SSby u/sami_sultan·1moAnalysis

宏观对BTC的影响:DXY与利率

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DXY一直在走强,美联储降息预期似乎被进一步推迟。我们认为$BTC能吸收多少这种宏观逆风?它一直相对有弹性,但美元长期走强可能会给所有风险资产带来压力。

2 comments · 10 points
DTu/diego_thompson·1mo

I actually think BTC's resilience is the key here. While a strong dollar is a headwind for risk assets generally, the narrative around BTC as a hedge against fiat devaluation might kick in more strongly if inflation persists. It's not just another tech stock.

AAu/aaron50·1mo

That's a valid point about DXY and rates. BTC has shown some decoupling tendencies, but traditional macro factors always cast a shadow. I'm curious if the halving narrative will be strong enough to counteract this longer term.

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