Below was posted three weeks ago:
“I continue to expect that the next period of BTC outperformance over gold is still to come.”
Since then:
BTC +6%
Gold -15%
There are several reasons for this and that's a longer post. But something the market may be starting to anticipate is the next phase of DC's pro-BTC policy.
That includes the possibility that the administration -- facing increasingly tough prospects in the midterm elections -- could take some type of high-profile action on BTC as part of a larger agenda to boost voter turnout.
BTC voters were a key constituency in the 2024 election, and sentiment is low among those supporters right now, so I think a well-timed announcement is increasingly possible in coming months.

Posted six months ago at gold $3400 (now $5300). BTC then ran to a new high before selling off.
I continue to expect that the next period of BTC outperformance is still to come. More on this soon.  x.com/MacroScope17/s…

MacroScope

Twitter

以下内容发布于三周前：
“我仍然预期BTC下一轮跑赢黄金的行情尚未到来。”
自那时起：
BTC上涨 6%
金 -15%
这其中有很多原因，需要写一篇长文来详细阐述。但市场可能已经开始预期华盛顿特区亲比特币政策的下一个阶段。
这其中包括政府可能在中期选举中面临越来越严峻的形势，并可能就BTC采取某种高调行动，以此作为提高选民投票率的更大计划的一部分。
BTC选民是 2024 年选举的关键选民群体，而目前这些支持者的情绪低落，所以我认为在未来几个月内，适时宣布消息的可能性越来越大。

2026 年 2 月，稳定币月交易量达到 7.2 万亿镁，次超越了自动清算系统 (ACH) 网络的 6.8 万亿镁。
ACH是一种对外支付系统……

稳定币的资金量流动量超过了美国核心金融体系。

特朗普总统在2024年4月1日关于伊朗冲突的讲话中预测，未来两到三周将持续遭受猛烈的军事空袭，这将阻碍美国股市的链复苏……

本周，特朗普关于伊朗的讲话对三只美国股票造成了严重影响。

XRP在币安的30天流动性指数已下降历史新低，接近于零。交易量也从2025年1月的超过2000亿镁下挫几乎为零。
这...