<p>加密资产在周一交易上涨，而亚洲股市小幅上扬，交易者进入了一个以美国联邦储备委员会和密集的中央银行日程为主导的一周。</p>
<p>市场情绪依然谨慎，但从加密货币到股票的风险资产保持稳定，因为投资者对新一轮政策宽松的前景表示支持。</p>
<p>比特币上涨约 1.9%，价格接近 90,000 美元，延续了稳步上涨的趋势，这一趋势得到了降息预期的支持。</p>
<p>对于加密交易者来说，联邦储备会议现在看起来不再像例行日程事件，而更像是下一个周期的可能触发点。</p>
<p>Mudrex 的首席量化分析师 Akshat Siddhant 表示，如果联邦储备本周继续降息，“圣诞反弹” 的可能性将越来越大，推动比特币朝着 100,000 美元的目标迈进。</p>
<p>他指出，约 87,500 美元是一个重要的支撑区域，即使短期内出现波动，这一水平仍然使比特币的整体结构看起来积极。市场快照</p>
<ul>
<li>比特币：$91,256，上涨 1.9%</li>
<li>以太坊：$3,114，上涨 2.1%</li>
<li>XRP：$2.07，上涨 0.9%</li>
<li>总加密市场市值：$3.18 万亿，上涨 1.3%</li>
</ul>
<p>🚨 加密货币即将迎来重要一周 🚨周一：– FOMC 会议– 可能的量化宽松开始周二：– 通胀数据发布周三：– FOMC 会议和降息周五：– 资产负债表– 鲍威尔辞职加密货币即将迎来超级看涨的一周！ — ᴛʀᴀᴄᴇʀ (@DeFiTracer) 加密货币获得支持，而亚洲股市小幅上涨</p>
<p>在亚洲的股市中，股票在交易开始时小幅上涨。日本的日经指数在上周小幅上涨 0.5% 后下跌约 0.3%，而韩国的 Kospi 在上周因确认美国对其出口的关税降低而上涨 4.4% 后下跌 0.3%。</p>
<p>MSCI 的亚太地区（不包括日本）股票广泛指数在相对平静的交易中下跌约 0.1%。</p>
<p>中国大陆的股票将根据 11 月的贸易数据进行调整，投资者关注出口在关税压力下的表现。这些数据将影响投资者在年末对中国资产的布局，并帮助塑造亚洲股市对全球风险情绪的支持程度。联邦储备紧张局势加剧，期货持平，分析师关注盈利信号</p>
<p>美国期货在周初提供了很少的方向性推动。标准普尔 500 指数和纳斯达克合约交易接近平盘，投资者在即将到来的联邦储备决策与新一轮企业财报之间进行权衡。</p>
<p>甲骨文和博通的财报将提供对与人工智能相关的基础设施和芯片需求的进一步了解，而好市多的财报将为消费者支出提供一个窗口。</p>
<p>利率市场的定价显示出投资者对宽松政策的坚定倾向。期货暗示当前 3.75% 至 4% 的联邦基金目标区间内，降息 25 个基点的概率约为 85%，因此维持不变将意味着一个冲击。</p>
<p>然而，联邦公开市场委员会内部的决策可能并不简单。一些政策制定者公开表示反对过早降息，自 2019 年以来，联邦储备会议上没有出现过三次或更多的异议，这种情况自 1990 年以来仅发生过九次。加密货币关注美元走势，市场权衡联邦储备的时机和政治噪音</p>
<p>市场价格更加谨慎，给 1 月份的降息行动附加了约 24% 的概率，并且直到 7 月份才完全考虑到另一轮宽松。对于比特币和其他数字资产而言，这一路径至关重要，因为它影响美元、流动性和硬顶资产的吸引力。</p>
<p>美国政治也在这一辩论中占据重要地位。一些投资者担心，特朗普总统对联邦储备独立性的反复攻击可能会导致利率过低，从而为未来的通胀问题埋下伏笔。</p>
<p>这种背景往往助长了比特币可以作为长期货币贬值对冲工具的叙述，即使日常交易仍然对标准宏观数据和融资条件作出反应。</p>
<p>联邦储备并不是唯一的游戏。加拿大、瑞士和澳大利亚的中央银行本周也将召开会议，普遍预计将维持政策不变。瑞士国家银行可能会看到抵消强势法郎的理由，但由于其政策利率已经为 0%，官员们对回归负利率领域仍然保持谨慎。</p>

<p>随着一周的开始，加密资产和亚洲股票略有上涨，比特币上涨了 1.9%，市场对美联储降息的预期增强。分析师表示，如果美联储降息，比特币可能会迎来一波 “圣诞反弹”。亚洲股市小幅上涨，而美国期货保持平稳。美联储的决定至关重要，目前降息的概率为 85%，这将影响加密货币和全球市场。预计其他中央银行本周将维持政策不变</p>

<p>Crypto assets traded higher on Monday while Asia’s stock markets inched up, as traders stepped into a week dominated by the US Federal Reserve and a packed central bank calendar.</p>
<div class="lb-trans"><p>加密资产在周一交易上涨，而亚洲股市小幅上扬，交易者进入了一个以美国联邦储备委员会和密集的中央银行日程为主导的一周。</p>
</div><p>The mood stayed cautious, but risk assets, from crypto to equities, held their ground as investors lined up behind the prospect of fresh policy easing.</p>
<div class="lb-trans"><p>市场情绪依然谨慎，但从加密货币到股票的风险资产保持稳定，因为投资者对新一轮政策宽松的前景表示支持。</p>
</div><p>Bitcoin rose about 1.9%, keeping prices close to the $90,000 mark and extending a steady grind higher that has drawn support from rate-cut bets.</p>
<div class="lb-trans"><p>比特币上涨约 1.9%，价格接近 90,000 美元，延续了稳步上涨的趋势，这一趋势得到了降息预期的支持。</p>
</div><p>For crypto traders, the Fed meeting now looks less like a routine calendar event and more like a possible trigger for the next leg of the cycle.</p>
<div class="lb-trans"><p>对于加密交易者来说，联邦储备会议现在看起来不再像例行日程事件，而更像是下一个周期的可能触发点。</p>
