美聯儲的安靜行動可能會激起全球市場，並驅動比特幣和黃金

根據MarketWatch的報告，上週，美國美聯儲在四天內在美國財政部收購了436億美元，公眾關注的關注很少。

Last week, the U.S. Federal Reserve was largely ignored as it bought up $43.6 billion in U.S. Treasurys over four days.

上週，美國美聯儲在四天內在美國財政部購買了436億美元，因此在很大程度上被忽略了。

On May 8 alone, the Fed scooped up $8.8 billion in 30-year bonds.

僅在5月8日，美聯儲以30年的債券獲得了88億美元。

This unannounced return to bond buying has raised questions about whether the Fed is quietly engaging in quantitative easing (QE), despite the lack of official labeling.

這種未經宣布的回歸債券購買引發了人們的質疑，即儘管缺乏官方標籤，但美聯儲是否正在悄悄進行定量寬鬆（QE）。

“This action isn’t routine. It’s almost like the Fed sneaking back to its old QE habits, only without making noise about it,” remarked Ben Olswick, a commodity trader at Trinity Zeristar.

三位一體Zeristar的商品交易員本·奧爾斯維克（Ben Olswick）說：“這一動作不是例行公事。這幾乎就像美聯儲偷偷回到了舊的QE習慣上，而沒有發出噪音。”

The Ripple Effect: Gold, Bitcoin, and Shifting Sentiments

連鎖反應：黃金，比特幣和不斷變化的情感

Financial analysts suggest that these moves aren’t as innocent as they may seem. The Fed claims this bond buying is just reinvestment of maturing bonds, but Alden argues that this still amounts to easing, no matter the semantics.

財務分析師認為，這些舉動並不像看起來那樣無辜。美聯儲聲稱，這種債券的購買只是對成熟債券的重新投資，但奧爾登認為，無論語義是什麼，這仍然是放鬆的。

Gold, the perennial asset for those skeptical of central banks, has responded. Commodity traders have noticed a surge in gold prices since early 2024, driven by rising unease over central banks’ maneuvers. For gold, numbers speak louder than promises of stability.

黃金是對中央銀行持懷疑態度的多年生資產的回應。自2024年初以來，商品交易員注意到黃金價格的上漲，這是由於中央銀行的動作不安而造成的。對於黃金，數字比穩定的承諾要大。

Commodity traders noticed that gold prices shot up since the beginning of 2024, which traders attribute to the rising unease over central banks’ actions.

商品交易員注意到，自2024年初以來，黃金價格上漲了，交易員歸因於中央銀行行動的不安。

Central banks around the world are turning to gold for stability amid the growing instability.

在不斷增長的不穩定中，世界各地的中央銀行都在轉向黃金。

China, always cautious with its massive $784 billion in U.S. Treasurys, is making moves of its own. The country has significantly increased its gold-import quotas, allowing local banks to exchange U.S. dollars for gold.

中國在美國財政部的巨額7840億美元始終謹慎行事。該國大大提高了其黃金IMPORT配額，使當地銀行可以將美元換成黃金。

This shift isn’t just about diversifying reserves—it’s signaling that China is moving away from U.S. bonds, eyeing safer, tangible assets.

這種轉變不僅僅是多樣化的儲備，它的信號表明，中國正在遠離美國債券，目光更安全，有形的資產。

If China even converts a small fraction of its Treasury holdings into gold, it could send shockwaves through global markets, especially as other nations follow suit in the gold rush.

如果中國甚至將其國庫券的一小部分轉換為黃金，它可能會通過全球市場造成衝擊波，尤其是當其他國家在淘金熱中效仿時。

Among these developments, Bitcoin has once again caught the eye of investors. The cryptocurrency has risen steadily, largely due to a combination of factors: its halving event, growing skepticism about fiat currencies, and the broader distrust of central banking systems.

在這些事態發展中，比特幣再次引起了投資者的注意。加密貨幣穩步上升，這在很大程度上是由於因素的組合：其減半事件，對法定貨幣的持懷疑態度以及對中央銀行系統的更廣泛不信任。

Bitcoin has also gained institutional backing, with the U.S. setting up a Bitcoin reserve, further signaling its growing legitimacy.

比特幣還獲得了機構支持，美國建立了比特幣儲備，進一步表明其不斷增長的合法性。

A Quiet Prelude to Greater Shifts in Global Finance

全球金融轉變的安靜前奏

The Federal Reserve’s recent actions could be just the beginning of broader financial changes. The quiet resumption of QE, along with rising gold and Bitcoin prices, signals that the traditional monetary system may be reaching its breaking point.

美聯儲最近的行動可能只是更廣泛的財務變革的開始。量化寬鬆的安靜恢復，以及黃金和比特幣價格上漲，表明傳統的貨幣制度可能正在達到其突破點。

As global central banks make cautious moves behind the scenes, investors in gold, Bitcoin, and Latin American markets could reap the benefits of these shifts.

隨著全球中央銀行在幕後謹慎行動，黃金，比特幣和拉丁美洲市場的投資者可以從這些轉變中獲得好處。