在美国公布美联储优先的通胀指标后,加密货币市场周五依然紧张。
比特币(BTC)价格跌破 85,000 美元,而柴犬币(SHIB)、狗狗币(DOGE)和卡尔达诺(ADA)等热门代币下跌超过 3%。CMC 追踪的所有加密货币的总市值下跌 2.6% 至 2.76 万亿美元。
美国经济分析局的报告显示,美国核心个人消费支出(PCE)指数从1月份的2.7%上升至2月份的2.8%,超过预期中值。按月计算,核心PCE指数从0.3%上升至0.4%。
整体PCE同比上涨2.5%,环比上涨0.3%,表明通胀仍然是美国经济面临的持续挑战,且仍高于美联储2.0%的长期目标。
你可能还喜欢:由于错误押注不断累积,加密货币鲸鱼在特朗普交易中损失超过 1500 万美元
美联储的行动可能会打击 BTC、SHIB、DOGE、ADA 和山寨币的价格
PCE是一个受到密切关注的通胀指标,因为与消费者价格指数不同,它包含了城市和农村地区的数据。
分析师预计,随着唐纳德·特朗普的关税政策出台,CPI 和 PCE 均将走高。他已将钢铁和铝关税上调 25%,本周又对所有进口汽车征收 25% 的关税。
虽然特朗普承诺要抗击通胀,但据报道他承认,他的关税将产生通胀效应。据《华尔街日报》报道,他私下敦促汽车制造商不要涨价,但汽车制造商拒绝涨价,理由是关税导致运营成本增加。
通胀上升可能会对比特币和 SHIB、DOGE 和 ADA 等山寨币产生负面影响。通胀上升可能迫使美联储在更长时间内维持高利率,因为过早降息可能会进一步加剧价格压力。
人们对今天上午的美国经济数据非常感兴趣。2月份个人消费支出核心通胀率(美联储最看重的指标)的上涨幅度尤其如此。市场普遍预测月利率为 0.35%(高于 1 月份的 0.28%),并且…穆罕默德·A·埃尔-埃利安(@elerianm) 2025 年 3 月 28 日
另一个重大的经济风险是经济陷入衰退,正如马克·赞迪所预测的那样。此举将导致美国失业率上升和经济陷入困境。
On the flip side, a recession could help ease inflation, as consumer spending declines. That would likely push the Federal Reserve to cut rates and reintroduce quantitative easing. The U.S. government may also roll out a stimulus package to boost the economy.
Such monetary and fiscal responses would likely be bullish for Bitcoin and altcoins, as lower interest rates and fresh liquidity tend to benefit risk assets.
You might also like:Trumpâs Liberation Day could lift Bitcoin and altcoin prices
比特币的抛售压力急剧下降,暗示 4 月和 5 月将出现一段盘整期。
CryptoQuant 分析师 Axel Adler Jr. 在 4 月 1 日的 X 帖子中指出,主要交易所的每日销售量已从 81,000 比特币 (BTC) 下降到 29,000 BTC。在这种下降之后,该资产可能会进入供应短缺阶段,卖家减少,需求持续,为下一次比特币价格走势奠定基础。
顶级交易所的平均抛售压力已从每天 81K BTC 下降到 29K BTC。欢迎来到不对称需求区域。突破 10 万美元后,市场成功吸收了一波又一波的获利回吐浪潮。卖家已经枯竭,买家似乎对……感到满意pic.twitter.com/mgzrCacMMq— 小阿克塞尔·阿德勒 (@AxelAdlerJr) 2025 年 4 月 1 日
期货交易市场的转变反映了这一趋势。在另一篇文章中,阿德勒指出,空头仓位激增,因为看跌交易者试图在比特币 2 月创下历史新高后获利。然而,这种压力现在正在减弱,交易行为正在发生变化。
通过交易所交易基金,机构投资者现在在比特币价格走势中发挥的作用比零售市场更大。因此,该资产对美联储政策转变和通胀报告等宏观经济事件更为敏感。
与此同时,币安在现货交易中的主导地位也可能预示着看涨趋势。另一位 CryptoQuant 分析师 Joao Wedson 指出,币安的交易量现在是 Coinbase 的八倍,过去的模式表明,当币安在交易量上领先时,比特币的价格往往会飙升。
币安现货交易量的主导地位及其市场影响“该指标再次转为正值,这意味着币安的交易量一直超过其他交易所。上一次出现这种情况是在 2024 年 1 月,当时比特币的交易价格约为 42,000 美元,后来飙升至……pic.twitter.com/X0b5L4ZUdW— CryptoQuant.com (@cryptoquant_com) 2025 年 3 月 31 日
不过,并非所有指标都表明比特币会立即上涨。根据 10x Research 3 月 31 日的分析,不断上升的通胀和新征收的关税可能会影响比特币等风险资产。目前通胀率为 5%,10x Research 分析师认为通胀预期可能会减缓机构资金流入。
他们预测比特币本周可能跌破 80,000 美元,尤其是多种避险催化剂可能会给股市带来压力并蔓延至加密货币市场。
As of press time, Bitcoin is trading at $83,530, with a seven-day range between $81,488 and $88,240. Although short-term risks are mounting, declining selling pressure and point to a stabilizing market, potentially setting the stage for the next move.
Starknet has launched a new feature called Asset Runes, allowing Bitcoin users to gain direct access to tokens like USDC without leaving the Bitcoin network.Â
Announced by Starknet on a May 27 post on X, Asset Runes seeks to expose Bitcoin (BTC) users to stablecoins, Ethereum-based assets, and real-world assets while maintaining all of the features that are unique to Bitcoin.
Because each Asset Rune is backed by full reserves, users can redeem them 1:1. USD Coin (USDC) is currently the first supported asset, and Starknet (STRK), Ethereum (ETH), and Tether (USDT) will be added shortly.
https://twitter.com/starknet/status/1927439802175037460?s=46&t=nznXkss3debX8JIhNzHmzw
The system uses a trust-minimized BitcoinâStarknet bridge and is secured by contributors like Xverse and UTXO Management. By facilitating two-way communication between Bitcoin and Starknet, this bridge removes the need for centralized middlemen and gives Bitcoin owners access to Ethereum-like features such as trading and decentralized finance.
You might also like:Starknet makes history as first L2 to introduce staking on mainnet
This launch is an important step in improving the functionality and adaptability of Bitcoin. Up until this point, Bitcoinâs architecture focused on decentralization and security, but it did not provide access to tokens other than BTC. Asset Runes will address that, enabling users to access the wider crypto economy while remaining on Bitcoin.
Starknetâs expanding engagement with the Bitcoin ecosystem is further enhanced by this launch. On May 14, Starknet announced a partnership with Lombard Finance to onboard LBTC, a leading Bitcoin liquid staking token.
A proof-of-concept known as Broly was also unveiled, which enables the direct triggering of Bitcoin inscriptions from Starknet wallets, thereby creating new use cases for Bitcoin native technology.
Starknet also intends to launch Bitcoin staking in Q3 2025. This will allow users to stake wrapped versions of Bitcoin and earn STRK rewards, opening the door for more DeFi use cases like lending, borrowing, and yield farming.
Read more:Are DeFi and Layer 2 chains squeezing the juice out of Ethereum: Deep dive on the downfall of ETH