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德意志银行:特朗普政府比特币储备更像是一种重新分类,如何运作仍有许多未知数

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2025-03-26 04:47:17

德意志银行董事总经理:特朗普政府比特币储备政策影响深度解析



德意志银行董事总经理兼宏观策略师Marion Laboure近期就特朗普政府的比特币储备政策发表重要观点。她指出,这一政策实质上是2024年数字资产行业发展趋势的延续,更多体现为资产类别的重新分类而非创新突破。






政策不确定性引发市场关注


Laboure特别强调,当前政策存在多重未知因素:



  • 加密货币在政府储备中的具体配额尚未明确

  • 资产组合配置细节仍不透明

  • 政策实施时间表缺乏清晰规划






加密货币市场风险提示


报告同时警示投资者:



  • 比特币和以太币以外的加密货币仍存在显著投资风险

  • 整个加密货币资产类别仍保持高度波动特性

  • 建议投资者保持谨慎态度,做好风险管理






对投资者的潜在影响


该政策可能带来以下市场效应:



  • 提升主流加密货币的机构认可度

  • 加剧市场短期波动性

  • 促使更多传统投资者重新评估数字资产配置

  • 需要密切关注后续政策细则的出台

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