中期選舉炒作炒作將比特幣（BTC）送回97,000美元以上

到美國中期選舉的塵埃落定時，比特幣（BTC）已經反彈了97,000美元

SINGAPORE, May 8, 2025 /CNW / -- is a flagship market insights column created by HTX, exploring global macro trends, key economic indicators, and major developments across the crypto industry. In a world brimming with volatility, HTX DeepThink aims to help readers "Find Order in Chaos."

新加坡，2025年5月8日 / cnw / - 是由HTX創建的旗艦市場見解列，探索了全球宏觀趨勢，主要的經濟指標以及整個加密貨幣行業的主要發展。在一個充滿波動的世界中，HTX DeepThink旨在幫助讀者“在混亂中找到秩序”。

This week: What does Trump's emerging token plan mean for crypto markets? Why is the Fed holding rates steady? Behind Bitcoin's rebound, are hidden risks lurking? Chloe (@ChloeTalk1) from HTX Research breaks it all down.

本週：特朗普的新興代幣計劃對加密貨幣市場意味著什麼？美聯儲的持有利率為什麼穩定？在比特幣的反彈背後，隱藏的風險潛伏了嗎？來自HTX研究的Chloe（@chloetalk1）將其全部崩潰。

Trump Media Group's Utility Token: A Potential Shift in U.S. Equity Tokenization

特朗普媒體集團的公用事業令牌：美國股權令牌的潛在轉變

On April 30, Trump Media & Technology Group announced it would collaborate with the Truth digital wallet to launch a new utility token called DJT. Initially, DJT will facilitate payments for the Truth+ subscription service, with plans to expand its utility across the Truth ecosystem.

4月30日，特朗普媒體和技術集團宣布將與真相數字錢包合作，推出一個名為DJT的新實用程序令牌。最初，DJT將促進對真相+訂閱服務的付款，併計劃在真相生態系統中擴展其實用性。

It's the first time a publicly listed U.S. media company is launching a utility token tied to a real-world product ecosystem, signifying a historic convergence between traditional equities and on-chain asset formats. Although the team has yet to announce a release date, blockchain platform, or tokenomics, the rollout appears to follow Trump's classic strategy: hype first, details later.

這是一家公開列出的美國媒體公司首次推出與現實世界生態系統相關的公用事業令牌，這意味著傳統股票與鏈上資產格式之間的歷史性融合。儘管該團隊尚未宣布發布日期，區塊鏈平台或代幣學，但推出似乎遵循特朗普的經典策略：首先炒作，稍後的細節。

DJT is hitting the market at just the right moment as memecoin mania is cooling and narratives are shifting toward utility and payment integration. Similar to HTX's recent listing of WLFI's USD1, demand for "practical crypto assets" is surging. DJT combines powerful political branding with real ecosystem support, offering long-term value potential far beyond that of short-lived meme-driven tokens.

隨著Memecoin Mania的冷卻，DJT在正確的時刻上市，並且敘述正在轉移到公用事業和付款整合。與HTX最近對WLFI USD1的清單類似，對“實用加密資產”的需求正在激增。 DJT將強大的政治品牌與真正的生態系統支持相結合，提供的長期價值潛在的潛力遠遠超出了短暫的模因驅動的代幣。

U.S.-China Trade Talks: A Temporary Easing Amidst Persistent Tensions

美國 - 中國貿易談判：在持續的緊張局勢中暫時放鬆

This weekend, U.S. Treasury Secretary Scott Besant and Trade Representative Jamison Greer will meet with Chinese Vice Premier He Lifeng in Geneva. This meeting, the first high-level U.S.-China trade talks since heightened tensions in spring 2025, signals a potential diplomatic thaw.

這個週末，美國財政部長斯科特·貝桑特（Scott Besant）和貿易代表賈米森·格里爾（Jamison Greer）將在日內瓦與中國副總理He Lifeng會面。自2025年春季緊張局勢加劇以來，這次會議是第一次高級美國 - 中國貿易談判，這標誌著潛在的外交解凍。

Although both sides still dispute who initiated the talks, the meeting alone sends a strong signal of reengagement and diplomatic thawing. With tariffs at historic highs, markets are interpreting the summit as a short-term de-escalation of geopolitical risks—sparking a relief rally in risk assets.

