乌克兰与俄罗斯紧张局势加剧，以太坊、Coinbase 和 Robinhood 股价下跌，比特币走高

根据 Coin Metrics 的数据，旗舰加密货币的价格最后上涨不到 1%，至 92,003.28 美元，略低于上周创下的历史高点 93,469.08 美元。

Bitcoin rose Tuesday even as other riskier assets such as ether and meme stocks sold off, following reports that Russian President Vladimir Putin warned the U.S. that the threshold for the use of nuclear weapons had come down.

有报道称，俄罗斯总统弗拉基米尔·普京警告美国使用核武器的门槛已经降低，比特币周二上涨，尽管以太坊和 meme 股票等其他风险资产遭到抛售。

Bitcoin was last higher by less than 1% at $92,003.28, not far from the all-time high of $93,469.08 reached last week. Ether fell more than 1%, according to Coin Metrics.

比特币最后上涨不到 1%，至 92,003.28 美元，距离上周创下的历史高点 93,469.08 美元不远。根据 Coin Metrics 的数据，以太币下跌超过 1%。

Shares of MicroStrategy rose 3%, while Coinbase and Robinhood were both under pressure. Both stocks benefit from the trading of other, non-bitcoin assets across the crypto market.

MicroStrategy 股价上涨 3%，而 Coinbase 和 Robinhood 均面临压力。这两只股票都受益于加密货币市场上其他非比特币资产的交易。

Investors reacted overnight to reports from the state-run Tass news agency that Putin warned the U.S. that the threshold for the use of nuclear weapons had come down in response to President Joe Biden allowing Ukraine to use U.S. missiles to strike military targets inside Russia.

国营塔斯社的报道称，普京警告美国，降低使用核武器的门槛，以回应美国总统乔·拜登允许乌克兰使用美国导弹打击俄罗斯境内的军事目标，投资者隔夜对此做出反应。

“The threshold for the use of nuclear weapons is decreasing,” Putin said in the interview, which was conducted last week and aired Monday evening Moscow time.

“使用核武器的门槛正在降低，”普京在上周进行的采访中表示，并于莫斯科时间周一晚间播出。

Rising geopolitical tensions between Ukraine and Russia helped propel bitcoin and other crypto assets to outsized gains in 2023 and early 2024, as investors sought out riskier assets in the face of soaring inflation and the Federal Reserve keeping interest rates near zero.

乌克兰和俄罗斯之间不断加剧的地缘政治紧张局势帮助推动比特币和其他加密资产在 2023 年和 2024 年初大幅上涨，因为投资者在通胀飙升和美联储将利率维持在接近于零的情况下寻找风险较高的资产。

Bitcoin has recently benefited from enthusiasm for cryptocurrencies after the U.S. presidential election. That drove bitcoin to fresh records and sent smaller crypto assets soaring. Like gold, crypto assets are seen by many investors as a “non-confiscatable,” long-term hedge against geopolitical uncertainty.

比特币最近受益于美国总统大选后对加密货币的热情。这推动比特币创下新纪录，并推动较小型加密资产飙升。与黄金一样，加密资产被许多投资者视为“不可没收”的、针对地缘政治不确定性的长期对冲工具。

“The most significant long-term correlations for bitcoin are a negative correlation with the U.S. dollar and a positive correlation with money supply growth,” Matt Sigel, head of digital assets research at VanEck, said Oct. 28 on CNBC’s “Squawk Box.”

VanEck 数字资产研究主管 Matt Sigel 10 月 28 日在 CNBC 的“Squawk Box”节目中表示：“比特币最显着的长期相关性是与美元的负相关性和与货币供应增长的正相关性。”

“Bitcoin is a chameleon,” Sigel added. “Its correlations change over time; it’s hard to predict what it’s going to be correlated with over the short term.”

“比特币是一条变色龙，”西格尔补充道。 “它的相关性随着时间的推移而变化；很难预测它在短期内会与什么相关。”

Bitcoin has behaved as a safe haven before. It outperformed during the crisis in the regional banking system in early 2023, for example. But because bitcoin is also a risky asset without a long history, with extreme volatility that can benefit short-term traders, some have a hard time arguing that bitcoin is necessarily attractive forever. Citigroup, for example, in a note Monday reiterated the bank’s view that bitcoin doesn’t exhibit store-of-value properties.

比特币之前一直被视为避风港。例如，在 2023 年初地区银行体系危机期间，它的表现优于大盘。但由于比特币也是一种没有悠久历史的风险资产，其极端波动性可能使短期交易者受益，因此有些人很难说比特币必然永远具有吸引力。例如，花旗集团在周一的一份报告中重申了该银行的观点，即比特币不具有价值储存属性。