BlockBeats 消息,2 月 25 日,日本政府提名浅田统一郎与佐藤绫野出任日本央行货币政策委员会委员。此次人事调整正值政策敏感期,被视为高市早苗对未来利率节奏的实质性影响。两名提名人具备再通胀背景,市场解读为加息步调或偏审慎,政策不确定性升温。
消息公布后,美元兑日元短线走强。尽管新委员立场尚不明朗,但随着成员陆续卸任,高市仍有空间塑造政策取向。若日本央行延后加息,日元弱势或延续并支撑美元;反之,日元反弹将触发套息回补并放大波动。
加密市场方面,BTC 在 62,400 完成多头清算后反弹至 66,000 上方,66,683 附近为约 5,650 万空单密集区。当前已完成一轮多头去杠杆,后续焦点转向是否进一步挤压空单。若突破受阻,价格或回落至 64,500–65,000 再平衡。整体而言,行情主轴仍是杠杆重排,区间内流动性扫动格局尚未改变。
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