QCP:比特币与特朗普赔率相关性或在减弱,若突破7万美元将产生新的高点

BlockBeatNews
BTC0,14%
JOE-0,42%
NFP1,46%

BlockBeats 消息,10 月 28 日,QCP 发布每日市场观察称,特朗普在 Joe Rogan 体验播客上的采访在选举前一周发布,已经获得了超过 3200 万次观看,推动他的 Polymarket 赔率升至 66% 以上。尽管加密货币被称为「特朗普交易」,但 BTC 与特朗普赔率的相关性似乎在减弱。BTC 正努力突破 70,000 美元并超过 7 月高点。本月「Uptober」中 BTC 仅上涨 8%,低于平均 21%。若现货维持在这些水平,今年 10 月将成为 BTC 过去十年来表现第四差的 10 月。目前仍保持谨慎,因为不预计周四的核心 PCE 数据或周五的 NFP 数据会带来任何惊喜。各交易平台的 BTC 永续合约(BTC-PERP)未平仓合约总量为 270 亿美元,接近今年的峰值。若突破 70,000 美元,可能会引发新的历史高点,尤其是在更多杠杆多头参与的情况下。

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