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刚刚:通胀、战争与利率:2026年破坏比特币预测模型的三大因素
基于比特币稀缺性的预测模型在不利的宏观经济环境下崩溃。
短期内,宏观经济因素的影响大于比特币的叙事。
从长远来看,比特币的稀缺性仍然赋予其显著的升值潜力。
多年来解释比特币价格的数学模型已不再有效。
这是投资专家托马索·斯卡佩利尼于2026年3月27日发布的分析的核心观点。