加密市场正在充分展示，情绪从“如此之多”到“我们回来”

由Omkar Godbole（除非另有说明）。

President Donald Trump on Monday named bitcoin (BTC), ether (ETH), XRP, solana (SOL) and avalanche (AVAX) as candidates for the long-promised strategic crypto reserve in a move that sparked a 24-hour flip-flopping display of sentiment on social media from “it’s so over” to “we are so back.”

总统唐纳德·特朗普（Donald Trump）周一将比特币（BTC），Ether（Eth），XRP，Solana（Sol）和Avalanche（Avax）（Avax）命名为长期宣传的战略加密保护区的候选人，此举激发了24小时的幻想表现出24小时的幻想，从社交媒体上展现了“如此之多的社交媒体”。

The announcement has seen valuations rise across the board, with market leader bitcoin reinstating $89,000 and $91,000 as key support levels and the options market showing renewed interest in the $100K bets.

该公告的估值全面上涨，市场领导者比特币恢复了89,000美元和91,000美元，作为关键支持水平，期权市场显示出$ 10万美元的赌注兴趣。

However, some analysts are calling for a note of caution as no concrete actions have been taken yet and a continued lack of immediate catalysts could see the market slowly correct again, said Valentin Fournier, analyst at BRN, in an email.

但是，一些分析师呼吁注意注意，因为尚未采取任何具体行动，并且持续缺乏直接的催化剂可能会再次使市场恢复缓慢，BRN分析师在一封电子邮件中说。

That’s sensible because some tough questions may be asked once the initial excitement about the announcement subsides. For instance, Trump still needs congressional approval for this basket of reserves.

这是明智的，因为一旦关于公告的最初兴奋，可能会问一些棘手的问题。例如，特朗普仍然需要国会批准这一篮子储备。

While BTC makes sense as a reserve asset, having reportedly found a place in investor portfolios as digital gold, including XRP, ETH, SOL, and ADA raises concerns, as some of these tokens barely have links to economic activity.

尽管BTC作为储备资产很有意义，但据报道，在投资者投资组合中找到了数字黄金，包括XRP，ETH，SOL和ADA引起了人们的关注，因为其中一些令牌几乎没有与经济活动联系。

It begs the question: Why would a government facing debt issues invest in assets with minimal ties to the economy and are unlikely to generate a significant multiplier effect and help improve debt-to-GDP ratios?

它提出了一个问题：面临债务问题的政府为什么会投资于与经济联系最少联系的资产，而不太可能产生重大的乘数效应并有助于提高债务与GDP比率？

Plus, allegations of insider trading related to Trump’s Sunday announcement might dent sentiment. On Sunday, an unidentified trader deployed roughly $6 million in a 50x leveraged long bet on BTC and ETH and booked out with a profit of $6.8 million.

另外，与特朗普周日宣布有关的内幕交易的指控可能会抑制情绪。周日，一位身份不明的交易员在50倍的50倍杠杆上投入了大约600万美元，对BTC和ETH的长期押注，并以680万美元的利润预订。

“A U.S. crypto reserve could be a great boon to the asset class, but investors may feel more confident if significant measures are taken to solve the fear of insider meddling,” Mena Theodorou, co-founder at crypto exchange Coinstash, said, referring to the alleged insider trading.

“美国加密储备储备可能对资产类别来说是一个巨大的福音，但是如果采取了重大措施解决对内部人士干预的恐惧，投资者可能会更有信心，”加密交易所Coinstash的联合创始人Mena Theodorou表示，指的是所谓的内幕交易。

For now, it’s risk-on, and a similar positive action on Wall Street could see solid gains in XRP/BTC, SOL/BTC and ADA/BTC crosses. Solana’s co-founder Anatoly Yakovenko, also known as Toly, has reportedly expressed support for the SIMD-0228 proposal, which seeks to reform Solana’s staking mechanism to reduce inflation.

就目前而言，它是风险的，在华尔街上采取类似的积极行动，可能会在XRP/BTC，SOL/BTC和ADA/BTC十字架上看到稳定的收益。据报道，索拉纳（Solana）的联合创始人Anatoly Yakovenko（也称为Toly）表示对SIMD-0228提案表示支持，该提案旨在改革Solana的陈旧机制来减少通货膨胀。

We can expect more details about the proposed reserve at Friday’s crypto summit at the White House. In the meantime, two other key events to watch are Wednesday’s U.S. ISM non-manufacturing (services) PMI and Friday’s payrolls report.

我们可以期望在周五在白宫的加密峰会上有关拟议的预备役的更多详细信息。同时，观看的另外两个关键事件是星期三的美国ISM非制造（服务）PMI和周五的薪资报告。

Note that the U.S. 10-year yield has declined for seven straight weeks, largely pricing a slowdown in the economy. The focus might shift back to that if the two impending data sets print below estimates, potentially weighing over risk assets.

请注意，美国的10年收益率连续七个星期下降，在很大程度上定价了经济放缓。如果两个即将到来的数据集在估计下打印出来，那么重点可能会转移到这一点上，可能会权衡风险资产。

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