QCP: Bitcoin Risk Premium Below or Above Stocks, Sustained Bitcoin Bull Market Could Form Positive Feedback

BlockBeats News, November 8th, QCP Capital released a research report stating that yesterday's Bitcoin spot ETF saw a record net inflow of $1.38 billion, combined with the optimism brought by Trump's victory and the market's expectation of a 25 basis point rate cut by the Fed, pushing BTC to rise to $77,000 this morning.

However, some "Trump trades" have started to retreat. The dollar has given back most of its post-election gains, and bond yields have returned to their recent range after a brief fluctuation. As the market evaluates Trump's proposed 60% tariff on China and the ongoing U.S. debt issue, Bitcoin's risk premium may be lower than stocks. This sustained BTC bull market may form a positive feedback loop.