最新报道:According to Bijie.com, Matrixport released its weekly report on September 19th, stating that the US economy remains resilient. Narrowing credit spreads have reduced corporate refinancing costs and, to some extent, mitigated the impact of tariffs. Against this backdrop, companies are accelerating the adoption of artificial intelligence to improve operational efficiency, providing additional support for risky assets. Historical data shows that narrowing credit spreads often coincide with stronger stock markets and Bitcoin. These factors together increase the likelihood that the current Bitcoin rally will continue. The core risk to the current trend remains inflation. Although inflation remains above target, our model predicts it will fall below 2.0% in the coming quarters, suggesting the Federal Reserve is likely to extend its easing cycle. This assessment differs from the prevailing market consensus, which believes that fiscal injections and deglobalization will keep inflation elevated for longer. However, given the backdrop of continued low energy prices and declining housing costs, it is unlikely that inflation will remain above 3.0% for an extended period. While the core drivers of Bitcoin's next rally remain unclear, a new round of upward momentum is gradually building.