特朗普之后，数字黄金，比特币和黄金价格上涨重新点燃了对这些最高资产的关注

在特朗普重新注重这些最高资产之后，黄金和比特币通常称为“数字黄金”，在亚洲早期交易中攀升了。

Former President Donald Trump's post on Truth Social on Sunday evening had a clear focus on the world of investing, specifically highlighting two assets that have been closely followed throughout 2024: gold and Bitcoin.

前总统唐纳德·特朗普（Donald Trump）在周日晚上关于真相社交的帖子明显着重于投资世界，特别是强调了两种资产，这些资产在2024年：黄金和比特币。

In a post that appeared around 5:30 pm ET, Trump stated, “THE GOLDEN RULE OF NEGOTIATING AND SUCCESS: HE WHO HAS THE GOLD MAKES THE RULES.”

特朗普在美国东部时间下午5:30左右发表的帖子中说：“谈判和成功的黄金法则：拥有金牌的人制定了规则。”

The statement, which seemed to be an adaptation of a well-known saying, was a brief comment on the age-old link between wealth and power. However, it was sufficient to generate a noticeable reaction in the market.

该声明似乎是对著名谚语的改编，是对财富与权力之间古老的联系的简短评论。但是，在市场上产生明显的反应是足够的。

After remaining relatively flat for a period, gold experienced a surge of nearly 2% within 24 hours, reaching a record high of $3,385 by early Monday.

在一段时间内保持相对平坦的态度之后，黄金在24小时内经历了近2％的涨幅，到周一早些时候达到了创纪录的3,385美元。

In tandem with gold's ascent, Bitcoin also showed strength, rallying around 3% to touch $87,500. The token is now up 4.5% over the past week.

与黄金的上升同行，比特币也表现出强度，大约3％，触摸$ 87,500。在过去一周中，该令牌现在增长了4.5％。

Over the weekend, Trump's attention returned to the Federal Reserve and the U.S. dollar, which he tied to rising food prices.

在周末，特朗普的注意力恢复了美联储和美元，他与食品价格上涨有关。

“They purposely make it difficult to raise interest rates quickly enough to combat inflation, and they don’t want to do it anyway, because it's good for the DEEP STATE!'” Trump said.

特朗普说：“他们故意使很难迅速提高利率以打击通货膨胀，而且他们无论如何都不想这样做，因为这对深层国家有益！”

"The U.S. Dollar is crashing. They have no clue what to do. They've made a mess of our Economy, but they'll get it done. They'll have no choice. MAGA!" he added.

“美元崩溃了。他们不知道该怎么办。他们已经弄乱了我们的经济，但是他们会做到的。他们别无选择。他补充说。

The president's weekend comment wasn't out of character, given the fact that he had made similar remarks before, suggesting that whoever holds the gold ultimately sets the terms.

鉴于他以前发表了类似的评论，总统的周末评论并不符合性格，这表明持有黄金的人最终设定了该条款。

In April 2023, during an interview with Real Vision, Trump said that "people start talking about Bitcoin when they lose confidence in the dollar."

2023年4月，特朗普在接受《真实愿景》采访时说：“人们对比特币失去了对美元的信心，开始谈论比特币。”

However, analysts believe the real momentum for Bitcoin and gold comes from ongoing U.S.-China tensions and growing economic uncertainty, which is pushing investors toward safe-haven assets.

但是，分析人士认为，比特币和黄金的真正势头来自持续的美国 - 中国紧张局势以及日益增长的经济不确定性，这使投资者推向了避风港资产。

Commenting on the rare synchronized rally of gold and Bitcoin, The Kobeissi Letter said it signals a growing consensus among investors that uncertainty is building and the U.S. dollar may be headed lower.

Kobeissi信中评论了罕见的黄金和比特币集会时，它表示，这表明投资者越来越多的共识是不确定性正在建立，美元可能会降低。

"Gold has hit its 55th all-time high in 12 months, and Bitcoin is officially joining the run, now above $87,000. The narrative in both Gold and Bitcoin is aligning for the first time in years: Gold and Bitcoin are telling us that a weaker US Dollar and more uncertainty are on the way," The Kobeissi Letter stated.

“黄金已经在12个月内达到了第55次高高的高度，而比特币正式加入了奔跑，现在超过了87,000美元。黄金和比特币的叙述是多年来首次保持一致：黄金和比特币告诉我们，较弱的美元和更多的不确定性正在途中。

The U.S. dollar index plunged to a three-year low in early Asian trading on Monday. According to ZeroHedge, the sharp decline was driven by mounting market fears following comments from National Economic Council Director Kevin Hassett.

美元指数在周一的亚洲早期交易中跌至三年低点。根据Zerohedge的说法，在国家经济委员会主任凯文·哈塞特（Kevin Hassett）的评论之后，急剧的恐惧驱动了。

Hassett's interview with ABC's "Good Morning America" sparked widespread concern among traders, as he indicated that President Trump is still considering ways to remove Fed Chairman Jerome Powell from his post.

哈塞特（Hassett）接受美国广播公司（ABC）的“早安美国”（Abl America）的采访引起了交易者的普遍关注，因为他表示，特朗普总统仍在考虑将美联储主席杰罗姆·鲍威尔（Jerome Powell）从他的职位中撤职的方法。

The prospect of Trump exerting more direct control over monetary policy, or continuing his public attacks on the Fed, has unsettled traders. As a result, investors moved aggressively to sell the dollar, the analyst suggested.

特朗普对货币政策或继续对美联储的公共袭击更直接控制的前景令人不安的商人。该分析师建议，投资者积极采取行动出售美元。

That makes Bitcoin's behavior during this dollar collapse remarkable. Historically, when the dollar weakens, Bitcoin's price often falls as well, as both assets can be seen as competitors for investor preference.

这使得比特币在这一美元崩溃中的行为显着。从历史上看，当美元减弱时，比特币的价格也经常下跌，因为这两个资产都可以看作是投资者偏爱的竞争对手。

Both assets are largely uncorrelated with major market cycles, and both assets tend to be bought by different types of investors.

这两种资产都与主要的市场周期不相关，这两种资产往往都由不同类型的投资者购买。

However, Bitcoin did not follow the usual pattern, signaling a "regime shift."

但是，比特币并未遵循通常的模式，表明“政权转移”。

That said, Bitcoin has not decoupled from risk-on assets just yet. As tech sector volatility rises, it will be interesting to observe how Bitcoin behaves.

也就是说，比特币尚未与风险基金资产脱钩。随着科技行业波动的提高，观察比特币的行为将很有趣。