On July 22 Bitcoin fluctuated around 66 000 on Wednesday continuing to consolidate its two week high Driven by AI optimism global chip stocks rose for a second consecutive trading day while the yen fe
Huỳnh Quân
日本财务大臣三村淳对汇率投机发出警告,暗示“果断行动”的可能,日元贬值势头暂缓,但利差压力仍在。与此同时,芯片股隔夜反弹——费城半导体指数周二涨超5%,AI乐观预期带动风险偏好回暖,比特币同步上探66,000美元,以太坊、XRP联动走强。然而,DEX衍生品龙头HYPE逆势下跌4%,周跌幅扩大至10%,暗示资金正从高Beta板块向AI概念迁移。宏观对冲叙事在日元破位后并未有效推升比特币,市场更关注SIM(半导体)与加密的联动而非单纯避险逻辑,比特币横盘等待突破阻力区间。