最新报道:QCP Capital notes that markets have shifted from rate watching to a liquidity-driven regime, with central bank actions and capital flows now key risk drivers. The Bitcoin-gold correlation has surged above 0.85, reflecting synchronized movements. Prediction markets indicate a 76% chance of three Fed rate cuts in 2025, totaling 75 bps, while Bitcoin faces a 51% probability of hitting $130,000 this year. Currently, BTC trades above $110,500, down 2%, with support breaches potentially leading to $96,500-$100,000. ETH is around $3,900, down 4%, amid macro uncertainties.