美联储的安静行动可能会激起全球市场，并驱动比特币和黄金

根据MarketWatch的报告，上周，美国美联储在四天内在美国财政部收购了436亿美元，公众关注的关注很少。

Last week, the U.S. Federal Reserve was largely ignored as it bought up $43.6 billion in U.S. Treasurys over four days.

上周，美国美联储在四天内在美国财政部购买了436亿美元，因此在很大程度上被忽略了。

On May 8 alone, the Fed scooped up $8.8 billion in 30-year bonds.

仅在5月8日，美联储以30年的债券获得了88亿美元。

This unannounced return to bond buying has raised questions about whether the Fed is quietly engaging in quantitative easing (QE), despite the lack of official labeling.

这种未经宣布的回归债券购买引发了人们的质疑，即尽管缺乏官方标签，但美联储是否正在悄悄进行定量宽松（QE）。

“This action isn’t routine. It’s almost like the Fed sneaking back to its old QE habits, only without making noise about it,” remarked Ben Olswick, a commodity trader at Trinity Zeristar.

三位一体Zeristar的商品交易员本·奥尔斯维克（Ben Olswick）说：“这一动作不是例行公事。这几乎就像美联储偷偷回到了旧的QE习惯上，而没有发出噪音。”

The Ripple Effect: Gold, Bitcoin, and Shifting Sentiments

连锁反应：黄金，比特币和不断变化的情感

Financial analysts suggest that these moves aren’t as innocent as they may seem. The Fed claims this bond buying is just reinvestment of maturing bonds, but Alden argues that this still amounts to easing, no matter the semantics.

财务分析师认为，这些举动并不像看起来那样无辜。美联储声称，这种债券的购买只是对成熟债券的重新投资，但奥尔登认为，无论语义是什么，这仍然是放松的。

Gold, the perennial asset for those skeptical of central banks, has responded. Commodity traders have noticed a surge in gold prices since early 2024, driven by rising unease over central banks’ maneuvers. For gold, numbers speak louder than promises of stability.

黄金是对中央银行持怀疑态度的多年生资产的回应。自2024年初以来，商品交易员注意到黄金价格的上涨，这是由于中央银行的动作不安而造成的。对于黄金，数字比稳定的承诺要大。

Commodity traders noticed that gold prices shot up since the beginning of 2024, which traders attribute to the rising unease over central banks’ actions.

商品交易员注意到，自2024年初以来，黄金价格上涨了，交易员归因于中央银行行动的不安。

Central banks around the world are turning to gold for stability amid the growing instability.

在不断增长的不稳定中，世界各地的中央银行都在转向黄金。

China, always cautious with its massive $784 billion in U.S. Treasurys, is making moves of its own. The country has significantly increased its gold-import quotas, allowing local banks to exchange U.S. dollars for gold.

中国在美国财政部的巨额7840亿美元始终谨慎行事。该国大大提高了其黄金IMPORT配额，使当地银行可以将美元换成黄金。

This shift isn’t just about diversifying reserves—it’s signaling that China is moving away from U.S. bonds, eyeing safer, tangible assets.

这种转变不仅仅是多样化的储备，它的信号表明，中国正在远离美国债券，目光更安全，有形的资产。

If China even converts a small fraction of its Treasury holdings into gold, it could send shockwaves through global markets, especially as other nations follow suit in the gold rush.

如果中国甚至将其国库券的一小部分转换为黄金，它可能会通过全球市场造成冲击波，尤其是当其他国家在淘金热中效仿时。

Among these developments, Bitcoin has once again caught the eye of investors. The cryptocurrency has risen steadily, largely due to a combination of factors: its halving event, growing skepticism about fiat currencies, and the broader distrust of central banking systems.

在这些事态发展中，比特币再次引起了投资者的注意。加密货币稳步上升，这在很大程度上是由于因素的组合：其减半事件，对法定货币的持怀疑态度以及对中央银行系统的更广泛不信任。

Bitcoin has also gained institutional backing, with the U.S. setting up a Bitcoin reserve, further signaling its growing legitimacy.

比特币还获得了机构支持，美国建立了比特币储备，进一步表明其不断增长的合法性。

A Quiet Prelude to Greater Shifts in Global Finance

全球金融转变的安静前奏

The Federal Reserve’s recent actions could be just the beginning of broader financial changes. The quiet resumption of QE, along with rising gold and Bitcoin prices, signals that the traditional monetary system may be reaching its breaking point.

美联储最近的行动可能只是更广泛的财务变革的开始。量化宽松的安静恢复，以及黄金和比特币价格上涨，表明传统的货币制度可能正在达到其突破点。

As global central banks make cautious moves behind the scenes, investors in gold, Bitcoin, and Latin American markets could reap the benefits of these shifts.

随着全球中央银行在幕后谨慎行动，黄金，比特币和拉丁美洲市场的投资者可以从这些转变中获得好处。