BlockBeats 消息，4 月 23 日，比特币自 3 月初以来首次突破 9 万美元关口，激发了市场对其终于摆脱与美国科技股同涨同跌长期关联的乐观预期。周二，比特币累计上涨 6.77%，周三亚盘初延续涨势，最高触及 93883 美元/枚。美元指数则在周一跌至三年最低点后略有反弹。纳斯达克 100 指数尽管在周一暴跌后大幅反弹，但仍远低于 2 月底至 3 月初的高位。
此前，比特币曾短暂受特朗普关税引发的风险资产抛售潮所拖累，但此后从 4 月 7 日低点反弹超过 20%。这一过程中，比特币的交易表现开始更像黄金这一在关税不确定性动荡下表现突出的资产。
过去一周，特朗普对美联储主席鲍威尔猛烈抨击，指责其降息过慢，加剧了投资者的不安，也强化了“美国例外论”终结的说法。与此同时，市场对“战略比特币储备”计划未来几周有更多细节披露的期待，也是加密资产反弹的重要催化剂之一。
比特币的期货和期权市场也出现了多头需求回暖的迹象。一个明显的信号是，芝商所（CME）的比特币基差——即现货价与期货价的差值——攀升至三个月高点，同时未平仓合约数温和增长。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.