Odaily星球日报讯 Wintermute 分析师 Jasper De Maere 表示，过去两个月加密资产大幅跑输其他资产类别，或为当前出现相对强势分化的原因之一，他认为数字资产与股票不同且不直接受供应链、能源成本等宏观叙事影响，这在当前市场环境下成为相对优势，股票与加密资产已逐步成为“替代型风险资产”。在不确定性抑制股票资金流入的背景下，部分资本可能正在轮动至数字资产。不过他同时警告这种跑赢表现未必持续，若地缘紧张局势引发能源价格进一步上涨并推高通胀、削弱降息预期，可能对加密市场构成压力，短期内市场仍将维持高波动状态，需等待更清晰的宏观方向。
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Gerelateerde artikelen
Bitcoin ETFs Roar Back as Balchunas Revives Gold Debate on Wall St
U.S. spot Bitcoin ETFs added fresh capital on March 23, reversing earlier weakness and restoring momentum across the category. The rebound followed several weeks of withdrawals in 2026, and it narrowed the funds’ year-to-date deficit. Bloomberg ETF analyst Eric Balchunas linked the trend to
CryptoBreaking1u geleden
Price predictions 3/25: BTC, ETH, BNB, XRP, SOL, DOGE, HYPE, ADA, BCH, LINK
Bitcoin (BTC) continues to face significant resistance at the $72,000 level, but the bulls have kept up the pressure. Trader Daan Crypto Trades said in a post on X that BTC will have to cross and stay above the $72,000 resistance area to “test the $80Ks again.”
Markets tend to hate uncertainty, but
Cointelegraph1u geleden
