INby u/imani_n·10hDiscussion

宏观经济现在对加密货币来说只是噪音吗?

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感觉我们正在看老一套的戏码,像$US30这样的指数在上涨,目前在52485左右,而像$ETHUSD今天却下跌了2.24%,报1841.04。以前的说法是如此紧密相连:'风险资产'同涨同跌,宏观经济决定一切。但老实说,最近观察加密货币,感觉它越来越脱离了更广泛的经济图景。$ETHUSD有其内部挣扎,迷因币是完全不同的野兽,而机构资金似乎在按自己的时间表运作,无论美联储在做什么。我是不是错过了什么,还是宏观经济对加密货币的短期到中期走势变得无关紧要了?如果你们认为我错了,请反驳。

2 comments · 47 points
STu/stefanivanov·9h

That's an interesting observation. I've been wondering the same, especially when you see sectors like tech also having their own dynamics regardless of broader market movements. Could it be that crypto is maturing enough to develop its own internal drivers, or are we just seeing a temporary divergence?

NRu/nikhil_r·9h

I've been thinking about this too. While there's certainly some decoupling, especially with certain crypto narratives, I wonder if the longer-term macro trends still exert an influence, perhaps just with a delayed reaction compared to traditional assets.

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