1月13日周二，围绕美联储主席鲍威尔的调查消息引发市场波动，投资者对央行独立性的担忧升温，标普500指数整体维持窄幅整理。在这一背景下，与比特币高度相关的加密货币股票表现尤为突出，MSTR和Metaplanet成为资金关注的重点。
从个股来看，Strategy Inc.（MSTR）在披露最新比特币增持计划后股价走强。公司宣布以约12.5亿美元购入13,627枚比特币，这是其连续第三周扩充比特币储备，进一步强化“企业比特币金库”定位。消息公布后，MSTR早盘一度上涨约1.5%，市场对其长期押注比特币的策略仍给予积极反馈。Michael Saylor的表态也被视为持续加仓的信号，为股价提供了情绪支撑。
另一边，来自日本的Metaplanet同样表现亮眼。该公司股价当日上涨超过1.6%，年内累计涨幅已达46%。数据显示，Metaplanet目前持有超过35,000枚比特币，总投入约4.51亿美元，使其跻身全球企业比特币持仓前列。整体来看，投资者正在通过此类股票间接布局比特币价格走势，增强对抗宏观不确定性的配置弹性。
大盘方面，标普500指数在盘中消化消息后小幅收涨0.15%。尽管调查事件一度压制风险偏好，但部分零售和科技板块回暖，帮助指数收复失地。与此同时，避险资产同步走强，比特币价格维持在91,000美元上方，以太坊站稳3,100美元附近，黄金与白银价格也刷新阶段高位。
综合来说，在美元走弱与债券收益率回落的环境下，市场情绪正逐步转向对非主权资产和加密相关标的的再评估。MSTR、Metaplanet以及标普500的表现，成为观察2026年初资金走向与风险偏好的重要窗口。
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Gerelateerde artikelen
Bitcoin Faces Crucial Supply Test – Understanding the URPD Cluster Near $73,000
The cryptocurrency industry is currently experiencing a very high psychological and technical level of consolidation. Most of the news relating to the market will typically focus on price movement. Well-established analysts are analyzing on-chain statistics to identify the current strength of the pr
BlockChainReporter1u geleden
'Bitcoin ETF Performance Pales Next to Gold': Mike McGlone - U.Today
Mike McGlone, a Bloomberg strategist, argues that Bitcoin ETFs may not drive long-term growth for Bitcoin, which has underperformed compared to gold. Despite recent gains, Bitcoin's performance seems capped, suggesting a potential peak in crypto enthusiasm.
UToday6u geleden
Nunchuk Launches Open-Source Bitcoin Tools for AI Agents With 'Bounded Authority'
In brief
Nunchuk released two open-source tools designed to let AI agents interact with Bitcoin wallets under strict limits.
The system uses shared wallets and approval policies so agents cannot spend funds beyond defined rules.
The tools aim to support automated financial tasks while
Decrypt6u geleden
美国政府向某 CEX 转入 2.44 枚 BTC，价值约 17.7 万美元
Gate News 消息，4 月 10 日，据 Lookonchain 监测，美国政府（Glenn Olivio 被查封资金）今日向某 CEX 存入 2.44 枚 BTC，价值约 17.7 万美元。
GateNews7u geleden
贝莱德从某 CEX 提取 2700 枚 BTC 和 30,000 枚 ETH
Gate News 消息，4 月 10 日，据 Onchain Lens 监测，贝莱德从某 CEX 提取 2700 枚 BTC（价值 1.9687 亿美元）和 30,000 枚 ETH（价值 6742 万美元）。
GateNews7u geleden
不丹比特幣儲備減持逾七成，主權基金DHI頻繁轉移資產引發關注
不丹皇家政府近期轉移約1,800萬美元的比特幣，持有量已從2024年的約13,000枚減少至3,774枚，縮減超過70%。資產由Druk Holding管理，該國利用水力發電進行比特幣挖礦。近期轉移或與基礎設施融資需求相關，不丹仍是全球主要的比特幣持有國之一。
ChainNewsAbmedia8u geleden
