QCP 资本分析称，特朗普周末宣布成立“美国加密战略储备”，推动 BTC 在低流动性时段回升至 90,000 美元以上。尽管市场对此反应不一，但 BTC 仍处于区间底部，波动率较高，期权市场 3 月底前仍偏向看跌。美股 VIX 指数高企，反映投资者对风险资产仍持谨慎态度。特朗普或有更多政策手段，市场能否突破历史高点仍待观察。

<div>QCP 资本分析称，特朗普周末宣布成立“美国加密战略储备”，推动 BTC 在低流动性时段回升至 90,000 美元以上。尽管市场对此反应不一，但 BTC 仍处于区间底部，波动率较高，期权市场 3 月底前仍偏向看跌。美股 VIX 指数高企，反映投资者对风险资产仍持谨慎态度。特朗普或有更多政策手段，市场能否突破历史高点仍待观察。<br><br></div>

QCP：特朗普宣布加密战略储备，BTC 短暂回升至 90,000 美元以上

Here is the English translation:

QCP Capital analysis said that Trump's announcement over the weekend of the establishment of the "US Crypto Strategic Reserve" has driven BTC to rebound to over $90,000 during low liquidity periods. Although the market has had mixed reactions, BTC is still at the bottom of the range with high volatility, and the options market is still biased towards a bearish outlook before the end of March. The high VIX index in the US stock market reflects that investors remain cautious about risk assets. Trump may have more policy tools, and whether the market can break through the historical high remains to be observed.

<div>QCP Capital analysis said that Trump announced the establishment of the "US Crypto Strategic Reserve" over the weekend, which helped BTC rebound to over $90,000 during low liquidity periods. Although the market has mixed reactions, BTC is still at the bottom of the range with high volatility, and the options market is still biased towards bearishness before the end of March. The high VIX index in the US stock market reflects that investors remain cautious about risky assets. Trump may have more policy tools, and whether the market can break through the historical high remains to be seen.<br><br></div>

QCP: Trump announces strategic crypto reserves, BTC briefly rebounds above $90,000

The cryptocurrency market will continue to search for the next major catalyst.
Author: The Kobeissi Letter
Compiled by: <TechFlow>
President Trump announces the US Strategic Crypto Reserve, Bitcoin price breaks $94,000.
President Trump has officially announced a major plan - the establishment of the "US Strategic Crypto Reserve" - and stated that he will strive to make the US the global leader in cryptocurrencies. This news quickly triggered a strong market reaction, with the total cryptocurrency market capitalization increasing by more than $300 billion in just 3 hours.

The White House version of the "coin hoarding plan" has been launched, sorting out the logic behind the market surge

Odaily Odaily report: Affected by Trump's recent remarks on cryptocurrency reserves, the possibility of "Trump establishing a strategic Bitcoin reserve within 100 days of taking office" on Polymarket has risen to 22%, with a betting amount of around $7.74 million. On January 20, the day Trump was sworn in as president, the possibility of this bet had once risen to 48%.

Polymarket's probability of "Trump establishing a strategic Bitcoin reserve within 100 days of taking office" is currently reported at 22%.

On Sunday (2nd) at 11:24 pm, Trump suddenly posted on Truthsocial, stating that he will instruct the Presidential Task Force to advance a cryptocurrency strategic reserve, including <XRP>, <SOL> and <ADA>, driving an overall rally in the cryptocurrency market:

The US cryptocurrency reserve will be boosted after the Biden administration's years of corrupt attacks on this critical industry, which is why my 'Digital Asset Executive Order' instructs the Presidential Task Force to advance a cryptocurrency strategic reserve, including <XRP>, <SOL> and <ADA>.

I will ensure that the US becomes the cryptocurrency capital of the world...