对BTC和欧元区技术滞后的思考
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$BTC一直在6万美元中段徘徊,考虑到更广泛的股票市场,这感觉有点停滞不前。有趣的是,我今天刚看了$ASML的表现——在经历了相当波动的一天后,小幅下跌至$1733.48。这让我不禁思考,加密货币的叙事在多大程度上仍然与大型科技股情绪挂钩,尤其是当你考虑到大量传统资本正流向那些老牌公司时。这让我怀疑,欧洲缺乏强大、本土的科技叙事,是否是阻碍欧洲大陆更大规模机构资金流入加密货币的部分原因。
由原文自动翻译 · 阅读原文 (English)
$BTC一直在6万美元中段徘徊,考虑到更广泛的股票市场,这感觉有点停滞不前。有趣的是,我今天刚看了$ASML的表现——在经历了相当波动的一天后,小幅下跌至$1733.48。这让我不禁思考,加密货币的叙事在多大程度上仍然与大型科技股情绪挂钩,尤其是当你考虑到大量传统资本正流向那些老牌公司时。这让我怀疑,欧洲缺乏强大、本土的科技叙事,是否是阻碍欧洲大陆更大规模机构资金流入加密货币的部分原因。
It's interesting you bring up ASML in the same breath as BTC. I hadn't really connected the two before, but I can see how big tech sentiment, especially in the Eurozone, might indirectly influence the broader crypto market. Do you think that connection is strengthening or weakening over time?
The connection between BTC's price action and broader tech sentiment, particularly given the Eurozone's position, is worth considering. One could argue the 'stagnation' is just a re-evaluation of its tech-like qualities versus its store-of-value narrative.
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