
Post
我的币比我的命还惨
有人又问:中东局势升级、沙特24小时空袭上百次,避险资金该不该涌向比特币和黄金?这轮“战争买避险”的惯性剧本恐怕要失效。
链条并不复杂:冲突推高油价,战争溢价重新点燃通胀预期,央行降息空间被压缩。本周英国央行已加息25个基点,市场对12月美联储加息的押注升至八成。于是,这轮地缘冲突在定价层面更像“加息催化剂”,而非单纯避险事件。黄金与BTC因此常同步承压,而非同步走强。
所以,别把战火当成多头护身符。地缘风险越升级,越要看油价—通胀—利率这条传导链,而不是条件反射式买入所谓避险资产。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$73,711+0.01%
ETH/USDTEthereum
$2,066.15+0.02%
SOL/USDTSolana
$83.07+0.01%
Today’s market buzz
1#After the US October CPI exceeded expectations, AI stocks and crypto trends diverged

2#Goldman Sachs predicts Anthropic's revenue will exceed $600 billion by 2030

3#NebiusAI cloud business rapid growth faces earnings report test
