比特币（BTC）中断了$ 90,000的障碍，以太坊（ETH）反映了收益

比特币（BTC）果断地破坏了90,000美元的障碍，目前交易约为91,600美元，在过去24小时内的增长幅度为4.5％。

Bitcoin (BTC) price surged above the key $90,000 level on Thursday, driven by a combination of positive macroeconomic signals and anticipation surrounding a US strategic cryptocurrency reserve.

比特币（BTC）的价格高于周四的主要$ 90,000水平，这是由于围绕美国战略加密货币储备的积极宏观经济信号和预期的结合。

Bitcoin was trading at $91,600, displaying a 4.5% gain over the past 24 hours. Ethereum (ETH) also joined the rally, advancing over 5% to reach $2,286, according to Coinmarketcap data.

比特币的交易价格为91,600美元，在过去24小时内增长了4.5％。根据CoinMarketCap的数据，以太坊（ETH）也加入了集会，晋升为5％以上，达到2,286美元。

Positive developments in the US-led trade war appeared to boost investor sentiment. President Trump's administration announced a one-month exemption for 25% tariffs on autos from Canada and Mexico, postponing the threat of a potentially damaging trade war.

美国领导的贸易战的积极发展似乎增强了投资者的情绪。特朗普总统政府宣布对加拿大和墨西哥对汽车的25％关税进行了为期一个月的豁免，推迟了可能有害的贸易战的威胁。

"The administration's less confrontational stance on trade, signaled by the tariff delay and a preference for open markets, is likely to reduce pressure on the US dollar and prompt a renewed appetite for risk assets, including cryptocurrencies," said BRN analyst Valentin Fournier.

BRN分析师Valentin Fournier说：“政府对贸易的对抗性较小，这是由于关税延迟和对公开市场的偏爱而表明的，可能会减轻美元压力，并引起人们对包括加密货币在内的风险资产的新需求。”

The US Dollar Index (DXY) has consequently fallen to its lowest level since November, a historically bullish indicator for Bitcoin.

因此，美元指数（DXY）自11月以来已经下降到其最低水平，这是历史上看涨比特币的指标。

Further fueling the rally is growing anticipation around a US strategic cryptocurrency reserve. Commerce Secretary Howard Lutnick stated in an interview earlier this week that President Trump is expected to unveil plans for such a reserve at the upcoming White House crypto summit on Friday.

进一步加剧了集会的推动力正在围绕美国战略加密货币储备的期待。商务部长霍华德·卢特尼克（Howard Lutnick）在本周早些时候的一次采访中说，特朗普总统将于周五在即将举行的白宫加密赛峰会上公布此类储备计划。

"We talked about a Bitcoin strategy for the United States in the interview. I believe my comments were taken out of context. There will be a strategy discussed at the White House crypto summit on Friday," a spokesperson for the Department of Commerce told BRN.

商务部的一位发言人告诉BRN：“我们在采访中谈到了美国的比特币战略。我相信我的评论是脱离上下文的。周五的白宫加密峰会将在白宫加密峰会上讨论一项策略。”

Lutnick hinted that Bitcoin would be central to this strategy, potentially enjoying a “unique status” within the framework.

卢特尼克（Lutnick）暗示，比特币对这一策略至关重要，有可能在框架内享有“独特地位”。

"It’s likely that Bitcoin will have a unique status in this strategy due to its role in the decentralized ecosystem and the administration's familiarity with it through the President's working group report last year," added Fournier.

Fournier补充说：“由于比特币在分散的生态系统中的作用以及政府去年通过总统的工作组报告中的作用，因此在该战略中可能具有独特的地位。”

However, despite the price surge, Bitcoin's open interest, the total number of outstanding futures contracts, has fallen to its lowest level since August 2024, according to Glassnode data.

然而，根据GlassNode数据，尽管价格上涨，比特币的开放兴趣，未偿还期货合约的总数已降至2024年8月以来的最低水平。

Historically, low open interest often precedes periods of consolidation or signifies that the market is poised for a significant move, as reduced speculation can create a vacuum for more decisive price action.

从历史上看，低的开放兴趣通常是在整合期间之前的，或表明市场有望采取重大行动，因为减少的投机可以为更具决定性的价格行动创造真空。

Despite the recent price rally, this low open interest suggests that many traders remain hesitant to fully commit to the current market rally, perhaps awaiting more concrete details on both the tariff situation and the strategic reserve initiative.

尽管最近的价格集会，但这种低的开放兴趣表明，许多交易者仍然不愿完全承诺当前的市场集会，也许在关税情况和战略储备计划中都在等待更具体的细节。

Looking ahead, the market's next major move could depend on the Federal Reserve's monetary policy trajectory. Current futures markets, according to the CME FedWatch Tool, are increasingly pricing in up to three interest rate cuts this year, a significant shift from previous expectations of just one.

展望未来，市场的下一个重大举措可能取决于美联储的货币政策轨迹。根据CME FedWatch工具的数据，当前的期货市场越来越多地定价今年最高三个利率降低，这与以前仅一的预期发生了重大变化。

Should the Federal Reserve adopt a more dovish stance, it could provide further tailwinds for risk assets like Bitcoin.

如果美联储采取更艰巨的立场，它可以为像比特币这样的风险资产提供进一步的逆风。

All eyes are now on Friday's White House crypto summit and any further pronouncements from the Trump administration regarding its cryptocurrency policies and trade agenda.

现在，所有人的目光都集中在周五的白宫加密峰会上，以及特朗普政府关于其加密货币政策和贸易议程的任何进一步声明。