美國市場，轉折點：9月17日是比特幣公牛運行的催化劑嗎？

美聯儲的預期利率會在9月17日降低，這會引發比特幣和其他風險資產的新牛階段嗎？分析市場趨勢和投資者行為的潛在轉變。

US Markets, Turning Point: Is September 17 the Catalyst for a Bitcoin Bull Run?

美國市場，轉折點：9月17日是比特幣公牛運行的催化劑嗎？

All eyes are on the US markets. Could September 17 mark a turning point? The Fed's anticipated rate cut might just be the spark that ignites a new Bitcoin bull run. Let's dive into what's brewing.

所有人的目光都集中在美國市場。 9月17日可以標記一個轉折點嗎？美聯儲的預期降低可能只是點燃新比特幣牛的火花。讓我們深入研究什麼。

The September 17th Impetus: Rate Cut on the Horizon

9月17日的動力：降低速率

This Wednesday, September 17, everyone's expecting the US central bank to trim its key interest rate by 25 basis points. The market's already priced it in, but don't dismiss it. With inflation still above target and employment slowing, this move is a big deal. Investors are hanging on every word, trying to figure out if this is just a temporary bump or the start of a whole new game. From Bitcoin to gold to Wall Street, all assets are watching Jerome Powell’s next move.

9月17日，星期三，每個人都期望美國中央銀行將其關鍵利率降低25個基點。市場已經定價，但不要忽略它。隨著通貨膨脹仍然高於目標，就業放緩，這一舉動很重要。投資者都掛在每個單詞上，試圖弄清楚這只是臨時顛簸還是全新遊戲的開始。從比特幣到黃金再到華爾街，所有資產都在觀看杰羅姆·鮑威爾的下一步行動。

Bitcoin's Bullish Case: Echoes of the Past

比特幣的看漲案例：過去的迴聲

According to CryptoQuant analysts, this rate cut isn't just another macro event. It could be a real turning point, setting off structural changes in the crypto market. Think back to March 2020, when the Fed slashed rates. Bitcoin initially tanked with the stock market, but then stablecoin holdings on exchanges surged, driving buying pressure while Bitcoin holdings actually decreased. Investors were pulling their coins for the long haul, and boom – the 2021 bull market was born.

根據CryptoQuant分析師的說法，這種降低的速度不僅僅是另一個宏事件。這可能是一個真正的轉折點，在加密貨幣市場中設置了結構性變化。回想一下2020年3月，即美聯儲削減了費率。比特幣最初以股票市場的速度打動，但隨後在交易所上的Stablecoin持有量飆升，推動了購買壓力，而比特幣持有實際上減少了​​。投資者長期以來一直將硬幣拉開，而Boom - 2021年牛市誕生了。

We saw a similar pattern when the Fed eased up at the end of 2024. Stablecoins flowed into exchanges, Bitcoin holdings dropped, and Bitcoin kept climbing, even with all the macroeconomic craziness. If rate cuts actually happen, history might just repeat itself. Keep an eye on those stablecoin inflows and Bitcoin outflows – they're key signals.

當美聯儲在2024年底緩解時，我們看到了類似的模式。穩定的穩定幣流向交流，比特幣持有量下降，比特幣不斷攀登，即使所有宏觀經濟瘋狂也是如此。如果削減速度實際發生，歷史可能會重複。密切注意那些穩定的流入和比特幣流出 - 它們是關鍵信號。

Mixed Signals and Market Volatility

混合信號和市場波動

The economic indicators are a mixed bag. We've got persistent inflation, a softening job market, and bond yields hinting at economic fragility. The Fed's gotta walk a tightrope, balancing support for the economy with the risk of fueling inflation. Risky assets like Bitcoin and stocks could get a real boost if monetary policy gets more accommodating. But heads up – a disappointing reaction could trigger a quick correction. So, short-term, expect some volatility, but long-term, things are looking pretty good for liquidity.

經濟指標是一個混合的袋子。我們的通貨膨脹率持續，就業市場軟化，債券產生暗示經濟脆弱性。美聯儲一定要走一根繩索，平衡對經濟的支持與加油通貨膨脹的風險。如果貨幣政策變得更加適應，那麼像比特幣和股票這樣的冒險資產可能會真正提高。但是要抬頭 - 令人失望的反應可能會引發快速糾正。因此，短期期待一些波動性，但長期，事情對於流動性看起來不錯。

CoinShares' Bold Move: A US Expansion

Coinshares的大膽舉動：美國擴張

Adding another layer to this potential turning point, CoinShares, a major European player in digital assets, is making a splash in the US. They're merging with Vine Hill Capital Investment Corp. to get listed on the Nasdaq, which could be huge for their growth. With about $10 billion in assets under management, they're already a big deal in Europe, and this move could open up the US market, which represents half of the world's assets under management.

在這個潛在的轉折點上增加了另一層，是數字資產的主要歐洲人Coinshares在美國散發出來。他們正在與Vine Hill Capital Investment Corp.合併，以在納斯達克島上市，這可能對他們的增長很大。由於管理的資產約為100億美元，它們在歐洲已經很重要，這一舉動可以打開美國市場，該市場代表了全球管理的一半資產。

CoinShares is betting big on the US, thanks to a more favorable regulatory environment and growing interest in digital assets. They've got a strong revenue model and are ready to fund growth and acquisitions. Keep an eye on how this plays out – it could significantly impact the digital asset landscape.

由於更有利的監管環境和對數字資產的興趣越來越大，Coinshares在美國賭注大。他們擁有強大的收入模式，並準備資助增長和收購。請密切關注這種情況 - 它可能會嚴重影響數字資產格局。

Final Thoughts: Buckle Up, It Could Be a Wild Ride

最終想法：係好，可能是一個瘋狂的旅程

So, what's the bottom line? September 17 could be a major turning point for the US markets, especially for Bitcoin. The Fed's rate cut, combined with other factors like CoinShares' US expansion, could set the stage for a new bull run. But remember, the market's a fickle beast. Expect some ups and downs along the way. As they say in New York, it's gonna be a wild ride, so buckle up and enjoy the show!

那麼，最重要的是什麼？ 9月17日可能是美國市場的主要轉折點，尤其是比特幣。美聯儲的削減速度加上Coinshares的美國擴張等其他因素，可能為新的公牛奔跑奠定了基礎。但是請記住，市場是善變的野獸。期待一路上一些起伏。正如他們在紐約所說的那樣，這將是一次瘋狂的旅程，所以搭扣並享受演出！