吴说区块链|Dec 19, 2025 02:37
Wu Blockchain has learned that Delphi Digital pointed out in its 2026 Market Outlook report that the global macro environment is shifting from divergence to convergence. Major central banks have turned to rate cuts, and fiscal deficits are driving up liquidity demand. The report suggests that with the Fed's quantitative tightening nearing its end, the Treasury General Account potentially declining, and increased support from the People's Bank of China, global liquidity is expected to improve by 2026.
The report also mentions that global M2 and gold prices have hit new highs, and central banks continue to purchase gold, indicating a continued trend of currency depreciation. Historically, gold and liquidity indicators have often led Bitcoin, suggesting that assets like Bitcoin could benefit.
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