鲍威尔讲话反驳特朗普承诺，比特币狂热降温

自唐纳德·特朗普赢得美国大选以来，围绕比特币的投机狂潮在现货和衍生品市场上都在放缓。

Bitcoin’s speculative surge is moderating after a relentless rally that saw the world’s largest cryptocurrency soar about 30% since the US election on Nov. 5 in response to President-elect Trump’s pro-crypto stance.

自 11 月 5 日美国大选以来，为了回应当选总统特朗普支持加密货币的立场，比特币这一全球最大的加密货币飙升了约 30%，之后比特币的投机热潮正在放缓。

The digital asset slid below $87,000 at one point on Friday after Federal Reserve Chair Jerome Powell said there was no need to rush interest-rate cuts. Bitcoin later pared some of its losses, trading at $90,265 as of 12:11 p.m. in London.

在美联储主席杰罗姆·鲍威尔表示没有必要急于降息后，该数字资产在周五一度跌破 87,000 美元。比特币后来收复了部分损失，截至伦敦中午 12:11 交易价格为 90,265 美元。

In the derivatives sector, the premium paid for CME-listed Bitcoin futures over the spot market price has declined, according to K33 Research. The US-based institutional investors use the contracts to take positions on the original cryptocurrency.

K33 Research 的数据显示，在衍生品领域，芝商所上市的比特币期货相对于现货市场价格的溢价有所下降。美国的机构投资者使用这些合约来持有原始加密货币的头寸。

Figures from Amberdata show a 24-hour surge in open interest — or outstanding contracts — for bearish options with a strike price of $80,000.

Amberdata 的数据显示，执行价格为 80,000 美元的看跌期权的未平仓合约（或未平仓合约）在 24 小时内激增。

“Markets seems to be cooling down,” said Vetle Lunde, head of research at K33, adding that the narrowing of the futures premium “might have been a subtle hint of moderating risk profiles.”

K33研究主管Vetle Lunde表示：“市场似乎正在降温。”他补充说，期货溢价的收窄“可能是风险状况缓和的微妙暗示”。

Trump’s Pledges

特朗普的承诺

Related stories

相关故事

Bitcoin has jumped about 30% since the US election on Nov. 5 in response to President-elect Trump’s pro-crypto stance. The digital asset is now viewed as one of a suite of so-called Trump trades, and speculators are wondering how much impetus the rally has left.

自 11 月 5 日美国大选以来，为了回应当选总统特朗普的支持加密货币立场，比特币已上涨约 30%。该数字资产现在被视为一系列所谓的特朗普交易之一，投机者想知道这次反弹还剩下多少动力。

Trump has promised to create a friendly regulatory framework for crypto, set up a strategic Bitcoin stockpile and make the US the global hub for the industry. A onetime crypto skeptic, Trump changed tack after digital-asset firms spent heavily during election campaigning to promote their interests. Questions remain about the feasibility and implementation timeline of his promises.

特朗普承诺为加密货币创建一个友好的监管框架，建立战略性的比特币储备，并使美国成为该行业的全球中心。特朗普曾经是加密货币怀疑论者，但在数字资产公司在竞选期间投入巨资以促进其利益后，他改变了策略。关于他承诺的可行性和实施时间表仍然存在疑问。

Investors poured a net $4.3 billion into US spot-Bitcoin exchange-traded funds after Election Day. The 12 funds, from issuers including BlackRock Inc. and Fidelity Investments, now have total assets of about $93 billion, based on figures compiled by Bloomberg.

选举日后，投资者向美国现货比特币交易所交易基金净注入 43 亿美元。根据彭博社汇编的数据，这 12 只基金来自贝莱德 (BlackRock Inc.) 和富达投资 (Fidelity Investments) 等发行人，目前总资产约为 930 亿美元。

Volatility Expected

预期波动

“It’s all pure speculative trading right now,” said James Davies, chief executive officer at on-chain futures and options trading platform Crypto Valley Exchange. “Expect lots of volatility and a lack of clear signals for a while, whilst we wait for policy announcements in the US.”

“现在这都是纯粹的投机交易，”链上期货和期权交易平台 Crypto Valley Exchange 的首席执行官 James Davies 表示。 “在我们等待美国政策公告的同时，预计一段时间内会出现大量波动且缺乏明确信号。”

Davies flagged $90,000 as a key marker to watch to see if acts as a “resistance level, or if we are well past it.” One of the highest concentrations of bullish Bitcoin options bets is for the $100,000 strike, data from Deribit show.

戴维斯将 90,000 美元标记为一个关键指标，以观察其是否充当“阻力位，或者我们是否已经远远超过它”。 Deribit 的数据显示，最集中的看涨比特币期权押注之一是 10 万美元的罢工。

Bitcoin changed hands at $87,740 as of 6 a.m. Friday in London. Smaller tokens such as second-ranked Ether and meme-crowd favorite Dogecoin were mixed, in line with easing risk appetite as traders pared bets on Fed rate cuts following Powell’s comments.

截至周五早上 6 点，伦敦比特币易手价格为 87,740 美元。排名第二的以太币和大众喜爱的狗狗币等较小型代币涨跌互现，这与鲍威尔发表言论后交易员减少了对美联储降息的押注而缓解的风险偏好一致。