QCP Capital:市场的快速回升体现出强烈看涨情绪,短期存在宏观风险但仍然看涨

Blockbeats
04 Dec 2024

BlockBeats 消息,12 月 4 日,QCP Capital 在官方频道发文表示,特朗普于 11 月宣布了一项取消美国公司发行的加密货币资本利得税的提案。这点燃了山寨币市场的疯狂狂热,并一直持续到今天。同时,对加密货币友好内阁的期待更是对市场来了一次火上浇油。虽然昨日韩国的相关事件导致 BTC 交易价格一度跌至 93500 的低点,但主流加密和山寨币随后的反弹只能说明市场目前有多看涨。

QCP Capital 认为,目前其确实看到短期内存在一些宏观风险。对通胀再次抬头的担忧导致市场将美国降息预期削减至 2025 年仅 3 次。特朗普对中国、墨西哥、加拿大和金砖国家的地缘政治风险也存在。但尽管存在风险,其认为加密货币市场仍有望走高。特朗普团队很可能会制定加密货币友好政策,吸引更多机构兴趣。BTC 突破 10 万是可能的,而 ETH 突破 ATH 看起来更像是现实,而不是梦想。尊重暴涨。

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