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VanEck:對財政主導的擔憂正推動比特幣上漲

2026-08-21 22:06:52

ChainCatcher 消息,Bitcoin News 在 X 平台發文表示,VanEck 的 Matt Seigel 表示,美國財政部正越來越多地透過短期國庫券為美國債務融資,目前短期國庫券占可交易債務的 23%,高於財政部借款諮詢委員會建議的 15% 至 20% 區間。

他表示,這使維持高利率的成本越來越高,並對美元構成壓力。VanEck 稱,過去 15 年間,比特幣與美元之間唯一持續存在的相關性是負相關。該機構認為,這一動態最終指向更低的實際利率、結構性走弱的美元,以及比特幣作為對沖工具的更強支撐。

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