美国信用等级首次降级 - 比特币（BTC）价格飙升3.5％

2025年5月17日 - （纽约）穆迪的投资者服务已在历史上首次降低了美国的信用评级，理由是对全国上升债务的担忧加剧，并预测，到2035年，利息支付可能会消费30％的政府收入。

Moody's Investors Service has downgraded the United States' credit rating for the first time in history, as reported by The Kobeissi Letter. The downgrade, which was announced on 17th May, 2025, and comes amid escalating concerns over the nation's rising debt.

穆迪的投资者服务已在历史上首次降低了美国的信用评级，正如Kobeissi Letter所报道的那样。该降级于2025年5月17日宣布，并在对全国债务上升的担忧中升级。

According to Moody's projections, interest payments on U.S. debt could reach 30% of government revenues by 2035, setting the stage for a potential crisis in government finances.

根据穆迪的预测，到2035年，美国债务的利息支付可能会达到政府收入的30％，这为政府财政的潜在危机奠定了基础。

The rating agency's decision to lower the U.S. credit rating to Aaa from Aa1 follows a series of warnings from the International Monetary Fund (IMF) regarding the risks of U.S. debt.

评级机构决定将美国信用评级从AA1降低到AA1的决定，此前是国际货币基金组织（IMF）关于美国债务风险的一系列警告。

The news triggered immediate volatility across traditional financial markets, with the S&P 500 falling 1.2% and the Dow Jones Industrial Average dropping 1.5% by the afternoon of 17th May. Cryptocurrency markets, by contrast, saw a surge in activity. Bitcoin (BTC) rose 3.5% to $68,200 by midday, while trading volumes for BTC/USD on Binance spiked by 18% within six hours.

这一消息引发了传统金融市场的立即波动，标准普尔500指数下跌1.2％，道琼斯工业平均平均水平下降了1.5％，到5月17日下午。相比之下，加密货币市场的活动激增。到中午之前，比特币（BTC）上涨了3.5％，至68,200美元，而BTC/USD的交易量在六个小时内飙升了18％。

This surge in activity coincided with a 12% increase in the number of Bitcoin addresses holding over 1 BTC, as per Glassnode's on-chain data, suggesting accumulation by high-net-worth investors.

根据GlassNode的链链数据，这种活动的激增与持有超过1 BTC的比特币地址的数量增加了12％，这表明高净值投资者的积累。

The downgrade also coincided with a broader risk-off sentiment in equity markets, as indicated by a 14% spike in the VIX to 22.5. This volatility drove funds into decentralized assets like Bitcoin and Ethereum.

降级还与股票市场中更广泛的风险情绪相吻合，这在VIX中达到22.5的14％高峰表明。这种波动将资金推向了分散资产，例如比特币和以太坊。

Bitcoin's price action showed strength, with traders now focused on key resistance at $69,000. If this level is breached, the next target for bulls is $70,000, a mark that has not been touched since November 2022.

比特币的价格行动显示出实力，交易员现在专注于关键阻力，为69,000美元。如果违反此水平，公牛的下一个目标是70,000美元，这一标记自2022年11月以来一直没有触及。

Technical analysis of Bitcoin on the 4-hour chart revealed that the Relative Strength Index (RSI) had climbed to 62, signaling bullish momentum without entering overbought territory. The Moving Average Convergence Divergence (MACD) also indicated a bullish crossover at 2pm EST on 17th May, further reinforcing the potential for further gains.

4小时图表上比特币的技术分析表明，相对强度指数（RSI）已爬升至62，这表明了看涨的动力而没有进入超买领土。移动平均收敛差异（MACD）也表明5月17日下午2点在美国东部时间下午2点进行了看涨，进一步增强了进一步增长的潜力。

Crypto-related equities also reflected this trend, with Coinbase (COIN) shares rising 2.8% to $225.40 by early afternoon.

与加密相关的股票也反映了这一趋势，到下午，Coinbase（Coin）股价上涨2.8％至225.40美元。

Moreover, Bitcoin-focused ETFs, such as the Bitwise Bitcoin ETF, saw inflows of $15 million by 4pm EST, highlighting growing institutional interest in the cryptocurrency space.

此外，以比特币为重点的ETF（例如比特币ETF）在美国东部标准时间下午4点之前的流入1500万美元，强调了对加密货币领域的机构兴趣的日益增长。

The downgrade's impact extended beyond cryptocurrencies, with stablecoin demand and dollar-pegged assets likely to see fluctuations as the market adjusts to heightened economic uncertainty. The 10-year US Treasury yield rose 8 basis points to 4.3%, further supporting the case for Bitcoin as a hedge.

降级的影响扩大了，超越了加密货币，随着市场适应增强的经济不确定性的调整，稳定的需求和美元预资产可能会看到波动。美国10年的美国财政收益率上升了8个基点，达到4.3％，进一步支持比特币作为对冲的案例。

For traders, this event presents both opportunities and risks. Bitcoin faces key resistance at $69,000, while Ethereum continues to hold support around $3,100.

对于交易者而言，此事件既提出了机会又有风险。比特币面临69,000美元的关键阻力，而以太坊继续支撑大约3,100美元。

Institutional flows into crypto assets may accelerate if equity market volatility persists, as evidenced by a 14% spike in the VIX to 22.5 and a 5% rise in Bitcoin's implied volatility on Deribit.

如果股票市场的波动持续存在，机构流入加密资产可能会加速，那么VIX中有14％的峰值至22.5，而比特币对Deribit的隐含波动率上升了5％。