Geoff Kendrick指出,虽然包括即将到来的美国总统大选在内的政治因素仍然发挥着作用,但宏观经济趋势现在是数字资产价格的主要驱动力。
Bitcoin (CRYPTO: BTC) and the digital asset market are expected to experience sustained growth following the U.S. Federal Reserve's decision to cut interest rates.
在美联储决定降息后,比特币(CRYPTO:BTC)和数字资产市场预计将持续增长。
While political factors still play a role, macroeconomic trends are now the primary drivers of digital asset prices.
尽管政治因素仍然发挥着作用,但宏观经济趋势现在是数字资产价格的主要驱动因素。
The recent FOMC meeting, which resulted in a rate cut, has significantly boosted digital assets.
最近的联邦公开市场委员会(FOMC)会议导致降息,显着提振了数字资产。
“Post the FOMC meeting, digital assets are at the top of the pack in terms of performance, for the first time in a while,” noted Geoff Kendrick, head of forex and digital assets research at Standard Chartered, in an email on Thursday.
渣打银行外汇和数字资产研究主管 Geoff Kendrick 在周四的一封电子邮件中指出:“在 FOMC 会议之后,数字资产在表现方面首次处于领先地位,这是一段时间以来的首次。”
This surge in performance comes even as election predictions show a close contest. According to Polymarket, Harris has a 52/47 lead.
尽管选举预测显示竞争势均力敌,但业绩却出现了激增。根据 Polymarket 的数据,哈里斯以 52/47 领先。
However, Kendrick believes that the influence of the U.S. presidential election on Bitcoin's price has diminished.
不过,肯德里克认为,美国总统大选对比特币价格的影响已经减弱。
“While the U.S. election is important, macro drivers are starting to take over,” he explained.
“虽然美国大选很重要,但宏观驱动因素开始占据主导地位,”他解释道。
Kendrick specifically highlighted the U.S. Treasury yield curve, saying, “I watch the U.S. 2s10s curve, and a steeper U.S. yield curve is digital asset positive.”
Kendrick特别强调了美国国债收益率曲线,他表示,“我观察美国2s10s曲线,美国收益率曲线陡峭对数字资产有利。”
The yield curve, which had been inverted since July 2022, has recently returned to a positive slope, indicating a shift in market sentiment that could further support digital asset prices.
自 2022 年 7 月以来一直倒挂的收益率曲线最近已恢复正斜率,表明市场情绪发生转变,可能进一步支撑数字资产价格。
Kendrick also sees the potential for increased investment in spot Bitcoin exchange-traded funds (ETFs) in the coming months, which could provide additional tailwinds for the market.
肯德里克还认为,未来几个月现货比特币交易所交易基金(ETF)的投资有可能增加,这可能为市场提供额外的推动力。
“Watch for renewed spot bitcoin exchange-traded fund inflows in October,” he added.
他补充道:“请留意 10 月份比特币交易所交易基金现货流入的新情况。”
Despite the significance of the political landscape, Kendrick pointed out that the broader macroeconomic environment, including interest rate changes and market liquidity, will have a more substantial impact on Bitcoin’s price trajectory.
尽管政治格局具有重要意义,但肯德里克指出,更广泛的宏观经济环境,包括利率变化和市场流动性,将对比特币的价格轨迹产生更实质性的影响。
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