比特幣（BTC）和傳統市場可能有望在美國 - 中國90天關稅協議之後進行集會：分析

美國和中國之間的一項為期90天的關稅協議可能為更廣泛的股票和加密貨幣市場奠定了基礎

A 90-day agreement by the US and China to reduce their tariffs may set the stage for a broader recovery of stock and cryptocurrency markets, as investors also anticipate a potential tax relief package.

美國和中國達成的為期90天的協議降低關稅可能會為更廣泛的股票和加密貨幣市場恢復奠定基礎，因為投資者還預計潛在的稅收減免方案。

The White House announced on May 12 that the two countries will decrease their respective tariffs to 10% for an initial 90-day period beginning May 14 — a 24% cut from current levels.

白宮於5月12日宣布，兩國將從5月14日開始的最初90天期間將各自的關稅降低到10％，從目前的水平降低了24％。

Speaking at a news conference in Geneva on May 12, US Treasury Secretary Scott Bessent said both governments are aligned on avoiding further economic decoupling.

美國財政部長斯科特·貝森特（Scott Bessent）在日內瓦舉行的新聞發布會上說，這兩個政府都在避免進一步的經濟脫鉤方面保持一致。

“The consensus from both delegations is neither side wants to be decoupled,” Bessent said. “What has occurred with these very high tariffs was an equivalent of an embargo, and neither side wants that. We do want trade. We want more balance in trade.”

Bessent說：“兩個代表團的共識都不願意解耦。” “這些非常高的關稅發生的事情相當於禁運，雙方都想要。我們確實想要貿易。我們希望在貿易上取得更多平衡。”

Both nations will keep their tariffs at 10% for the next 90 days, after which they plan to engage in another round of negotiations to strike a broader trade deal. The two economic superpowers will also cooperate on new areas of economic partnership, according to a joint statement from the US and China.

在接下來的90天內，兩國將使關稅保持10％，之後他們計劃進行另一輪談判以達成更廣泛的貿易協議。根據美國和中國的聯合聲明，這兩個經濟超級大國也將在經濟夥伴關係的新領域合作。

Pointing to the constructive tone of the negotiations, and the 90-day suspension of additional tariffs, Aurelie Barther, principal research analyst at crypto intelligence platform Nansen, said this removes the risk of “sudden re-escalation.” This may help altcoins and traditional stock markets follow Bitcoin’s (BTC) price recovery.

Crypto Intelligence平台Nansen的首席研究分析師Aurelie Barther指出了談判的建設性基調，以及額外關稅的90天暫停，說這消除了“突然重新提升的風險”。這可能有助於Altcoins和傳統股票市場跟隨比特幣（BTC）的價格回收。

“Bitcoin is already trading very close to its all-time high,” Barther told Cointelegraph. “But with the latest easing in trade tensions, it now appears that altcoins, US equities, and the US Dollar Index (DXY) are well-positioned for a catch-up rally.”

Barther告訴Cointelegraph：“比特幣已經非常接近其歷史最高水平。” “但是，隨著貿易緊張局勢的最新緩解，現在看來Altcoins，美國股票和美元指數（DXY）井井有條，以進行追趕集。”

She noted that Bitcoin has outperformed other major risk assets in recent months due to its insulation from tariff-related risks.

她指出，由於與關稅相關的風險隔離，比特幣在近幾個月中勝過其他主要風險資產。

“I would also expect the dollar to perform strongly against prior 'safe-haven' currencies like the euro, Swiss franc and Japanese yen, reflecting the improved global risk sentiment.”

“我還希望這筆美元能夠與先前的'避風港'貨幣（如歐元，瑞士法郎和日元）進行強勁表現，這反映了全球風險情緒的改善。”

Nansen previously predicted a 70% chance for crypto and stocks to find their bottom by June, with their price recovery depending on the outcome of trade negotiations.

Nansen此前曾預測，加密貨幣和股票在6月的最低點上有70％的機會，取決於貿易談判的結果。

Tax relief could amplify rally

稅收減免可以擴大集會

Bitcoin is currently 4.8% away from recapruring its all-time high of over $109,800, reached in January 2025, according to CoinMarketCap data.

根據CoinMarketCap的數據，比特幣目前距離其歷史最高額為109,800美元，距離其有史以來高度超過109,800美元。

“There is potential for risk assets to move beyond the January peak levels if we see a generous tax cut package materialize,” Barther added.

Barther補充說：“如果我們看到慷慨的減稅套餐實現，風險資產可能會超出一月份的峰值水平。”

She noted that Bessent hinted such a package could be unveiled by mid-July, which would act as a “significant additional catalyst” for the markets.

她指出，Bessent暗示了這樣的包裹可以在7月中旬宣布，這將是市場的“重要額外催化劑”。

The constructive trade negotiations, paired with emerging technical chart patterns, have spurred analyst calls for a Bitcoin rally to $150,000, depending on the outcome of an emerging bull flag pattern on the weekly chart.

建設性的貿易談判與新興的技術圖表模式相結合，促使分析師要求比特幣集會至150,000美元，具體取決於每週圖表上新興的牛旗模式的結果。