K33研究分析师揭示了5月比特币的最佳策略

K33研究分析师呼吁今年5月的加密战略发生变化。在最近的一份说明中，分析师Vetle Lunde和David Zimmerman建议比特币投资者采用“持有并保持”方法

K33 Research analysts are calling for a shift in crypto strategy this May. In a recent note, analysts Vetle Lunde and David Zimmerman advised Bitcoin investors to adopt a “hold and stay” approach, rejecting the legacy financial adage of “sell in May and go away.”

K33研究分析师呼吁今年5月的加密战略发生变化。在最近的一份说明中，分析师Vetle Lunde和David Zimmerman建议比特币投资者采用“持有和停留”的方法，拒绝了“五月份出售并消失”的遗产财务格言。

The old saying, used mainly in traditional equities, relates to the historical tendency for markets to perform worse between May and October. However, K33 argues that Bitcoin is breaking away from that pattern—and that 2025 presents a vastly different landscape.

古老的俗话主要用于传统股票，涉及5月至10月之间市场表现更糟的历史趋势。但是，K33认为比特币正在摆脱这种模式，而2025年则呈现出截然不同的景观。

Trump-Driven Catalysts Set Crypto Apart This Summer

由特朗普驱动的催化剂将加密货币与今年夏天不同

According to the analysts, President Donald Trump’s return to office is altering expectations for all asset classes. While his influence brings volatility, it also introduces a unique set of political and economic catalysts that may support Bitcoin’s outperformance through the summer months.

根据分析师的说法，唐纳德·特朗普总统的回归正在改变对所有资产类别的期望。尽管他的影响力带来了波动，但它也引入了一套独特的政治和经济催化剂，这些催化剂可能会在整个夏季支持比特币的表现。

“This summer is not like previous ones,” they noted. “Crypto has Trump-era momentum, while equities could face repeated tariff threats.”

他们指出：“这个夏天不像以前的人。” “加密有特朗普时代的势头，而股票可能面临一再的关税威胁。”

The analysts recognized that summer usually lacks major drivers for markets, but they say 2025 breaks that mold.

分析师认识到，夏天通常缺乏市场的主要驱动力，但他们说2025次突破了这种霉菌。

K33 believes crypto stands to benefit from policy changes, regulatory shifts, and speculative flows, while traditional markets may remain pressured by trade tensions and unpredictable policy moves.

K33认为加密货币将从政策变化，监管变化和投机性流量中受益，而传统市场可能仍会受到贸易紧张局势和不可预测的政策动作的压力。

Uncertainty Lingers Despite Optimism

不确定性持续了

Despite the bullish tone, the analysts highlighted one concern: the missed deadline for a report on the U.S. Strategic Bitcoin Reserve, a topic that had sparked speculation. The lack of follow-up has created a small layer of uncertainty in an otherwise optimistic narrative.

尽管看涨语调，但分析师还是强调了一个关注点：关于美国战略比特币储备的报告的错过的截止日期，这引发了人们的猜测。缺乏后续活动在原本乐观的叙述中造成了一小部分不确定性。

However, K33 believes investors should disregard traditional seasonal advice and stay put. In their view, Bitcoin is on a divergent path, and “staying in” this May could yield greater returns than stepping aside.

但是，K33认为投资者应该无视传统的季节性建议并留下来。他们认为，比特币正处于不同的道路上，而“留在”这可能会带来比踩到一边的回报更大的回报。