Analysis: Macroeconomic factors boost Bitcoin's upward trend, with inflation remaining a core risk

ChainCatcher message, the Matrixport research report points out that the resilience of the U.S. economy is strong, the narrowing of credit spreads reduces corporate refinancing costs, and the promotion of artificial intelligence applications enhances operational efficiency, providing support for risk assets.

Historical data shows that a narrowing of credit spreads is often accompanied by a strengthening of the stock market and Bitcoin, increasing the likelihood of the continuation of the current Bitcoin market. However, inflation remains a core risk. Models predict that future inflation rates will fall below 2%, which diverges from the market's general expectations. The decline in energy prices and the retreat in housing costs may reduce the likelihood of maintaining high inflation in the long term. Although the driving factors for the next round of Bitcoin market are still unclear, new upward momentum is gradually forming.