隨著美國總統特朗普與美聯儲主席鮑威爾(Jerome Powell)之間的矛盾持續升級,加密市場在周末出現明顯反彈。周日晚間,比特幣與主流加密資產集體走高,隱私幣板塊表現尤為突出,市場情緒明顯轉向防禦與對沖邏輯。
數據顯示,截至美國東部時間周日晚間,比特幣回升至92,000美元上方,以太坊同步走強,主要公鏈資產普遍錄得不同程度漲幅。相比之下,隱私幣成為資金追逐的核心方向,Monero與Zcash短時間內出現顯著拉升,反映出市場對金融體系不確定性的重新定價。
行情波動的導火索,來自Powell罕見公開提及美聯儲正面臨政治層面的壓力。他透露,美國司法部正評估其2025年在國會證詞相關問題,並強調美聯儲在利率決策中堅持獨立性,而非迎合行政當局訴求。Powell的任期將於2026年5月結束,而特朗普則多次公開施壓,要求更快、更大幅度降息,雙方在貨幣政策路徑上的分歧不斷擴大。
多位宏觀研究人士指出,比特幣的上漲與Powell表態幾乎同步,黃金價格也在同一時間段明顯走高,顯示資金正在從傳統金融體系中尋找替代性的價值儲存工具。在美聯儲獨立性受到質疑的背景下,美元體系的中性地位成為市場討論焦點,而比特幣與黃金被重新視為對沖政治與制度風險的重要資產。
從結構上看,技術支撐位的有效防守疊加策略性買盤,為比特幣和以太坊提供了短期上行動能。同時,交易員正密切關注潛在的監管進展,包括可能改善市場透明度和流動性的數字資產市場規則,這被視為中期利好因素。
儘管部分分析人士提醒,美國市場在新一周開盤後仍可能因政治不確定性出現劇烈波動,但也有觀點認為,當前宏觀環境依然對加密資產友好。低於預期的就業數據、金價走強以及前期去槓桿化調整,為風險資產提供了緩衝空間。
此外,機構對利率路徑的最新調整同樣值得關注。主流投行已將美聯儲首次降息時間推遲至2026年年中,這意味著金融環境或將在更長時間內維持寬鬆預期。在流動性逐步釋放的過程中,加密資產往往率先受益,市場普遍認為,這可能正在為新一輪中長期行情奠定基礎。
免責聲明:本頁面資訊可能來自第三方,不代表 Gate 的觀點或意見。頁面顯示的內容僅供參考,不構成任何財務、投資或法律建議。Gate 對資訊的準確性、完整性不作保證,對因使用本資訊而產生的任何損失不承擔責任。虛擬資產投資屬高風險行為,價格波動劇烈,您可能損失全部投資本金。請充分了解相關風險,並根據自身財務狀況和風險承受能力謹慎決策。具體內容詳見
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