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CoinShares研究主管:比特幣已基本消化民主黨大勝預期,存在反彈空間

2026-11-05 09:04:17

ChainCatcher 消息,据 Bitcoin.com 報導,CoinShares 研究主管 James Butterfill 就 11 月 3 日美國中期選舉結果表示,比特幣已基本消化民主黨大勝的預期,隨著不確定性消除,存在反彈空間,預期結果不一定引發另一輪拋售。

Butterfill 警告,更大的擔憂是加密改革放緩。Clarity 法案面臨更艱難路徑,而對特朗普相關企業的調查可能消耗政治資本,並在行業產生令人不安的頭條新聞。他認為美國加密股票可能比比特幣更敏感,尤其是交易所、代幣發行商和依賴新監管許可的企業。

Butterfill 還表示,合規運營商可能因競爭對手受更嚴格審查而受益。對比特幣而言,實際收益率、美元流動性和 ETP 資金流仍比選舉更重要。

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