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#战略性加仓BTC 美联储又动手了,这次降息25个基点。看起来鲍威尔他们还是有点担心就业那边的情况,毕竟数据在往下走。至于通胀,目标是2%,不过得等到2028年才能看到。
这种政策释放的信号对像比特币这样的资产来说其实挺敏感的。宽松预期一出来,避险和另类资产的吸引力就跟着上来了。市场在消化这份FOMC纪要,有心的交易者应该在看后续的就业数据和通胀走势——这些都会影响下一步的政策节奏。
从链上和现货的交易量来看,这波政策窗口期确实在推高对风险资产的配置需求。感觉接下来的几个月,关注美国经济数据和美联储的态度会比单纯追热点更有意思。