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分析师:没有国家能在全球贸易战中获胜,比特币价格将因此飙升
永远满仓
永远满仓
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4 月 6 日,根据 Bitwise 分析师 Jeff Park 的观点,美国总统特朗普的贸易政策将引发全球宏观经济动荡和短期金融危机,最终推动比特币作为价值储存资产的更大规模采用。Park 认为,贸易战带来的经济不稳定将促使各国政府采取通胀性的财政和货币政策,这将进一步贬值法定货币,并导致全球范围内寻求替代价值储存资产(如比特币)的避险行为。


分析师得出结论,这种对比特币需求的增加将长期推动其价格大幅上涨。Park 此前在 2 月 2 日发布的推文中预测了贸易战的即时影响:「关税成本很可能会通过更高的通货膨胀由美国及其贸易伙伴共同承担,但对外国的影响将相对更重。这些国家随后将不得不寻找方法来应对其增长疲软的问题。」


尽管比特币作为对抗快速贬值的法定货币的价值储存资产的需求增加,将长期推高 BTC 价格,但 Park 表示,全球金融市场将感受到贸易战带来的短期痛苦和财富破坏。

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