BlockBeats 消息，1 月 21 日，CryptoQuant 分析师 XWIN 表示，特朗普政府再度推进关税政策，自 2025 年以来已成为比特币明确的下行因素。关税政策直接影响企业盈利、通胀以及货币政策预期，削弱了整体风险偏好，使包括比特币在内的风险资产更易受到回调冲击。
经济风险对比特币的影响迅速显现，因为投资者行为调整速度快。随着对经济增长和利率前景不确定性的增加，投资者倾向于在短期内降低风险敞口。在此过程中，比特币常被视为可临时出售以降低投资组合风险的流动性资产，而非长期价值储存手段。
CEX 净流量提供了补充视角。在调整阶段，可观察到 CEX 流入量的短暂上升，这与临时性仓位调整相符。然而，这些流入并未持续，表明不存在持续性的结构性抛售压力。
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