美债37万亿美元背后，比特币如何成为投资者的"对冲"选择？

2025-12-29 14:40:10

【币界】某头部交易所的高管最近抛出了个有意思的观点：比特币正在对美国的财政政策起到制约作用。换个角度说，当政策制定者过度释放流动性或堆积赤字时，比特币就像一个"警钟"，迫使他们多想想后果，维护美元的信用度。

这个逻辑其实不难理解。一旦传统货币政策失效，特别是在高赤字、高通胀的时期，投资者自然会寻找替代品。比特币恰好填补了这个空白。

现实很扎心：美国国债已经冲到37.65万亿美元的量级。在这种背景下，越来越多的机构和个人投资者开始把比特币等资产看成"贬值交易"的工具。说白了，就是用它来对冲传统资产缩水的风险。市场在用脚投票，选择边界之外的选择。

BTC-0.64%

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

10 Likes

Reward
10
5
Repost
Share

Comment

0/400

TokenDustCollector

· 7h ago

Wait, can Bitcoin really constrain U.S. fiscal policy? That logic is a bit too optimistic, haha. To be honest, with the U.S. debt piling up to 37 trillion dollars, I don't think Washington is worried at all. The crypto circle is overthinking it. But on the other hand, it's true that institutions are really hoarding BTC to hedge against inflation. Wealthy people are just faster.

View OriginalReply0

TopBuyerForever

· 7h ago

37 trillion still rising, I already went all in on Bitcoin long ago, now it's just a matter of who laughs last.

View OriginalReply0

BoredRiceBall

· 8h ago

37 trillion, this number makes my scalp tingle... Has Bitcoin quietly become everyone's lifeline?

View OriginalReply0

MetaMisfit

· 8h ago

37 trillion in debt, to put it simply, they just can't go on anymore. BTC is the real safe haven.