Odaily星球日报讯 Bitwise 研究主管 Jeff Park 发表分析称，战略比特币储备（SBR）计划未能为比特币全球采用提供清晰路径，市场信心受挫，导致比特币大幅回调。 他指出，当前全球市场对长期利率上升的预期增强，加密市场与美股同步承压。特朗普在 WH Crypto Summit 上的言论也加剧了市场波动，TSLA 股价已较历史高点回落超 50%，进一步放大市场避险情绪。 不过，Park 认为，全球流动性最终将恢复，比特币仍是市场中最具弹性的资产之一。他强调，比特币 ETF 使得传统金融市场首次能够在受限供给资产上进行受监管的长期押注，未来或将加剧市场波动，但也可能为 BTC 带来新的增长动力。
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