法拉第未来创始人贾跃亭今日早间通过社交媒体发表对美联储货币政策的最新观点。他认为，鲍威尔日前关于“缩表即将结束”的表态，标志着2025年最具转折意义的宏观政策信号已然显现。
贾跃亭指出，过去两年美联储通过加息与缩表同步推进，实施“价格型与数量型”双重紧缩政策。而今明确释放停止缩表信号，相当于向市场宣告流动性紧缩周期进入尾声。尽管他强调此举不等同于重启量化宽松（QE），但其产生的实际效果颇具相似性——美元供给将从持续收缩转为保持稳定，这对风险资产而言意味着市场环境“由逆风转为顺风”。
基于历史观察，贾跃亭特别提到加密市场对流动性变化的敏锐性。他认为比特币往往在政策实质转向前就已启动行情，其走势堪称全球风险偏好的先行指标。
更值得关注的是，他对鲍威尔强调美元体系“韧性”的表述作出新颖解读。在贾跃亭看来，这番官方表态实则隐含着对稳定币作为美元流通新渠道的默许。当流动性紧缩周期步入尾声与稳定币合规化进程形成共振，他认为这对加密市场的深远影响“不言而喻”。
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