韩元暴跌引发USDT折价,加密市场避险需求骤降

Gate News 消息,3 月 23 日,韩元兑美元汇率跌至1511韩元,创下自2009年以来最低水平,美元飙升推动投资者避险情绪上升。然而,在韩国加密货币市场,USDT却出现罕见折价,交易价格约为1503韩元,低于美元现货汇率近0.5%。

此前,韩国散户投资者通常将USDT视为美元替代品,在韩元疲软或市场恐慌时期,会出价高于美元汇率购买稳定币,这一现象被称为“泡菜溢价”。10月份市场恐慌期间,USDT溢价一度高达7.47%。但本轮韩元贬值伴随地缘政治紧张,使得投资者避开加密货币投机,转向持有美元及美元计价资产,从而导致USDT折价。

首尔外汇市场开盘报1504.9韩元,盘中一度升至1511.8韩元。伊朗封锁霍尔木兹海峡推高油价,加剧韩元通胀压力。外国投资者早盘净卖出3357亿韩元韩国综合股价指数(KOSPI)股票,触发今年第六次熔断机制。地缘政治紧张与股市抛售共同抑制了稳定币需求。

USDT折价反映出加密货币市场在当前避险环境下并未像传统外汇市场一样被动推高。随着特朗普对霍尔木兹海峡发出48小时最后通牒,而德黑兰威胁永久关闭海峡,短期内韩元贬值压力依旧存在,USDT作为韩元计价的交易工具,其价格走势仍可能承压。

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