比特幣，以太坊和美聯儲降低：紐約市對加密貨幣景觀的看法

考慮到市場情緒和政治影響，分析美聯儲降低對比特幣和以太坊的潛在影響。 “怪物舉動”是出現的，還是波動性是遊戲的名稱？

Bitcoin, Ethereum, and the Fed Rate Cut: A NYC Perspective on the Crypto Landscape

比特幣，以太坊和美聯儲降低：紐約市對加密貨幣景觀的看法

The buzz around Bitcoin, Ethereum, and the potential Fed rate cut is reaching a fever pitch. Will lower rates trigger a crypto surge, or will political turbulence at the Federal Reserve throw a wrench in the works? Let's break it down, NYC style.

比特幣，以太坊和潛在的餵養率降低的嗡嗡聲正在發燒。較低的費率會引發加密貨幣激增，還是在美聯儲的政治動盪中會造成扳手？讓我們將其分解，紐約風格。

The 'Monster Move' Potential

“怪物舉動”潛力

Tom Lee from Fundstrat Global Advisors is calling for a "monster move" in Bitcoin and Ethereum if the Fed cuts rates. His reasoning? Both assets are highly sensitive to liquidity. Lower borrowing costs could inject confidence and fuel those liquidity-driven trades. He's not alone in his optimism. Social data is showing peak bullish sentiment on Bitcoin, reminiscent of last July. But remember, the market often does the opposite of what everyone expects, so buckle up.

Fundstrat Global Advisors的湯姆·李（Tom Lee）呼籲如果美聯儲降低稅率，則呼籲比特幣和以太坊進行“怪物舉動”。他的理由？這兩種資產對流動性高度敏感。較低的借貸成本可以注入信心，並為這些流動性驅動的交易加油。他並不孤單。社交數據顯示比特幣上的看漲情緒，讓人聯想到去年7月。但是請記住，市場經常與每個人的期望相反，因此扣緊。

Ethereum's Edge: More Than Just Speculation

以太坊的邊緣：不僅僅是猜測

While Bitcoin reacts more directly to monetary policy, Ethereum has another ace up its sleeve: adoption. With Wall Street increasingly embracing blockchain and the growth of stablecoins, Ethereum's role extends beyond mere speculation. Some analysts are even comparing its current position to the U.S. financial system in 1971, when innovation took off after the dollar left the gold standard.

儘管比特幣對貨幣政策做出更直接的反應，但以太坊又有另一個王牌：收養。隨著華爾街越來越擁抱區塊鍊和穩定菌的增長，以太坊的角色超出了猜測。一些分析師甚至在1971年將其目前的立場與美國金融體系進行了比較，當時創新在美元離開黃金標准後起飛。

The Political Wildcard at the Fed

美聯儲的政治通配符

Here's where things get interesting. The Trump administration is challenging the independence of the Federal Reserve, seeking to remove Lisa Cook and install Stephen Miran. This political tug-of-war could have serious implications for crypto policy. As Aaron Brogan from Brogan Law puts it, the Fed has significant power over banks, which act as quasi-regulators for the crypto industry. A politicized Fed could rewrite the rules of the game, and nobody knows exactly what that means yet.

這是事情變得有趣的地方。特朗普政府正在挑戰美聯儲的獨立性，試圖刪除麗莎·庫克並安裝史蒂芬·米蘭（Stephen Miran）。這場政治拔河比賽可能會對加密政策產生嚴重影響。正如布羅根法（Brogan Law）所說的亞倫·布羅根（Aaron Brogan）所說，美聯儲對銀行具有重要的權力，銀行充當加密行業的準調節者。政治化的美聯儲可以重寫遊戲的規則，沒有人確切知道這意味著什麼。

Bitcoin Treasury Firms: Are They Losing Their Luster?

比特幣國庫公司：他們是否失去了光澤？

Not all the news is rosy. Some Bitcoin treasury firms are seeing their share prices sag, trading at discounts against their crypto holdings. These firms, which emulate MicroStrategy's strategy of measuring success by Bitcoin per share, are finding it harder to issue common shares to buy more Bitcoin. TD Cowen suggests that some of these struggling firms may even be acquired.

並非所有的消息都是樂觀的。一些比特幣財政部的公司正在看到其股價下垂，與加密貨幣持有的折扣價交易。這些公司模仿了Microstrategy每股比特幣成功的策略，發現很難發行普通股來購買更多比特幣。 TD Cowen建議甚至可以收購其中一些掙扎的公司。

Final Thoughts: Navigating the Crypto Chaos

最終想法：導航加密混亂

So, what's the takeaway? A Fed rate cut could indeed boost Bitcoin and Ethereum, but political uncertainty and shifting market sentiment add layers of complexity. While some Bitcoin treasury firms face challenges, the overall outlook remains cautiously optimistic. As one analyst noted, excitement for MicroStrategy might fade, but it can quickly return with a big rally in Bitcoin.

那麼，收穫是什麼？美聯儲的降低確實可以提高比特幣和以太坊，但是政治不確定性和不斷變化的市場情緒增加了複雜的層面。儘管某些比特幣國庫公司面臨挑戰，但整體前景仍然謹慎樂觀。正如一位分析師所指出的那樣，微觀流通的興奮可能會消失，但是它可以隨著比特幣的重大集會而迅速返回。

In the end, the crypto market is never boring. Stay informed, stay nimble, and remember, even in the face of volatility, there's always opportunity. Keep your eyes peeled, folks!

最後，加密市場永遠不會無聊。保持知情，敏捷，並記住，即使面對波動，也總是有機會。伙計們，睜大眼睛！