</div><p>Akshat Siddhant, lead quant analyst at Mudrex, said that if the Fed proceeds with a rate cut this week, a “Santa rally” becomes increasingly likely, pushing BTC toward the $100,000 mark.</p>
<div class="lb-trans"><p>Mudrex 的首席量化分析师 Akshat Siddhant 表示，如果联邦储备本周继续降息，“圣诞反弹” 的可能性将越来越大，推动比特币朝着 100,000 美元的目标迈进。</p>
</div><p>He pointed to around $87,500 as an important support area, a level that still leaves the broader structure for Bitcoin looking constructive even if there is short-term volatility.Market snapshot</p>
<div class="lb-trans"><p>他指出，约 87,500 美元是一个重要的支撑区域，即使短期内出现波动，这一水平仍然使比特币的整体结构看起来积极。市场快照</p>
</div><ul>
<li>Bitcoin: $91,256, up 1.9%</li>
<li>Ether: $3,114, up 2.1%</li>
<li>XRP: $2.07, up 0.9%</li>
<li>Total crypto market cap: $3.18 trillion, up 1.3%</li>
</ul>
<div class="lb-trans"><ul>
<li>比特币：$91,256，上涨 1.9%</li>
<li>以太坊：$3,114，上涨 2.1%</li>
<li>XRP：$2.07，上涨 0.9%</li>
<li>总加密市场市值：$3.18 万亿，上涨 1.3%</li>
</ul>
</div><p>🚨 BIG WEEK INCOMING FOR CRYPTO 🚨MONDAY:– FOMC MEETING– POSSIBLE QE STARTTUESDAY:– INFLATION DATA RELEASEWEDNESDAY:– FOMC MEETING AND RATE CUTSFRIDAY:– DEF BALANCE SHEET– POWELL RESIGNSMEGA BULLISH WEEK FOR CRYPTO IS COMING! — ᴛʀᴀᴄᴇʀ (@DeFiTracer) Crypto Finds Support While Asian Stocks Log Cautious Early Gains</p>
<div class="lb-trans"><p>🚨 加密货币即将迎来重要一周 🚨周一：– FOMC 会议– 可能的量化宽松开始周二：– 通胀数据发布周三：– FOMC 会议和降息周五：– 资产负债表– 鲍威尔辞职加密货币即将迎来超级看涨的一周！ — ᴛʀᴀᴄᴇʀ (@DeFiTracer) 加密货币获得支持，而亚洲股市小幅上涨</p>
</div><p>Across Asia’s equity markets, stocks nudged higher as trading got under way. Japan’s Nikkei slipped about 0.3% after a modest 0.5% gain last week, while South Korea’s Kospi eased 0.3% after jumping 4.4% last week on confirmation of lower US tariffs on its exports.</p>
<div class="lb-trans"><p>在亚洲的股市中，股票在交易开始时小幅上涨。日本的日经指数在上周小幅上涨 0.5% 后下跌约 0.3%，而韩国的 Kospi 在上周因确认美国对其出口的关税降低而上涨 4.4% 后下跌 0.3%。</p>
</div><p>MSCI’s broad index of Asia-Pacific shares outside Japan dipped roughly 0.1% in relatively quiet dealings.</p>
<div class="lb-trans"><p>MSCI 的亚太地区（不包括日本）股票广泛指数在相对平静的交易中下跌约 0.1%。</p>
</div><p>Mainland Chinese shares were set to take their cues from November trade figures, with investors watching how exports hold up against tariff headwinds. The data will feed into positioning on Chinese assets into year-end and help shape how much regional support Asian equities can offer to global risk sentiment.Fed Tension Builds With Futures Flat And Analysts Watching Earnings Signals</p>
<div class="lb-trans"><p>中国大陆的股票将根据 11 月的贸易数据进行调整，投资者关注出口在关税压力下的表现。这些数据将影响投资者在年末对中国资产的布局，并帮助塑造亚洲股市对全球风险情绪的支持程度。联邦储备紧张局势加剧，期货持平，分析师关注盈利信号</p>
</div><p>US futures provided little directional push at the start of the week. S&amp;P 500 and Nasdaq contracts traded close to flat as investors balanced the coming Fed decision with a fresh round of corporate results.</p>
