#突破交易策略 Points Post

Bitcoin (BTC) is driven by multiple factors: at the macro level, expectations of Federal Reserve interest rate cuts increase liquidity, and the decline in real interest rates enhances its appeal as 'digital gold'; at the cyclical level, the 2024 halving (block reward halving) reduces new coin supply, and historical patterns indicate medium to long-term support; at the funding level, after the approval of Bitcoin spot ETFs in the U.S., institutions (pensions, asset management) accelerate entry through ETFs, with management scale exceeding $50 billion in 2024; at the technical level, Layer 2 scaling (like the Lightning Network) improves scalability, and compliant custody drives institutional allocation. In the short term, attention should be paid to the implementation of macro policies and fluctuations in market sentiment.