ChainCatcher 消息,彭博情报(Bloomberg Intelligence)高级大宗商品策略师 Mike McGlone 在 Bitcoin Magazine 的访谈中表示,比特币“可以轻松再跌一个零”,即从当前水平回落至 1 万美元。他曾是华尔街少数看多比特币至 10 万美元的分析师之一,如今已转为看空。
McGlone 称,比特币 ETF 的推出实际上标志着这轮交易的结束,比特币已变成一只高 beta、没有独立优势的“股票木偶”,与股市高度联动。他还提到,市场已计入美联储三次加息,这对包括比特币、黄金和铜在内的大宗资产构成逆风。
该访谈还涉及中东能源冲击、美国中期选举、俄罗斯与乌克兰局势及柴油出口、稳定币与 GENIUS 法案、Tether 在香港的布局以及资产代币化等话题。McGlone 表示,美国国债是他接下来的重要交易方向。
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