比推消息， Wintermute 分析师 Jasper De Maere 表示，过去两个月加密资产大幅跑输其他资产类别，或为当前出现相对强势分化的原因之一，他认为数字资产与股票不同且不直接受供应链、能源成本等宏观叙事影响，这在当前市场环境下成为相对优势，股票与加密资产已逐步成为“替代型风险资产”。在不确定性抑制股票资金流入的背景下，部分资本可能正在轮动至数字资产。不过他同时警告这种跑赢表现未必持续，若地缘紧张局势引发能源价格进一步上涨并推高通胀、削弱降息预期，可能对加密市场构成压力，短期内市场仍将维持高波动状态，需等待更清晰的宏观方向。
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