比特币本周享有非凡的集会，在机构投资和宏观风风的推动下

康托尔·菲茨杰拉德（Cantor Fitzgerald）的30亿美元比特币风险信号机构信心

Bitcoin is enjoying a remarkable rally this week, fueled by a series of powerful macroeconomic and institutional catalysts. The world’s largest cryptocurrency by market capitalization hit as high as $94,400 as investor sentiment soared on the back of positive developments across the financial and geopolitical landscape.

比特币本周享受了一场非凡的集会，这是一系列强大的宏观经济和机构催化剂的推动力。全球最大的市场资本化加密货币高达94,400美元，因为投资者的情绪在整个金融和地缘政治格局的积极发展的背景下飙升。

Cantor Fitzgerald's $3 billion Bitcoin venture signals institutional confidence

康托尔·菲茨杰拉德（Cantor Fitzgerald）的30亿美元比特币风险信号机构信心

One of the most significant drivers of today’s rally is news that Cantor Fitzgerald, led by Brandon Lutnick (son of U.S. Commerce Secretary Howard Lutnick), is planning a $3 billion Bitcoin investment vehicle in collaboration with SoftBank, Tether and Bitfinex. This initiative is designed to allow institutional investors easier access to Bitcoin through a regulated, large-scale investment platform. The fund is reportedly in its final stages of preparation, marking a substantial vote of confidence from some of the most influential players in global finance.

当今集会中最重要的驱动力之一是新闻是，由布兰登·卢特尼克（Brandon Lutnick）（美国商务部长霍华德·卢特尼克（Howard Lutnick）的儿子）领导的坎托·菲茨杰拉德（Cantor Fitzgerald）计划与软银，Tether，Tether和Bitfinex合作，计划了30亿美元的比特币投资工具。该计划旨在使机构投资者通过受监管的大规模投资平台更容易获得比特币。据报道，该基金正处于准备工作的最后阶段，这标志着全球金融中一些最有影响力的参与者的信任投票。

This move mirrors a broader institutional trend towards Bitcoin as a strategic reserve asset, one that’s gaining momentum amidst ongoing monetary policy uncertainty and global economic recalibrations. As we’ve reported previously, Bitcoin ETF flows and large BTC purchases from strategy have helped push Bitcoin back above the $90,000 mark.

这一举动反映了比特币作为一种战略储备资产的更广泛的机构趋势，在持续的货币政策不确定性和全球经济重新启动中，它正在增强动力。正如我们之前报道的那样，比特币ETF流量和从策略购买大量BTC的购买使比特币将其推迟到90,000美元以上。

Macro tailwinds: U.S.-China trade deal and Federal Reserve stability

宏大风：美国 - 中国贸易协议和美联储稳定性

The bullish sentiment extends beyond crypto-specific news. Investor confidence received a significant boost following increased optimism around a potential trade agreement between the United States and China. Recent signals from both Washington and Beijing suggest that a de-escalation in trade tensions may be imminent, which has revitalized market risk appetite and added fuel to Bitcoin’s rise.

看涨的情绪超出了特定于加密的新闻。在对美国和中国之间的潜在贸易协定的乐观情绪增加之后，投资者的信心得到了重大的增强。华盛顿和北京的最新信号表明，贸易紧张局势的降级可能迫在眉睫，这使市场风险的胃口振兴并增加了比特币兴起的燃料。

Additionally, confidence is mounting that Jerome Powell will remain the Chairman of the Federal Reserve, providing much-needed continuity and predictability in monetary policy. This expectation has quelled fears of political interference and underscores a broader theme of stability in financial leadership—a factor that typically encourages capital flows into alternative assets like Bitcoin.

此外，信心对杰罗姆·鲍威尔（Jerome Powell）将继续担任美联储的董事长，这为货币政策提供了急需的连续性和可预测性。这种期望平息了人们对政治干预的恐惧，并强调了财务领导力稳定的更广泛主题，这一因素通常鼓励资本流入像比特币这样的替代资产。

Bitcoin decouples from traditional risk assets

比特币与传统风险资产的分离

Another notable narrative gaining traction is Bitcoin’s growing independence from traditional market behavior, especially tech equities. In a recent Bloomberg interview, Michael Regan, team leader for Bloomberg Crypto, highlighted this Long-awaited divergence.

另一个值得注意的叙述是比特币与传统市场行为，尤其是技术股票的独立性日益独立。彭博社团队负责人迈克尔·里根（Michael Regan）在最近的彭博社采访中强调了期待已久的分歧。

“It’s the moment that everybody’s kind of been waiting for so long,” Regan noted. “This has moved in tandem with risk assets... But now, it’s being viewed as sort of a haven asset, specifically, you know, that limited supply of Bitcoin.”

里根指出：“这是每个人都在等待这么长时间的那一刻。” “这与风险资产同时发展了……但是现在，它被视为有点像避风港的资产，特别是，比特币的供应有限。”

Regan explained that while Bitcoin has historically tracked the Nasdaq 100 and the so-called “Magic Seven” tech stocks, the correlation has weakened due to a confluence of unique economic and political developments.

里根解释说，虽然比特币历史上一直跟踪纳斯达克100和所谓的“魔术七”技术股票，但由于独特的经济和政治发展的融合，相关性却削弱了。

“There will only ever be 21 million Bitcoin,” he continued. “You can contrast that to the unpredictable monetary policy we’re faced with now... That sets up a very specific moment. Dollar weakness, professional investors reaching for gold and Bitcoin—it all ties together.”

他继续说：“只有2100万比特币。” “您可以与我们现在面临的不可预测的货币政策相比，这是一个非常具体的时刻。美元的弱点，专业投资者争夺黄金和比特币，这一切都在一起。”

The potential creation of a U.S. strategic Bitcoin reserve, reportedly under review by President Trump’s administration, further enhances this decoupling narrative. Discussions are underway to monetize some of the Federal Reserve’s gold holdings as a budget-neutral method to accumulate Bitcoin—an unprecedented shift in monetary thinking that could solidify Bitcoin’s role as a sovereign reserve asset.

据报道，特朗普总统政府审查了美国战略比特币储备的潜在创建进一步增强了这种脱钩的叙述。正在进行讨论，以将美联储的一些黄金持有人货币化，作为一种预算中立的方法来积累比特币，这是一种货币思维的前所未有的转变，可以巩固比特币作为主权储备资产的作用。

Bitcoin market cap surpasses Google

比特币市值超过Google

In a symbolic milestone, Bitcoin’s market capitalization has now surpassed that of Google (Alphabet Inc.), underscoring its growing stature in the global financial system. As of today, Bitcoin’s total market value has climbed beyond $1.86 trillion.

在一个象征性的里程碑中，比特币的市值现在已经超过了Google（Alphabet Inc.）的市值，并强调了其在全球金融体系中日益增长的地位。截至今天，比特币的总市场价值已攀升至1.86万亿美元以上。

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