风险资产降温：比特币跌至8.08万美元附近，以太币等跌幅更深，避险资金转投黄金与美债
据CoinDesk 10月15日晨间市场综述，在美国通胀数据升温、加息担忧重燃的背景下，加密货币市场随全球风险资产一道走低。比特币过去24小时下跌逾2%，报约80,791美元，低于前一日84,000美元上方的高点；以太币报约2,361美元，瑞波币、Solana等主流币种跌幅更深。
这轮下跌并非加密市场独有：被视为全球经济晴雨表的铜期货周四再跌近1%，延续周三1.6%的跌幅；亚洲股市受韩国芯片股暴跌拖累；纳斯达克指数期货盘前走低。与此同时，被视为避险资产的美债与黄金上涨，10年期美债收益率回落8个基点至5.08%，脱离近期5.36%的高位，金价上涨约1%。
InvestingLive分析师朱塞佩·德拉莫塔（Giuseppe Dellamotta）在市场简报中写道：「这更像是一个滞胀式环境——风险资产与美元普遍表现不佳，而黄金跑赢。」
利率预期也在快速摇摆。周三消费者价格指数公布后，期货市场对美联储10月底加息的定价概率一度逼近50%，到周四晨间已回落至约29%，其余概率为维持3.75%至4.00%的利率区间不变。
Bitcoin Slides to Near $80,800 as Risk Assets Retreat; Haven Buying Lifts Gold and Treasuries
Cryptocurrency markets fell alongside global risk assets on Thursday as hotter U.S. inflation data revived fears of another Federal Reserve rate hike, according to CoinDesk's morning market briefing on October 15. Bitcoin dropped more than 2% over 24 hours to about $80,791, down from a high above $84,000 the previous day. Ether traded near $2,361, while XRP, Solana and other major tokens fell further.
The retreat was not confined to crypto. Copper futures — a closely watched barometer of global growth — fell nearly 1%, extending Wednesday's 1.6% decline; Asian stocks were dragged lower by a rout in South Korean chipmakers; and Nasdaq futures pointed lower before the U.S. open. At the same time, haven assets rose: the 10-year Treasury yield fell eight basis points to 5.08%, pulling back from a recent peak of 5.36%, and gold gained about 1%.
"It feels more like a stagflationary environment where risk assets and the US dollar generally underperform, while gold outperforms," InvestingLive analyst Giuseppe Dellamotta wrote in a market update.
Rate expectations have swung sharply. After Wednesday's consumer price report, futures markets briefly priced the probability of a Fed hike later this month at nearly 50%; by Thursday morning that had eased back to about 29%, with the remainder expecting the central bank to hold its target range at 3.75%–4.00%.
发布：GSM·美国（发布链接）
图片来源：投资者手持比特币纪念币（资料图）。图片来源：Wikimedia Commons，Shixart1985 摄，CC BY 2.0 授权
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