ChainCatcher 消息,在预测市场中 Kevin Warsh 出任下一任美联储主席的概率大幅上升之际,比特币进一步下挫,最低逼近 81,000 美元。
10x Research 创始人 Markus Thielen 指出,市场普遍将 Kevin Warsh 重新获得政策影响力视为比特币的利空因素,原因在于他长期强调货币纪律、更高的实际利率和收紧流动性,其政策框架更倾向于将加密资产视为“宽松货币环境下的投机产物”,而非对冲货币贬值的工具。更高的实际利率意味着在扣除通胀后,融资的真实成本上升,通常会压制包括比特币在内的风险资产需求。此外,多位观察人士认为,偏鹰立场和对通缩风险的低估可能在当年加剧了经济下行压力,若沿用类似思路,可能导致更高失业率、更慢的复苏节奏以及更大的通缩风险。
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