Odaily星球日报讯 交易与金融服务公司 Presto 的分析师表示，美国大选可能引发债券市场的崩溃，对比特币等其他资产也会产生影响。Jones 表示，在当前风险环境下，他看好比特币、黄金、大宗商品和纳斯达克股票。分析师认为，共和党候选人特朗普和民主党人哈里斯都承诺“财政挥霍”，导致政府债务水平不断上升，这加剧了债券市场崩溃的风险。此外，目前正等待国会批准的《2024 年比特币法案》可能有助于稳定美国债务，甚至可能稳定全球金融体系。（The Block）

分析师：美国大选或将引发债券市场崩溃，对比特币等资产产生影响

Odaily Odaily News: Analysts at Presto, a trading and financial services company, said that the US election could trigger a collapse in the bond market, which would also have an impact on other assets such as Bitcoin. Jones said that in the current risk environment, he is optimistic about Bitcoin, gold, commodities and Nasdaq stocks. Analysts believe that both Republican candidate Trump and Democrat Harris have pledged &quot;fiscal profligacy,&quot; leading to rising levels of government debt, which has increased the risk of a bond market collapse. In addition, the Bitcoin Act of 2024, which is currently awaiting approval from Congress, may help stabilize U.S. debt and may even stabilize the global financial system. (The Block)

Analyst: US election may trigger bond market collapse, affecting assets such as Bitcoin

The author: Revc, Jinse Finance

Preface
The 2024 US presidential election has entered the final sprint, and the political situation has reversed again. Trump has regained the lead in betting odds and polls in key swing states, making the election result more unpredictable. This political turmoil has already affected the global financial markets, especially the performance of the cryptocurrency market. Bitcoin has attempted to break through the $70,000 mark several times in the past week. Although the volatility is high, investors remain cautious, showing a more conservative investment atmosphere, as they wait for a clear direction in the US stock market.

Tense election changes
According to the latest forecast by <The Economist>, the former...

Two weeks to the election: Is the best deal of the year coming?

Odaily Planet Daily Report: QCP Capital issued a statement, with only 2 weeks left until the US election, the current situation is highly focused. In the prediction market, Trump has begun to widen his lead over Harris, and the current public opinion polls in the key swing states also tend to favor the Republican Party. The market is currently pricing in the possibility of Trump being elected as president. Discussions about tariff hikes and tax cuts have led to a stronger US dollar and a rise in US Treasury yields. Given Trump's more friendly stance towards cryptocurrencies, it is not surprising that the trading price of Bitcoin has risen. The S&P 500 index continues to hit new highs, and the 2-year US Treasury yield has once again broken through 4%. Driven by the unprecedented high open interest in exchanges, Bitcoin has moved towards $69,000. The total open interest of exchange futures has reached $40.5 billion. The market currently expects 1.5 rate cuts in 2024. The stronger-than-expected labor market and the increased likelihood of Trump being elected president have reignited hopes that US economic growth will remain strong. Due to the continued uncertainty in the labor market, all eyes are on the non-farm payroll (NFP) report to be released next Friday. As the last NFP report before the next FOMC meeting, it will play a key role in shaping market expectations for the Fed's next rate action. Before the release of employment data and the election, Bitcoin and Ethereum remain well-supported and have upside potential.

QCP Capital: The US election and interest rate cut expectations are good for the crypto market, pay attention to the non-farm data next Friday

The expectation of people is optimistic about the Republican victory, believing that this is beneficial for Bitcoin. However, some people believe that Bitcoin will rise regardless due to the influence of various macroeconomic factors.

According to Bloomberg, cryptocurrency options traders are increasing their bets on Bitcoin reaching a new high by the end of November.

The open interest of options expiring on November 8 has a strike price as high as $75,000, indicating that this is a key market focus area during this period.

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Trump and Harris debated on CNN. (Sam Reynolds/C...)