火星财经消息，据金十报道，高盛资产管理多元资产解决方案全球联席首席投资官亚历山德拉·埃利桑多表示，今日公布的 CPI 数据是一份值得欢迎的硬数据。然而，随着市场日益关注美联储独立性的风险，通胀数据可能将从主要的市场触发因素转变为背景约束因素。高盛仍倾向于做多风险资产，避免追逐短期新闻热点，转而布局具有持续性、可交易性的主题。

<div>火星财经消息，据金十报道，高盛资产管理多元资产解决方案全球联席首席投资官亚历山德拉·埃利桑多表示，今日公布的 CPI 数据是一份值得欢迎的硬数据。然而，随着市场日益关注美联储独立性的风险，通胀数据可能将从主要的市场触发因素转变为背景约束因素。高盛仍倾向于做多风险资产，避免追逐短期新闻热点，转而布局具有持续性、可交易性的主题。</div>

高盛：美联储独立性风险上升，通胀数据或成市场配角

According to Mars Finance, citing Jinshi, Alexandra Elizondo, Global Co-Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs Asset Management, stated that today's CPI data is a welcome piece of hard data. However, as the market increasingly focuses on the risks of the Federal Reserve's independence, inflation data may shift from being a primary market trigger to a background constraint. Goldman Sachs still prefers to long on risk assets, avoiding chasing short-term news headlines and instead focusing on sustainable and tradable themes.

<div>According to Mars Finance, citing Jinshi, Alexandra Elizondo, Global Co-Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs Asset Management, stated that today&#39;s CPI data is a welcome piece of hard data. However, as the market increasingly focuses on the risks of the Federal Reserve&#39;s independence, inflation data may shift from being a primary market trigger to a background constraint. Goldman Sachs still prefers to long on risk assets, avoiding chasing short-term news headlines and instead focusing on sustainable and tradable themes.</div>

Goldman Sachs: The risk of Federal Reserve independence is rising; inflation data may become a secondary factor in the market.

The real demand for Monero has consistently been far higher than its price reflects.

The hidden selling pressure on Monero is disappearing.

Author: Dovey Wan, Founding Partner, Primitive Ventures

Translator: Dayu

2025 saw the cryptocurrency industry achieve almost everything it expected. Structurally, it should have been a stellar year.

But why does it feel...so lifeless?

It's not that "the price didn't rise" means it's all over. Bitcoin hit new highs. But the atmosphere, sentiment, internal confirmation, other cryptocurrencies following suit, and retail investor enthusiasm have all changed. Perhaps most worryingly, this once "hot money-driving asset" is now... (The sentence is incomplete and ends abruptly.)

Primitive Ventures: The crypto world feels a bit dead.

The birth of new gods may be random, but the twilight of the old gods is already destined.