由於降息前景，比特幣兩天內再次突破10萬美元

比特幣是一種具有代表性的流動性敏感資產，受利率影響較大。緊急戒嚴危機後，脫歐之勢

Bitcoin rose above $100,000 again on Thursday, helped by hopes of a rate cut, while the trend of shifting funds to stablecoins is also gathering pace in the domestic cryptocurrency market.

在降息希望的推動下，比特幣週四再次突破 10 萬美元，而國內加密貨幣市場資金轉向穩定幣的趨勢也正在加速。

Bitcoin was trading at $10,618 on the world's largest exchange Binance at 3 p.m. on the 12th. Bitcoin, which fell to the $94,000 line on the 9th, rose above $100,000 again in two days.

12 日下午 3 點，全球最大交易所幣安上比特幣交易價格為 10,618 美元。 9日跌至9.4萬美元一線的比特幣，兩天內再次升至10萬美元以上。

This is because expectations for a rate cut have grown as the U.S. consumer price index (CPI) for November met forecasts. The U.S. stock market and risky assets such as Bitcoin all rose at once.

這是因為隨著美國 11 月消費者物價指數 (CPI) 達到預期，降息預期有所增強。美國股市和比特幣等風險資產一下子全部上漲。

Recently, funds are pouring into the virtual asset market. According to DeFiLlama, a virtual asset analysis company, the market capitalization of stablecoins reached a new all-time high of $201.8 billion on the same day. This is a 54.75% increase from the $130.4 billion recorded earlier this year.

近期，資金湧入虛擬資產市場。根據虛擬資產分析公司 DeFiLlama 的數據，當天穩定幣市值創下 2,018 億美元的歷史新高。這比今年稍早記錄的 1,304 億美元成長了 54.75%。

Bitcoin Spot Exchange Traded Fund (ETF) is also leading the rise of the virtual asset market. A net inflow of $223.1 million was made to 11 Bitcoin spot ETFs listed on the U.S. stock market on the 11th (local time). ETFs have recorded net inflows for 10 consecutive trading days.

比特幣現貨交易所交易基金（ETF）也引領虛擬資產市場的崛起。 11日（當地時間）美國股市上市的11檔比特幣現貨ETF淨流入2.231億美元。 ETF已連續10個交易日錄得淨流入。

On the other hand, demand for de-Korea is increasing in the domestic coin market. The transaction value of stablecoins on the domestic coin exchange has already exceeded 11 trillion won this month.

另一方面，國內錢幣市場對脫韓的需求不斷增加。本月國內幣幣交易所穩定幣交易額已突破11兆韓元。

Stablecoins are coins with a fixed price of $1 each. With this trend, it is expected to easily exceed the 16.17 trillion won recorded last month by the end of this month.

穩定幣是每枚固定價格 1 美元的硬幣。照此趨勢，預計到本月底將輕鬆超過上月記錄的16.17兆韓元。

In particular, stablecoin transactions increased significantly before and after the emergency martial law crisis on the 3rd. The week before the martial law incident was traded at an average of 728.4 billion won per day, but since then, it has traded at an average of 1.222 trillion won per day.

尤其是3日緊急戒嚴危機前後，穩定幣交易量大幅增加。戒嚴事件發生前一周，平均每天交易額為7,284億韓元，但此後，平均每天交易額為1.222兆韓元。

It is interpreted that the demand to use overseas exchanges that can be traded regardless of the unstable domestic political situation has increased. In addition, as domestic coin exchanges have recently increased their number of new listings, the demand for stablecoins seems to have surged as more investors seek arbitrage transactions with overseas exchanges.

據解讀，無論國內政局不穩定，使用可以進行交易的海外交易所的需求增加。此外，隨著近期國內代幣交易所新增上市數量的增加，隨著越來越多的投資者尋求與海外交易所進行套利交易，對穩定幣的需求似乎激增。