儘管雙方仍然對發起會談的人提出異議，但僅會議就會發出強烈的重新參與和外交解凍的信號。隨著歷史高處的關稅，市場將峰會解釋為地緣政治風險的短期降級，這是風險資產中的救濟集會。

Following the news, Bitcoin rose by approximately 3.6%, briefly surpassing $97,000. This reflects how sensitive capital flows remain to macro-level easing signals. While structural differences between the two nations are far from resolved, the current window of policy détente may offer a short-term liquidity boost for digital assets, gold, and tech stocks.

新聞後，比特幣上漲了約3.6％，短暫超過了97,000美元。這反映了敏感的資本流如何保持到宏觀寬敞的寬鬆信號。儘管兩國之間的結構性差異遠未解決，但當前的政策窗口可能會為數字資產，黃金和技術股票提供短期流動性的提升。

Powell Throws : "Now Is Not the Time to Cut Rates"

鮑威爾投擲：“現在不是降低費率的時候”

On May 8, the Fed held interest rates steady at 4.25%–4.50% for the third consecutive meeting. While it was widely expected, Fed Chair Jerome Powell struck a noticeably more cautious tone during the press conference:

5月8日，聯邦連續第三次會議將利率穩定為4.25％–4.50％。雖然眾所周知，美聯儲主席杰羅姆·鮑威爾（Jerome Powell）在新聞發布會上提出了更加謹慎的基調：

The Fed is currently caught in a "dual bind": on one hand, disinflation has stalled, with PCE and CPI both above the 2% target. On the other, the central bank's fiscal position is deteriorating. A 25–30 bps rate cut could shave $20 billion off annual income, further reducing remittances to the Treasury and raising concerns over the Fed's policy independence.

美聯儲目前被“雙重結合”捕獲：一方面，停滯停滯了，PCE和CPI都高於2％的目標。另一方面，中央銀行的財政狀況正在惡化。削減25-30個基點的稅率可以削減200億美元的年收入，進一步減少匯款到財政部，並提出對美聯儲獨立性的擔憂。

As a result, despite markets currently pricing in three rate cuts in 2025, the Fed is more likely to take a "data-driven, delayed transition" approach.

結果，儘管市場目前在2025年以3次降低價格定價，但美聯儲更有可能採用“數據驅動，延遲的過渡”方法。

Bitcoin's Market Dynamics: Macroeconomic Data Will Dictate Direction

比特幣的市場動態：宏觀經濟數據將決定方向

Despite BTC rebounding to around $99,000 on geopolitical and monetary optimism, the options market is not confirming a strong directional bias. Deribit data shows implied volatility on June and July calls rising only modestly, while 25d risk reversals remain neutral to slightly bearish, and skew curves are relatively flat. Notably, large Gamma exposures are clustered around the $95,000–$100,000 range, indicating that BTC is currently trapped in a "high-volatility, low-conviction" zone awaiting macro catalysts.

儘管BTC在地緣政治和貨幣樂觀上反彈至99,000美元，但期權市場並未證實強烈的方向偏見。 deribit數據顯示，六月和7月份的隱含波動率僅適度上升，而25D風險逆轉仍然中性至略微看跌，並且偏斜曲線相對平坦。值得注意的是，大型伽瑪的暴露量被聚集在$ 95,000- $ 100,000的範圍內，這表明BTC目前被困在等待宏催化劑的“高揮發性，低定位”區域中。

If CPI and jobs data for May–June remain hot, the Fed may push back on rate cut expectations—risking a BTC pullback. Conversely, if inflation cools and unemployment ticks up, Powell may pivot dovishly, providing a green light for BTC to break out of its volatility compression range and resume its bullish trend.

如果CPI和5月 - 6月的工作數據仍然很熱，則美聯儲可能會推遲降低速率的期望，這會使BTC回調危險。相反，如果通貨膨脹降溫和失業率，鮑威爾（Powell）可能會偏愛，為BTC提供了綠燈，以突破其波動性壓縮範圍並恢復其看漲趨勢。

*The above content is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product.

*上述內容不是投資建議，也不構成任何要約或徵集的報價或建議。

About HTX Research

關於HTX研究

HTX Research is the dedicated research arm of HTX Group, responsible for conducting in-depth analyses, producing comprehensive reports, and delivering expert evaluations

HTX Research是HTX集團的專門研究部門，負責進行深入分析，進行全面報告並提供專家評估