美国市场，转折点：9月17日是比特币公牛运行的催化剂吗？

美联储的预期利率会在9月17日降低，这会引发比特币和其他风险资产的新牛阶段吗？分析市场趋势和投资者行为的潜在转变。

US Markets, Turning Point: Is September 17 the Catalyst for a Bitcoin Bull Run?

美国市场，转折点：9月17日是比特币公牛运行的催化剂吗？

All eyes are on the US markets. Could September 17 mark a turning point? The Fed's anticipated rate cut might just be the spark that ignites a new Bitcoin bull run. Let's dive into what's brewing.

所有人的目光都集中在美国市场。 9月17日可以标记一个转折点吗？美联储的预期降低可能只是点燃新比特币牛的火花。让我们深入研究什么。

The September 17th Impetus: Rate Cut on the Horizon

9月17日的动力：降低速率

This Wednesday, September 17, everyone's expecting the US central bank to trim its key interest rate by 25 basis points. The market's already priced it in, but don't dismiss it. With inflation still above target and employment slowing, this move is a big deal. Investors are hanging on every word, trying to figure out if this is just a temporary bump or the start of a whole new game. From Bitcoin to gold to Wall Street, all assets are watching Jerome Powell’s next move.

9月17日，星期三，每个人都期望美国中央银行将其关键利率降低25个基点。市场已经定价，但不要忽略它。随着通货膨胀仍然高于目标，就业放缓，这一举动很重要。投资者都挂在每个单词上，试图弄清楚这只是临时颠簸还是全新游戏的开始。从比特币到黄金再到华尔街，所有资产都在观看杰罗姆·鲍威尔的下一步行动。

Bitcoin's Bullish Case: Echoes of the Past

比特币的看涨案例：过去的回声

According to CryptoQuant analysts, this rate cut isn't just another macro event. It could be a real turning point, setting off structural changes in the crypto market. Think back to March 2020, when the Fed slashed rates. Bitcoin initially tanked with the stock market, but then stablecoin holdings on exchanges surged, driving buying pressure while Bitcoin holdings actually decreased. Investors were pulling their coins for the long haul, and boom – the 2021 bull market was born.

根据CryptoQuant分析师的说法，这种降低的速度不仅仅是另一个宏事件。这可能是一个真正的转折点，在加密货币市场中设置了结构性变化。回想一下2020年3月，即美联储削减了费率。比特币最初以股票市场的速度打动，但随后在交易所上的Stablecoin持有量飙升，推动了购买压力，而比特币持有实际上减少了。投资者长期以来一直将硬币拉开，而Boom - 2021年牛市诞生了。

We saw a similar pattern when the Fed eased up at the end of 2024. Stablecoins flowed into exchanges, Bitcoin holdings dropped, and Bitcoin kept climbing, even with all the macroeconomic craziness. If rate cuts actually happen, history might just repeat itself. Keep an eye on those stablecoin inflows and Bitcoin outflows – they're key signals.

当美联储在2024年底缓解时，我们看到了类似的模式。稳定的稳定币流向交流，比特币持有量下降，比特币不断攀登，即使所有宏观经济疯狂也是如此。如果削减速度实际发生，历史可能会重复。密切注意那些稳定的流入和比特币流出 - 它们是关键信号。

Mixed Signals and Market Volatility

混合信号和市场波动

The economic indicators are a mixed bag. We've got persistent inflation, a softening job market, and bond yields hinting at economic fragility. The Fed's gotta walk a tightrope, balancing support for the economy with the risk of fueling inflation. Risky assets like Bitcoin and stocks could get a real boost if monetary policy gets more accommodating. But heads up – a disappointing reaction could trigger a quick correction. So, short-term, expect some volatility, but long-term, things are looking pretty good for liquidity.

经济指标是一个混合的袋子。我们的通货膨胀率持续，就业市场软化，债券产生暗示经济脆弱性。美联储一定要走一根绳索，平衡对经济的支持与加油通货膨胀的风险。如果货币政策变得更加适应，那么像比特币和股票这样的冒险资产可能会真正提高。但是要抬头 - 令人失望的反应可能会引发快速纠正。因此，短期期待一些波动性，但长期，事情对于流动性看起来不错。

CoinShares' Bold Move: A US Expansion

Coinshares的大胆举动：美国扩张

Adding another layer to this potential turning point, CoinShares, a major European player in digital assets, is making a splash in the US. They're merging with Vine Hill Capital Investment Corp. to get listed on the Nasdaq, which could be huge for their growth. With about $10 billion in assets under management, they're already a big deal in Europe, and this move could open up the US market, which represents half of the world's assets under management.

在这个潜在的转折点上增加了另一层，是数字资产的主要欧洲人Coinshares在美国散发出来。他们正在与Vine Hill Capital Investment Corp.合并，以在纳斯达克岛上市，这可能对他们的增长很大。由于管理的资产约为100亿美元，它们在欧洲已经很重要，这一举动可以打开美国市场，该市场代表了全球管理的一半资产。

CoinShares is betting big on the US, thanks to a more favorable regulatory environment and growing interest in digital assets. They've got a strong revenue model and are ready to fund growth and acquisitions. Keep an eye on how this plays out – it could significantly impact the digital asset landscape.

由于更有利的监管环境和对数字资产的兴趣越来越大，Coinshares在美国赌注大。他们拥有强大的收入模式，并准备资助增长和收购。请密切关注这种情况 - 它可能会严重影响数字资产格局。

Final Thoughts: Buckle Up, It Could Be a Wild Ride

最终想法：系好，可能是一个疯狂的旅程

So, what's the bottom line? September 17 could be a major turning point for the US markets, especially for Bitcoin. The Fed's rate cut, combined with other factors like CoinShares' US expansion, could set the stage for a new bull run. But remember, the market's a fickle beast. Expect some ups and downs along the way. As they say in New York, it's gonna be a wild ride, so buckle up and enjoy the show!

那么，最重要的是什么？ 9月17日可能是美国市场的主要转折点，尤其是比特币。美联储的削减速度加上Coinshares的美国扩张等其他因素，可能为新的公牛奔跑奠定了基础。但是请记住，市场是善变的野兽。期待一路上一些起伏。正如他们在纽约所说的那样，这将是一次疯狂的旅程，所以搭扣并享受演出！