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Bitget 研究院 :特朗普关税言论引发避险情绪,比特币或受益于新一轮全球避险浪潮

2025-04-02 18:52:32

ChainCatcher 消息,Bitget 研究院首席分析师 Ryan Lee 指出,随着美国总统特朗普提出新的关税计划,比特币的避险属性正在获得更多关注。其“统一征收 20% 关税”的提议引发了市场对法币,特别是美元信心的动摇,尤其是在通胀预期升温的背景下。

德意志银行的 Jim Reid 与 Pepperstone 的 Chris Weston 均警告称,若该政策落实,全球经济或面临“滞涨”风险,即成本上升而经济增长受限。

从经济基本面看,此轮关税若实施,或将推高制造成本、加剧通胀。这一事件或令市场不确定性延续。在此环境下,比特币作为抗通胀和避险资产的需求有望显著上升。

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