在特朗普总统确认与英国的新贸易协议框架之后，美国市场称这是经济繁荣的开始

这项宣布标志着自白宫对今年早些时候大多数全球经济体提出了大量的关税以来，这一消息标志着第一个大协议。

US markets closed higher on Thursday after President Donald Trump confirmed a new trade deal framework between the United States and the United Kingdom, calling it the beginning of what he said would be an economic boom.

在唐纳德·特朗普总统确认美国和英国之间的新贸易协议框架之后，美国市场于周四关闭，称这是他所说的是经济繁荣的开始。

The announcement marked the first big agreement since the White House rolled out sweeping tariffs against most global economies earlier in the year.

这项宣布标志着自白宫对今年早些时候大多数全球经济体提出了大量的关税以来，这一消息标志着第一个大协议。

Speaking from Washington, Trump told Americans, “You better go out and buy stock now. Let me tell you. This country will be like a rocket ship that goes straight up. This is going to be numbers that nobody has ever seen before.”

特朗普对华盛顿的讲话说：“你最好现在出去买股票。让我告诉你。这个国家就像是一艘直接上升的火箭船。这将是以前没人见过的数字。”

The markets moved immediately. The Dow Jones Industrial Average popped 523 points, ending the day 1.3% higher. The S&P 500 rose by 1.3%, and the Nasdaq Composite climbed 1.7%.

市场立即移动。道琼斯工业平均水平弹出了523点，结束了1.3％。标准普尔500指数上升了1.3％，纳斯达克综合率上升了1.7％。

The Russell 2000, a small-cap benchmark, gained the most—2.3%—beating all other indexes. That index is now up 3.6% for the month. But it’s still down by 8.7% in 2025 overall, compared to the S&P’s 2.9% drop.

Russell 2000是一种小型股基准，获得了所有其他指数的最多2.3％。该月份的指数现在增长了3.6％。但是，与标准普尔2.9％的下降相比，2025年的总体下跌了8.7％。

Bitcoin clears $100K as crypto rallies hard

比特币将$ 10万美元清算为加密集会

While stocks soared, Bitcoin did exactly what traders have been praying for. It broke past $100,000 again, hitting its highest point since February 7.

虽然股票飙升，但比特币确实做了交易者一直在祈祷的事情。它再次折断了100,000美元，达到了2月7日以来的最高点。

Data from CoinGecko showed it trading at $101,508, up nearly 5.1% for the day. This surge also pulled other cryptocurrencies up with it. Ether spiked 13%, Solana’s native token rose 9%, and Dogecoin jumped 11%.

Coingecko的数据显示，其交易价格为101,508美元，当天上涨了近5.1％。这次激增还将其他加密货币拉开了。 Ether尖峰13％，Solana的原始令牌上升了9％，而Dogecoin跃升了11％。

Even crypto stocks joined the rally. Coinbase (NASDAQ:COIN) advanced more than 5%, while Strategy surged nearly 7%.

甚至加密货币库存也加入了集会。 Coinbase（NASDAQ：COIN）提高了5％以上，而策略则飙升了近7％。

But not everyone’s convinced the crypto rally is safe. Antoni Trenchev, co-founder of the crypto exchange Nexo, said Bitcoin has more to prove.

但是并不是每个人都相信加密集会是安全的。 Crypto Exchange Nexo的联合创始人Antoni Trenchev表示，比特币有更多的证明。

“Bitcoin isn’t out of the woods,” Trenchev said. “It needs to break its January high of around $109,350 to fully escape the range it’s been stuck in.”

特雷切夫说：“比特币不在树林中。” “它需要打破其一月份的高点约109,350美元，以完全逃脱它的范围。”

Still, he didn’t ignore the comeback.

尽管如此，他并没有忽略复出。

“The retaking of $100,000 must go down as one of Bitcoin’s more formidable feats. Buying peak fear — just last month, Bitcoin was languishing around $74,000 — can be exceptionally lucrative.”

“作为比特币更强大的壮举之一，必须下跌100,000美元。购买Peak Fear-上个月，比特币却陷入了74,000美元左右 - 可能是非常有利可图的。”

The bigger story may not be just about crypto rising. It’s about traditional investors walking away from the US economy and using Bitcoin as an alternative.

更大的故事可能并不是关于加密货币的上升。这是关于传统的投资者离开美国经济，并使用比特币作为替代方案。

A recent report from BCA Research said foreign investors are pulling capital out of US assets and putting it into cryptocurrencies, especially Bitcoin.

BCA研究的最新报告称，外国投资者正在将资本从美国资产中撤出，并将其投入加密货币，尤其是比特币。

They’re doing it, the firm said, because they’re worried the White House is now targeting capital with its new trade policies.

该公司说，他们这样做了，因为他们担心白宫现在通过其新的贸易政策将资本作为目标。

BCA said it’s staying cautious. Their current positioning is underweight US equities, overweight fixed income, and avoiding direct US market exposure in their portfolio mix.

BCA说这保持谨慎。他们目前的定位是美国不足的股票，超重的固定收益，并避免了其投资组合组合中的直接美国市场敞口。

They also flipped their position on Bitcoin for the first time in a while.

他们还在一段时间内首次将自己的位置翻转了。

Back in February, they called Bitcoin too risky and placed it in the underweight category. Now, they’ve moved it from underweight to neutral, saying it’s time to reconsider the role of crypto as a hedge.

早在二月份，他们称比特币过于危险，并将其置于体重不足类别中。现在，他们已经将其从体重不足转移到中立，说是时候重新考虑加密to作为树篱的角色了。

“Bitcoin should benefit in a world where investors divest from US assets,” the note said. They also pointed out that sentiment around Bitcoin had cooled off, and that’s helped its price action. The percentage of coins recently traded has dropped hard since the start of the year.

通知说：“在投资者退出美国资产的世界中，比特币应该受益。”他们还指出，围绕比特币的情绪已经冷却了，这有助于其价格行动。自今年年初以来，最近交易的硬币的百分比已努力下降。

BCA also said that Bitcoin, now acting like “digital gold,” is holding up surprisingly well despite the wider selloff in US financial assets.

BCA还表示，尽管美国金融资产的抛售更广泛，但现在像“数字黄金”的行为一样，表现得很好。