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

以下內容發佈於三週前：
“我仍然預期BTC下一輪跑贏黃金的行情尚未到來。”
自那時起：
BTC上漲 6%
金 -15%
這其中有很多原因，需要寫一篇長文來詳細闡述。但市場可能已經開始預期華盛頓特區親比特幣政策的下一個階段。
這其中包括政府可能在中期選舉中面臨越來越嚴峻的形勢，並可能就BTC採取某種高調行動，以此作為提高選民投票率的更大計劃的一部分。
BTC選民是 2024 年選舉的關鍵選民群體，而目前這些支持者的情緒低落，所以我認為在未來幾個月內，適時宣布消息的可能性越來越大。

2026 年 2 月，穩定幣月交易量達到 7.2 萬億鎂，次超越了自動清算系統 (ACH) 網絡的 6.8 萬億鎂。
ACH是一種對外支付系統……

穩定幣的資金量流動量超過了美國核心金融體系。

特朗普總統在2024年4月1日關於伊朗衝突的講話中預測，未來兩到三週將持續遭受猛烈的軍事空襲，這將阻礙美國股市的鏈復甦……

本週，特朗普關於伊朗的講話對三隻美國股票造成了嚴重影響。

XRP在幣安的30天流動性指數已下降歷史新低，接近於零。交易量也從2025年1月的超過2000億鎂下挫幾乎為零。
這...