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有趣的是，美联储的叙事正在发生细微的转变。鲍威尔昨天的评论，尽管微妙，但仍暗示“更高更久”的立场很有可能，即使就业市场正在降温。历史上，这种鹰派基调一直是风险资产的逆风，尽管$BTC有时试图脱钩，但它往往仍与更广泛的流动性状况相关。我正在密切关注下一次CPI数据；另一个顽固的数字可能会给当前区间带来压力，这意味着目前我的短期方向性偏见仍然相当中性，倾向于盘整或小幅回调，而不是强劲突破近期高点。并不是说它不能上涨，只是宏观风向并不完全顺风。
I'm not so sure a 'higher for longer' stance is definitively bad for BTC if the cooling jobs market narrative gains traction. Could it even be seen as a safer, scarcer asset in that scenario?
I'm not so sure the 'higher for longer' stance is a new narrative; it feels more like a reinforcement given recent inflation data. The real question is how much of that is already priced into BTC, especially with the halving approaching.
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