BlockBeats 消息,5 月 21 日,HTX DeepThink 专栏作者、HTX Research 研究员 Chloe(@ChloeTalk1)分析指出,若 GENIUS 稳定币法案通过,将压低长期美债利率,引导更多“美元式”流动性流入链上,有望为比特币带来新一轮上涨动能。当前:
· 美 10 年期国债收益率降至 4.46%,MOVE 指数跌至 101;
· 美财政部 400 亿美元国债回购被视为“隐形 QE”,资金环境持续宽松;
· 比特币 97% 地址处于盈利,ETF 单日净流入 3.3 亿美元;
· BITO 看跌/看涨持仓比仅 0.40,市场情绪明显偏多。
Chloe 指出,若美债收益率跌破 4.2%,BTC 有望挑战历史新高。在此背景下,稳定币支付与链上理财板块,尤其是 TRX 与 Sonic 生态,将迎来潜在爆发机会。
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