投資者預期共和黨控制國會，市場飆升，比特幣創歷史新高

由於投資者預期共和黨將控制國會參眾兩院，市場飆升，這激發了人們對放鬆管制、減稅和創造有利於商業環境的希望。

Markets soared on Friday as investors bet on Republican control of both houses of Congress, raising hopes for deregulation, tax cuts, and a business-friendly environment.

週五市場飆升，投資人押注共和黨控制國會參眾兩院，提高了放鬆管制、減稅和營商環境的希望。

Small-cap stocks led the gains, surging 5.8% on expectations that Trump's protectionist policies would bolster domestic companies. Banking stocks also rallied, buoyed by speculation about lighter regulation and lower corporate taxes.

由於預期川普的保護主義政策將提振國內企業，小型股領漲 5.8%。受到監管放鬆和企業稅降低的猜測的提振，銀行股也上漲。

Key Market Highlights:

主要市場亮點：

Treasury Yields and Currency Moves:

國債殖利率與貨幣走勢：

Treasury yields rose sharply, with the 10-year yield increasing by 17 basis points to 4.44%, as investors reassessed the likelihood of near-term Federal Reserve rate cuts. The dollar had its strongest day since 2022, rising 1.3% against a basket of currencies. The yen fell significantly, while the euro slid 1.8%.

由於投資人重新評估聯準會近期降息的可能性，美國公債殖利率大幅上漲，其中10年期公債殖利率上漲17個基點至4.44%。美元兌一籃子貨幣上漲1.3%，創下2022年以來最強勁單日表現。日圓大幅下跌，歐元下跌1.8%。

Meanwhile, the Mexican peso recovered after an initial plunge of 3.5%.

與此同時，墨西哥比索在最初暴跌 3.5% 後有所回升。

Bitcoin's Surge

比特幣的飆升

Commodities faced pressure, with gold and copper declining, and oil prices edging lower. In contrast, Bitcoin hit an all-time high, driven by Trump's pro-crypto stance during his campaign, reinforcing its status as a “Trump trade.”

大宗商品面臨壓力，黃金和銅下跌，油價小幅走低。相較之下，在川普競選期間支持加密貨幣的立場推動下，比特幣創下歷史新高，鞏固了其作為「川普交易」的地位。

Bitcoin Liquid Index, Brave New Coin

比特幣流動性指數，勇敢的新硬幣

Bitcoin ETFs are set to record record inflows this week. Bloomberg analyst Eric Balchunas wrote on X, “$IBIT just had its biggest volume day ever with $4.1b traded. For context that's more volume than stocks like Berkshire, Netflix or Visa saw today. It was also up 10%, its second best day since launching. Some of this will convert into inflows likely hitting Tue, Wed night”

比特幣 ETF 本週的資金流入將創下歷史新高。彭博社分析師 Eric Balchunas 在 X 上寫道：「$IBIT 剛剛迎來有史以來最大的交易量，交易額達到 4.1 億美元。就背景而言，這筆交易量比波克夏、Netflix 或 Visa 等股票今天的交易量還要大。該股也上漲了 10%，這是自推出以來第二好的單日漲幅。其中部分資金可能會在周二、週三晚上轉化為資金流入”

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For context, the group of Bitcoin ETFs did $6 Billion in total volume, their best day since their launch month. Most of the stock market ETFs did twice their average. As Eric says, “Just an all-around banger day for an infant category that never ceases to amaze.”

就背景而言，比特幣 ETF 的總成交量達到 60 億美元，這是自推出當月以來最好的一天。大多數股市 ETF 的表現是平均值的兩倍。正如埃里克所說，“對於嬰兒類別來說，這只是一個全方位的狂歡日，永遠不會停止令人驚奇的事情。”

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Finally, technical analyst Peter Brandt says the bull run is just getting started, writing on X, “Bitcoin $BTC is now in the sweet spot of the bull market halving cycle that should top in the $130k to $150K range next Aug/Sep. I measure cycles differently than most.”

最後，技術分析師Peter Brandt 表示，多頭市場才剛開始，他在X 上寫道：「比特幣BTC 目前正處於牛市減半週期的最佳點，預計明年8 月/9 月將達到13 萬至15萬美元的高峰。我測量週期的方式與大多數人不同。

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