交易员押注当选总统唐纳德·特朗普的繁荣，比特币打破纪录

自 11 月 5 日美国大选以来，这一最大的代币已上涨约 32%，周二触及 89,599 美元的历史新高。

Bitcoin surged past $89 000 and lifted the overall value of the crypto market above its pandemic-era peak on Tuesday as traders bet on a boom in digital assets under President-elect Donald Trump.

周二，随着交易员押注当选总统唐纳德·特朗普领导下的数字资产繁荣，比特币飙升至 89,000 美元以上，并将加密货币市场的整体价值提升至大流行时代的峰值之上。

Bitcoin gained about 32% since the US election on 5 November, hitting an all-time high of $89 599 on Tuesday. The original cryptocurrency changed hands at $88 450 as of 5:45am in London.

自 11 月 5 日美国大选以来，比特币上涨了约 32%，周二触及 89,599 美元的历史新高。截至伦敦凌晨 5:45，原始加密货币以 88,450 美元易手。

Trump has vowed friendlier crypto rules and his Republican Party is tightening its grip on Congress, boosting his odds of pushing through his agenda. Trump’s other pledges include setting up a strategic Bitcoin stockpile and fostering domestic mining of the token to make the US the crypto capital of the planet.

特朗普发誓要制定更友好的加密货币规则，而他的共和党正在加强对国会的控制，这增加了他推动议程的可能性。特朗普的其他承诺包括建立战略性比特币储备，并促进国内比特币开采，使美国成为全球加密货币之都。

His stance is a sharp break from a Securities & Exchange Commission crackdown on the divisive industry under President Joe Biden. The change of tone has energised speculative buying of large and small tokens alike, raising the value of digital assets overall to about $3.1 trillion, CoinGecko data show.

他的立场与乔·拜登总统领导下的证券交易委员会对分裂行业的镇压截然不同。 CoinGecko 数据显示，这种基调的变化刺激了大型和小型代币的投机性购买，将数字资产的整体价值提高到约 3.1 万亿美元。

‘Red-hot’ play

“红热”剧

Bitcoin is in “beast mode,” Chris Weston, head of research at Pepperstone Group, wrote in a note. “The question for traders not already set is whether there is still room to chase this red-hot play or wait for a slight retracement and for some of the heat to come out of the impulsive trend.”

Pepperstone Group 研究主管 Chris Weston 在一份报告中写道，比特币正处于“野兽模式”。 “对于尚未确定的交易者来说，问题是是否仍有空间追赶这种炙手可热的走势，还是等待小幅回调，以及等待冲动趋势的一些热量消散。”

Investors are lining up bets in the options market that Bitcoin will pass $100 000 as soon as the end of the year, according to data from the Deribit exchange. Open interest — or outstanding contracts — for CME Group futures for Bitcoin and second-ranked Ether scaled records on Monday, a sign of growing engagement by US institutional investors.

根据 Deribit 交易所的数据，投资者在期权市场上排队押注比特币最快将在今年年底突破 10 万美元。周一，芝商所比特币和排名第二的以太币期货的未平仓合约（或未平仓合约）创下历史新高，这表明美国机构投资者的参与度不断提高。

Meanwhile, software firm MicroStrategy (Nasdaq: MSTR) — the largest publicly-traded corporate holder of Bitcoin outside the exchange-traded fund sector — bought about 27,200 Bitcoin for some $2 billion between 31 October and 10 November.

与此同时，软件公司 MicroStrategy（纳斯达克股票代码：MSTR）——交易所交易基金领域之外最大的比特币公开交易企业持有者——在 10 月 31 日至 11 月 10 日期间以约 20 亿美元的价格购买了约 27,200 个比特币。

Traders for now are paying little heed to questions such as how quickly Trump will implement his agenda or whether a strategic stockpile is a realistic step. The febrile mood is illustrated by a recent doubling in the price of Dogecoin, a meme-crowd favourite promoted by Trump supporter Elon Musk.

目前，交易员很少关注特朗普将以多快的速度实施其议程，或者战略储备是否是一个现实的步骤等问题。最近狗狗币的价格翻了一番就说明了这种狂热的情绪，狗狗币是特朗普支持者埃隆·马斯克(Elon Musk)推崇的一种流行文化。

Stretched rally

拉伸拉力赛

Bitcoin is up roughly 110% in 2024, helped by robust demand for dedicated US ETFs and interest-rate cuts by the Federal Reserve. The token’s rise exceeds the returns from the likes of global stocks and gold. Turnover in BlackRock’s $39 billion iShares Bitcoin Trust reached an all-time high on Monday.

受益于美国专用 ETF 的强劲需求和美联储降息，比特币在 2024 年上涨了约 110%。该代币的涨幅超过了全球股票和黄金等的回报。周一，贝莱德旗下 390 亿美元的 iShares 比特币信托成交额创下历史新高。

Fairlead Strategies technical analyst Katie Stockton in her latest research note said “it would be natural to see a period of digestion after such a steep run-up” in Bitcoin, recommending a “short-term neutral bias.”

Fairlead Strategies 技术分析师凯蒂·斯托克顿 (Katie Stockton) 在她最新的研究报告中表示，比特币“在如此陡峭的上涨之后，出现一段消化期是很自然的”，并建议“短期中性偏见”。

Digital-asset companies spent heavily during the US election campaign to boost candidates viewed as favourable to their interests. Against that backdrop, Trump did an about-face, becoming a supporter of an industry he once labelled a scam.

数字资产公司在美国大选期间投入巨资来支持那些被认为符合其利益的候选人。在这种背景下，特朗普来了一个大转变，成为了一个他曾经标记为骗局的行业的支持者。

His backing turned Bitcoin into one of a range of so-called Trump trades. Others include US stocks and the dollar, both of which have also been advancing given Trump’s focus on domestic economic growth, tax cuts and protectionist tariffs.

他的支持使比特币成为一系列所谓的特朗普交易之一。其他包括美国股市和美元，鉴于特朗普关注国内经济增长、减税和保护主义关税，这两种货币也一直在上涨。