QCP：BTC 创 2024 年 3 月以来最强单周表现，美债流动性变化推动市场重定价

QCP：BTC 创 2024 年 3 月以来最强单周表现，美债流动性变化推动市场重定价

2026-08-24 18:14

8 月 24 日，据 QCP 报告，BTC 上周涨超 20%，周五一度升至约 7.95 万美元，创 2024 年 3 月以来最强单周表现。

本轮上涨最初由大规模空头回补推动，随后现货市场需求进一步扩大。美国现货 BTC 与 ETH ETF 上周合计净流入约 26 亿美元，为 2025 年 10 月以来最高。

其中 BTC ETF 净流入约 19.2 亿美元，ETH ETF 净流入约 6.97 亿美元，扭转前一周约 3.92 亿美元的净流出。

宏观方面，美国 30 年期国债收益率一度逼近 5.3%，升至 2007 年以来高位，联邦债务总额突破 40 万亿美元。

美国财政部随后宣布将 10 至 20 年期及 20 至 30 年期国债的流动性支持回购规模由每次最高 20 亿美元提高至至少 40 亿美元，执行期为 9 月 9 日至 11 月 4 日。

消息公布后长期美债收益率回落、美元走弱，BTC 与黄金上涨。QCP 强调，此类回购属债务管理操作，并非量化宽松。

本周市场将重点关注美国 PCE 通胀数据、Nvidia 财报及美联储主席 Kevin Warsh 在 Jackson Hole 年会上的讲话。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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