加密货币交易商关注中国刺激政策，比特币反弹 7%，突破 6.3 万美元

Solana 的 SOL、Avalanche 的 AVAX 和 Render 的 RNDR 引领加密货币涨势，CoinDesk 20 指数中除一名成员外几乎所有成员均上涨。

Cryptocurrencies rebounded on Friday from the lows hit earlier this week with bitcoin (BTC) price briefly rising above $63,000 as investors shrugged off concerns over hotter inflation readings, turning their attention instead to a fiscal policy update from China due on Saturday.

周五，加密货币从本周早些时候触及的低点反弹，比特币 (BTC) 价格短暂升至 63,000 美元以上，因为投资者摆脱了对通胀数据升温的担忧，转而将注意力转向中国将于周六发布的财政政策更新。

Bitcoin, the leading crypto asset by market capitalization, shot up 7% from Thursday's trough below $59,000 after the hotter U.S. CPI inflation report, bucking this week's trend of giving up gains during the U.S. trading hours. At last check, BTC was up 5.5% over the past 24 hours, outperforming the broad-market CoinDesk 20 Index's (CD20) 4.7% advance.

在美国 CPI 通胀报告公布后，市值领先的加密资产比特币从周四跌破 59,000 美元的低点飙升 7%，一反本周美国交易时段回吐涨幅的趋势。根据上次检查，BTC 在过去 24 小时内上涨了 5.5%，跑赢大市场 CoinDesk 20 指数 (CD20) 4.7% 的涨幅。

Tokens from Solana (SOL), Avalanche (AVAX) and Render (RNDR) led the gains among major altcoins with 6%-8% advances. The only token of the CD20 index with a negative daily return was Uniswap (UNI), which slightly shed some of its Thursday gains that were spurred by the decentralized exchange's plan to launch its own layer-2 network.

Solana (SOL)、Avalanche (AVAX) 和 Render (RNDR) 的代币以 6%-8% 的涨幅领先于主要山寨币。 CD20 指数中唯一日收益为负的代币是 Uniswap (UNI)，该币周四略有回吐部分涨幅，这些涨幅是由这家去中心化交易所计划推出自己的第 2 层网络推动的。

The crypto rally happened as equities also gained, with the Dow Jones Industrial Average and S&P 500 closing the week at record highs. The U.S. dollar index paused below 103 after steeply strengthening over the past week as traders repriced expectations of further Federal Reserve interest rate cuts following solid U.S. jobs reports and hotter inflation readings.

加密货币上涨的同时，股市也上涨，道琼斯工业平均指数和标准普尔 500 指数本周收于历史新高。美元指数在过去一周大幅走强后暂停在 103 下方，因美国就业报告稳健和通胀数据升温，交易员重新定价了美联储进一步降息的预期。

Crypto-related stocks also reflected the positive sentiment. Bitcoin miners including MARA Holdings (MARA), Riot Platforms (RIOT) and Bitdeer (BTDR) soared 5%-10%, while U.S. crypto exchange giant Coinbase (COIN) ended the day up 7%.

加密货币相关股票也反映了积极的情绪。 MARA Holdings (MARA)、Riot Platforms (RIOT) 和 Bitdeer (BTDR) 等比特币矿商股价飙升 5%-10%，而美国加密货币交易所巨头 Coinbase (COIN) 当天收盘上涨 7%。

MicroStrategy (MSTR), the largest corporate holder of BTC with nearly $16 billion of the asset, surged 16% to its highest price since March 2000. The company's share price premium versus its bitcoin holdings also broadened to the widest since 2021.

MicroStrategy (MSTR) 是比特币最大的企业持有者，拥有近 160 亿美元的资产，股价飙升 16%，达到 2000 年 3 月以来的最高水平。该公司相对于其持有的比特币的股价溢价也扩大至 2021 年以来的最高水平。

China fiscal policy update may move crypto

中国财政政策更新可能会影响加密货币

The macroeconomic factors influencing crypto prices have shifted away from monetary policy to the U.S. election outcome, Coinbase analysts David Duong and David Han said in a Friday report.

Coinbase 分析师 David Duong 和 David Han 在周五的一份报告中表示，影响加密货币价格的宏观经济因素已经从货币政策转向美国大选结果。

The key catalyst for crypto volatility might be the upcoming China fiscal policy update by the finance minister slated for early Saturday UTC. Investors are anticipating more financial stimulus for the ailing Chinese economy and financial markets, which could reverberate in the digital asset market, the Coinbase report noted.

加密货币波动的关键催化剂可能是财政部长定于周六早间（UTC）发布的中国财政政策更新。 Coinbase 报告指出，投资者预计中国将出台更多金融刺激措施，以应对陷入困境的中国经济和金融市场，这可能会对数字资产市场产生反响。

"As most markets will be closed during this next briefing, we expect traders could turn to crypto markets as a way to express their (proxy) views on the size and strength of China’s fiscal announcements," the authors said.

作者表示：“由于大多数市场将在下一次简报期间休市，我们预计交易者可能会转向加密货币市场，以此表达他们对中国财政公告的规模和力度的（代理）看法。”

Markus Thielen, founder of 10x Research, noted that recent U.S. economic data shows a resilient economy and jobs market, allaying past concerns over an imminent recession.

10x Research 创始人马库斯·蒂伦 (Markus Thielen) 指出，美国近期经济数据显示经济和就业市场具有弹性，缓解了过去对即将到来的经济衰退的担忧。

"This sets the stage for risk assets to perform well into year-end, and it may take little to drive crypto prices higher," Thielen said. "A significant move is likely on the horizon, and diligent traders will be well-positioned to capture it."

蒂伦表示：“这为风险资产在年底表现良好奠定了基础，并且可能不需要什么就可以推高加密货币价格。” “重大举措可能即将出现，勤奋的交易者将处于有利位置来捕捉它。”