Odaily星球日报讯 新加坡加密货币研究公司 Presto 在周一的一份报告中表示：“拜登退选开启了一种可能性，即无论谁入主白宫，美国政府在 11 月之后都会对数字资产行业采取更具建设性的立场。” Presto 补充说：“ Harris 或其他竞争者是否会走这条路还有待观察，但以前几乎不存在的选择现在已经出现了。” 此外，Metalpha 高级分析师 Lucy Hu 表示：“我们预计市场将上涨，因为特朗普的关键经济政策将是降低利率和降低借贷成本。这肯定会提振包括比特币在内的所有风险资产。从中期到 2025 年大选，我们预计比特币将继续上涨。”（CoinDesk）

Odaily星球日报讯 新加坡加密货币研究公司 Presto 在周一的一份报告中表示：“拜登退选开启了一种可能性，即无论谁入主白宫，美国政府在 11 月之后都会对数字资产行业采取更具建设性的立场。”Presto 补充说：“ Harris 或其他竞争者是否会走这条路还有待观察，但以前几乎不存在的选择现在已经出现了。”此外，Metalpha 高级分析师 Lucy Hu 表示：“我们预计市场将上涨，因为特朗普的关键经济政策将是降低利率和降低借贷成本。这肯定会提振包括比特币在内的所有风险资产。从中期到 2025 年大选，我们预计比特币将继续上涨。”（CoinDesk）

分析：特朗普的关键经济政策将提振比特币等风险资产

Odaily Odaily News: Singapore cryptocurrency research company Presto said in a report on Monday: "Biden's withdrawal opens up the possibility that no matter who enters the White House, the US government will take a more constructive stance towards the digital asset industry after November." Presto added: "Whether Harris or other competitors will go this way remains to be seen, but options that were almost non-existent before are now available." In addition, Lucy Hu, senior analyst at Metalpha, said: "We expect the market to rise because Trump's key economic policy will be to lower interest rates and lower borrowing costs. This will definitely boost all risky assets, including Bitcoin. From the mid-term to the 2025 election, we expect Bitcoin to continue to rise." (CoinDesk)

Odaily Odaily News: Singapore cryptocurrency research company Presto said in a report on Monday: &quot;Biden&#39;s withdrawal opens up the possibility that no matter who enters the White House, the US government will take a more constructive stance towards the digital asset industry after November.&quot; Presto added: &quot;Whether Harris or other competitors will go this way remains to be seen, but options that were almost non-existent before are now available.&quot; In addition, Lucy Hu, senior analyst at Metalpha, said: &quot;We expect the market to rise because Trump&#39;s key economic policy will be to lower interest rates and lower borrowing costs. This will definitely boost all risky assets, including Bitcoin. From the mid-term to the 2025 election, we expect Bitcoin to continue to rise.&quot; (CoinDesk)

Analysis: Trump's key economic policies will boost risk assets such as Bitcoin

Author: Tom Mitchelhill, CoinTelegraph; Translated by: Deng Tong, Jinse Finance
US President Joe Biden shocked markets by announcing he would not run for a second term as president.
Now, some analysts say his last-minute move could boost Bitcoin and crypto assets in the coming months, while others believe investors should curb their excitement for now.
The price of Bitcoin fell 2.8% immediately after the news but has since recovered from the $65,800 mark, according to TradingView data.

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Macroeconomic research: Bitcoin's rise is encouraging, and the trend of US stocks may be the key to breaking through 70,000

Odaily Odaily News: JPMorgan analysts say any rebound in cryptocurrency prices is likely to be tactical (temporary and strategic) rather than the start of a durable uptrend. They note that Bitcoin's current price of around $67,500 is high compared to its production cost of around $43,000 and the volatility-adjusted gold price of around $53,000. The divergence between Bitcoin prices and JPMorgan's volatility-adjusted gold price "suggests a mean reversion to near the zero line, limiting the potential for long-term gains in Bitcoin prices," JPMorgan analysts wrote in a report on Thursday. The analysts reiterated that cryptocurrencies are expected to rebound from August as liquidations decrease after July. They noted that Bitcoin futures have recently been weak due to the liquidations of Gemini and Mt. Gox creditors and the sale of seized Bitcoin by the German government. Analysts said these liquidations are likely to subside after July and expect Bitcoin futures to rebound from August, in line with the recent rise in gold futures. "We believe momentum traders such as commodity trading advisors have played a major role in driving gold futures. Gold's momentum signal surged in July to overbought territory last April," the analysts said. Gold is expected to benefit from the potential re-election of Trump as president, according to JPMorgan analysts. Analysts said some investors believe Trump is more favorable to cryptocurrency companies and regulation than the current Biden administration. They added that Trump's potential trade policies could lead to more diversified investments in gold by emerging market central banks, especially the People's Bank of China.