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Matrixport:比特币宏观转变有望助推下轮涨势

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2024-08-23 08:12:09
Matrixport 发布周度报告称,比特币市场可能迎来重大转折。虽然部分交易者仍依赖库存流量比模型预测急速反弹,但该机构建议采用更精细的宏观量化工具来预测比特币走势和重大波动时机。报告认为,随着宏观经济变化,比特币及整个市场或将进入高度波动期。
金融市场表面平静,但黄金、石油、国债和美元均接近突破支撑位,暗示重大转折点可能即将出现。这种形势预示宏观经济可能出现大幅变动,其影响或在数月后全面显现。鉴于金融市场的前瞻性,这些变化可能引发更显著的趋势转变。
美国大选因素也将影响市场走势。总统候选人的部分政策提案可持续性存疑,市场在预测胜选者的同时,也对债务水平快速攀升的风险表示担忧。这些因素的相互作用将塑造未来趋势,需要密切关注相关指标变化。
报告还指出,当债券收益率上升与黄金价格反弹同时发生时,通常表明经济处于独特且矛盾的环境中,而比特币很可能成为主要受益资产。
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