QCP Capital: BTC duy trì trên 90.000 đô la để thể hiện tính bền vững, đề xuất chiến lược đầu tư phòng thủ

The latest analysis from QCP Capital on February 5 shows that the TradFi market continues to fluctuate against the backdrop of US trade policy development and high-risk tariff wars. The S&P 500 index is struggling to maintain the 6000-point level, and last week’s volatility led to a pullback in the cryptocurrency market, with BTC briefly touching $92,000 and ETH falling to $2,100. Although the delay in US tariffs on Mexico and Canada brought some relief, the US-China trade war remains the focus of the market. In terms of cryptocurrency regulation, regulatory agencies have established dedicated working groups to draft stablecoin regulations and assess the feasibility of strategic BTC reserves (SBR). QCP Capital believes that although BTC’s ability to hold above $90,000 shows resilience, it is recommended to adopt a defensive investment strategy in the absence of geopolitical risks and short-term positive catalysts.