比特币面临重大更正的恐惧，因为黄金的年度增长超过20％

比特币自1月以来增长了10％，但可能面临重大更正，因为黄金的年度增长量为20％。这两个资产之间的这种反向动态引起了人们对加密货币市场中即将逆转的担忧。

As the US dollar reaches a 52-week high and 10-year bond yields cross 4.80%, an unusual occurrence is observed in the financial markets. Gold prices are rising despite the high dollar values, which typically have an inverse relationship.

随着美元达到52周高和10年的债券收益率越过4.80％，在金融市场中观察到异常情况。尽管美元价值很高，但黄金价格仍在上升，这些价值通常具有反相反的关系。

This trend is further highlighted by the resilience of gold prices amidst market turbulence, such as the concerns over AI DeepSeek this week. “Gold prices are rising despite the volatility of the S&P 500 and the strength of the dollar,” notes Ali K. Kobeissi in The Kobeissi Letter on January 28, 2025.

在市场动荡之中，黄金价格的韧性进一步强调了这一趋势，例如本周对AI DeepSeek的担忧。 “尽管标准普尔500标准普尔500分和美元的实力波动，但黄金价格仍在上升，” Ali K. Kobeissi在2025年1月28日的Kobeissi信中指出。

Moreover, gold is experiencing strong demand as a safe haven asset, while Bitcoin's gains are notably slower. Data from Cointelegraph Markets Pro and TradingView shows a 10% increase in BTC since January, compared to gold's 20% gains.

此外，黄金作为避风港资产的需求强劲，而比特币的收益明显较慢。 Cointelegraph Markets Pro和TradingView的数据显示，自1月以来，BTC增长了10％，而Gold的20％增长。

This divergence raises concerns among traders, especially considering the technical analysis of the Bitcoin/gold ratio. As the Northstar account on X highlights, if the ratio falls below 34, it could mark the end of the upward trend. This level is closely monitored as the ratio reached historic highs in December 2024.

这种差异引起了交易者的担忧，尤其是考虑到比特币/黄金比率的技术分析。正如X亮点上的Northstar帐户所述，如果比率低于34，则可能标志着向上趋势的终结。随着2024年12月的比率达到历史最高点，该水平受到密切监测。

However, some experts, like Michaël van de Poppe, remain optimistic, suggesting that Bitcoin will eventually follow gold to new highs, a trend observed previously with a lag of several months.

但是，一些专家，例如Michaëlvan de Poppe，仍然乐观，这表明比特币最终将遵循黄金到新的高点，这一趋势先前以几个月的滞后观察到。

Currently, the BTC/XAU ratio is consolidating, and a break below 34 could signal the end of the bullish cycle. On the other hand, holding above this threshold would strengthen the positive momentum for a few more weeks or months.

当前，BTC/XAU比率是合并的，低于34的中断可能标志着看涨周期的结束。另一方面，保持阈值以上将增强几周或几个月的积极动力。

As gold demonstrates exceptional resilience and Bitcoin faces a critical juncture, influenced by Arizona's initiative to allocate public funds to the asset, investors should closely monitor technical signals that could indicate a market reversal.

由于黄金表现出卓越的弹性，比特币面临着一个关键的关头，这受亚利桑那州的计划，将公共资金分配给资产，投资者应密切监视可能表明市场逆转的技术信号。