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Riteshkhatri
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SK鹏于晏
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美政府极大概率停摆,这背后意味着什么?意味着政府要继续靠印钞来维持运转。美元体系本身就是债务堆起来的,只要财政赤字无解,停摆只是个形式,真正的答案只有一个——继续印钱。
结果显而易见,手里拿着美元的人财富正在被悄悄稀释,黄金、贵金属将成为直接受益者,而比特币作为数字黄金,同样会因为美元的贬值预期而迎来升值逻辑。
换句话说,政府停摆是坏消息,但对资产市场来说,却是新一轮流动性的前奏。聪明人不会盯着停摆本身,而是会盯着钱要往哪流。
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