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宏观投资者卢克·格罗门(Luke Gromen)表示,白宫可能在比特币(BTC)交易的方式上发生了巨大变化。
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宏观投资者卢克·格罗门(Luke Gromen)说,白宫可能在比特币的方式上造成了巨大变化(BTC)交易。

在与娜塔莉·布鲁内尔(Natalie Brunell)有关硬币故事播客的新采访中,格罗门(Gromen)引起了人们对美国第一投资政策的关注备忘录特朗普政府于2月发布,旨在使美国外国投资政策更加谨慎和意识到国家安全。

宏观经济研究公司Forest for The Trees(FFTT)的创始人Gromen说,该备忘录基本上指示中国“拿走您的钱,回家,我们不再想要这里了”。

格罗门说,随着所有外国资本投资于美国市场,纳斯达克指数可能会遭受资本外流,而比特币(作为中立的全球资产本质上是免于关税或政治议程)的,将破坏这两个资产之间的相关性。

“这是我认为,最终将成为比特币和纳斯达克分离的催化剂,而且我认为,我认为正在开始驱动纳斯达克 - 由于倍数很高,还有很长的路要走,而且在短期内,交易者控制了流量…...

比特币是纳斯达克的杠杆,我明白了。短期内,它是高贝塔纳斯达克。如果您返回五年或十年的图表,那么您可以很清楚地看到,在这些时期,比特币的表现极高,但是当比特币上纳斯达克省的情况下,它们仍然倾向于以相似的方式进行方向发展,反之亦然。

The America First Investment Policy memo, I think, will start to break that correlation because I think right now in the short run, that correlation is holding, [but] at some point I think capital flow is going to see Bitcoin for what it is which is a neutral reserve asset linked to energy, uncontrollable by any govenment和I think it’ll start siphoning some flows off from Nasdaq as America continues to say, ‘Listen, you want to invest in some工厂在这里?太好了,否则,滚出去。’ 

而且,很多资本都必须逃脱,我们已经看到了黄金福利。我认为我们在黄金中看到的是我们在比特币中看到的东西的先驱。”

在写作时,比特币的价值为$ 83,233。

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