BlockBeats 消息，3 月 20 日，QCP 发布每日市场观察称，昨晚的 FOMC 会议为市场带来了期待已久的上涨催化剂，推动比特币价格突破 8.5 万美元，出现大幅上涨。美联储决定从 4 月开始缩减其“量化紧缩”计划。市场将此解读为一种间接降息，强化了人们对美联储最早将于 6 月开始宽松政策的预期。截至撰写本文时，市场预计 2025 年将有三次降息，分别在 6 月、9 月和 12 月。
除了眼前的兴奋情绪外，美联储的基调明显谨慎。政策制定者将经济增长预期下调至 1.7%（减少了 0.4 个百分点），同时将通胀预期上调至 2.8%，表明滞胀风险正在上升。此外，美联储的点阵图显示，与去年 12 月相比，出现了更为鹰派的转变，预计 2025 年不会降息的官员人数增加到四人。
在期权市场方面，市场定位已恢复正常，偏度重新转向看涨期权。这与本周早些时候偏度倾向看跌期权的情况形成鲜明对比。现在的关键考验将在今晚美国市场开盘时到来。
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