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[lastpost] => 2798142 代币化资产或于2026年增至4000亿美元规模，银行与资管机构加速入场（转） 1768697633 sunnyclare001
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川普在一天前还强调不暂停关税，但迅速“食言” 仅对天朝加征125%关税仍执行，对其它国家的关税先暂停90天，仅保留10%的基础关税。* M/ g' R0 w4 ^* P
& r4 _. A3 K3 y+ a这为市场带来积极动力，部分机构下调美国经济衰退预测。
" d! o1 \3 T' ~ P) z8 y然而，即便这10%的基础关税，也已是2024年平均关税的四倍，加之25%的进口汽车及零件关税，对美国通胀压力大。通胀主要由房租、二手车6 t6 p$ e( k0 J- Y8 G f+ H* Q
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和服务业构成，进口车及零件涨价或推高二手车价格，加剧通胀。/ [; h5 p; X: f3 G, u4 W- Q; b" G$ q
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5月的CPI、PCE数据难以反映全面影响，今天消息看维持90天正好到6月结束 实际上大A与币圈美股呈反周期，这两三个月大A应该也是会有个牛' x2 ?# r5 s% R* ~, r
6 L/ C6 b: J' J/ ]2 [' l& f$ w5 R市启动前的黄金坑，美联储纪要显示暂无提前降息意图，仍依赖未来就业与经济数据。# u) B6 W. w" C" Q) o
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今天的买入情绪还是不错的，上次在乌龙事件的时候我们就说过，用户有钱，只是不敢随便的下场，但这次关税暂时缓解，甚至是衰退都有可能 ^/ U8 i+ k' D! a7 w% e1 H
8 O+ W( |# n& G0 V延后，就有部分投资者原因博弈一下。
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0 C# d# I7 |. u& a如果你没吃到比特币这波超8%的快拉，真的没必要自责。 这波行情本来就不在技术图里。 纯粹是懂王一句话，情绪直接点火。% y2 K; Z+ }& D) g B9 r
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从数据上来看市场反弹带来小幅换手上升，BTC主力换手方为短期投资者，而长期筹码仍在观望中。83,000美元附近形成新的筹码密; x, a7 B; s0 F$ p! F+ V. O
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集区形成“筑底”雏形。93,000 - 98,000美元区间的投资者非常稳健，仅有极少量换手，即便BTC回撤到74,000美元也未恐慌，说明该区目8 ?- M% K, e; u
% l0 c# u* O( p6 r前并无强压。4 h4 o2 {6 i8 Z
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