美國信用等級首次降級 - 比特幣（BTC）價格飆升3.5％

2025年5月17日 - （紐約）穆迪的投資者服務已在歷史上首次降低了美國的信用評級，理由是對全國上升債務的擔憂加劇，並預測，到2035年，利息支付可能會消費30％的政府收入。

Moody's Investors Service has downgraded the United States' credit rating for the first time in history, as reported by The Kobeissi Letter. The downgrade, which was announced on 17th May, 2025, and comes amid escalating concerns over the nation's rising debt.

穆迪的投資者服務已在歷史上首次降低了美國的信用評級，正如Kobeissi Letter所報導的那樣。該降級於2025年5月17日宣布，並在對全國債務上升的擔憂中升級。

According to Moody's projections, interest payments on U.S. debt could reach 30% of government revenues by 2035, setting the stage for a potential crisis in government finances.

根據穆迪的預測，到2035年，美國債務的利息支付可能會達到政府收入的30％，這為政府財政的潛在危機奠定了基礎。

The rating agency's decision to lower the U.S. credit rating to Aaa from Aa1 follows a series of warnings from the International Monetary Fund (IMF) regarding the risks of U.S. debt.

評級機構決定將美國信用評級從AA1降低到AA1的決定，此前是國際貨幣基金組織（IMF）關於美國債務風險的一系列警告。

The news triggered immediate volatility across traditional financial markets, with the S&P 500 falling 1.2% and the Dow Jones Industrial Average dropping 1.5% by the afternoon of 17th May. Cryptocurrency markets, by contrast, saw a surge in activity. Bitcoin (BTC) rose 3.5% to $68,200 by midday, while trading volumes for BTC/USD on Binance spiked by 18% within six hours.

這一消息引發了傳統金融市場的立即波動，標準普爾500指數下跌1.2％，道瓊斯工業平均平均水平下降了1.5％，到5月17日下午。相比之下，加密貨幣市場的活動激增。到中午之前，比特幣（BTC）上漲了3.5％，至68,200美元，而BTC/USD的交易量在六個小時內飆升了18％。

This surge in activity coincided with a 12% increase in the number of Bitcoin addresses holding over 1 BTC, as per Glassnode's on-chain data, suggesting accumulation by high-net-worth investors.

根據GlassNode的鍊鍊數據，這種活動的激增與持有超過1 BTC的比特幣地址的數量增加了12％，這表明高淨值投資者的積累。

The downgrade also coincided with a broader risk-off sentiment in equity markets, as indicated by a 14% spike in the VIX to 22.5. This volatility drove funds into decentralized assets like Bitcoin and Ethereum.

降級還與股票市場中更廣泛的風險情緒相吻合，這在VIX中達到22.5的14％高峰表明。這種波動將資金推向了分散資產，例如比特幣和以太坊。

Bitcoin's price action showed strength, with traders now focused on key resistance at $69,000. If this level is breached, the next target for bulls is $70,000, a mark that has not been touched since November 2022.

比特幣的價格行動顯示出實力，交易員現在專注於關鍵阻力，為69,000美元。如果違反此水平，公牛的下一個目標是70,000美元，這一標記自2022年11月以來一直沒有觸及。

Technical analysis of Bitcoin on the 4-hour chart revealed that the Relative Strength Index (RSI) had climbed to 62, signaling bullish momentum without entering overbought territory. The Moving Average Convergence Divergence (MACD) also indicated a bullish crossover at 2pm EST on 17th May, further reinforcing the potential for further gains.

4小時圖表上比特幣的技術分析表明，相對強度指數（RSI）已爬升至62，這表明了看漲的動力而沒有進入超買領土。移動平均收斂差異（MACD）也表明5月17日下午2點在美國東部時間下午2點進行了看漲，進一步增強了進一步增長的潛力。

Crypto-related equities also reflected this trend, with Coinbase (COIN) shares rising 2.8% to $225.40 by early afternoon.

與加密相關的股票也反映了這一趨勢，到下午，Coinbase（Coin）股價上漲2.8％至225.40美元。

Moreover, Bitcoin-focused ETFs, such as the Bitwise Bitcoin ETF, saw inflows of $15 million by 4pm EST, highlighting growing institutional interest in the cryptocurrency space.

此外，以比特幣為重點的ETF（例如比特幣ETF）在美國東部標準時間下午4點之前的流入1500萬美元，強調了對加密貨幣領域的機構興趣的日益增長。

The downgrade's impact extended beyond cryptocurrencies, with stablecoin demand and dollar-pegged assets likely to see fluctuations as the market adjusts to heightened economic uncertainty. The 10-year US Treasury yield rose 8 basis points to 4.3%, further supporting the case for Bitcoin as a hedge.

降級的影響擴大了，超越了加密貨幣，隨著市場適應增強的經濟不確定性的調整，穩定的需求和美元預資產可能會看到波動。美國10年的美國財政收益率上升了8個基點，達到4.3％，進一步支持比特幣作為對沖的案例。

For traders, this event presents both opportunities and risks. Bitcoin faces key resistance at $69,000, while Ethereum continues to hold support around $3,100.

對於交易者而言，此事件既提出了機會又有風險。比特幣面臨69,000美元的關鍵阻力，而以太坊繼續支撐大約3,100美元。

Institutional flows into crypto assets may accelerate if equity market volatility persists, as evidenced by a 14% spike in the VIX to 22.5 and a 5% rise in Bitcoin's implied volatility on Deribit.

如果股票市場的波動持續存在，機構流入加密資產可能會加速，那麼VIX中有14％的峰值至22.5，而比特幣對Deribit的隱含波動率上升了5％。