分析師告訴市場“系扣”，比特幣近距離記錄很高

它的價格飆升與對美國通貨膨脹的新擔憂有關，其中關鍵進口到該國的關稅重新討論。

The price of Bitcoin (BTC) rose to as high as $107,000 on Sunday before consolidating to its current price over the following day.

比特幣（BTC）的價格在周日上漲高達107,000美元，然後在第二天鞏固其目前的價格。

The cryptocurrency’s price surged as analysts warned that several macroeconomic trends could continue to propel BTC in the second half of 2024.

分析師警告說，加密貨幣的價格激增，幾種宏觀經濟趨勢可能會繼續推動BTC在2024年下半年。

Among these trends are renewed fears of inflation in the US, with tariffs on key imports into the country coming back into discussion.

這些趨勢包括對美國的通貨膨脹的新擔憂，其中關鍵進口到該國的關稅重新討論。

The Senate is also expected to discuss a landmark cryptocurrency draft bill this week, which would create the first-ever US regulatory framework for stablecoins.

預計參議院還將討論本週具有里程碑意義的加密貨幣法案草案，該法案將為Stablecoins創建有史以來第一個美國監管框架。

These are cryptocurrencies pegged to the USD, such as Tether and the USD Coin (USDC), which offer a more stable alternative to volatile cryptocurrencies like Bitcoin.

這些是固定在USD的加密貨幣，例如Tether和USD Coin（USDC），它們為比特幣等揮發性加密貨幣提供了更穩定的替代品。

It is unclear if the bill has a majority support in the US House, but experts believe it represents a breakthrough in talks over cryptocurrency legislation.

目前尚不清楚該法案在美國眾議院是否有多數支持，但專家認為這代表了對加密貨幣立法的談判的突破。

The bill needs to pass a 60-vote threshold, and many Democrats said they need to review the revised text before making any commitments.

該法案需要通過60票的門檻，許多民主黨人說，他們需要在做出任何承諾之前審查修訂文本。

It is however, already facing opposition from several Democrats, including Senator Elizabeth Warren, who raised concerns that the draft bill “does not include any provision to prevent Trump and the Trump family from raking in enormous amounts of money from their corrupt cryptocurrency schemes”.

然而，已經面對包括幾位民主黨人的反對派，包括參議員伊麗莎白·沃倫（Elizabeth Warren），他們擔心法案草案“不包括防止特朗普和特朗普家族從其腐敗的加密貨幣計劃中賺取巨額資金的任何規定”。

Ms Warren’s Banking Committee staff also circulated another memo on Thursday, warning that “many of the new changes are fig leaves for significant flaws that jeopardise consumer protection and national security”.

沃倫（Warren）女士的銀行委員會工作人員還在周四發行了另一份備忘錄，警告說：“許多新的變化都是無花果葉子，因為它造成了危害消費者保護和國家安全的重大缺陷”。

Amid these observations, Bitcoin rose to as high as $107,000 on Sunday before it consolidated to its current price over the following day.

在這些觀察結果中，比特幣在周日上漲至107,000美元，然後在第二天合併至當前價格。

Corporate demand for Bitcoin seems to be on the rise.

公司對比特幣的需求似乎正在上升。

JPMorgan analysts flipped from gold to bitcoin, predicting that the cryptocurrency’s price could outperform gold for the rest of the year.

摩根大通分析師從黃金變成比特幣，預測加密貨幣的價格在今年剩餘時間裡的表現可能會勝過黃金。

Strategy, the largest corporate Bitcoin holder with a total holding of 568,840 BTC, announced last week that it acquired an additional 13,390 BTC for approximately $1.3bn.

戰略是最大的公司比特幣持有人，總持有568,840 BTC，上周宣布，它以約13億美元的價格收購了13,390 BTC。

I truly understood Bitcoin in 2011-2012 and in all these years, the bull case for it has never been stronger. Banks can now custody and offer BTC to their customers, sovereign states and corporations are competing to buy, utility phase of TCP/IP for money is taking off. Buckle up

我真正了解了2011 - 2012年的比特幣，這些年來，牛案的案例從未如此強大。銀行現在可以拘留並向其客戶提供BTC，主權國家和公司正在競爭購買，TCP/IP的公用事業階段正在騰飛。係好

Several other companies have adopted Bitcoin or announced plans to acquire it as a strategic reserve asset.

其他幾家公司已經採用比特幣或宣布將其作為戰略儲備資產的計劃。

“I truly understood bitcoin in 2011-2012 and in all these years, the bull case for it has never been stronger,” former president of Paypal, David Marcus, recently posted on X, urging people to “buckle up”.

貝寶前總裁戴維·馬庫斯（David Marcus）最近在X上發布，敦促人們“扣緊”。

Global economic trends also appear to have contributed to Bitcoin’s rally.

全球經濟趨勢似乎也導致了比特幣的集會。

Even though the US Federal Reserve has kept the interest rate unchanged at about 4.25 per cent to 4.50 per cent, inflation still remains a concern as new trade policies take effect.

即使美國美聯儲將利率保持不變約4.25％至4.50％，但隨著新的貿易政策生效，通貨膨脹仍然是一個關注點。

Announcing product price rises this month following the roll out of president Trump’s tarrifs, Walmart CFO John David Rainey said: “The magnitude and speed at which these prices are coming to us is somewhat unprecedented in history.”

沃爾瑪CFO約翰·戴維·雷尼（John David Rainey）在推出特朗普總統的塔里夫斯（Tarrifs）之後，本月宣布產品價格上漲時說：“這些價格出現在我們歷史上的幅度和速度在某種程度上是前所未有的。”

These changes could further reinforce Bitcoin’s appeal among investors as an inflation hedge, experts say.

專家說，這些變化可能會進一步加強投資者在通貨膨脹對沖的投資者中的吸引力。