<div class="lb-trans"><p>美国期货在周初提供了很少的方向性推动。标准普尔 500 指数和纳斯达克合约交易接近平盘，投资者在即将到来的联邦储备决策与新一轮企业财报之间进行权衡。</p>
</div><p>Earnings from Oracle and Broadcom will give another read on demand for AI-linked infrastructure and chips, while Costco’s numbers will offer a window into consumer spending.</p>
<div class="lb-trans"><p>甲骨文和博通的财报将提供对与人工智能相关的基础设施和芯片需求的进一步了解，而好市多的财报将为消费者支出提供一个窗口。</p>
</div><p>Pricing in interest-rate markets shows how firmly investors lean toward an easing. Futures imply roughly an 85% chance of a quarter-point cut in the current 3.75% to 4% federal funds target range, so a hold would amount to a shock.</p>
<div class="lb-trans"><p>利率市场的定价显示出投资者对宽松政策的坚定倾向。期货暗示当前 3.75% 至 4% 的联邦基金目标区间内，降息 25 个基点的概率约为 85%，因此维持不变将意味着一个冲击。</p>
</div><p>Yet the decision may not be straightforward inside the Federal Open Market Committee. Some policymakers have spoken openly against cutting too early, and the Fed has not seen three or more dissents at a single meeting since 2019, something that has occurred only nine times since 1990. Crypto Watches Dollar Path As Markets Weigh Fed Timing And Political Noise</p>
<div class="lb-trans"><p>然而，联邦公开市场委员会内部的决策可能并不简单。一些政策制定者公开表示反对过早降息，自 2019 年以来，联邦储备会议上没有出现过三次或更多的异议，这种情况自 1990 年以来仅发生过九次。加密货币关注美元走势，市场权衡联邦储备的时机和政治噪音</p>
</div><p>Market prices are more cautious, attaching about a 24% probability to a January move and not fully factoring in another easing until July. For Bitcoin and other digital assets, that path matters because it shapes the dollar, liquidity and the appeal of hard-cap assets.</p>
<div class="lb-trans"><p>市场价格更加谨慎，给 1 月份的降息行动附加了约 24% 的概率，并且直到 7 月份才完全考虑到另一轮宽松。对于比特币和其他数字资产而言，这一路径至关重要，因为它影响美元、流动性和硬顶资产的吸引力。</p>
</div><p>US politics also hangs over the debate. Some investors worry that President Donald Trump’s repeated attacks on Fed independence could help push rates too low over time, setting the stage for a later inflation problem.</p>
<div class="lb-trans"><p>美国政治也在这一辩论中占据重要地位。一些投资者担心，特朗普总统对联邦储备独立性的反复攻击可能会导致利率过低，从而为未来的通胀问题埋下伏笔。</p>
</div><p>That kind of backdrop often feeds into the narrative that Bitcoin can act as a hedge against long-term currency debasement, even if day-to-day trading still reacts to standard macro data and funding conditions.</p>
<div class="lb-trans"><p>这种背景往往助长了比特币可以作为长期货币贬值对冲工具的叙述，即使日常交易仍然对标准宏观数据和融资条件作出反应。</p>
</div><p>The Fed is not the only game in town. Central banks in Canada, Switzerland and Australia also meet this week and are widely expected to hold policy steady. The Swiss National Bank may see reasons to offset a strong franc, but with its policy rate already at 0%, officials remain wary of returning to negative territory.</p>
<div class="lb-trans"><p>联邦储备并不是唯一的游戏。加拿大、瑞士和澳大利亚的中央银行本周也将召开会议，普遍预计将维持政策不变。瑞士国家银行可能会看到抵消强势法郎的理由，但由于其政策利率已经为 0%，官员们对回归负利率领域仍然保持谨慎。</p>
</div>

亚洲市场开盘：随着美联储关注周的开始，加密货币和亚洲股市悄然上涨