周二,美股市场加密货币概念股集体上涨。截至发稿,Bitfarms涨近10%,Hut 8、Riot Platforms涨9%,MARA涨超8%,Coinbase涨超6%,Strategy涨超5%。比特币向上触及90000美元/枚,续创3月7日以来新高,日内涨2.91%。
渣打银行的分析师杰夫•肯德里克表示,如果对美联储独立性的担忧持续下去,比特币可能会升至历史高点。他表示,由于其去中心化的账本,加密货币是对现有金融系统风险的一种对冲。在特朗普因希望降息而暗示他可能会罢免美联储主席鲍威尔之后,美国国债的风险就体现了这一点。肯德里克说,投资者购买长期国债相对于短期国债的收益率溢价大幅上升,这令比特币受益。
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