Matrixport: US economy shows resilience, which is beneficial to Bitcoin and risky assets trends

BlockBeats News, on September 19, Matrixport released a market view, saying, "The U.S. economy still demonstrates resilience, benefiting from tightening credit spreads, which reduces refinancing costs and buffers the impact of tariffs. The loose financing environment, coupled with companies improving efficiency through the application of artificial intelligence, has laid a solid foundation for risky assets. Historically, tightening credit spreads often coincides with the strong performance of stocks and Bitcoin, strengthens the judgment that this round of market is expected to continue. The main risk of the current trend lies in inflation. Although it is still above the target, Matrixport's model predicts inflation will fall below the next few quarters. 2.0%, thus pushing the Fed into a longer cycle of easing. This is in contrast to the general market expectations—the consensus is that fiscal injection and deglobalization will maintain higher inflation. However, given the decline in energy and housing costs, the possibility of inflation continuing to break through 3.0% is still unlikely. Although the core drivers of Bitcoin’s next stage have not yet emerged, a new upward trend has begun to take shape.”