A economia dos EUA mantém-se robusta + risco a regressar, como o Bitcoin pode ultrapassar a barreira de $98,000?

【区块律动】Recent interesting market movements: US employment data is stable, inflation is not out of control, and as a result, risk appetite has rebounded across the board. Stocks, precious metals, the US dollar, and cryptocurrencies—these risk assets are all rising. Rumors from Venezuela and Iran continue to circulate, pushing up crude oil prices, but the overall market sentiment remains calm and resilient.

What are investors pondering now? The expectation of Trump taking office. The market generally anticipates that he will find ways to push up asset prices by releasing liquidity and adopting a tough stance on the US, thereby supporting US assets and creating an atmosphere of global “risk opening.” Against this backdrop, Bitcoin failed to break higher several times but finally surpassed $95,000—finally not disappointing.

There is a mechanism worth noting: if precious metals continue to gain favor due to currency devaluation, Bitcoin’s relative advantage as an alternative asset could shine again, attracting funds back into digital assets.

But don’t forget the risks. The Supreme Court’s tariff ruling has not yet been announced, and geopolitical tensions could escalate at any time. However, based on price performance, the market has already digested most of the risks. Before a true shock event occurs, any pullback is basically an opportunity for low-cost buying.