比推消息,Wintermute 发布市场观点称,伊朗地缘政治冲突导致风险资产出现大幅波动。对加密货币而言,周末的下跌消化了第一波地缘政治恐慌,而反弹则源于市场认为比特币已从历史最高点下跌 45%,大部分损失已被市场消化。但能源因素的影响被低估了。持续高企的油价可能会使通胀居高不下,而各国央行原本希望通胀降温,这可能会进一步推迟美国降息。加密货币在这场博弈中处于不利地位。
比推消息,Wintermute 发布市场观点称,伊朗地缘政治冲突导致风险资产出现大幅波动。对加密货币而言,周末的下跌消化了第一波地缘政治恐慌,而反弹则源于市场认为比特币已从历史最高点下跌 45%,大部分损失已被市场消化。但能源因素的影响被低估了。持续高企的油价可能会使通胀居高不下,而各国央行原本希望通胀降温,这可能会进一步推迟美国降息。加密货币在这场博弈中处于不利地位。
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