比特幣（BTC）為美國經濟數據做好準備：看點

由於美國日曆上安排了各種重要的宏觀經濟事件，比特幣（BTC）將面臨重要的一周。這些數據發布對加密貨幣市場的影響在經歷了 2023 年下半年影響力減弱的時期後，已經重新變得重要。

Several key macroeconomic events are lined up on the US calendar this week, which could have a significant impact on Bitcoin (BTC) and the broader crypto market.

本周美國日曆上將出現幾個關鍵的宏觀經濟事件，這可能會對比特幣（BTC）和更廣泛的加密市場產生重大影響。

After a period of diminishing influence in the second half of 2023, the impact of these data releases on the crypto market has regained importance.

在經歷了 2023 年下半年影響力減弱的一段時期後，這些數據發布對加密貨幣市場的影響重新變得重要。

Crypto traders and investors should prepare for potential volatility as the week starts.

加密貨幣交易者和投資者應在本週開始時為潛在的波動做好準備。

Here’s a closer look at the events to watch:

以下是值得關注的事件的詳細介紹：

1. Trumps Interview With Musk

1. 川普對馬斯克的採訪

On Monday evening, August 12, former US President Donald Trump will engage in an interview with Elon Musk via X spaces at 8 p.m. ET.

8 月 12 日星期一晚上，美國前總統唐納德·川普 (Donald Trump) 將於美國東部時間晚上 8 點透過 X Spaces 接受 Elon Musk 的採訪。

The interview is expected to be unscripted and open to all topics, with Musk inviting everyone to submit questions they would like to see discussed.

此次採訪預計將是無腳本的，並且對所有主題開放，馬斯克邀請每個人提交他們希望討論的問題。

Musk is pro-Trump, with reports that the CEO of X created a Super PAC focused on supporting candidates who favor a meritocracy and personal freedom.

馬斯克是川普的支持者，有報導稱，X 的執行長創建了一個超級政治行動委員會，重點支持支持精英管理和個人自由的候選人。

“Am going to do some system scaling tests tonight & tomorrow in advance of the conversation with Donald Trump,” Musk said on Sunday.

「在與唐納德·川普對話之前，今晚和明天我將進行一些系統擴展測試，」馬斯克週日表示。

This comment is made given the platform’s spotty performance last year during an interview with Florida Governor Ron DeSantis.

這項評論是鑑於該平台去年在接受佛羅裡達州州長羅恩·德桑蒂斯採訪時表現參差不齊而做出的。

Indeed, this interview could have implications for Bitcoin and crypto after Trump’s bullish assertions during the Nashville conference.

事實上，在川普在納許維爾會議期間發表看漲言論後，這次採訪可能會對比特幣和加密貨幣產生影響。

Both Trump and Musk are pro-crypto, which means the subject will likely spring up in the interview.

川普和馬斯克都是加密貨幣支持者，這意味著這個主題很可能會在訪談中出現。

2. Core PPI (Wholesale Inflation)

2.核心PPI（批發通膨）

On Tuesday, the US Bureau of Labor Statistics (BLS) will report July’s Core Producer Price Index (PPI).

週二，美國勞工統計局 (BLS) 將公佈 7 月核心生產者物價指數 (PPI)。

This data determines price increases at the producer level and influences financial markets by measuring inflation at the wholesale level.

這些數據決定了生產者層面的價格上漲，並透過衡量批發層面的通膨來影響金融市場。

Specifically, increases in PPI indicate increases in production costs. These increases could lead to growing energy and hardware costs requisite for mining and processing cryptocurrencies.

具體來說，PPI的上升表明生產成本的上升。這些增加可能會導致採礦和處理加密貨幣所需的能源和硬體成本不斷增加。

A higher core PPI on August 13 could negatively affect Bitcoin and crypto.

8 月 13 日較高的核心 PPI 可能會對比特幣和加密貨幣產生負面影響。

Economists forecast a 2.2% year-over-year increase, four-tenths of a percentage point less than in June.

經濟學家預測年增 2.2%，比 6 月下降了十分之四個百分點。

The core PPI, which excludes volatile food and energy prices, is seen rising 2.7%, compared with 3% previously.

在排除波動較大的食品和能源價格後，核心 PPI 預計將上漲 2.7%，而先前為 3%。

3. US CPI

3. 美國消費者物價指數

The BLS is also scheduled to release the July Consumer Price Index (CPI) this week.

