Coinbase，Crypto Market和Bullish十月：炒作是什么？

深入研究Coinbase Developments的融合，加密货币的潜在看涨十月以及主要的市场见解。历史即将重复吗？

October's historically been a good month for Bitcoin, and with developments around Coinbase and the broader cryptocurrency market, all eyes are on whether the trend continues. Is a bullish October really on the cards?

十月的历史上是比特币的好月份，随着Coinbase和更广泛的加密货币市场的发展，所有人的目光都关注趋势是否继续。看涨十月真的在卡片上吗？

Coinbase's Perspective: A Tactically Bullish October

Coinbase的观点：战术上看好十月

Coinbase analysts are adopting a 'tactically bullish' stance for October. Their reasoning? A potentially weaker US dollar, a short-term increase in global liquidity, and the Federal Reserve's cautious approach to interest rate cuts could create favorable conditions for the crypto market.

Coinbase分析师在十月采取了“战术上看涨”的立场。他们的推理？美元的可能性较弱，全球流动性的短期增加以及美联储谨慎的降低利率降低方法可能会给加密市场带来有利的条件。

Unless unexpected hawkish statements come from the Fed, these factors could drive an upward trend, potentially led by Bitcoin, until November, when liquidity headwinds might become a factor.

除非美联储意外的鹰派陈述来自美联储，否则这些因素可能会推动比特币领导的向上趋势，直到11月，流动性逆风可能会成为一个因素。

Government Shutdown and Its Impact

政府关闭及其影响

The US government shutdown introduces uncertainty. Delayed releases of key economic statistics could push the market to rely on private indicators, like ADP private sector employment data, to gauge future rate cut expectations. Stagnant private sector hiring may signal a less restrictive policy path from the Federal Reserve.

美国政府关闭引入了不确定性。关键经济统计数据的延迟发行可能会促使市场依靠私人指标，例如ADP私营部门就业数据，以衡量未来的利率降低了期望。停滞不前的私营部门招聘可能表明，美联储的政策路径较少。

Liquidity is King

流动性是国王

Coinbase emphasizes liquidity as the most reliable macro signal for Bitcoin, noting a consistent correlation between their custom global M2 liquidity index and Bitcoin's performance. Lower real rates and a weaker dollar tend to benefit both gold and Bitcoin by absorbing excess market liquidity.

Coinbase强调流动性是比特币最可靠的宏信号，并指出其自定义全局M2流动性指数与比特币的性能之间存在一致的相关性。较低的实际利率和较弱的美元往往会通过吸收过量的市场流动性来使黄金和比特币受益。

Decoding Bitcoin and Gold

解码比特币和黄金

While gold's surge in September raised eyebrows, seeing Bitcoin's price movement lackluster in comparison, it's crucial to understand the nuanced relationship between the two. Bitcoin acts more as a safeguard against excessive money printing, benefiting from global liquidity injections. The correlation between Bitcoin and gold is variable, with liquidity being the primary common driver.

相比之下，戈尔德（Gold）在9月份的激增引起了人们的关注，但比特币的价格运动乏味，但要了解两者之间的细微差别关系至关重要。比特币更能作为防止过度印刷的保障，受益于全球流动性。比特币与黄金之间的相关性是可变的，流动性是主要的常见驱动因素。

Beyond Bitcoin: Altcoins and Presales

超越比特币：Altcoins和Presales

While Bitcoin gets much of the attention, the Grayscale report highlights that the AI Crypto sector has been dominating other sub-sectors, with strong returns attributed to projects like Near, Worldcoin and Aethir. Also, the BlockchainFX ($BFX) presale suggests there is another option for early buyers. SUI (SUI) is trending as Coinbase prepares to launch SUI Futures in October 2025, boosting institutional access and market liquidity. This headline positions SUI as one of the most viral crypto news stories today, with futures trading expected to expand adoption.

尽管比特币引起了很多关注，但灰度报告强调，AI加密货币部门一直在其他子行业主导，并归因于近距离，WorldCoin和Aethir等项目。另外，BlockchainFX（$ bfx）预售表明，早期买家还有另一种选择。随着Coinbase准备在2025年10月推出SUI Futures，SUI（SUI）正在趋势，从而促进了机构获得和市场流动性。该标题将SUI定位为当今最有害的加密新闻报道之一，预计期货交易将扩大采用。

Historical Trends and October's Potential

历史趋势和十月的潜力

Bitcoin has historically performed well in October, averaging a 14.4% gain since 2013. However, seasonality offers probabilities, not certainties. Macro catalysts, like U.S. inflation data and risk appetite shifts, can shape October rallies.

比特币历来在10月表现良好，自2013年以来平均增长14.4％。但是，季节性提供了概率，而不是确定性。宏观催化剂，例如美国通货膨胀数据和风险胃口转移，可以塑造十月集会。

Final Thoughts

最后的想法

The confluence of factors – Coinbase's bullish outlook, historical trends, and evolving market dynamics – paints an interesting picture for October. Whether the 'bullish October' prediction materializes remains to be seen, but the stage is certainly set for an eventful month in the crypto sphere. So, buckle up, buttercup, because the next few weeks could be a wild ride!

因素的融合 - 共同群的看涨前景，历史趋势和不断发展的市场动态 - 为十月描绘了一个有趣的画面。 “看涨十月”的预测是否实现还有待观察，但是在加密球体中，阶段肯定是一个盛行的一个月。因此，搭扣，毛cup，因为接下来的几周可能是一个疯狂的旅程！