Odaily星球日报讯 Bitfinex 发布报告指出，尽管 BTC/S&P 500 比率飙升至历史高点的 5%以内，表明相对强势，但市场现在已经出现抛售。股市正在严重超卖，短期的反弹可能会在中期内压缩这一价差。然而，短期融资和未平仓合约趋势也表明 BTC 即将出现波动。尽管如此，从结构上看，似乎正在为第二季度后期的出色表现奠定基础。随着宏观波动降温、ETF 资金流入恢复以及主权叙事重新出现，比特币可能会进一步与股票脱钩，并重新夺回全球风险资产的领导地位。
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