PANews 3月29日消息,Capital Flows在X平台发文称,美股下跌正在影响比特币及加密板块上市公司(比如Coinbase和Strategy),比特币与传统风险资产流动的趋同性越来越大,但仍处于风险曲线的远端,资本必须从风险较低的资产“向外”流动并进入加密市场才能推动比特币上涨。
如果比特币重新反弹至100,000美元的范围,需要宏观流动性持久变化,而这种变化目前还没有发生,如果宏观流动性无法持续调整,随着隐含波动率溢价的增加,下一次股市下跌可能会将比特币拉低至72,000-75,000美元区间。
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