BlockBeats 消息,4 月 22 日,QCP 发布今日市场观察,“黄金延续了其强劲涨势,在隔夜交易中突破 3,500 美元/盎司关口。这一走势凸显了市场普遍从美股、美债和美元撤离的趋势,主要源于对美联储独立性的担忧加剧。随着特朗普持续呼吁降息,以及有关其可能探索法律途径罢免美联储主席鲍威尔的猜测,市场紧张情绪进一步加剧。
无论是数字资产还是实物黄金,都呈现上涨态势。比特币价格升至 4 月初以来的最高水平,受美国交易时段强劲现货需求推动。现货交易量超过永续合约,Binance 美国交易平台溢价创数月新高,同时比特币现货 ETF 净流入达 3.813 亿美元,这些都表明机构投资者兴趣重现。
比特币在隔夜交易中展现的韧性进一步支持了其与传统市场脱钩的论述。随着资金转向避险和通胀对冲资产,比特币和黄金正成为资金撤离美元风险资产的主要受益者。比特币期权市场目前在所有期限上都呈现持续看涨偏向。
与此同时,美国信用市场开始显现压力。据彭博社报道,投资级信用违约保险成本升至一周高点,凸显投资者的不安情绪。随着特朗普与美联储的对峙局势可能升级,市场或需准备迎接进一步波动。
目前,黄金和比特币均表现坚挺,在市场寻求安全性资产的背景下熠熠生辉。”
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