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CoinShares研究主管:比特币已基本消化民主党大胜预期,存在反弹空间

2026-11-05 09:04:17

ChainCatcher 消息,据 Bitcoin.com 报道,CoinShares 研究主管 James Butterfill 就 11 月 3 日美国中期选举结果表示,比特币已基本消化民主党大胜的预期,随着不确定性消除,存在反弹空间,预期结果不一定引发另一轮抛售。

Butterfill 警告,更大的担忧是加密改革放缓。Clarity 法案面临更艰难路径,而对特朗普相关企业的调查可能消耗政治资本,并在行业产生令人不安的头条新闻。他认为美国加密股票可能比比特币更敏感,尤其是交易所、代币发行商和依赖新监管许可的企业。

Butterfill 还表示,合规运营商可能因竞争对手受更严格审查而受益。对比特币而言,实际收益率、美元流动性和 ETP 资金流仍比选举更重要。

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