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觀點:特朗普的比特幣戰略儲備政令不及預期,導致交易員“sell-the-news”

2025-03-07 11:50:28

ChainCatcher 消息,据 The Block 報導,針對市場在特朗普的比特幣戰略儲備政令消息後下跌的情況,Presto Research 研究主管 Peter Chung 表示"BTC 並未表現出拋物線反應,說明市場存在一定數量的'謠言買入,新聞賣出'類型的活動。新聞才剛剛發布一個小時,因此市場在接下來的幾個小時內可能會波動,因為它會消化各種衝突力量。"

LVRG Research 主管 Nick Ruck 指出,交易員們"感到失望",因為比特幣儲備公告"並不像他們希望的那樣樂觀",因為儲備的資金將來自從刑事或民事資產沒收中獲得的比特幣,而不是政府購買的比特幣。這一聲明成為了一個拋售新聞事件,因為預期的差異降低了加密貨幣市場預期的購買壓力。

與此同時,Presto 的 Chung 指出,值得關注的是,美國是否會提到如何以預算中立的方式獲取更多比特幣,以及如何處理非 BTC 資產的更多細節。

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