由于降息前景，比特币两天内再次突破10万美元

比特币是具有代表性的流动性敏感资产，受利率影响较大。紧急戒严危机后，脱欧之势

Bitcoin rose above $100,000 again on Thursday, helped by hopes of a rate cut, while the trend of shifting funds to stablecoins is also gathering pace in the domestic cryptocurrency market.

在降息希望的推动下，比特币周四再次突破 10 万美元，而国内加密货币市场资金转向稳定币的趋势也在加快。

Bitcoin was trading at $10,618 on the world's largest exchange Binance at 3 p.m. on the 12th. Bitcoin, which fell to the $94,000 line on the 9th, rose above $100,000 again in two days.

12 日下午 3 点，全球最大交易所币安上比特币交易价格为 10618 美元。 9日跌至9.4万美元一线的比特币，两天内再次升至10万美元以上。

This is because expectations for a rate cut have grown as the U.S. consumer price index (CPI) for November met forecasts. The U.S. stock market and risky assets such as Bitcoin all rose at once.

这是因为随着美国 11 月份消费者价格指数 (CPI) 达到预期，降息预期有所增强。美国股市和比特币等风险资产一下子全部上涨。

Recently, funds are pouring into the virtual asset market. According to DeFiLlama, a virtual asset analysis company, the market capitalization of stablecoins reached a new all-time high of $201.8 billion on the same day. This is a 54.75% increase from the $130.4 billion recorded earlier this year.

近期，资金涌入虚拟资产市场。根据虚拟资产分析公司 DeFiLlama 的数据，当天稳定币市值创下 2018 亿美元的历史新高。这比今年早些时候记录的 1,304 亿美元增长了 54.75%。

Bitcoin Spot Exchange Traded Fund (ETF) is also leading the rise of the virtual asset market. A net inflow of $223.1 million was made to 11 Bitcoin spot ETFs listed on the U.S. stock market on the 11th (local time). ETFs have recorded net inflows for 10 consecutive trading days.

比特币现货交易所交易基金（ETF）也引领着虚拟资产市场的崛起。 11日（当地时间）美国股市上市的11只比特币现货ETF净流入2.231亿美元。 ETF已连续10个交易日录得净流入。

On the other hand, demand for de-Korea is increasing in the domestic coin market. The transaction value of stablecoins on the domestic coin exchange has already exceeded 11 trillion won this month.

另一方面，国内钱币市场对脱韩的需求不断增加。本月国内币币交易所稳定币交易额已突破11万亿韩元。

Stablecoins are coins with a fixed price of $1 each. With this trend, it is expected to easily exceed the 16.17 trillion won recorded last month by the end of this month.

稳定币是每枚固定价格 1 美元的硬币。照此趋势，预计到本月底将轻松超过上月记录的16.17万亿韩元。

In particular, stablecoin transactions increased significantly before and after the emergency martial law crisis on the 3rd. The week before the martial law incident was traded at an average of 728.4 billion won per day, but since then, it has traded at an average of 1.222 trillion won per day.

尤其是3日紧急戒严危机前后，稳定币交易量大幅增加。戒严事件发生前一周，平均每天交易额为7284亿韩元，但此后，平均每天交易额为1.222万亿韩元。

It is interpreted that the demand to use overseas exchanges that can be traded regardless of the unstable domestic political situation has increased. In addition, as domestic coin exchanges have recently increased their number of new listings, the demand for stablecoins seems to have surged as more investors seek arbitrage transactions with overseas exchanges.

据解读，无论国内政局不稳定，使用可以进行交易的海外交易所的需求有所增加。此外，随着近期国内代币交易所新增上市数量的增加，随着越来越多的投资者寻求与海外交易所进行套利交易，对稳定币的需求似乎激增。