BlockBeats 消息，7 月 14 日，10x Research 发布报告表示，美国新增 5 万亿美元债务上限、赤字支出激增及特朗普团队即将发布的加密政策，这三大事件正在迅速交汇。7 月 22 日和 7 月 30 日 FOMC 会议这两大催化剂，或将重新定义比特币在金融体系中的角色。
比特币突破新高，典型的上涨路径由 7 月季节性因素推动，加之市场从卖出看涨期权迅速转向积极买入看涨期权，再叠加一波空头平仓潮，共同助推行情。表面上看，比特币上涨的原因很多——但真正关键的只有一个。
即叙事已经彻底改变：如今，没人再谈论区块链的应用场景或比特币的技术前景。比特币现在被视为一种宏观资产，是对抗无限制赤字支出的对冲工具。
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