比特币维持在 60,000 美元支撑位之上，而许多山寨币则暴跌

强劲的经济数据、地缘政治动荡令风险资产承压，美元飙升至8月中旬以来的最高水平。

Bitcoin held above key support level, but altcoins tumbled amid geopolitical turmoil

比特币维持在关键支撑位之上，但山寨币在地缘政治动荡中暴跌

Bitcoin once again traded above the $60,000 level on Thursday, while smaller cryptocurrencies fell amid geopolitical turmoil and the surging U.S. dollar.

周四，比特币交易价格再次突破 60,000 美元水平，而较小的加密货币则因地缘政治动荡和美元飙升而下跌。

BTC rebounded to $61,500 during the Asian trading hours from Wednesday's very brief dip below $60,000, but turned lower during the European and U.S. sessions. The largest cryptocurrency changed hands around $60,700 recently, up 1% over the past 24 hours.

比特币在亚洲交易时段从周三短暂跌破 60,000 美元反弹至 61,500 美元，但在欧洲和美国交易时段走低。最大的加密货币最近易手价格约为 60,700 美元，在过去 24 小时内上涨了 1%。

Meanwhile, the broad-market benchmark CoinDesk 20 Index fell 1.5% during the same period, indicating the weakness in the rest of the digital asset market relative to BTC. Ethereum’s ether was down 1%, while Ripple's XRP, Solana, Avalanche and Render led losses among altcoin majors.

与此同时，大市场基准 CoinDesk 20 指数同期下跌 1.5%，表明数字资产市场的其他部分相对于 BTC 疲软。以太坊的以太币下跌 1%，而 Ripple 的 XRP、Solana、Avalanche 和 Render 在山寨币巨头中领跌。

One notable outperformer was layer-1 blockchain Aptos' native token APT, which gained 7% for the day. News of Franklin Templeton expanding its tokenized money market fund to that blockchain may explain the outperformance, while some observers speculated that traders rotated some profits from close competitor network Sui's 110% rally in a month.

一个值得注意的表现出色的是第 1 层区块链 Aptos 的原生代币 APT，当天上涨了 7%。富兰克林邓普顿 (Franklin Templeton) 将其代币化货币市场基金扩展到该区块链的消息可能解释了其优异的表现，而一些观察人士推测，交易员从主要竞争对手网络 Sui 在一个月内上涨 110% 的涨幅中转移了部分利润。

Bitcoin's outperformance over the broader market meant that BTC's market share of the total crypto market capitalization – also known as Bitcoin Dominance – climbed above 58%, while the ETH-to-BTC ratio dropped near its mid-September trough of 0.038.

比特币相对于大盘的优异表现意味着 BTC 在加密货币总市值中的市场份额（也称为比特币主导地位）攀升至 58% 以上，而 ETH 与 BTC 的比率则下降至 9 月中旬的低点 0.038 附近。

"Bitcoin dominance continues to trend higher, and it is now just 0.2% away from a new three-year high,” said James Van Straten, a senior analyst at CoinDesk.

CoinDesk 高级分析师 James Van Straten 表示：“比特币的主导地位继续走高，目前距离三年新高仅 0.2%。”

U.S. dollar surging

美元飙升

The overall dismal week for crypto happened with increasing concerns about military escalation in the Middle East, which sent crude oil prices near $74 a barrel, the highest in more than a month, while the U.S. dollar hit its strongest level against key currencies since mid-August.

加密货币整体惨淡的一周发生在对中东军事升级的担忧日益加剧的背景下，这导致原油价格接近每桶 74 美元，创一个多月以来的最高水平，而美元兑主要货币则触及 2019 年中期以来的最高水平。八月。

Stronger-than-expected ISM non-manufacturing data also supported dollar strength, which usually weighs on prices for risk assets like cryptocurrencies.

强于预期的 ISM 非制造业数据也支撑了美元走强，这通常会打压加密货币等风险资产的价格。

"We saw more solid services data from the U.S., which pushed the U.S. dollar index (DXY) closer to 102, giving a 70% likelihood of a 25-basis-point rate cut at the November meeting," Van Straten said.

Van Straten 表示：“我们看到来自美国的更可靠的服务业数据，这推动美元指数 (DXY) 接近 102，11 月会议上降息 25 个基点的可能性为 70%。”

What may have exacerbated dollar strength and the general risk-off move on asset markets in early October is a spike in Secured Overnight Financing Rate (SOFR), a key borrowing interest rate between banks that could be a signal of liquidity stress, Steno Research's Samuel Shiffman noted in a report.

Steno Research 的 Samuel 表示，可能加剧美元走强和 10 月初资产市场普遍避险情绪的因素是担保隔夜融资利率 (SOFR) 的飙升，SOFR 是银行之间的一项关键借贷利率，可能是流动性压力的信号。希夫曼在一份报告中指出。

This spike seen the first days of the week in SOFR rates is a sign that we are close to PAIN THRESHOLDS in USD liquidityWhy is this happening now? And what is next for the Fed? Full story -> https://t.co/3N1PyOIHYl pic.twitter.com/YFIvyL5eei

SOFR 利率在本周第一天出现的飙升表明我们已接近美元流动性的痛苦阈值为什么现在会发生这种情况？美联储接下来会做什么？全文 -> https://t.co/3N1PyOIHYl pic.twitter.com/YFIvyL5eei

— Andreas Steno Larsen (@AndreasSteno) October 3, 2024

— Andreas Steno Larsen (@AndreasSteno) 2024 年 10 月 3 日

The report added that the situation is reminiscent – albeit on a smaller scale – of the repo crisis in September 2019, when the Federal Reserve was forced to intervene to end dysfunction in key lending markets.

该报告补充说，这种情况让人想起 2019 年 9 月的回购危机（尽管规模较小），当时美联储被迫进行干预，以结束主要贷款市场的功能失调。

"We are nearing levels where liquidity pain becomes acute," Shiffman said, adding that the Fed "could feel tempted to address it" by adding liquidity to the financial system.

希夫曼表示：“我们正接近流动性痛苦变得严重的水平。”他补充说，美联储“可能会想通过向金融体系增加流动性来解决这个问题”。

Another important catalyst for markets will be Friday's U.S. jobs report. "A combination of expected rate cuts and labor strength could boost risk assets," crypto hedge fund QCP Capital said.

市场的另一个重要催化剂将是周五的美国就业报告。加密货币对冲基金 QCP Capital 表示：“预期降息和劳动力实力的结合可能会提振风险资产。”