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塔斯汀比伯
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比特币#比特币与黄金战争 节奏：2026年大概率为“休整年”，上半年或在6.3–7.4万寻底，Q3–Q4看反弹动能 • 驱动转变：由减半叙事转向宏观流动性+机构配置+监管合规三重主导 • 机构主线：现货ETF、养老金/保险等合规入场深化，资产属性更偏“数字黄金” • 风险点：监管政策碎片化、ETF资金持续流出、挖矿成本抬升与算力波动
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宏观与情绪：美联储温和降息预期降温，市场恐慌情绪上升，与比特币联动性强、波动更大。 2. 技术升级：12月3日完成Fusaka升级，提升L2扩容与blob处理效率，为生态长期赋能。 3. 技术面：日线MACD死叉、RSI超卖，存在技术性修复需求，但反弹乏力，短期大概率低位震荡。#加密市场观察
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