今天比特币价格跌至 11 月 19 日左右以来的最低水平

1 月 13 日星期一，受多重因素影响，比特币价格下跌，跌至 9 万美元以下，创数周以来最低水平

Bitcoin prices dropped below $90,000 on Monday, reaching their lowest level in several weeks amid bearish activity influenced by various factors.

受多种因素影响，比特币价格周一跌破 9 万美元，触及几周来的最低水平。

Bitcoin, the world's leading cryptocurrency, fell to nearly $89,000 on Monday evening, according to Coinbase data from TradingView.

根据 TradingView 的 Coinbase 数据，全球领先的加密货币比特币周一晚间跌至近 89,000 美元。

The digital asset was down roughly 18% from its all-time high of more than $108,000, Coinbase figures showed. Past that, it was trading at its lowest level since approximately November 19.

Coinbase 的数据显示，该数字资产较其超过 108,000 美元的历史高点下跌了约 18%。此后，该股的交易价格处于 11 月 19 日左右以来的最低水平。

Bitcoin prices reached a new low of $89,000 on Monday evening. Several analysts weighed in on what may have caused the latest declines.

周一晚间，比特币价格触及 89,000 美元的新低。几位分析师对导致最近下跌的原因进行了权衡。

“Bitcoin's recent plunge below $90,000 likely stems from a mix of factors, including macroeconomic pressures like rising interest rates and recession fears, regulatory concerns, and cascading liquidations from leveraged positions,” Joe DiPasquale, CEO of cryptocurrency hedge fund manager BitBull Capital, wrote via emailed comments.

加密货币对冲基金管理公司 BitBull Capital 的首席执行官 Joe DiPasquale 写道：“比特币最近跌破 90,000 美元可能源于多种因素，包括利率上升和衰退担忧等宏观经济压力、监管担忧以及杠杆头寸的级联清算。”通过电子邮件发送评论。

“Market sentiment may also have been shaken by profit-taking, reduced institutional adoption news, or technical breaches of key support levels, all of which compounded the sell-off,” he added.

他补充道：“市场情绪也可能因获利了结、机构采用消息减少或技术突破关键支撑位而动摇，所有这些都加剧了抛售。”

Several market observers highlighted how strong economic data has shifted expectations many have for Federal Reserve rate cuts and the impact this has had on risk assets.

一些市场观察人士强调了强劲的经济数据如何改变了许多人对美联储降息的预期以及这对风险资产的影响。

“Bitcoin's price has been extremely correlated to the equities market in recent weeks, which has been under material pressure,” Steven Lubka, head of Swan Private at Swan Bitcoin, stated via emailed comments.

Swan Bitcoin 的 Swan Private 主管史蒂文·卢布卡 (Steven Lubka) 在电子邮件评论中表示：“最近几周，比特币的价格与股票市场高度相关，股票市场一直承受着巨大的压力。”

“This is due to economic data coming out that has caused traders to walk back all cut expectations for the Federal Reserve over 2025. Traders no longer expect any cuts. My opinion is that this is almost certainly incorrect and will cut, but changing sentiment has dragged down the S&P into what was a little over a 5% correction at the low this morning.”

“这是由于公布的经济数据导致交易员回撤了对美联储 2025 年的所有降息预期。交易员不再预期会出现任何降息。我的观点是，这几乎肯定是不正确的，并且会下跌，但情绪的变化已经拖累标普500指数在今早的低点回调了略高于5%的水平。”

“This had a strong impact on the Bitcoin price,” Lubka emphasized.

“这对比特币价格产生了强烈影响，”卢布卡强调。

Greg Magadini, director of derivatives for digital asset data provider Amberdata, also commented on these matters.

数字资产数据提供商 Amberdata 衍生品总监 Greg Magadini 也对这些问题发表了评论。

“The stock market (and risk-assets) continue to be sensitive to the treasury yield curve and the expectation for future Fed cuts, since the hawkish rhetoric in December’s FOMC” statement, he said via email.

他通过电子邮件表示，“自从 12 月 FOMC 发表鹰派言论以来，股市（和风险资产）继续对国债收益率曲线和美联储未来降息的预期敏感”。

The market observer noted that following last month's FOMC policy meeting, the minutes indicated the Fed policymakers are “comfortable holding rates higher for longer.”

市场观察人士指出，上个月联邦公开市场委员会(FOMC)政策会议后的会议纪要显示，美联储政策制定者“愿意在更长时间内维持较高利率”。

“With a strong labor market, potential price tag inflation from tariffs, and the shrinking of the low-wage labor force from immigration policy reforms, the US rate curve could definitely remain a drag on stocks and risk assets if inflation picks up again,” Magadini stated.

“由于劳动力市场强劲，关税可能导致物价上涨，以及移民政策改革导致低工资劳动力萎缩，如果通胀再次上升，美国利率曲线肯定会继续拖累股市和风险资产。”马加迪尼说道。

“Keep in mind that equity risk-premium (the additional return over risk-free bonds) remains historically low, which explains the bearish equity reaction as yields move higher, despite the strong economy,” he added. “Although inflation could be bullish for Crypto and Gold in the longer term, the immediate impact is a reflex for prices to drop lower as rate expectations shift towards ‘higher for longer.’”

“请记住，股票风险溢价（无风险债券的额外回报）仍处于历史低位，这解释了尽管经济强劲，但随着收益率走高，股票会出现看跌反应，”他补充道。 “虽然从长远来看，通胀可能对加密货币和黄金有利，但其直接影响是，随着利率预期转向‘长期走高’，价格会下跌。”

Sifling, wealth manager for Gerber Kawasaki Wealth & Investment Management, spoke to the expectations surrounding the FOMC, but also highlighted some other factors when explaining the latest price movements of the world's most valuable digital currency.

格柏川崎财富与投资管理公司 (Gerber Kawasaki Wealth & Investment Management) 的财富经理 Sifling 谈到了对 FOMC 的预期，但在解释全球最有价值的数字货币的最新价格走势时，也强调了一些其他因素。

“As for Bitcoin, it seems like this sell off is from continued risk-off sentiment and news that the U.S. government gained court approval to sell their massive Bitcoin stockpile acquired from the Silk Road days,” he stated via email.

“至于比特币，这次抛售似乎是由于持续的避险情绪以及美国政府获得法院批准出售其从丝绸之路时代获得的大量比特币库存的消息，”他通过电子邮件表示。

“This doesn't mean that the U.S. will sell all of their holdings, but the expectation is that they’ll auction off the crypto as it does with other assets like real estate or cars,” Sifling added. “In terms of key developments bitcoin investors should monitor over the coming weeks and months, he offered his thoughts.”

“这并不意味着美国将出售其所有资产，但预计他们将像拍卖房地产或汽车等其他资产一样拍卖加密货币，”Sifling 补充道。 “就比特币投资者在未来几周和几个月内应关注的关键发展而言，他提出了自己的想法。”

Sifling owns some bitcoin, bitcoin cash, litecoin, ether, EOS and SOL. His commentary in this article is for educational purposes only and not intended to be a recommendation to buy or sell any资产.

Sifling 拥有一些比特币、比特币现金、莱特币、以太币、EOS 和 SOL。他在本文中的评论仅供教育目的，无意作为购买或出售任何资产的建议。