BlockBeats 消息，5 月 21 日，QCP 发布每日市场观察称，30 年期日本国债（JGB）收益率突破 3%，冲破历史关口，日本不断膨胀的债务问题长期以来一直是潜在隐忧，如今正在逼近临界点。如果这波债券抛售持续，且财政担忧加剧，市场对日本风险的重新评估可能会在短期内推动日元升值。日本市场的震荡已经开始波及全球市场。美国 30 年期国债收益率重新突破 5%，投资者正将视线投向美国自身的债务路径。
与此同时，比特币今日尝试突破 10.8 万美元关口，但未能维持动能。当前价格走势与 Strategy 和 Metaplanet 的增持密切相关，这两者仍是当前主要买盘来源。但市场愈发担忧，它们或许已代表“边际买家”的最后一波力量。若其购入放缓，可能触发其他投资者获利了结，从而逆转当前的上涨趋势。
尽管面临宏观层面的持续逆风，包括债券收益率飙升、关税升级，以及美国在 2024 年第三和第四季度潜在的滞胀风险，比特币在过去一个月中表现出惊人的韧性。话虽如此，一旦价格成功突破历史高点，可能引发新一轮 FOMO 情绪，将场外观望资金拉入场内，进一步推高币价。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.