ChainCatcher 消息，Bitget 举办主题为“抓住 Q4 脉搏：从宏观趋势到实盘策略”的 VIP 分享会。在本次分享中，Bitget 研究院代表 Aaron 指出，当前市场的基础利率仍维持在 3.75%-4% 区间，美联储正处于降息路径的关键交叉点。12 月份停止缩表并若进一步落地救济金政策，将成为推动宏观流动性的重要变量。此外，近期市场整体成交量显著回落，而过去三个月稳定币市值快速增长，反映出加密资产供需关系出现错配，或预示着市场即将迎来阶段性抄底机会。
嘉宾“比特币子棋”认为，Q4 的宏观走势主要取决于美联储是否继续降息，目前判断仍存在不确定性。Q4 大方向仍以震荡探底为主，匿名板块与具备 ETF 催化的资产更具机会；大部分主流资产将随 BTC 走势波动，山寨币机会有限。
嘉宾“铁柱哥在 CRYPTO”则指出，流动性依然是影响加密市场的核心因素。目前处于数据真空期，资金收缩与宏观趋势未定成为市场疲弱的主要原因。他认为，下一轮反弹将来自宏观预期出现拐点。在此阶段，更适合采取以安全边际为优先的策略，稳中求进。
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.