Matrixport released a weekly report saying that the US economy is still showing strong resilience. The narrowing of credit spreads has reduced the cost of refinancing for companies and mitigated the impact of tariffs to some extent. In this context, companies have accelerated the introduction of artificial intelligence to improve operational efficiency and provide additional support for risky assets. Historical data shows that the narrowing of credit spreads is often accompanied by the strengthening of the stock market and bitcoin, which together raise the possibility of the continuation of the current bitcoin market.
The core risk to the current trajectory remains inflation. While inflation remains above target, our models predict a fall back below 2.0 per cent in the coming quarters, implying that the Fed is likely to extend its easing cycle. This judgment is at odds with mainstream market expectations, which generally believe that fiscal recapitalisation and deglobalisation will keep inflation high for longer. However, given the continued low energy prices and falling housing costs, inflation above 3.0 per cent for a long time is unlikely.
Although the core drivers of Bitcoin's next round of market share are not yet clear, a new round of upward momentum is gradually taking shape.
Matrixport: The core drivers of Bitcoin's next round of market share are not yet clear, but a new round of upward momentum is gradually taking shape
2025-09-19 07:03:03
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Previous article：
Matrixport ：比特币下一轮行情的核心驱动因素尚未明确，但新一轮上涨动能正在逐步形成Next article：
Tom Lee：美联储降息的受益者包括小盘金融股、加密货币以及MAG7等股票
