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#Bitcoin 和商业周期 📈
📝 历史上,比特币与商业周期有着明显的联系(ISM PMI),它与全球经济活动的扩张和收缩保持同步。
📉 目前,高利率使宏观经济条件处于低刺激状态,减缓了风险资产和流动性流动。这就是比特币一直在横盘整理而不是出现抛物线增长的原因之一。
💡 转折点?降息即将到来。只要中央银行开始放松政策,活动指数再次攀升,我们就应该看到 $BTC 新的看涨走势的确认。再加上当前的 ETF 采用趋势和改善的全球流动性,这一周期的最后一轮上涨的格局看起来是有利的。