资深投资者预测宏观经济形势推动比特币上涨

资深投资者卢克·格罗门 (Luke Gromen) 预测，由于有利的宏观经济环境，未来几个月比特币 (BTC) 价值将飙升。格罗门强调美国政府债务近35万亿美元，认为美联储的行动无法阻止通胀，导致投资者寻求比特币等价值储存资产的避难。

Luke Gromen Sees Bitcoin Rallying on Macroeconomic Backdrop

卢克·格罗门（Luke Gromen）认为比特币在宏观经济背景下反弹

Veteran investor Luke Gromen anticipates a surge in Bitcoin (BTC) value over the coming months, citing a favorable macroeconomic landscape. In an interview with crypto journalist Natalie Brunell, Gromen emphasized the substantial $35 trillion U.S. government debt.

资深投资者卢克·格罗门 (Luke Gromen) 预计，未来几个月比特币 (BTC) 的价值将飙升，理由是宏观经济形势有利。在接受加密货币记者 Natalie Brunell 采访时，Gromen 强调了美国政府债务高达 35 万亿美元。

With the national debt at unprecedented levels, Gromen contends that the Federal Reserve (Fed) lacks the tools to curb resurgent inflation. This, in turn, will drive investors toward store-of-value assets such as Bitcoin to safeguard their wealth.

格罗门认为，由于国家债务达到前所未有的水平，美联储缺乏遏制通胀复苏的工具。反过来，这将促使投资者转向比特币等价值储存资产，以保护他们的财富。

"I'm extremely bullish on Bitcoin for the next six to 12 months, both tactically and strategically," Gromen stated. "Regardless of whether the Fed raises or lowers rates, it makes no difference. In my view, inflation and fiscal deficits will continue to rise."

格罗门表示：“无论从战术上还是战略上，我都非常看好未来 6 到 12 个月的比特币。” “无论美联储加息还是降息，都没有什么区别。在我看来，通胀和财政赤字将继续上升。”

According to Gromen, the only scenario where this outcome is averted is through a weakening of the U.S. dollar, which would lead to a decline in fiscal deficits. However, he deems this unlikely.

格罗门认为，避免这种结果的唯一情况是美元贬值，这将导致财政赤字下降。不过，他认为这不太可能。

"My options are: higher rates [and] more inflation, lower rates [and] more inflation, or lower deficits with a weaker dollar [meaning] more inflation [and] more debasement," Gromen explained. "I believe this sets up very well for Bitcoin, and critically, the fundamentals are there."

“我的选择是：更高的利率[和]更高的通胀，更低的利率[和]更高的通胀，或者在美元疲软的情况下降低赤字[意味着]更高的通胀[和]更多的贬值，”格罗门解释道。 “我相信这对比特币来说非常有利，而且最重要的是，基本面已经存在。”

Despite the underlying fundamentals, Gromen notes that skepticism toward Bitcoin persists, with approximately $6 trillion still parked in money market funds. Many investors still hold the belief that the Fed will successfully quell inflation.

Gromen 指出，尽管存在根本性的基本面，但人们对比特币的怀疑依然存在，大约 6 万亿美元仍存放在货币市场基金中。许多投资者仍然相信美联储将成功抑制通胀。

Gromen dismisses this notion, arguing that even if the Fed raises rates, inflation will persist due to the substantial debt burden and its rising proportion of GDP. "I'm extremely bullish on Bitcoin because I have the fundamentals: if they raise rates, it's inflationary; if they don't raise rates, it's inflationary; if they cut rates, it's inflationary," he said.

格罗门驳斥了这一观点，认为即使美联储加息，由于沉重的债务负担及其占GDP的比重不断上升，通胀仍将持续。 “我非常看好比特币，因为我有基本面：如果他们加息，那就是通货膨胀；如果他们不加息，那就是通货膨胀；如果他们降息，那就是通货膨胀，”他说。

Gromen believes that the Fed's efforts to maintain stability will require a continued weakening of the dollar, which would further benefit Bitcoin. "All of which is good for Bitcoin," he concluded.

格罗门认为，美联储维持稳定的努力将需要美元持续走弱，这将进一步有利于比特币。 “所有这些都对比特币有利，”他总结道。

At the time of writing, Bitcoin traded at $64,637.

截至撰写本文时，比特币交易价格为 64,637 美元。