比特币持有人可能再次领先于曲线

根据加密企业家安东尼·彼得索诺（Anthony Pompompome）的说法，比特币投资者是第一个确定美国官方经济数据并采取相应行动的裂缝的投资者。

Crypto entrepreneur Anthony Pompliano believes Bitcoin holders may have been ahead of the curve again. In an April 12 post on X, Pompliano claimed that Bitcoin investors were the first to identify cracks in the United States’ official economic data and act accordingly.

加密企业家Anthony Pompompommo认为比特币持有者可能再次领先于曲线。在4月12日关于X的文章中，Pompliano声称比特币投资者是第一个确定美国官方经济数据并采取相应行动的裂缝的人。

“Bitcoiners were the first large-scale group to recognize the economic data was wrong, and they figured out a way to financially capture upside if they were right,” Pompliano stated.

Pompliano说：“比特币者是第一个认识到经济数据错误的大型小组，他们找出了一种在财务上占据上升空间的方法。”

The unspoken secret as to why so many finance folks are wrong in their analysis of the tariffs is because the finance folks believe the government data.

关于为什么这么多财务人员在对关税的分析中是错误的，这是因为财务人员认为政府的数据是错误的。

He added that mainstream financial analysts trusted inflation readings, jobs reports, GDP measurements, and other critical data points.

他补充说，主流财务分析师相信通货膨胀率，工作报告，GDP测量值和其他关键数据点。

“They will tell you that they don't care about the technical analysis of the markets or the macroeconomic trends. They believe the government statistics and use them to guide their investment decisions.”

“他们会告诉您，他们不在乎市场或宏观经济趋势的技术分析。他们相信政府的统计数据，并利用它们来指导其投资决策。”

However, macroeconomic pressures are increasing due to former President Donald Trump’s reintroduced tariffs, and skepticism is mounting.

但是，由于前总统唐纳德·特朗普（Donald Trump）重新引入的关税，宏观经济压力正在增加，并且怀疑不断。

In a March 20 LinkedIn post, Pompliano also spotlighted a revealing moment during U.S. Treasury Secretary Scott Bessent’s appearance on the All-In podcast. When asked directly whether he trusted the government’s economic data, Bessent answered, “No.”

在3月20日的LinkedIn帖子中，Pompliano在美国财政部长Scott Bessent在全国播客中露面时也聚焦了一个揭示的时刻。当他直接被问及他是否信任政府的经济数据时，Bessent回答说：“不。”

For Pompliano and many in the crypto community, that was a watershed moment.

对于Pompliano和Crypto社区中的许多人来说，这是一个分水岭。

“Even the Treasury Secretary has now publicly acknowledged he doesn’t believe the data,” Pompliano wrote. “He says we must listen to the people rather than blindly follow the government data reports.”

Pompliano写道：“即使是财政部长，现在也公开承认他不相信数据。” “他说，我们必须倾听人们的意见，而不是盲目遵循政府数据报告。”

Concerns about the accuracy of U.S. economic statistics aren't new. A July 2024 report by the Brookings Institution called for a re-evaluation of how data is collected and presented to ensure it remains trustworthy.

对美国经济统计数据的准确性的担忧并不新鲜。布鲁金斯机构的2024年7月的报告呼吁重新评估数据的收集和呈现方式，以确保其保持值得信赖。

However, recent events have added urgency to the discussion. For instance, despite widespread predictions of a looming recession, the U.S. economy grew at an annual rate of 2.1% in the second quarter of 2024.

但是，最近的事件增加了讨论的紧迫性。例如，尽管对迫在眉睫的经济衰退的广泛预测，美国经济在2024年第二季度的年增长率为2.1％。

Bitcoin Shows Strength As Equities Stumble

比特币表现出强度，股票跌跌撞撞

Furthermore, Bitcoin continues to behave differently than traditional assets in this environment. On April 4, while U.S. equities stumbled amid tariff-related uncertainty, Bitcoin showed unexpected strength.

此外，在这种环境下，比特币的行为与传统资产的行为不同。 4月4日，尽管与关税相关的不确定性，美国股票跌跌撞撞，但比特币表现出意外的实力。

The price remained steady above $82,000 and climbed to $84,720, despite broader market weakness. Historically, Bitcoin and crypto assets have shown higher volatility during economic stress.

尽管市场疲软，但价格保持稳定在82,000美元以上，并攀升至84,720美元。从历史上看，比特币和加密资产在经济压力期间显示出更高的波动性。

However, the recent resilience could signal a shifting narrative.

但是，最近的弹性可能表明叙事发生了变化。

Former BitMEX CEO Arthur Hayes even suggested that Bitcoin may be entering what he calls an "up only mode." He argues that as confidence in traditional financial instruments declines, investors are increasingly turning to decentralized assets like Bitcoin as alternative stores of value.

前Bitmex首席执行官Arthur Hayes甚至建议比特币进入他所谓的“仅上升模式”。他认为，随着对传统金融工具的信心，投资者越来越多地转向分散资产，例如比特币作为价值的替代商店。

It’s on like donkey kong. We will be getting more policy response this weekend if this keeps up. We are about to enter UP ONLY mode for $BTC. pic.twitter.com/KL3OSYfiMc

它像金刚。如果这样做，我们将在本周末获得更多的政策回应。我们即将以$ btc进入仅输入模式。 pic.twitter.com/kl3osyfimc

Adding to this sentiment, Bitwise Invest’s Head of Alpha Strategies Jeff Parks stated on April 9 that "there is a higher chance Bitcoin survives over the dollar in our lifetime after today."

除此情绪外，Bitwise Invest的Alpha Strategies负责人Jeff Parks在4月9日表示：“在今天之后我们的一生中，比特币在我们一生中的一生都有更高的机会。”

His remarks came as the U.S. Dollar Index (DXY) dropped 3.19% over five days, falling to 99.783, according to TradingView.

根据TradingView的数据，他的讲话是因为美元指数（DXY）在五天内下降了3.19％，跌至99.783。

This sharp decline contradicts predictions from several Wall Street analysts who believed Trump’s tariffs would strengthen the dollar, as reported by the Wall Street Journal.

正如《华尔街日报》报道的那样，几位华尔街分析师认为特朗普的关税将加强美元的预测与这一急剧下降的预测相矛盾。

Pompliano summarized the situation bluntly: "The mainstream finance conversation has become an intellectual boondoggle where most people regurgitate ill-informed takes based on bad data."

Pompliano直言不讳地总结了这种情况：“主流金融对话已成为一个知识分子，大多数人会根据不良数据反省不明智的人。”

As confidence in government-issued economic data wanes even among high-level officials, Bitcoin’s value proposition appears stronger than ever.

随着对政府发行的经济数据的信心，即使在高级官员中，比特币的价值主张似乎比以往任何时候都更强大。

For early adopters and long-time holders, this moment could mark a validation of their strategy: skepticism, decentralization, and betting against a broken system.

对于早期采用者和长期持有人来说，这一刻可以标志着他们的战略的验证：怀疑，权力下放和对破碎的系统的押注。