比特币成为全球第五大资产！美英关税助力冲高，中美关税引爆牛市？

Core Viewpoint - Bitcoin has surged past the $100,000 mark, driven by positive macroeconomic factors including a historic trade agreement between the US and UK, and optimistic signals regarding US-China trade negotiations, leading to a significant increase in its market capitalization, which has surpassed $2 trillion, making it the fifth largest asset globally [1][2][5][11]. Group 1: Bitcoin Market Performance - Bitcoin's price reached a high of $104,361 on May 9, marking its third breach of the $100,000 threshold since December 5 of the previous year [1]. - The total market capitalization of Bitcoin increased by nearly 4% in the past 24 hours, successfully reclaiming the $2 trillion mark and surpassing Amazon's market cap [2]. - Bitcoin's recent performance has shown a degree of decoupling from traditional tech stocks, reinforcing its narrative as a distinct asset class and "digital gold" [2]. Group 2: US-UK Trade Agreement - The US and UK have reached a significant trade agreement, which includes reducing tariffs on US exports to the UK, such as a reduction of the 25% tariff on US cars and the elimination of tariffs on steel and aluminum products [5][6]. - This agreement is expected to generate $6 billion in external revenue for the US and create $5 billion in new export opportunities for American farmers and producers [6]. - The positive sentiment from this agreement has boosted investor confidence, contributing to a favorable environment for risk assets like Bitcoin [6]. Group 3: Regulatory Developments - The UK government is advancing its cryptocurrency regulatory framework, aiming to establish clear laws to enhance investor confidence and consumer protection [7][8]. - The proposed legislation includes the regulation of stablecoins and the operation of cryptocurrency exchanges, with a focus on fostering innovation while ensuring safety [7]. - The UK Treasury plans to collaborate with the US to support the growth of the cryptocurrency industry, signaling a commitment to international regulatory coordination [8]. Group 4: US-China Trade Relations - The market is closely watching the unresolved US-China tariff issues, with President Trump suggesting a potentially positive outcome in upcoming trade negotiations [11]. - A resolution in US-China trade relations could significantly boost global market risk appetite, potentially igniting a new bull market for Bitcoin as it is increasingly viewed as an alternative asset [11][12]. - The complexity and uncertainty surrounding US-China trade negotiations remain, but any positive signals could act as catalysts for Bitcoin price increases [11].