這是比特幣季節

您知道當今加密貨幣中最大的新聞是什麼：我們有一個新的比特幣ATH。

Olivia Capozzalo and Camila Russo report on the cryptocurrency market trends, highlighting a striking shift in favor of Bitcoin.

Olivia Capozzalo和Camila Russo報導了加密貨幣市場趨勢，突出了人們對比特幣的驚人轉變。

With the U.S. Dollar Index falling below 100 for the first time since 2022 following Moody’s downgrade of America’s sovereign rating, the narrative of the weakest dollar yet is unfolding. This scenario, often envisioned by Bitcoin maximalists, presents an interesting macroeconomic backdrop.

自2022年以來，穆迪（Moody）降級美國的主權評級以來，美元指數首次下跌100以下，最弱的美元的敘述正在展開。比特幣最大化主義者經常設想的這種情況提出了一個有趣的宏觀經濟背景。

As the administration continues to rack up debt, putting pressure on the deficit, the outlook for the dollar remains bleak. This weakness, in turn, could benefit Bitcoin, which maximalists prefer over government-issued currencies due to its limited supply and non-national character.

隨著政府繼續增加債務，給赤字施加壓力，美元的前景仍然黯淡。反過來，這種弱點可能會使比特幣受益，因為它的供應有限和非國家特徵，最大化者比政府發行的貨幣更喜歡這種弱點。

The scenario is unfolding exactly as maximalists have long claimed it would, varying slightly in their predictions. Nevertheless, the core thesis remains the same: in a world of massive unpayable debt and a rapidly depreciating dollar, an asset like Bitcoin, with a capped supply and no ties to a single nation, might be able to step in as a neutral store of value.

這種情況正是最大化主義者長期以來所聲稱的，這種情況在其預測中略有不同。儘管如此，核心論文仍然相同：在一個巨大的不可支付的債務和迅速貶值的美元世界中，像比特幣這樣的資產，供應限制並且與一個國家沒有關係，可能能夠作為價值中立的價值存儲。

However, despite the strong narrative potential, there are some issues. For instance, while the Bitcoin price is often discussed in terms of a rally, it's worth noting that the bulk of the recent price increase occurred during a period of inactivity in the U.S. stock market.

但是，儘管敘事潛力很強，但仍有一些問題。例如，雖然比特幣價格經常通過集會討論，但值得注意的是，最近的價格上漲的大部分發生在美國股票市場不活動期間。

Moreover, with the exception of a brief period in January, the total cryptocurrency market cap has remained below $1 trillion for the past 18 months, even as BTC's market dominance hit 63.2%, the highest since the frothy days of January 2021.

此外，除了一月份的短期階段外，過去18個月的加密貨幣市值仍然低於1萬億美元，即使BTC的市場優勢達到了63.2％，這是自2021年1月以來最高的。

In contrast, Ether (ETH) slipped to just below 9%, rebounding slightly from its dip to as low as 7.1% last month. The "Others" bucket, encompassing everything other than BTC or ETH, decreased to around 27%, a level not seen since March 2021.

相比之下，以太（Eth）（ETH）跌至9％以下，從傾角略低至上個月低至7.1％。 “其他”桶涵蓋了BTC或ETH以外的所有東西，降至27％左右，這是自2021年3月以來未見的水平。

This phase of the cycle, whatever name we choose to give it, is certainly not an alt season; it's BITCOIN SEASON.

該週期的這個階段，無論我們選擇給它什麼名字，當然都不是一個ALT季節。這是比特幣季節。

Here are a few highlights from the past 24 hours:

以下是過去24小時以來的一些亮點：

* The U.S. Dollar Index dropped below 100 for the first time since 2022 on Wednesday.

*自2022年周三以來，美元指數首次下降到100以下。

* The news comes after Moody’s downgraded America’s sovereign rating last week due to concerns that the U.S. debt will continue to climb, putting further pressure on the deficit.

*這一消息是在穆迪上週降級美國主權評級的原因之後，由於擔心美國債務將繼續攀升，這給赤字帶來了進一步的壓力。

* The last time the greenback's measure against six major peers closed below the critical 100 level was in December 2021.

*上一次針對六個主要同行的綠色措施是2021年12月。

Here are more details on the news:

以下是有關新聞的更多詳細信息：

* According to analysts at ING, the U.S. Dollar Index fell to 99.98 in early U.S. trading on Wednesday.

*根據ING的分析師的說法，美元指數在周三早期交易中跌至99.98。

* The index, which tracks the dollar against the euro, British pound, Japanese yen, Swiss franc, Canadian dollar and Swedish krona, has been trading above 100 since November 2021.

*自2021年11月以來，該指數跟踪美元與歐元，英鎊，日元，瑞士法郎，瑞士弗朗克，加拿大美元和瑞典krona的指數自2021年11月以來的交易超過100。

* Last week, Moody’s downgraded America’s sovereign rating by one notch to A1 from Aa3. The rating agency also changed the outlook on the U.S. to negative from stable.

*上週，穆迪從AA3降低了美國的主權評級為A1。評級機構還將美國的前景從馬stable中改變為負面。

* The move came as the administration is expected to continue spending, which will, in turn, pressure the deficit.

*此舉是因為預計政府將繼續支出，這反過來將壓力赤字。

* According to economists polled by Dow Jones, the U.S. economy grew at an annualized rate of 1.8% in the first quarter of 2023.

*據道瓊斯（Dow Jones）投票調查的經濟學家稱，美國經濟在2023年第一季度的年增長率為1.8％。

* Economists also project that the unemployment rate will tick up to 3.7%, while they anticipate a 0.2% rise in the core Consumer Price Index.

*經濟學家還預測，失業率將提高3.7％，而他們預計核心消費者價格指數將會上漲0.2％。

* They also predict that the Federal Reserve will leave interest rates unchanged in the second quarter after the central bank raised the benchmark by 25 basis points at its last meeting in May.

*他們還預測，在中央銀行在5月的上一次會議上提高了基準點25個基點之後，第二季度將使美聯儲的利率保持不變。

The post U.S. Dollar Index Drops Below 100 For First Time Since 2022 appeared first on Benzinga.

自2022年以來首次出現在本辛加（Benzinga）以來，第一屆美元指數首次下跌100次。