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分析师:主权国家将囤积黄金和比特币作为经济缓冲

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2025-02-03 11:55:51
2月3日消息,经纪公司伯恩斯坦(Bernstein)分析师在给客户的一份报告中表示:“如果关税意味着美元走强、通胀上升以及短期内降息前景减弱,那么这意味着风险资产的全球流动性下降。从较长的时间范围来看,随着政府承担更高的债务和更高的赤字,导致货币进一步贬值,比特币相对于美元具有相对价值,这在比特币的长期复合历史中显而易见。但在短期内,比特币与风险资产相关。因此,加密货币的抛售并不令人意外。”
伯恩斯坦分析师认为,从长远来看,特朗普政府认为加密货币对政府治理和国家财政具有战略意义,旨在通过削减赤字、埃隆·马斯克领导的政府效率部成本削减部门和提高能源产量来控制通胀。虽然外国政府可能会通过抛售美国国债来报复关税,但伯恩斯坦预计主权国家将囤积黄金和比特币作为经济缓冲,美国将引领支持加密货币的转变,更多国家可能会效仿。
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