美國勞工統計局也計劃於本週發布 7 月消費者物價指數 (CPI)。

This data measures the price increases in consumer goods and services.

此數據衡量消費品和服務的價格上漲。

While the consensus call is for the CPI to increase 2.9% year over year, the core CPI is expected to rise by 3.2%, with both estimates being one-tenth of a percentage point less than the June figures.

雖然市場普遍認為 CPI 年增 2.9%，但核心 CPI 預計將上漲 3.2%，兩項預測均較 6 月數據低十分之一個百分點。

An increase in the CPI may decrease consumers’ purchasing power. This could negatively affect Bitcoin and crypto markets because consumers may tend to spend less when purchasing power decreases.

CPI的上升可能會降低消費者的購買力。這可能會對比特幣和加密貨幣市場產生負面影響，因為當購買力下降時，消費者可能會傾向於減少支出。

From another perspective, the decreased purchasing power of fiat currencies could lead to more people turning to alternative assets like crypto.

從另一個角度來看，法定貨幣購買力的下降可能會導致更多的人轉向加密貨幣等替代資產。

Here, they see it as a means to protect their wealth from inflation.

在這裡，他們將其視為保護財富免受通貨膨脹影響的一種手段。

In this scenario, an increase in inflation, as indicated by the CPI, would potentially drive up the demand for Bitcoin and crypto in general, ultimately driving up their prices.

在這種情況下，消費者物價指數（CPI）所顯示的通膨上升可能會推高對比特幣和加密貨幣的整體需求，最終推高其價格。

4. Initial Jobs Claims

4. 最初的工作要求

The Census Bureau will report on the US jobs claims on Thursday, detailing July’s retail and food services sales data.

人口普查局將於週四公佈美國初請就業人數，詳細介紹 7 月的零售和食品服務銷售數據。

Economists predict a 0.3% month-over-month increase relative to a flat reading in June.

經濟學家預測，與 6 月持平的數據相比，季增 0.3%。

Retail sales could gain 0.1% minus the sale of autos, which is three-tenths of a percentage point less than previously.

扣除汽車銷售後，零售額可能成長 0.1%，比之前下降了十分之三個百分點。

Amid recession fears that have kept investors spooked recently, the market hopes to see continued resilience in consumer spending.

最近，由於對經濟衰退的擔憂讓投資者感到不安，市場希望看到消費者支出持續保持彈性。

“Bitcoin and Ethereum tend to underperform during periods that resemble or approach a recession in the United States.

「在美國類似或接近經濟衰退的時期，比特幣和以太坊往往表現不佳。

Additionally, investors are reducing their positions as prices have fallen below the average entry point for ETF investors, which is approximately $60,000,” Markus Thielen, Founder and CEO at 10x Research, recently told BeInCrypto.

此外，由於價格已跌破 ETF 投資者的平均入場點（約 60,000 美元），投資者正在減少頭寸。

5. Consumer Sentiment Survey

5. 消費者信心調查

Finally, markets will brace for the University of Michigan’s August consumer Sentiment survey, which will be released on Friday.

最後，市場將為週五公佈的密西根大學八月消費者信心調查做好準備。

This data reflects the gap between the US economy’s continued strength and how households feel about their financial situation.

該數據反映了美國經濟的持續強勁與家庭對其財務狀況的感受之間的差距。

In July, consumers’ expectations of the year ahead inflation was 2.9%, which signified a near a 3-and-a-half-year low.

7月份，消費者對未來一年通膨的預期為2.9%，接近三年半低點。

Expectations for the August 16 release are for a 67.5 reading, about one point higher than previously.

8 月 16 日發布的預期值為 67.5，比之前高出約 1 個百分點。

Noteworthy, consumer sentiment is much more sensitive to inflation, while consumer confidence is more sensitive to the labor market.

值得注意的是，消費者情緒對通膨較為敏感，而消費者信心對勞動市場較為敏感。

If the data shows consumers still struggle with inflation and high interest rates while worrying more about their jobs, crypto could react differently.

如果數據顯示消費者仍在與通貨膨脹和高利率作鬥爭，同時更擔心自己的工作，那麼加密貨幣可能會做出不同的反應。