前瑞信投资组合主管：比特币结束史上最长跑输期，将重新跑赢股票与债券
深潮 TechFlow 消息，5 月 24 日，据 CoinDesk 报道，Risk Dimensions 首席投资官、前瑞士信贷全球投资组合管理主管 Mark Connors 表示，比特币此前对标普 500 指数长达 142 天的跑输期已于 5 月初结束，为历史上持续时间最长的一次，目前已进入新一轮跑赢阶段。
Connors 认为，持续的通胀压力、结构性高油价以及"长期高利率"环境正对债券市场形成压制，比特币有望同时跑赢股票和固定收益资产。他指出，应对通胀压力的唯一出路是技术突破，AI 与区块链正日益成为企业构建去中心化系统、支持自动化交易的关键基础设施。
在资产轮动方面，Connors 将当前环境类比于 2020 年：彼时黄金在疫情初期领跑，随后比特币强势复苏。"黄金已完成它的行情，比特币的复苏正在到来。"
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
币界网•12m agoBTC OG内幕巨鲸：ZEC空单由亏转盈
ChainCatcher•1h agoItalian energy company Alps Blockchain has converted an idle power plant in Bolivia into a Bitcoin mining farm
Blockbeats•1h agoThe ETH/BTC exchange rate continues to decline, currently quoted at 0.02713
ChainCatcher•2h ago10x Research: Most Bitcoin treasury companies have significantly compressed their NAV premiums and may enter an era of negative premiums
Blockbeats•3h agoBitcoin has entered a high-risk range, and the continued withdrawal of institutional funds highlights concerns about selling pressure
ChainCatcher•3h agoData: Whales opened $40.26 million in BTC short positions and held $33.3 million in ZEC long positions
Blockbeats•4h agoBitunix Analyst: Hormuz is 'fighting while talking,' and the market is beginning to realize that real uncertainty has never disappeared
ChainCatcher•4h agoThe survey shows that 16% of Brazilian investors have allocated cryptocurrencies, while 56% of non-investors intend to enter the market
Blockbeats•5h agoGlassnode: Decline in active addresses, improved ETF flows, Bitcoin enters a wait-and-see phase
ChainCatcher•5h agoGlobal listed companies hold approximately 1.242 million BTC, a 67% increase compared to a year ago
