Matrixport: Changes in the macro environment may create upside opportunities for Bitcoin

ChainCatcher News, Matrixport published an analysis stating that as gold strengthens, US Treasury yields decline, and the US dollar weakens, the macro environment is developing in a direction favorable to risk assets.

Analyst Markus Thielen pointed out that in such an environment, investors typically first hedge growth risks through gold, and then allocate to high-beta assets such as bitcoin. Historical experience shows that bitcoin performs exceptionally well under these macro conditions, often releasing considerable upside potential after a brief consolidation. Current market signals point to policy easing and economic slowdown, and the crypto market is particularly sensitive to these macro changes.