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比特幣跌至 9 万美元,参议院设定“清晰法案”最后期限

比特币爆发性的新年涨势遭遇了重大的阻力墙,价格从 94,700 美元的高点回落,目前在 90,800 美元关口附近交易。尽管流入 ETF 的机构资金在结构上仍保持高位,但由于美国参议院银行业委员会正式将 2026 年 1 月 15 日定为《清晰法案》(数字资产市场清晰法案,CLARITY Act)的高风险审查日,市场动能于今日停滞。

监管的“不归路”

市场正在对《清晰法案》激进的时间表做出反应。共和党领导层正竞相在 1 月 30 日联邦财政拨款截止日期前通过该法案,以避免潜在的政府关门导致立法陷入瘫痪。

继周一高达 6.97 亿美元的巨额流入后,美国现货 ETF 在周二和周三出现了剧烈逆转,净流出达 2.43 亿美元(主要来自富达和灰度),标志着局部“去风险”阶段的到来。

接下来的动向?

技术分析师正密切关注 90,000 美元的心理支撑位。若日线收盘价低于此水平,可能会引发向 87,000 美元区域的清算事件。

  • 1 月 15 日参议院投票:这是“成败攸关”的催化剂。如果《清晰法案》通过银行业委员会审查,它将为数字资产提供首个联邦监管框架,可能引发向 100,000 美元大关的巨幅拉升。
  • 宏观催化剂:明天的美国非农就业报告(东部时间上午 8:30)将决定美联储的下一步行动;疲软的就业报告通常对比特币是“利好”,因为它增加了进一步降息的可能性。

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