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Bitget 研究院 :特朗普關稅言論引發避險情緒,比特幣或受益於新一輪全球避險浪潮

2025-04-02 18:52:32

ChainCatcher 消息,Bitget 研究院首席分析師 Ryan Lee 指出,隨著美國總統特朗普提出新的關稅計劃,比特幣的避險屬性正在獲得更多關注。其"統一徵收 20% 關稅"的提議引發了市場對法幣,特別是美元信心的動搖,尤其是在通脹預期升溫的背景下。

德意志銀行的 Jim Reid 與 Pepperstone 的 Chris Weston 均警告稱,若該政策落實,全球經濟或面臨"滯漲"風險,即成本上升而經濟增長受限。

從經濟基本面看,此輪關稅若實施,或將推高製造成本、加劇通脹。這一事件或令市場不確定性延續。在此環境下,比特幣作為抗通脹和避險資產的需求有望顯著上升。

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