可能會有額外的上漲空間。

Notably, demand for gold has reached a historic milestone in the third quarter, surpassing $100 billion for the first time, according to a new report from the World Gold Council (WGC), in a surge fueled by geopolitical tensions and a flight to safe-haven assets, which propelled the precious metal to record-breaking prices.

值得注意的是，根據世界黃金協會(WGC) 的一份新報告，第三季黃金需求達到了歷史性里程碑，首次超過1,000 億美元，地緣政治緊張局勢和避險資產的湧入推動了黃金需求的激增。

Total gold demand rose 5% year-over-year to 1,313 metric tons, with its value surging by a staggering 35%. The gold rush has been so strong that gold funds saw an influx of $3 billion last week.

黃金總需求年增 5% 至 1,313 噸，價值飆升 35%。淘金熱如此強勁，以至於上週黃金基金湧入了 30 億美元。

Featured image via Unsplash.

來自 Unsplash 的精選圖片。