加密货币在周一艰难地开始交易会议之后，重新获得了立足点

随着贸易商消化了穆迪（Moody）降级美国政府债券，反映了风险资产的更广泛恢复。

Cryptocurrencies recovered on Monday after a rocky start to the trading session, mirroring a broader recovery in risk assets as traders digested Moody's downgrade of U.S. government bonds.

加密货币在交易会开始后周一恢复，随着交易者消化了穆迪（Moody）的降级美国政府债券，这反映了风险资产的更广泛恢复。

Bitcoin

比特币

DeFi lending platform Aave

Defi贷款平台AAVE

The bounce extended to U.S. stocks, too, with the S&P 500 and Nasdaq erasing their morning decline.

弹跳也扩展到了美国股票，标准普尔500指数和纳斯达克消除了他们的早晨下降。

The early pullback in crypto and stocks came after Moody's late Friday downgraded the U.S. credit rating from its AAA status. The move rattled bond markets, pushing 30-year Treasury yields above 5% and the 10-year note to over 4.5%.

加密货币和股票的早期回调是在穆迪周五晚些时候将美国信用评级从其AAA身份降低的。此举使债券市场摇摇欲坠，将30年的国库收益率提高了5％，而10年的票据则超过4.5％。

Still, some analysts downplayed the downgrade's long-term impact on asset prices.

尽管如此，一些分析师却低估了降级对资产价格的长期影响。

"What does [the downgrade] mean for markets? Longer-term – really nothing," said Ram Ahluwalia, CEO of wealth management firm Lumida Wealth. He added that in the short term there might be some selling pressure centered on U.S. Treasuries due to large institutional investors rebalancing, as some of them are mandated to hold assets only in AAA-rated securities.

财富管理公司Lumida Wealth的首席执行官Ram Ahluwalia说：“ [降级]对市场意味着什么？他补充说，在短期内，由于大型机构投资者的重新平衡，可能会出现以美国国债的销售压力，因为其中一些人仅要求在AAA评级证券中持有资产。

"Moody’s is the last of the three major rating agencies to downgrade U.S. debt. This was the opposite of a surprise – it was a long time coming," Callie Cox, chief market strategist at Ritholtz Wealth Management, said in an X post. "That’s why stock investors don't seem to care."

Ritholtz Wealth Management的首席市场策略师Callie Cox在X Post中说：“穆迪是降级美国债务的三个主要评级机构中的最后一个。这与一个惊喜相反 - 这是一个漫长的时间。” “这就是为什么股票投资者似乎不在乎。”

Bitcoin targets $138K this year

比特币今年目标$ 138K

While BTC hovers just below its January record prices, digital asset ETF issuer 21Shares sees more upside for this year.

尽管BTC徘徊在其一月份的创纪录价格上，但数字资产ETF发行人21shares看到了今年的更多上行空间。

"Bitcoin is on the verge of a breakout," research strategist Matt Mena wrote in a Monday report. He argued that BTC's current rally is driven not by retail mania, but by a confluence of structural forces, including institutional inflows, a historic supply crunch and improving macro conditions that suggests a more durable and mature path to fresh all-time highs.

研究策略师Matt Mena在周一的报告中写道：“比特币正处于突破的边缘。”他认为，BTC目前的集会不是由零售狂热驱动的，而是由结构力的汇合，包括机构流入，历史悠久的供应紧缩以及改善宏观条件，这表明较耐用，更成熟的新鲜途径。

Spot Bitcoin ETFs have consistently absorbed more BTC than is mined daily, tightening supply while major institutions, corporations such as Strategy and newcomer Twenty One Capital accumulate and even states explore creating strategic reserves.

与每天开采相比，现货比特币ETF始终吸收的BTC更多，供应收紧，而主要的机构，战略和新移民二十一资本的资本累积，甚至各州也探索创造战略储备。

These factors combined could lift BTC to $138,500 this year, Mena forecasted, translating to a roughly 35% rally for the largest crypto.

这些因素加在一起可能会使BTC今年提高到138,500美元，梅纳预测，对最大的加密货币的集会大约为35％。