比特幣（BTC）作為對沖金融不穩定的對沖，正在引起重新關注

比特幣在創紀錄的股票市場下滑中保持相對穩定的穩定狀態，這是對金融不穩定的對沖，這使得從標準普爾500指數的500年中擦掉了5萬億美元。

The S&P 500 posted a $5 trillion loss in market capitalization over two days, its largest drop on record, according to an April 5 report by Reuters.

根據路透社4月5日的報告，標準普爾500指數在兩天內虧損了5萬億美元的市值虧損，其記錄下降了最大的下降。

The record sell-off follows US President Donald Trump’s announcement of reciprocal import tariffs on April 2. The measures aim to shrink the country’s estimated trade deficit of $1.2 trillion in goods and boost domestic manufacturing.

在美國總統唐納德·特朗普（Donald Trump）宣佈在4月2日宣布相互進口關稅之後，記錄的拋售是旨在縮小該國估計的貿易赤字1.2萬億美元的商品並促進國內製造業的措施。

S&P 500 record $5.4 trillion loss. Source: Zerohedge

標準普爾500標普500 $ 5.4萬億美元虧損。資料來源：Zerohedge

Bitcoin’s (BTC) dip after the tariff announcement was significantly smaller than traditional markets, bodes well for Bitcoin’s growing maturity as a global asset.

在關稅公告之後，比特幣（BTC）的下降明顯小於傳統市場，這對於比特幣作為全球資產的成熟度增長良好。

“What we’re potentially witnessing is an evolution in Bitcoin’s market positioning,” Marcin Kazmierczak, co-founder and chief operating officer at RedStone blockchain oracle firm, told Cointelegraph.

Redstone Blockchain Oracle公司的聯合創始人兼首席運營官Marcin Kazmierczak告訴Cointelegraph：“我們可能目睹的是比特幣市場定位的發展。”

“Bitcoin’s fixed supply architecture inherently contrasts with fiat currencies that may face inflationary pressure under tariff-driven economic changes,” he added.

他補充說：“比特幣的固定供應體系結構與法定貨幣固有地形成了鮮明的對比，這些法定貨幣可能在關稅驅動的經濟變化下面臨通貨膨脹壓力。”

Related: 70% chance of crypto bottoming before June amid trade fears: Nansen

相關：六月之前的加密貨幣底部觸底的機會70％，在貿易恐懼中：南森

While stocks plummeted, Bitcoin dipped just 3.7% over the same two-day period, trading at around $83,600 on April 5, according to TradingView data.

根據TradingView Data的數據，雖然股票暴跌，但比特幣在同一兩天期間僅下降了3.7％，4月5日的交易約為83,600美元。

BTC/USD, 1-hour chart. Source: Cointelegraph/TradingView

BTC/USD，1小時圖表。資料來源：Cointelegraph/TradingView

Despite the $5 trillion sell-off in traditional markets, “BTC shows its worth, staying above its $82,000 key support level — a sign that structural demand remains intact even amid forced selling and elevated volatility,” Nexo dispatch analyst Iliya Kalchev told Cointelegraph.

儘管在傳統市場中售罄了5萬億美元，但“ BTC表現出其價值，保持在其82,000美元的關鍵支持水平上，這表明結構需求仍然完好無損，即使在強迫銷售和增加的波動性中，” Nexo Dispatch分析師Iliya Kalchev告訴Cointelegraph。

Related: Michael Saylor’s Strategy buys Bitcoin dip with $1.9B purchase

相關：邁克爾·賽勒（Michael Saylor）的策略以$ 1.9B的購買購買比特幣蘸醬

Bitcoin may emerge as ‘digital gold’ amid Trump tariff talks

在特朗普關稅談判中，比特幣可能出現為“數字黃金”

Despite Bitcoin’s decoupling from traditional stocks, its initial plunge in price signals that some investors still see Bitcoin as a risk asset, according to James Wo, the founder and CEO of venture capital firm DFG.

儘管比特幣與傳統股票的脫鉤，但其價格信號的最初投資者仍將比特幣視為風險資產，據Venture Capital Capital公司DFG的創始人兼首席執行官詹姆斯·沃（James Wo）表示。

“With Bitcoin ETFs enabling greater institutional exposure, it is now even more influenced by macroeconomic trends,” Wo told Cointelegraph, adding:

“隨著比特幣ETF能夠更大的機構暴露，現在它更受宏觀經濟趨勢的影響，” Wo告訴Cointelegraph，並補充說：

Despite the current lack of momentum, analysts are confident in Bitcoin’s upside potential for the rest of 2025.

儘管目前缺乏勢頭，但分析師對比特幣在2025年其餘時間的上漲潛力充滿信心。

BTC projected to reach $132,000 based on M2 money supply growth. Source: Jamie Coutts

BTC預計將根據M2貨幣供應增長達到132,000美元。資料來源：Jamie Coutts

The growing money supply could push Bitcoin’s price above $132,000 before the end of 2025, according to estimates from Jamie Coutts, chief crypto analyst at Real Vision.

根據Real Vision的首席加密分析師Jamie Coutts的估計，貨幣供應量的增長可能會在2025年底之前將比特幣的價格提高到132,000美元以上。