YueMatrixport: The new round of Bitcoin's upward momentum is gradually forming

#美国讨论BTC战略储备 Golden Finance reported that Matrixport released its weekly report stating that the U.S. economy continues to show strong resilience. The narrowing credit spread has reduced corporate refinancing costs and somewhat alleviated the impact of tariffs. Against this backdrop, companies are accelerating the adoption of artificial intelligence to improve operational efficiency, providing additional support for risk assets. Historical data shows that a narrowing credit spread is often accompanied by a strong stock market and Bitcoin, and these factors together increase the likelihood of the continuation of the current Bitcoin market. The core risk of the current trend still lies in inflation. Although the inflation rate remains above the target, our model predicts it will fall below 2.0% in the coming quarters, indicating that the Federal Reserve is likely to extend the easing cycle. This judgment diverges from mainstream market expectations, which generally believe that fiscal injections and de-globalization will keep inflation elevated for a longer period. However, considering the backdrop of continuously declining energy prices and falling housing costs, the likelihood of inflation remaining above 3.0% in the long term is low. Although the core driving factors for the next round of Bitcoin market are not yet clear, a new round of upward momentum is gradually forming.