比特币的BTC/USD可能正在设置突破时刻

比特币的BTC/USD可能正在设置突破时刻，Felix Jauvin将其称为“交易后最清洁的交易”。

Bitcoin (BTC) could be setting up for a breakout moment, according to Felix Jauvin, host of the ‘Forward Guidance’ podcast. In an article on X, formerly Twitter, on Monday, Jauvin said that he sees investors reducing risk and offloading positions.

“远期指导”播客的主持人费利克斯·朱他（Felix Jauvin）表示，比特币（BTC）可能会设置为突破时刻。豪文在周一的X（以前是Twitter）的文章中说，他看到投资者降低了风险和卸载头寸。

What Happened: Jauvin argues that Bitcoin is benefitting from a global capital rotation like never seen before in its history, driven by three factors:

发生的事情：朱宁认为，比特币受益于全球资本轮换，就像以前从未见过的，这是由三个因素驱动的：

The dollar is weakening.

美元正在减弱。

U.S. equities are lagging behind global peers.

美国股票落后于全球同行。

Gold is surging to all-time highs.

黄金升至历史最高点。

These factors are pushing investors to shift out of domestic markets and into borderless assets like Bitcoin.

这些因素正在促使投资者转移到国内市场，并转移到像比特币这样的无边界资产中。

Also Read: Bitcoin Miners' Revenue Drops 70% In 2023 As Hashrate Hits Record High

另请阅读：2023年，比特币矿工的收入下降了70％，哈希拉特命中率高

Why It Matters: Jauvin highlights Bitcoin's unique positioning in offering global liquidity exposure without geopolitical baggage. Unlike U.S. tech stocks or foreign equities which are vulnerable to tariffs, political risk, or trade wars, Bitcoin is non-sovereign and censorship resistant.

它为什么重要：豪文突出了比特币在不进行地缘政治行李的情况下提供全球流动性暴露的独特位置。与容易受到关税，政治风险或贸易战争的美国科技股或外国股票不同，比特币是非主权和耐心制度的。

While the current environment is marked by deleveraging and volatility, the “trade after the trade” is Bitcoin.

尽管当前的环境以去杠杆化和波动性为特征，但“交易后的贸易”是比特币。

Gold's strength at current levels validates the shift in regime, and Bitcoin is likely to follow once the overhang of “degrossing” clears.

当前水平上的黄金的强度证实了政权的转变，一旦“降解”清除，比特币可能会遵循。

For a risk-seeking macro trader, Bitcoin offers asymmetric upside as a high-beta global liquidity asset that doesn't rely on the fortunes of any one country.

对于寻求风险的宏观交易者，比特币作为不依赖任何一个国家的命运的高β全球流动性资产提供了不对称的上升空间。

"You can't tariff Bitcoin," he notes, framing it as a macro hedge and clean play on global liquidity, especially as the rest of the world leans into fiscal expansion.

他指出：“你不能关税比特币。”他将其作为宏观树篱和全球流动性的清洁游戏构建，尤其是当世界其他地区倾向于财政扩张时。

In this evolving macro environment, Fejau believes Bitcoin could finally decouple from U.S. equities and resume its trajectory as the "fastest horse"—a term famously used by Paul Tudor Jones to describe BTC's potential in past cycles.

在这个不断发展的宏观环境中，Fejau认为比特币最终可以将美国股票与“最快的马”恢复到美国股票的轨迹，这一术语是Paul Tudor Jones著名的，用来描述BTC在过去的周期中的潜力。

"This market regime is what Bitcoin was built for," he concludes.

他总结说：“这种市场制度是比特币的建立。”