ChainCatcher 消息，据 Forbes 报道，比特币多头再添宏观叙事。桥水基金创始人 Ray Dalio 警告，美国 39 万亿美元债务危机可能引发美元长期贬值甚至崩溃，而 JPMorgan 分析师则认为，市场正出现从黄金向比特币轮动的货币贬值交易。
Dalio 表示，美国当前年支出约 7 万亿美元、收入仅约 5 万亿美元，长期财政赤字与债务扩张已接近历史危险区间。他认为，在类似时期，法币往往持续贬值，而黄金则会受益。
与此同时，JPMorgan 分析师 Nikolaos Panigirtzoglou 指出，随着伊朗冲突升级后比特币 ETF 资金流入持续超过黄金 ETF，部分资金正将比特币视为数字黄金与美元贬值对冲工具。
报道提到，自美伊冲突爆发以来，比特币价格已累计上涨约 30%，尽管仍低于 2025 年 12.6 万美元的历史高点。包括 Stanley Druckenmiller、Elon Musk 等知名投资人近期也多次对美元长期储备货币地位表达担忧。
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