QCP Capital 最新报告指出，BTC 保持在 65,000 美元以上，并突破 67,000 美元，尽管美国股市因企业财报季下跌，尤其是 ASML 报告引发的芯片需求放缓预期导致 NVDA 和 AMD 等半导体股票下跌，但这未影响 BTC 的上涨走势。报告指出，由于特朗普胜选几率上升，市场预期其加密政策比哈里斯更为友好，加密资产与特朗普胜选的正相关性进一步增强。QCP 预计，随着全球央行进入...

<div>QCP Capital 最新报告指出，BTC 保持在 65,000 美元以上，并突破 67,000 美元，尽管美国股市因企业财报季下跌，尤其是 ASML 报告引发的芯片需求放缓预期导致 NVDA 和 AMD 等半导体股票下跌，但这未影响 BTC 的上涨走势。报告指出，由于特朗普胜选几率上升，市场预期其加密政策比哈里斯更为友好，加密资产与特朗普胜选的正相关性进一步增强。QCP 预计，随着全球央行进入降息周期，市场流动性将增加，推动风险资产上涨。欧洲央行预计将于明日降息 25 个基点，中国央行继续维持宽松立场，美联储预计今年降息两次，2025 年或将降息四次。<br><br></div>

QCP Capital：特朗普胜选预期提升，BTC 突破 67K，市场展望乐观

QCP Capital's latest report points out that BTC remains above $65,000 and has broken through $67,000, despite the US stock market declining due to the corporate earnings season, especially the expectation of slowing chip demand caused by ASML's report, which led to a decline in semiconductor stocks such as NVDA and AMD. The report indicates that as the probability of Trump's victory increases, the market expects his crypto policy to be more friendly than Harris, further strengthening the positive correlation between crypto assets and Trump's victory. QCP expects that as central banks around the world enter...

The latest report from QCP Capital indicates that BTC is holding above $65,000 and has broken through $67,000, despite the US stock market declining due to the corporate earnings season, particularly the slowdown in chip demand expectations triggered by ASML's report, which has led to a decline in semiconductor stocks such as NVDA and AMD. The report points out that due to the increased likelihood of Trump's victory, the market expects his crypto policy to be more friendly than Harris', further strengthening the positive correlation between crypto assets and Trump's victory. QCP expects that as central banks around the world enter an easing cycle, market liquidity will increase, driving up risk assets. The European Central Bank is expected to cut rates by 25 basis points tomorrow, the People's Bank of China continues to maintain a loose stance, and the Federal Reserve is expected to cut rates twice this year, and potentially four times by 2025.

QCP Capital: Trump's victory expectations increase, BTC breaks through 67K, and the market outlook is optimistic

According to the news from Mars Finance, QCP Capital has published an analysis stating that BTC's rebound to $65,000 may be related to the delay in Mt.Gox's repayment deadline to October 2025. While there may be many factors that can explain the current trend, if we look at the historical price trend, this is quite an interesting moment, as it is mid-October and there are only three weeks left until the US election. If we look back to 2016, BTC traded in a very narrow range for over 3 months. It was not until three weeks before the US election day that BTC started to rise from $600 and eventually doubled its price in the first week of January. Similarly, in 2020, BTC was stuck in a boring range for nearly half a year, until it rebounded from $11,000 three weeks before the US election day, reaching a high of $42,000 in January.
However, the performance so far in October has been quite disappointing, with BTC only up +1.2%, while the average increase is +21%.

QCP Capital: BTC rebound may be related to the postponement of repayment period Mt.Gox, and potential rise will be affected by the US election

Against the backdrop of the Federal Reserve's interest rate cut, the bugle for a new round of "liquidity scramble" has already been sounded. In the recent period, the A-share and Hong Kong stock markets have performed remarkably well, attracting global capital inflows. And in the past two days, dollar-denominated assets represented by Bitcoin and Nasdaq have continued their strong upward momentum, with Bitcoin continuing to rise during the week and reaching the $67,000 mark, while the Nasdaq index also hit a new three-month high on Monday (October 14).

<Hashkey Group> chief analyst Jeffrey Ding said that Bitcoin will rise to $70,000 again...

HashKey: Bitcoin, Nasdaq and other dollar-denominated assets have risen sharply and are about to break historical highs

The AI leader Nvidia (Nvidia) closed at a new high of $138.07, driving the US stock market to close higher again. Goldman Sachs believes that Chinese policymakers have "shifted to cyclical policy management and strengthened their focus on the economy", and has revised up its outlook for China's GDP. Bitcoin surged from above $62K yesterday morning and returned above $66K.

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- Goldman Sachs revises up China's GDP
- Bitcoin returns above $66K

Goldman Sachs revises up China's GDP
On October 13, Goldman Sachs...