K33研究分析師揭示了5月比特幣的最佳策略

K33研究分析師呼籲今年5月的加密戰略發生變化。在最近的一份說明中，分析師Vetle Lunde和David Zimmerman建議比特幣投資者採用“持有並保持”方法

K33 Research analysts are calling for a shift in crypto strategy this May. In a recent note, analysts Vetle Lunde and David Zimmerman advised Bitcoin investors to adopt a “hold and stay” approach, rejecting the legacy financial adage of “sell in May and go away.”

K33研究分析師呼籲今年5月的加密戰略發生變化。在最近的一份說明中，分析師Vetle Lunde和David Zimmerman建議比特幣投資者採用“持有和停留”的方法，拒絕了“五月份出售並消失”的遺產財務格言。

The old saying, used mainly in traditional equities, relates to the historical tendency for markets to perform worse between May and October. However, K33 argues that Bitcoin is breaking away from that pattern—and that 2025 presents a vastly different landscape.

古老的俗話主要用於傳統股票，涉及5月至10月之間市場表現更糟的歷史趨勢。但是，K33認為比特幣正在擺脫這種模式，而2025年則呈現出截然不同的景觀。

Trump-Driven Catalysts Set Crypto Apart This Summer

由特朗普驅動的催化劑將加密貨幣與今年夏天不同

According to the analysts, President Donald Trump’s return to office is altering expectations for all asset classes. While his influence brings volatility, it also introduces a unique set of political and economic catalysts that may support Bitcoin’s outperformance through the summer months.

根據分析師的說法，唐納德·特朗普總統的回歸正在改變對所有資產類別的期望。儘管他的影響力帶來了波動，但它也引入了一套獨特的政治和經濟催化劑，這些催化劑可能會在整個夏季支持比特幣的表現。

“This summer is not like previous ones,” they noted. “Crypto has Trump-era momentum, while equities could face repeated tariff threats.”

他們指出：“這個夏天不像以前的人。” “加密有特朗普時代的勢頭，而股票可能面臨一再的關稅威脅。”

The analysts recognized that summer usually lacks major drivers for markets, but they say 2025 breaks that mold.

分析師認識到，夏天通常缺乏市場的主要驅動力，但他們說2025次突破了這種黴菌。

K33 believes crypto stands to benefit from policy changes, regulatory shifts, and speculative flows, while traditional markets may remain pressured by trade tensions and unpredictable policy moves.

K33認為加密貨幣將從政策變化，監管變化和投機性流量中受益，而傳統市場可能仍會受到貿易緊張局勢和不可預測的政策動作的壓力。

Uncertainty Lingers Despite Optimism

不確定性持續了

Despite the bullish tone, the analysts highlighted one concern: the missed deadline for a report on the U.S. Strategic Bitcoin Reserve, a topic that had sparked speculation. The lack of follow-up has created a small layer of uncertainty in an otherwise optimistic narrative.

儘管看漲語調，但分析師還是強調了一個關注點：關於美國戰略比特幣儲備的報告的錯過的截止日期，這引發了人們的猜測。缺乏後續活動在原本樂觀的敘述中造成了一小部分不確定性。

However, K33 believes investors should disregard traditional seasonal advice and stay put. In their view, Bitcoin is on a divergent path, and “staying in” this May could yield greater returns than stepping aside.

但是，K33認為投資者應該無視傳統的季節性建議並留下來。他們認為，比特幣正處於不同的道路上，而“留在”這可能會帶來比踩到一邊的回報更大的回報。