格林威治时间1338——Zaye Capital Markets分析师Naeem Aslam在一份报告中指出,美国国债收益率的急剧攀升使比特币变得脆弱,因为这限制了可供风险资产使用的流动性规模。他直言,在长端收益率高企的背景下,比特币依然“极易受到市场对通胀、货币政策以及全球风险偏好看法每一次转变的冲击”。Aslam认为,倘若美联储将于格林威治时间1800公布的9月会议纪要释放出近期还将进一步加息的信号,从而推高美债收益率与美元,比特币可能进一步走低。反之,若纪要传递更为谨慎的基调,则有望改善流动性预期,助力比特币重新测试近期高点。据LSEG数据,比特币下跌2.3%至83,664美元,此前一度触及83,454美元的一周低点。
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