比特币正在操纵？当您恐慌时，为什么机构和特朗普的政策促进加密货币市场繁荣

加密货币中最受欢迎的人物之一亚历克斯·贝克尔（Alex Becker）昨天在YouTube上向他的150万用户发布了病毒视频。

One of the most popular figures in crypto, Alex Becker, has shared his take on the market downturn with his 1.5 million YouTube subscribers. While many ‘experts’ are panicking, Becker’s outlook is actually quite positive. He sees the current market presenting one of the best buying opportunities since the FTX crash.

加密货币中最受欢迎的人物之一亚历克斯·贝克尔（Alex Becker）与他的150万YouTube订户分享了他在市场上的看法。尽管许多“专家”感到惊慌，但贝克尔的前景实际上是非常积极的。他认为当前的市场是自FTX崩溃以来最好的购买机会之一。

According to Becker, while retail investors are selling in fear, institutions and wealthy investors (whales) are quietly accumulating Bitcoin and Ethereum during this downturn. The Fear and Greed Index has plunged to extreme fear levels around 15, signaling that most cryptocurrencies are significantly oversold.

贝克尔认为，尽管散户投资者在恐惧中销售，但机构和富裕的投资者（鲸鱼）在衰退期间悄悄地积累了比特币和以太坊。恐惧和贪婪指数跌至15左右的极端恐惧水平，表明大多数加密货币都大大超出了。

The recent downturn isn’t directly related to Trump’s policies but rather represents an economic “detox” after years of artificial stimulation, says Becker. He explains that the Biden administration engaged in excessive money printing, which temporarily boosted asset prices. Traditional markets pulling back, economic uncertainty from tariff talks, and overleveraged meme coin speculation have all contributed to the selling pressure we’re seeing now.

贝克尔说，最近的经济下滑与特朗普的政策没有直接关系，而是经过多年人工刺激的经济“排毒”。他解释说，拜登政府从事过多的货币印刷，这暂时提高了资产价格。传统市场退缩，关税谈判的经济不确定性以及模因硬币过度猜测都导致了我们现在看到的销售压力。

Why Smart Money Expects a Recovery

为什么聪明的钱期望恢复

However, Becker believes that smart money, such as institutions and large funds, anticipates a recovery and is using this period to accumulate. They are less affected by short-term price movements and have a longer-term investment horizon.

但是，贝克尔认为，诸如机构和大型资金之类的智能货币预计会恢复，并利用这一时期积累。它们受到短期价格变动的影响较小，并且具有长期投资范围。

He anticipates that the Federal Reserve will likely cut interest rates soon, which historically triggers market booms. With inflation dropping significantly compared to recent years, the Fed now has room to reduce rates, making borrowing cheaper and potentially fueling new investments in both stocks and crypto.

他预计美联储很快可能会降低利率，从历史上看，这触发了市场繁荣。与近年来相比，随着通货膨胀率显着下降，美联储现在有降低利率的空间，从而使借贷更便宜，并可能为股票和加密货币的新投资提供了新的投资。

Trump’s economic policies are expected to bring lower interest rates and reintroduce free-flowing liquidity into the markets. Becker thinks that Trump is unlikely to let the market stay down for long, given his reputation for prioritizing market performance.

预计特朗普的经济政策将带来较低的利率，并将自由流动的流动性重新引入市场。贝克尔认为特朗普不太可能让市场持续很长时间，因为他在优先级的市场绩效方面享有声誉。

What’s particularly interesting is the unusual market behavior around Ethereum. Despite Bitcoin reaching approximately $110,000, Ethereum has not yet hit a new all-time high. According to Becker, once Ethereum breaks its previous high, it will likely trigger the next major altcoin rally.

特别有趣的是以太坊周围的非同寻常的市场行为。尽管比特币达到约11万美元，但以太坊尚未达到新的历史最高水平。根据贝克尔的说法，一旦以太坊打破了先前的高位，它可能会触发下一个主要的山寨币集会。

Major institutions like BlackRock and various government entities continue accumulating BTC and ETH during this downturn, suggests that they anticipate significant upside.

在此低迷期间，贝莱德（Blackrock）和各个政府实体等主要机构继续积累了BTC和ETH，这表明他们预计会有很大的上涨空间。

Investment Strategy in Volatile Times

动荡时期的投资策略

Becker reminds his viewers that market dips are normal, and those with “strong hands” benefit from holding through volatility. He maintains that the real risk isn’t in buying during market fear but in missing out entirely. Even if markets dip further in the short term, he believes the long-term upside significantly outweighs temporary losses.

贝克尔提醒他的观众，市场下降是正常的，而那些“强大”的人可以通过波动而受益。他坚持认为，真正的风险不是在市场恐惧中购买，而是完全错过了。即使市场在短期内进一步下降，他认为长期上升空间大大超过了临时损失。

For longer-term investors, Becker suggests that large-cap altcoins like Solana, Avalanche, Cardano, ONDO, Near, and BitTensor may offer substantial growth potential in the coming years. He also highlights AI coins, Real World Assets (RWA), and gaming tokens as sectors with significant upside.

对于长期投资者而言，贝克尔建议，诸如Solana，Avalanche，Cardano，Ondo，Anear和Bittensor之类的大型Altcoins在未来几年中可能具有巨大的增长潜力。他还强调了AI硬币，现实世界资产（RWA）和游戏代币作为具有重大上行的行业。

The key takeaway from Becker’s analysis is patience. While the short-term outlook might seem bleak with a bear market and potential further dips, Becker views these price levels as excellent long-term entry points. His outlook suggests a potential market recovery in late 2025, with Ethereum hitting a new all-time high possibly signaling the peak of the next cycle. If Trump implements policies that stimulate the economy with low rates or other measures, Becker expects markets could “explode” again.

贝克尔分析的关键要点是耐心。虽然短期前景似乎随着熊市和潜在的进一步下降而黯淡，但贝克尔将这些价格水平视为出色的长期入口点。他的前景表明，2025年末的潜在市场恢复，以太坊达到了新的历史最高水平，这可能标志着下一个周期的峰值。如果特朗普实施以低利率或其他措施刺激经济的政策，贝克尔预计市场可能会再次“爆炸”。