这是比特币季节

您知道当今加密货币中最大的新闻是什么：我们有一个新的比特币ATH。

Olivia Capozzalo and Camila Russo report on the cryptocurrency market trends, highlighting a striking shift in favor of Bitcoin.

Olivia Capozzalo和Camila Russo报道了加密货币市场趋势，突出了人们对比特币的惊人转变。

With the U.S. Dollar Index falling below 100 for the first time since 2022 following Moody’s downgrade of America’s sovereign rating, the narrative of the weakest dollar yet is unfolding. This scenario, often envisioned by Bitcoin maximalists, presents an interesting macroeconomic backdrop.

自2022年以来，穆迪（Moody）降级美国的主权评级以来，美元指数首次下跌100以下，最弱的美元的叙述正在展开。比特币最大化主义者经常设想的这种情况提出了一个有趣的宏观经济背景。

As the administration continues to rack up debt, putting pressure on the deficit, the outlook for the dollar remains bleak. This weakness, in turn, could benefit Bitcoin, which maximalists prefer over government-issued currencies due to its limited supply and non-national character.

随着政府继续增加债务，给赤字施加压力，美元的前景仍然黯淡。反过来，这种弱点可能会使比特币受益，因为它的供应有限和非国家特征，最大化者比政府发行的货币更喜欢这种弱点。

The scenario is unfolding exactly as maximalists have long claimed it would, varying slightly in their predictions. Nevertheless, the core thesis remains the same: in a world of massive unpayable debt and a rapidly depreciating dollar, an asset like Bitcoin, with a capped supply and no ties to a single nation, might be able to step in as a neutral store of value.

这种情况正是最大化主义者长期以来所声称的，这种情况在其预测中略有不同。尽管如此，核心论文仍然相同：在一个巨大的不可支付的债务和迅速贬值的美元世界中，像比特币这样的资产，供应限制并且与一个国家没有关系，可能能够作为价值中立的价值存储。

However, despite the strong narrative potential, there are some issues. For instance, while the Bitcoin price is often discussed in terms of a rally, it's worth noting that the bulk of the recent price increase occurred during a period of inactivity in the U.S. stock market.

但是，尽管叙事潜力很强，但仍有一些问题。例如，虽然比特币价格经常通过集会讨论，但值得注意的是，最近的价格上涨的大部分发生在美国股票市场不活动期间。

Moreover, with the exception of a brief period in January, the total cryptocurrency market cap has remained below $1 trillion for the past 18 months, even as BTC's market dominance hit 63.2%, the highest since the frothy days of January 2021.

此外，除了一月份的短期阶段外，过去18个月的加密货币市值仍然低于1万亿美元，即使BTC的市场优势达到了63.2％，这是自2021年1月以来最高的。

In contrast, Ether (ETH) slipped to just below 9%, rebounding slightly from its dip to as low as 7.1% last month. The "Others" bucket, encompassing everything other than BTC or ETH, decreased to around 27%, a level not seen since March 2021.

相比之下，以太（Eth）（ETH）跌至9％以下，从倾角略低至上个月低至7.1％。 “其他”桶涵盖了BTC或ETH以外的所有东西，降至27％左右，这是自2021年3月以来未见的水平。

This phase of the cycle, whatever name we choose to give it, is certainly not an alt season; it's BITCOIN SEASON.

该周期的这个阶段，无论我们选择给它什么名字，当然都不是一个ALT季节。这是比特币季节。

Here are a few highlights from the past 24 hours:

以下是过去24小时以来的一些亮点：

* The U.S. Dollar Index dropped below 100 for the first time since 2022 on Wednesday.

*自2022年周三以来，美元指数首次下降到100以下。

* The news comes after Moody’s downgraded America’s sovereign rating last week due to concerns that the U.S. debt will continue to climb, putting further pressure on the deficit.

*这一消息是在穆迪上周降级美国主权评级的原因之后，由于担心美国债务将继续攀升，这给赤字带来了进一步的压力。

* The last time the greenback's measure against six major peers closed below the critical 100 level was in December 2021.

*上一次针对六个主要同行的绿色措施是2021年12月。

Here are more details on the news:

以下是有关新闻的更多详细信息：

* According to analysts at ING, the U.S. Dollar Index fell to 99.98 in early U.S. trading on Wednesday.

*根据ING的分析师的说法，美元指数在周三早期交易中跌至99.98。

* The index, which tracks the dollar against the euro, British pound, Japanese yen, Swiss franc, Canadian dollar and Swedish krona, has been trading above 100 since November 2021.

*自2021年11月以来，该指数跟踪美元与欧元，英镑，日元，瑞士法郎，瑞士弗朗克，加拿大美元和瑞典krona的指数自2021年11月以来的交易超过100。

* Last week, Moody’s downgraded America’s sovereign rating by one notch to A1 from Aa3. The rating agency also changed the outlook on the U.S. to negative from stable.

*上周，穆迪从AA3降低了美国的主权评级为A1。评级机构还将美国的前景从马stable中改变为负面。

* The move came as the administration is expected to continue spending, which will, in turn, pressure the deficit.

*此举是因为预计政府将继续支出，这反过来将压力赤字。

* According to economists polled by Dow Jones, the U.S. economy grew at an annualized rate of 1.8% in the first quarter of 2023.

*据道琼斯（Dow Jones）投票调查的经济学家称，美国经济在2023年第一季度的年增长率为1.8％。

* Economists also project that the unemployment rate will tick up to 3.7%, while they anticipate a 0.2% rise in the core Consumer Price Index.

*经济学家还预测，失业率将提高3.7％，而他们预计核心消费者价格指数将会上涨0.2％。

* They also predict that the Federal Reserve will leave interest rates unchanged in the second quarter after the central bank raised the benchmark by 25 basis points at its last meeting in May.

*他们还预测，在中央银行在5月的上一次会议上提高了基准点25个基点之后，第二季度将使美联储的利率保持不变。

The post U.S. Dollar Index Drops Below 100 For First Time Since 2022 appeared first on Benzinga.

自2022年以来首次出现在本辛加（Benzinga）以来，第一届美元指数首次下跌100次。