Reducción de Aranceles Impulsa el Apetito por el Riesgo Global
By: cointurk|2025/05/13 20:15:09
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La reducción de aranceles entre Estados Unidos y China ha aumentado notablemente el apetito por el riesgo en los mercados globales. Estados Unidos redujo la tasa de aranceles sobre los productos chinos del 145% al 30%, mientras que China disminuyó sus aranceles sobre productos estadounidenses del 125% al 10%. Esta decisión resultó en un notable aumento del 3% en los mercados de acciones de EE. UU. el 12 de mayo. Inicialmente, Bitcoin (BTC) y Ethereum (ETH) experimentaron una leve caída, pero pronto se estabilizaron en $103,000 y $2,400, respectivamente.El Aumento del Apetito por el Riesgo en Medio de la Reducción de Aranceles entre EE. UU. y ChinaLa reducción temporal de aranceles entre EE. UU. y China desvió a los inversores del proteccionismo hacia un renovado interés por asumir riesgos. La disminución de las barreras proteccionistas, que alcanzaron su pico durante la pandemia de COVID-19, ha fortalecido las expectativas para la reactivación del comercio global. Como resultado, el índice VIX cayó a 18, y la volatilidad en los mercados de derivados de criptomonedas se comprimió en más del 5%.Refugios tradicionales como el oro experimentaron una caída de alrededor del 3%. Las estrategias de venta, particularmente las de venta de volatilidad, desempeñaron un papel significativo en esta caída. Junto con el fortalecimiento del índice del dólar estadounidense (DXY), los rendimientos de los bonos de EE. UU. experimentaron un leve aumento. Estos factores reforzaron la disposición de los inversores a asumir riesgos, contribuyendo a un entorno más estable en los volátiles mercados de criptomonedas.Cambio de Capital Entre Bitcoin y EthereumBitcoin, que funciona como el “oro digital,” parece estar atrapado entre ser un instrumento de aversión al riesgo y un activo de protección. Con una disminución en la compra de protección, la demanda de opciones de venta a corto plazo disminuyó, mientras que la demanda de compra a largo plazo ganó prominencia. La caída del dominio de mercado de Bitcoin por debajo del 63% indica claramente un cambio de capital hacia altcoins. El aumento del dominio de mercado de Ethereum confirma aún más esta tendencia.Bitcoin y Altcoin EthereumEthereum parece estar elaborando una narrativa más clara. Sus tarifas de colateral están en equilibrio, y las mejoras técnicas posteriores a la actualización Pectra destacan sobre la especulación a corto plazo. El aumento en las transacciones de futuros a largo plazo sugiere que ETH podría ser la próxima gran herramienta de asignación.La aparición de este nuevo equilibrio en el mercado de criptomonedas proporciona a los inversores oportunidades para diversificar sus estrategias. Mientras Bitcoin continúa moviéndose dentro de rangos de precios específicos, el potencial de Ethereum para atraer interés institucional está ganando atención. Este artículo apareció por primera vez en COINTURK Noticias: Reducción de Aranceles Impulsa el Apetito por el Riesgo Global
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